Quilter unveils three-month financial adviser training course
Firm believes it is ‘enough time to become qualified and to carry out the job confidently’
Best Practice
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Santander partners with charity to improve UK financial literacy
Four-in-10 Brits do not feel ‘fully confident’ with everyday budgeting and money management
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Cashless society taking its toll of financial awareness
Shift away from paper money risks leaving young people out of touch with their finances
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CII subsidiary unveils complaints guide
Insurers should be continually looking to improve their dealings with customer services
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Deadline set for Hong Kong advisers to up their CPD game
Additional changes to come into effect from September
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Worrying rise in young adults entering insolvency
Sparks outcry from PFS chief executive Keith Richards for financial education to tackle the issue
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L&G rolls out equity release workshops for IFAs
They are aimed at financial advisers newly qualified in the field
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UK watchdog aims to solve ‘biggest challenge’ facing industry
Proposed guidance to help deal with vulnerable clients, a ‘very difficult area to get right’
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COVID-19, returning to the UK and pension planning
In this article, Quilter International’s Head of Technical Sales, David Denton, considers personal taxation of UK pensions for early returners, the viability of overseas pensions when UK tax resident and Lifetime Allowance considerations.
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Case study: How to craft your business strategy
Financial advice firms that want to be everything to everyone risk pleasing no-one
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CII helps roll out master’s degree in insurance and risk
It develops core skills in the sector alongside an understanding of the ‘contemporary business environment’
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Asset manager and broker to bolster Spanish adviser sector
Partnerships aim to encourage continuous professional development in the industry