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CII

Your profession

CII removes exam on senior management qualification

The Chartered Insurance Institute (CII) has removed the requirement to sit an exam on its senior management qualification for financial planners (AF6).

clock 13 August 2015 •

Regulation

Concern as IFP confirms 'easy' route to Chartered with CISI merger

Advisers have expressed concerns over plans to permit Certified Financial Planners to add the Chartered Wealth Manager designation by taking an online ethics exam, should a proposed merger between the Institute of Financial Planning (IFP) and Chartered...

clock 11 August 2015 •

Your profession

Board member, branch chairman, award winner: IFP members on CISI merger

PA speaks to professionals at every level of the IFP membership to find out what they think about it merging with the CISI

clock 07 August 2015 •

Your profession

Lloyds Bank director elected new CII president

Director at Lloyds Banking Group Robert Fletcher has been elected as the Chartered Insurance Institute's (CII) new president.

clock 23 July 2015 •

Regulation

Pension reforms: CII considers exam for frontline provider staff

The Chartered Insurance Institute (CII) is considering launching a qualification for product providers' staff who are likely to deal with at-retirement customers.

clock 26 June 2015 •

Investing in the profession

Consolidator mandates QCF Level 6 and doubles adviser CPD

An advice firm consolidator is requiring all of its advisers to attain Chartered status, requiring Level 6 qualifications - two grades above the minimum.

clock 21 April 2015 •

Regulation

CII launches pensions freedom exam 'bridging' unit

The Chartered Insurance Institute (CII) has launched a 'bridging' exam unit in light of the pension freedoms rolled out on 6 April.

clock 08 April 2015 •

Your profession

CII chief executive Sandy Scott to step down

The chief executive of the Chartered Insurance Institute (CII), the parent of adviser body the Personal Finance Society (PFS), has announced he is to step down.

clock 26 March 2015 •

Your profession

CII toughens rules for Chartered firms

The standards advice firms must meet to call themselves Chartered are set to get much tougher, as the Chartered Insurance Institute (CII) embarks on a radical overhaul of the label.

clock 12 March 2015 •

Pensions

CII to launch new retirement exam unit

The Chartered Insurance Institute (CII) is to launch a new voluntary exam for advisers wanting to prove their competence around the new pension rules.

clock 20 February 2015 •
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