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A Day in the Life of a Later Life Adviser

Sandy Ameer-Beg, CeMAP, CeFA, CeRER What does a typical day look like? A Day in the Life of a Later.......

A Day in the Life of a Financial Planning Administrator

Natalie Dawes, DipPFS What does a Financial Administrator do? All financial planning firms require administration, and it has become very.......

A Day in the Life of a Paraplanner

Kimberley Malin, Paraplanner What does a paraplanner do? Paraplanning over the years has developed into a career in its own.......

Beyond the R0 exams: Options for Level 6  

Beyond the R0 exams | Lewis Byford from Antony George Recruitment chats to BTS. In this latest webinar collaboration, BTS.......

AF5 Financial Planning Process | BTS Launch New Exam Support 

Brand new BTS AF5 exam support launched! BTS are delighted to announce the launch of our brand new AF5 exam.......

AF7 Pension transfers | BTS launch new exam support

Brand new AF7 exam support launched August 2022! BTS are delighted to announce the launch of our brand new AF7.......

Sitting the AF5 exam | The candidate experience 

Sitting the AF5 exam – the candidate experience R0 exam candidates often consider progressing onto the AF exams. The AF5.......

BTS Career Pathways | Qualifications for Paraplanners

After three fantastic episodes covering Getting into Financial Services, Changing Careers and Routes to Level 4, the next event in.......

How to Pass the CII R03 | Income Tax Calculation Questions

In this article, Jeff Scholes director from BTS explains how to use a process approach to an R03 Personal Taxation.......

BTS Career Pathways | Routes to Level 4 

After two fantastic episodes on Getting into Financial Services and Changing Careers, the next event in the Career Pathways programme.......

BTS Career Pathways | Changing Careers and Transferrable Skills

Following a fantastic Podcast episode on Getting into Financial Services, the next event in the Career Pathway series focuses on.......

BTS Career Pathways | Getting into Financial Services

BTS ‘Career Pathways’ webinars are here! We’re excited to share a series of events featuring special guests discussing routes and.......

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Pensions Dashboard Programme: Phase Two Testing Underway – What Advisers Need to Know

Pensions Dashboard Programme: Phase Two Testing Underway – What Advisers Need to Know 

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Failed R06? How to Reset, Refocus and Come Back Stronger 

Failed R06? How to Reset, Refocus and Come Back Stronger 

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The London Insurance Market Where Global Risk Meets Opportunity

The London Insurance Market: Where Global Risk Meets Opportunity 

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Emerging Risks and Market Complexity: What it means for Insurance Business Development, and why BD teams are now central to growth 

Emerging Risks and Market Complexity: What it means for Insurance Business Development, and why BD teams are now central to growth 

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A Year On FCA Complaints Reporting Reform -What’s Changed, What’s Already Improving, and What You Still Need to Do Before 2027 

A Year On: FCA Complaints Reporting Reform -What’s Changed, What’s Already Improving, and What You Still Need to Do Before 2027 

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Climate Risk and Regulatory Pressure What it means for Insurers, and why Actuaries are at the centre of it

Climate Risk and Regulatory Pressure: What it means for Insurers, and why Actuaries are at the centre of it 

Leveraging LM2: Bringing London Market Principles and Practices to Life

Leveraging LM2: Bringing London Market Principles and Practices to Life 

Introducing our New Materials Updates Page

Introducing Our New Materials Updates Page 

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