Adviser sanctioned by CII claims institute used 'bully boy tactics'

Yorkshire-based adviser suspended by PIMFA but complied with CII sanctions

Julia Bahr
clock • 2 min read

West Riding Personal Financial Solutions managing director Neil Liversidge has hit back at the Chartered Insurance Institute (CII) after he was sanctioned in June for a Tweet he posted in November last year.

Following a complaint by a member of the public and an eight-month long investigation, the Tweet was found by the CII to have been offensive. Liversidge told PA this week that he felt the institute used "bully boy tactics" during its investigation process. He said: "No fair-minded person would recognise the CII's investigation as an impartial enquiry to the facts. It started with a demand that I should confess speedily on the grounds that it would be better for everyone." According to Liversidge, it ended with the investigators declaring themselves to be "the winners of the argumen...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on People

Lucy Rigby re-appointed as City minister in Burnham government

Lucy Rigby re-appointed as City minister in Burnham government

Replacing Rachel Blake

Cristian Angeloni
clock 22 July 2026 • 1 min read
John Healey named Chancellor of the Exchequer in 'surprise' move

John Healey named Chancellor of the Exchequer in 'surprise' move

Follows speculation

Cristian Angeloni
clock 21 July 2026 • 2 min read
FOS names permanent CEO and chief ombudsman

FOS names permanent CEO and chief ombudsman

Interims Jenny Simmonds and James Dipple-Johnstone take on permanent roles

Sophia Panayi
clock 20 July 2026 • 2 min read