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Keeping your business safe

As managing our business and personal lives move ever more online, criminals are increasingly using the internet to conduct fraud. We've created checklists and guides to help you keep your business and clients' assets safe.

Email hacking: the risk to advice firms

The trend towards home working – and the resulting use of insecure email – increases the risk of fraud even further. To highlight how criminals can operate, we have detailed two fictitious case studies that closely resemble actual fraud cases.

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Top six ways to spot a phishing attack

Phishing is an attempt to gather personal information or to compromise technology for the purpose of financial gain or malicious activities. Every day millions of phishing emails are sent out to unsuspecting victims all over the world. Here are some tips on how to detect them.

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10 steps to protect your business from a cyber attack

Easy and effective ways to reduce your firm’s exposure to cyber attacks based on guidance from the National Cyber Security Centre.

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Do your passwords pass the password test?

Passwords are an obvious way to prevent unauthorised access, although they need to be strong, robust and, ideally, unique to be effective. To encourage password best practice within advice firms, we’ve highlighted some important tips.

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The 12 security-related questions firms should be asking their platform partner

We've created a checklist to help your due diligence around keeping your clients' data and assets safe.

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New ways of working can mean new threats

The widescale move to home working has increased the risks of cyber crime even further. Employees may be communicating in new ways and need to share files remotely, for example.

Visit our hub ‘A new way of working’ to find out more about security at home. You’ll also discover lots of tips on maximising your efficiency while working remotely.

Cybersecurity for everyone

To aid your client discussions, here is a practical guide for staying safe at home, at work, online and on the move.

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How private is your personal information?

This short video demonstrates how anyone could easily get hold of your personal details.

Ten simple ways to prevent fraud

To help you counter the risks to you and your clients, we’ve highlighted below some best practices for preventing fraud.

Spotting fraudulent activity – signs to look out for

Fraudsters can often be detected through some giveaway signs. Here are some to look out for.

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Online security

We use proven, industry-recognised security tools and processes to keep you and your clients' personal information secure.

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