John Ellis, head of public affairs at the Personal Finance Society, is leaving the organisation after a transitional period and will be replaced by Barclays' David Thomson.
A new certificate in equity release from the Chartered Insurance Institute has gained approval from the exam regulator, the Qualifications & Curriculum Authority.
The Chartered Insurance Institute is launching a home reversion examination unit to coincide with more stringent Financial Services Authority authorisation requirements.
The Chartered Insurance Institute has approved proposals to create a governing board of 13 members as part of its aim to establish a new board and council.
The Chartered Insurance Institute's pension planning unit has been confirmed by the Financial Services Skills Council as an appropriate exam for people acting as pensions transfer specialists.
Continued strong demand has led the CII to extend its education programme on pensions simplification aimed at advisers who need better understanding of pensions taxation rules.
Zurich has created a professional qualifications training programme which aims to put all claims, risk management, sales and underwriting employees through Chartered Insurance Institute training.
If you want to improve reputation, you need to do reputable things and make sure that your reputation is not owned by someone else who can dictate what people should think of you. That is the philosophy which lies behind the case for a professional body...
Trade associations including the Association of IFAs have joined together to promote positive messages about the financial services industry to consumers.
The Institute of Financial Planning is considering the launch of several initiatives in 2007, claiming interest in its certified financial planner status is still strong.