CII

The Retail Distribution Review has set the clock ticking for those giving regulated advice and sales guidance on retail products, says Matt Smith

As the AMII chair comes up for election next month, Stephanie Spicer talks to outgoing chairman Mike Izzard on his tenure and the tasks ahead

The Chartered Insurance Institute (CII) says it is prepared to work with Ken Davy's newly-formed Alternative Assessment Project Group, but only once the FSA has firmed up its evaluation criteria for getting to Level 4 standard.

"The role of paraplanner is evolving," Simon Poole of Direction Financial Planning says. "Clients call me now..."

Mark Benson, technical manager at WAY Investment Services, says there are various ways IFAs can prepare for the increase in the minimum qualification level proposed in the RDR...

Fears an independent professional standards board (IPSB) would represent another tier of regulation are misplaced, the Chartered Insurance Institute (CII) says.

The Chartered Insurance Institute (CII) has granted an exemption to its AF5 exam for ISO 22222 graduates.

Platforms risk being undermined by a lack of transparency and must address some crucial questions if the RDR is to be effective, warns Novia.

New recruit Gillian Mackenzie discusses the importance of qualifications.

Tied advisers are "just getting on" with meeting new minimum qualification proposals in the RDR by attaining QCF Level 4 under the FSA's ‘no regrets' promise.