Education
Best Practice | 7 Jul 21
From professional golfer to financial adviser
SJP partner firm owner says joining the industry has been a ‘game changer’
Help for UK professionals and firms to deliver services overseas
But advisers hoping it will re-open the door to the EU are likely set for disappointment
Best Practice | 22 Jun 21
Schroders PW offers next generation of advisers a helping hand
As it partners with not-for-profit to help individuals achieve their Level 4 CII Diploma
Best Practice | 21 Jun 21
Tiktok joins forces with UK charity on financial literacy
It will help ‘new audiences’ benefit from ‘timely, practical and tactical advice’
Best Practice | 27 May 21
Quilter rolls out financial advice service for its UK staff
Programme will focus on educating employees to ‘help them make informed decisions’