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Message from our sponsor - Institute of Financial Services

The Institute of Financial Services understands that your workforce is the essential element in crea...

The Institute of Financial Services understands that your workforce is the essential element in creating and sustaining your competitive advantage.

As regulation becomes more pervasive, financial services organisations need to pay closer attention to the skills of their staff and reduce weaknesses and associated risks to their businesses.

Similarly, organisations are facing up to more demanding and better-educated customers, while the market becomes increasingly competitive. The knowledge and skills of an organisation's employees will provide it with a crucial source of competitive advantage upon which to leverage its other resources.

The ifs is one of the leading providers of education and life-long career support to those working in the financial services industry. We help individuals to realise their career aspirations and enable organisations to access the latest learning and knowledge in the financial services industry.

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Yutree outlines plans after MBO

Laura Hancock, managing director of Yutree Insurance has outlined plans for the future following a management buyout, including opening an office in Norwich.

Should you sell your broking business to an Employee Ownership Trust?

Tax-efficient exit strategies and staff incentivisation have become hot topics among broker leaders since the recent increases in Capital Gains Tax and Employer National Insurance. In the second part of a series focused on the fallout from the 2024 Labour Budget, Catherine Heyes examines how broker owners can use Employee Ownership Trusts to respond to these developments.

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