Best Practice
Best Practice | 12 Aug 19
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 | 9 Aug 19
Santander partners with charity to improve UK financial literacy
Four-in-10 Brits do not feel ‘fully confident’ with everyday budgeting and money management
Best Practice | 9 Aug 19
Cashless society taking its toll of financial awareness
Shift away from paper money risks leaving young people out of touch with their finances
Best Practice | 7 Aug 19
CII subsidiary unveils complaints guide
Insurers should be continually looking to improve their dealings with customer services
Best Practice | 31 Jul 19
Deadline set for Hong Kong advisers to up their CPD game
Additional changes to come into effect from September