News editor's view: When an aspiring adviser knocks, let them in

The news editor's Friday Night Takeaway from 14 August

Isabel Baxter
clock • 3 min read

This week, I was disappointed to see that a 17-year-old aspiring adviser could not take his online R05 exam booked with the CII on the day that he was meant to because of his age.

Now, the profession is well aware of the barriers to next gen entry, and if you have read some of my pieces before or have in fact looked at my Next Generation Advisers series for PA, you know that this is something I explore in my reporting and am passionate about. George Garton had completed the relevant requirements to take the online exam he had booked, only to be told that he could not sit it because he is a minor. The CII has rules applying to candidates under 18, including consent arrangements, but Garton and his family were unaware of these requirements when the exam was booke...

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