Education

Best Practice | 15 Jan 18

Next generation clients believe if they had learnt financial planning skills at school they would have a better life, according to a Money Advice Service report which highlights the key challenges this segment is facing.

Best Practice | 9 Nov 17

Seven Investment Management’s Justin Urquhart-Stewart is on a personal crusade to promote financial literacy.

He sees parallels between financial professionals use of jargon and the perception in schools that maths is hard. He argues they fuel an unjustified mystique around aspects of financial planning, which is driving clients away.

Here are his four bugbears:

Industry | 20 Sep 17

The Guernsey Financial Services Commission has warned that investment risk is still incorrectly explained or ignored altogether by financial advisers.

Best Practice | 19 Sep 17

The Chartered Institute for Securities & Investment (Cisi) level 6 certificate in pension transfers and planning advice has been officially approved by the Financial Conduct Authority.

Companies | 16 Aug 17

The cost of putting one child through education from pre-school through to university could reach almost AED1m (£211,456, $272,241, €232,584)for families in the United Arab Emirates (UAE), research from Zurich – Middle East shows.