Is MiFID II having the desired impact?
MiFID II brought an overhaul that aimed to increase transparency, reduce costs for investors and…
Yearly Archives: 2019
Claims management becoming FCA regulated – The impact on people’s roles
It has been estimated that there were about 500 claims management companies (CMCs) when the…
Aiming higher: professional apprenticeships
With the development of higher and degree apprenticeships, the Chartered Banker Institute looks at the…
Cryptocurrency and Blockchain
Cryptocurrencies, e.g. Bitcoin, have been in the news a lot, but what are they, what…
Maximising the Apprenticeship Levy
It is now almost two years on from the introduction of the Apprenticeship Levy, and…
Traits of a self-directed learner
In this short article, Paul examines what it takes to become a self-directed workplace learner…
Mortgaging our pensions to pay our contributions
The NHS “scheme pays” facility allows members, faced with a tax liability arising from breaching…
FCA vulnerability enforcement action
A timely reminder for all regulated firms to re-focus on improving culture within businesses The…
Action Learning – NHS Masterclass
As a chartered financial adviser, how many conversations have you had about AA and LTA…
How do we measure ‘value for money’?
I expect when all of us buy something, we ask ourselves “does this represent value…