Introducing STEP’s new Private Client Awards charity partner, the World Literacy Foundation

Each year, STEP supports a charitable organisation through its Private Client Awards. Instead of charging an entry fee to the Awards, we ask entrants to make a donation to our chosen charity; attendees can donate at the event itself, and STEP members can also donate online here. Charity partnerships are for three years, and previous… Read More Introducing STEP’s new Private Client Awards charity partner, the World Literacy Foundation

Practitioner perspective: We need to work together to help vulnerable clients

Vulnerability is not synonymous with poverty or age, it can happen to anyone, at any time. While I have been interested in vulnerability for many years, it was the development of my firm’s corporate social responsibility (CSR) policy, with the theme, ‘vulnerability and combating financial abuse,’ that really crystallised my desire to develop my technical… Read More Practitioner perspective: We need to work together to help vulnerable clients