In this Insurance Institute of London (IIL) financial planning webinar, Sarah Albury, Senior Associate, Mishcon de Reya LLP, outlined how clients might pass wealth down or across the generations in a tax-efficient manner whilst highlighting some of the obstacles to doing so.

In this Insurance Institute of london (IIL) financial planning webinar, Carla Brown FPFS, Chartered Financial Planner, Oakmere Wealth Management, talked about how the language we use with our clients can create deeper, more meaningful relationships with them and connect on an emotional level. This in turn leads to more loyal clients who will become your sales team and ultimately generate more referrals.

The Personal Finance Society has established a new panel of advisers, policy professionals and sustainable finance experts to enhance advice standards and consumer outcomes around climate change and other sustainability challenges.

The Personal Finance Society (PFS) and Chartered Insurance Institute (CII) have launched a new Environmental Social Governance (ESG) short course for financial advisers seeking to respond to greater scrutiny from regulators and increased interest from clients about sustainable investments.