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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
      • ONLINE, ONLINE
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
      • ONLINE, ONLINE
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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-24 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
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  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
  • 2021 PA Awards deadline 15th

CII

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  • Protection
Supreme Court 'substantially' rules in favour of business interruption claimants

Completes legal process

  • 15 January 2021
Take our poll and have your say: Do CII qualifications deserve more than just a PDF?
  • Your profession
Take our poll and have your say: Do CII qualifications deserve more than just a PDF?

30-second poll

  • 12 January 2021
CII to scrap adviser 'gap-fill' option in SPS applications
  • Regulation
CII to scrap adviser 'gap-fill' option in SPS applications

From August next year

  • 10 November 2020
CII sends apology to candidates for exam mishaps
  • Your profession
CII sends apology to candidates for exam mishaps

Issues faced during lockdown

  • 27 October 2020
Verve Group launches not-for-profit initiative
  • Your profession
Verve Group launches not-for-profit initiative

‘We Are Change’

  • 07 October 2020
Advisers face commotion after CII exam dates 'unbooked' online
  • Your profession
Advisers face commotion after CII exam dates 'unbooked' online

Due to Covid-19

  • 29 September 2020
CII calls for action to steer clear of future FCA test cases
  • Your profession
CII calls for action to steer clear of future FCA test cases

How sector can help

  • 15 September 2020
CII joins CISI's office space in London's 'Walkie Talkie' building
  • Companies
CII joins CISI's office space in London's 'Walkie Talkie' building

From next year

  • 07 September 2020
Young adviser targets advice gap via Instagram and other good news stories of the week…
  • Your profession
Young adviser targets advice gap via Instagram and other good news stories of the week…

Investing tips for millennials

  • 30 April 2020
Advisers 'going in blind' to AF8 exam, professional trainer warns
  • Your profession
Advisers 'going in blind' to AF8 exam, professional trainer warns

Feedback not yet enough

  • 23 January 2020
PFS launches beefed-up toolkit to help promote Chartered status
  • Your profession
PFS launches beefed-up toolkit to help promote Chartered status

  • 25 November 2019
CII chief issues call for Insuring Women's Futures ambassadors
  • Individual Protection
CII chief issues call for Insuring Women's Futures ambassadors

‘Talk to 10,000’

  • 04 July 2019
DWP clarifies Universal Credit position on protection pay-outs
  • Individual Protection
DWP clarifies Universal Credit position on protection pay-outs

Only capital over £6,000 taken into account

  • 01 November 2018
CII cuts gender pay gap after diversity push
  • Your profession
CII cuts gender pay gap after diversity push

Mean gender pay gap now 16.64%

  • 18 September 2018
FCA and CII launch adviser re-evaluation test
  • Your profession
FCA and CII launch adviser re-evaluation test

Non-compulsory

  • 05 September 2018
Devon adviser attains Chartered status at 23 years old
  • People
Devon adviser attains Chartered status at 23 years old

Father was 23 when he set up firm in 1985

  • 03 September 2018
CII launches consultation seeking feedback on Chartered proposition
  • Investing in the profession
CII launches consultation seeking feedback on Chartered proposition

11 years since launch of three Chartered titles

  • 16 August 2018
Barnstaple-based IFA first North Devon firm to earn Chartered status
  • Companies
Barnstaple-based IFA first North Devon firm to earn Chartered status

One of 725 to have Chartered status

  • 05 April 2018
CII reveals 'modern, relevant' office move to Lombard St
  • Companies
CII reveals 'modern, relevant' office move to Lombard St

Will also move heritage items

  • 23 March 2018
SJP adviser becomes UK's youngest Chartered financial planner
  • Investing in the profession
SJP adviser becomes UK's youngest Chartered financial planner

Former professional tennis player

  • 15 February 2018
Melissa Collett: How do we measure consumer trust?
  • Individual Protection
Melissa Collett: How do we measure consumer trust?

An elusive concept

  • 30 October 2017
Chartered bodies push for better information sharing about individuals
  • Your profession
Chartered bodies push for better information sharing about individuals

CII, CISI and CBI form alliance

  • 18 October 2017
Melissa Collett joins CII as professional standards director
  • Regulation
Melissa Collett joins CII as professional standards director

Former senior FOS ombudsman

  • 05 October 2017
OMW and CII launch DB transfer training programme for advisers
  • Retirement
OMW and CII launch DB transfer training programme for advisers

In response to FCA crackdown

  • 21 September 2017
123

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Adviser receives online abuse and death threats after launching anti-crypto petition
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What is the FCA's new DB advice assessment tool 'DBAAT'?
Fidelity joins the party: How vertically integrated firms are shaping up in 2021
Fidelity joins the party: How vertically integrated firms are shaping up in 2021
FCA denies 12 advice firms authorisation following phoenixing suspicions
FCA denies 12 advice firms authorisation following phoenixing suspicions
Advisers to be levied £240m again as FSCS announces £1bn overall levy
Advisers to be levied £240m again as FSCS announces £1bn overall levy
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