financial advisers
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April 18, 2023
What are the common types of investment risk?
Successful investing rests upon understanding, accepting and managing the various types of risk you could face. This article discusses...
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October 4, 2022
How to Use the Powerful Compound Interest Formula
Compound interest is something that financial advisers need to fully understand as it can have a serious effect on...
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June 21, 2016
Capital Gains Tax Considerations on an Investment Account
Using a partner’s lower tax status is now less attractive than it used to be for capital gains tax...
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April 26, 2016
Sitting on the Fence and Getting the Best of Both Worlds
This article discusses defined benefit scheme pension splitting as a flexible option for pension savers – of interest to...
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April 12, 2016
The Morality of Tax Planning and Avoidance
This article discusses the role of the financial planner in treading the fine line between mitigating tax effectively and...
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March 29, 2016
Learn about your bond price exposure to interest rates
This article explains the concept of duration and provides useful examples that will help you with your CII investment...
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March 1, 2016
How to Put Your Hard Earned Tax Knowledge to Effective Use
Those of you studying for the CII R03 exam will inevitably learn a lot of facts and calculations to...
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February 2, 2016
Pearls of Wisdom from The Master of Marketing
Marketing forms an essential part of the career or business of many financial services professionals. Here, we touch on...
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January 19, 2016
Popular Delusions: Helping Us to Understand Human Behaviour
In this article we discuss Charles Mackay’s book “Extraordinary Popular Delusions and the Madness of Crowds” and how it...
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April 30, 2015
Catriona Standingford on Excelling in Financial Services Qualifications
In April 2015 Catriona Standingford was interviewed by Roger Edwards about Level 6 CII Chartered Status and IFP Certified...
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June 12, 2012
Financial qualifications are just a mess for consumers
Consumer protection through effective regulation is rightly the mantra of financial services – but does the consumer really understand...
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May 6, 2012
When discrimination comes down to a matter of degrees
Professional status and the level of pay that accompanies years of learning is a hot topic for many financial...
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March 6, 2012
Pre-RDR trail commission
Content on this page has been removed as it is no longer relevant. Refer to the FCA website for...
