Chartered Insurance Institute

Digitally-driven Verso Wealth Management acquires Chartered firm Pavis

Your Business

Digitally-driven Verso Wealth Management acquires Chartered firm Pavis

Graham Coxell joins as non executive chairman

clock 27 January 2022 • 2 min read
PA360 North: PFS pushes for leader and protection of its 'significant reserves'

Your profession

PA360 North: PFS pushes for leader and protection of its 'significant reserves'

'Focused on protecting members' interests'

clock 08 December 2021 • 2 min read
Chasing Chartered status: Is the long process worth it for adviser firms?

Regulation

Chasing Chartered status: Is the long process worth it for adviser firms?

Just 14% of firms hold Chartered status

clock 08 September 2021 • 8 min read

Group Protection

Group protection market displaying a 'gender paradox'

L&G study shows

clock 10 June 2021 • 2 min read

Your profession

Openwork: People who have lost finance jobs should retrain in advice sector

150 trained in 2020

clock 22 October 2020 • 1 min read

Your profession

CII launches MBA to help advisers better understand Islamic financial principals

With Bolton University

clock 13 August 2020 • 1 min read

Your profession

Pension transfer exam among those moved online

RO6, AF1 and AF5 exams moved online

clock 15 May 2020 • 2 min read

Companies

PFS partners with learning company to inspire next generation of advisers

Target five colleges first

clock 24 February 2020 • 1 min read

Your profession

WIFA winners and more female graduates: A year of diversity in financial advice

Diversity reloaded

clock 02 January 2020 • 4 min read

Your profession

CII pledges to prioritise mental health and wellbeing of employees

One-in-six experience mental illness

clock 09 October 2019 • 1 min read