CII

Chartered Insurance Institute (CII) research into consumers' views of the Retail Distribution Review (RDR) suggests a large untapped market of individuals who could be brought into financial advice for the first time as a result of the regulatory changes....

Outgoing Personal Finance Society (PFS) chief executive Fay Goddard has said she wants her legacy to be the recognition among the public of financial planning as a chartered profession.

Keith Richards, who stepped down as distribution director at Tenet today, has been named as the new chief executive of the Personal Finance Society (PFS).

Thousands of advisers have yet to obtain their mandatory statement of professional standing (SPS), according to figures from accredited bodies.

The Chartered Institute of Insurance (CII) has launched a Certificate in Securities Advice and Dealing for advisers wanting to specialise in the area.

The Chartered Insurance Institute (CII) and the London School of Economics are launching a major piece of academic work looking at risk taking within financial services.

Personal Finance Society (PFS) chief executive Fay Goddard is to retire next year after five years in the job.

The seemingly "endless" list of industry qualifications such as the ISO22222 and the BS8577 are becoming a "cash cow" and are "unnecessary", says one adviser.

Unemployed graduates will be helped to break into the financial services industry with the launch of a training college.

Schroders' Retail Distribution Review (RDR) gap-fill training programme has been awarded Chartered Insurance Institute (CII) CPD accreditation.