PA360 North: CII/SJP qualification was well-intentioned 'mistake'
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Vanessa Barnes: “We shouldn’t ever be seen to be doing something exclusively with someone else."
A PFS member director has apologised for the "mistake" the body made teaming up with St James's Place (SJP) to create a vulnerable client qualification, and offered a behind-the-scenes look at the situation.
In September, the Chartered Insurance Institute (CII) - of which the Personal Financial Society (PFS) is part - launched a vulnerable client qualification exclusive to SJP partners and advisers. The...
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