Professional body unveils career path for advisers
Partnership with qualification provider will help students enter sector outside higher education route
CII
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PEOPLE MOVES: UBS, J Safra Sarasin, HSBC
Swiss bank hires CEO from ING Group, while rival names Asia chief executive
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DB transfer ‘gold standard’ slated
But PFS chief says it works with the UK regulator to complete checks
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10 years to turn around financial wellbeing in the UK
Attitude and culture changes to education, savings and later life planning high on agenda
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How can advice industry proactively tackle the talent crisis?
Aspiring IFA says ‘pre-RDR salesy stereotype’ still lingers in the minds of prospective recruits
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SMCR burden to hit solo-regulated advice firms hardest
As freeze on FCA register updates means they will likely need to self-report their status
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CII and Lloyd’s join forces with DIFC to boost insurance sector
Middle East is changing ‘significantly’ and the need for training and development is ‘ever increasing’
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PEOPLE MOVES: LV=, Financial Conduct Authority, Nutmeg
Insurer hires former Zurich Emea head of operations as CEO, while FCA chief to lead Bank of England
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How to advise clients with disabilities
Hearing loops, Skype, coloured paper, Braille and text-to-speech can help deliver financial planning
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CII gender equality initiative sparks industry action plan
Recommendations made to improve women’s financial resilience
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Putting BAME representation on the agenda
Industry needs to understand its ‘unconscious biases’ and mitigate the impact they have on decisions
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Industry needs to ‘eradicate’ any notions it is ‘old man’s club’
Attracting female clients is vital, as 27% of UK women have inadequate pension pots