ISO

A little-known standard for UK adviser firms automatically embeds the FSA's treating customers fairly (TCF) principles, the firm behind it claims.

A new standard for financial planners supported by RDR chief Amanda Bowe has been launched by UK certification body Standards International.

A little-known standard created for UK advisers that requires no extra exams has taken on fresh significance after a ringing endorsement from the FSA.

Draft guidance on the implementation of an international ISO personal financial planning standard in the UK is expected to be published by the British Standards Institute (BSI) for consultation on Friday.

Implementation of an international ISO standard for financial planners is still on schedule to begin operating from the end of this year, say members of the UK working committee.

Representatives of the UK financial adviser industry are meeting with international colleagues in Berlin this week to agree terms for a globally-recognised financial adviser standard.

The Financial Services Skills Council is launching another round of consultations on examination reform proposals this Friday to look at final draft specifications for investment and mortgage advice exams and the way appropriate exams should be identified....