CISI members team up with City of London Police
Volunteers will lend a hand to fight cybercrime and fraud
Best Practice
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10 investment firms unite to tackle black underrepresentation
SJP, Aon and Morgan Stanley among companies that will share details about barriers for talent
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Holborn focused on becoming top UK DB pension transfer firm
As it achieves pension transfer gold standard
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Best Practice Adviser Awards 2020
All categories and regions open for entries – deadline is 4 September
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Fraudsters use WhatsApp to offer 100% return on investments
Claim they are affiliated with or represent Allan Gray
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What does it really take to advise vulnerable clients?
Awareness is on the rise, but vulnerability doesn’t only apply to elderly customers
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Diversity group unveils global top 100 executive allies list
It features c-suite and senior figures in financial services around the world
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CII makes training donation for professionals hit by covid-19
As 203 members receive discount on digital learning materials to continue studies
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Will UK assets invite a bigger tax bill after Brexit?
Once in full effect, can we expect the tax burden to increase for property, investments and pensions?
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SimplyBiz rolls out vulnerable client hub
As Frenkel Topping creates financial advice joint venture with spinal cord injury charity
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What questions should advisers ask their network?
Impact of recent regulations and Brexit are going to change the rules of the game
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BNY Mellon rolls out ESG training for UK intermediaries
As Blackfinch Asset Management jumps on the band wagon with introduction of retail ESG funds