CII issues first SPS

The SPSs were issued to Joel Adams, joint chief executive of Chartered financial planners LIFT-Financial, and Mark Rose, independent financial adviser at Honister Partners - both of whom helped trial the CII's gap fill verification and SPS process. "As a Chartered financial planner I was surprised, when I logged onto the PFS gap fill tool, that I still had quite a few gaps to complete.," said Joel Adams. "The gap fill tool was very useful as it highlighted clearly where most of my gaps were and I decided to meet most of the gaps by taking a number of the R0 units." Fay Goddard, chief ...