A certified financial planner is threatening to quit the "mafia-like" CII after it warned it would take disciplinary action against him unless he supplies full CPD records.
Advisers are divided over how and when to deal with a potential "double tax hit" expected to be announced in an emergency Budget on 22 June.
The Chartered Insurance Institute (CII) will apologise to candidates who took an exam with an "error" in a question on inheritance tax (IHT) worth more than a tenth of the overall marks.
As Association of Medical Insurance Intermediaries (AMII) chairman Mike Izzard steps down, Stephanie Spicer takes a tour around Andrew Tripp, the association's next leader in waiting
Advisers have been left angry and anxious about their prospects of passing a CII exam because of an apparent ambiguous question worth more than a tenth of the overall marks.
A swathe of new RDR exams have left advisers "confused" and "crossing their fingers" their current qualifications will still be valid after 2012.
A new RDR-compliant diploma which allows advisers to learn within 24 hours if they have passed or failed certain modules is being launched by the Chartered Insurance Institute (CII).
The ranks of businesses awarded chartered status swelled by 23% in 2009, the Chartered Insurance Institute (CII) reports.
The FSA's final RDR paper has made it clear IFAs must have ‘sufficient knowledge' of structured products to remain ‘independent'. So how can IFA firms ensure their RIs get up to speed?
Friends Provident CEO Trevor Matthews was today unveiled as chairman of the re-licensed FSSC.