CII
Best Practice | 13 Dec 19
How to advise clients with disabilities
Hearing loops, Skype, coloured paper, Braille and text-to-speech can help deliver financial planning
CII gender equality initiative sparks industry action plan
Recommendations made to improve women’s financial resilience
Alternatives | 13 Nov 19
Putting BAME representation on the agenda
Industry needs to understand its ‘unconscious biases’ and mitigate the impact they have on decisions
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
Six key moments can make or break a woman’s financial future
As the Talk to 10,000 initiative aims to boost their confidence to have conversations about money