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CII

Investing in the profession

Overheard: What advisers really think about prof bodies

While the headline acts draw the polite crowds at the Institute of Financial Planning's conference, the truth comes out in the Celtic Manor bar and at the Jewel Balti curry house on Chepstow road, Newport.

clock 05 October 2011 •

Investing in the profession

CII issues first SPS

The Chartered Insurance Institute (CII) has issued its first statements of professional standing (SPSs), including gap fill verification.

clock 04 October 2011 •

RDR

Accredited bodies given go-ahead to issue adviser SPSs

The Financial Services Authority (FSA) has formally accredited six professional bodies, meaning they can begin issuing Statements of Professional Standing (SPS), a mandatory form of practicing certificate for advisers.

clock 26 September 2011 •

RDR

Two minute recap: Statements of Professional Standing

David Thomson, director of policy and public affairs at the Chartered Insurance Institute, gives a quick recap of the rules surrounding Statements of Professional Standing.

clock 20 September 2011 •

Investing in the profession

Five steps to CII RO exam success

Perspective Financial Group's Julie Hepworth offers a series of tips to help advisers hop, skip and jump their way through the CII's RO exams.

clock 15 September 2011 •

Long Term Care

Public has 'massive disconnect' with reality of LTC costs - CII

The public is unaware of how much long-term care (LTC) actually costs with half the population believing it is free at the point of use, new research has found.

clock 14 September 2011 •

Investing in the profession

CII: Advisers are pessimistic about skills outlook

A growing number of financial advisers believe the UK will suffer a skills shortgage within the next decade, according to a study by the Chartered Insurance Institute (CII).

clock 09 September 2011 •

Equity Release

Pensioner poverty - is equity release the answer?

Providers are hailing it as a solution to pensioner poverty but retirement planners are taking a more cautious approach to using equity release in this way. Maryrose Fison takes a closer look at what advisers need to consider when advising on these products....

clock 25 August 2011 •

Investing in the profession

RDR and qualifications: The definitive Q&A

Advisers are now largely clear on what they need to do to meet the requirements of the Retail Distribution Review (RDR) from 1 January 2013. However, there are still a few queries arising, particularly regarding less conventional scenarios. The Personal...

clock 25 August 2011 •

Long Term Care

Long term care - Dilnot in Wonderland?

The Dilnot Commission may have come up with a workable solution to the adult social care problem but, as Peter Barnett explains, it has to get past the politician.

clock 11 August 2011 •
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