CISI unveils e-learning course on vulnerable clients
‘Appropriate treatment’ of these customers is a ‘key concern for regulators’ globally
Best Practice
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SJP launches military network to bolster recruitment drive
It will help members of the armed forces deal with the ‘daunting’ journey into financial services
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From rugby star to financial adviser
SJP partner practice owner says targeting the sporting sector for future employees ‘is a no brainer’
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Pimfa calls for supervision of unregulated financial promotions
Trade body argues it would improve market and reduce burden on lifeboat scheme
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Trust us – take tax advice
It might appear expensive but the tax savings can exceed the cost of the advice and other fees
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Openwork targets Brits hit by job cuts in recruitment drive
As SJP offers virtual work experience to students to help them learn more about a career in the sector
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Aviva Investors unveils ESG adviser training programme
As 45% of IFAs admit they haven’t had any formal education on the investment strategy
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Future Advisory Forums Online
Insights and expertise from some of the biggest names in the financial services industry
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An introduction to Permanent Life Insurance
As a long-term and necessary protection and growth strategy
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How much has covid forced financial plans to change?
27% of advisers said clients have reduced how much they save and spend each month
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UK regulator urged to draft rules on pension guidance
Four million people could be missing out on free support ahead of retirement
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How have adviser academies been affected by pandemic?
The ‘new normal’ has posed a number of challenges when educating the next generation