Best Practice
Best Practice | 5 Nov 20
CISI unveils e-learning course on vulnerable clients
‘Appropriate treatment’ of these customers is a ‘key concern for regulators’ globally
Best Practice | 3 Nov 20
SJP launches military network to bolster recruitment drive
It will help members of the armed forces deal with the ‘daunting’ journey into financial services
Best Practice | 27 Oct 20
From rugby star to financial adviser
SJP partner practice owner says targeting the sporting sector for future employees ‘is a no brainer’
Best Practice | 26 Oct 20
Pimfa calls for supervision of unregulated financial promotions
Trade body argues it would improve market and reduce burden on lifeboat scheme
Best Practice | 22 Oct 20
Trust us – take tax advice
It might appear expensive but the tax savings can exceed the cost of the advice and other fees