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PFS

Your profession

RDR debate: advisers are 'pilloried all the time'

RDR

clock 07 June 2012 •

Investing in the profession

Tenet adviser development programme gains CII approval

Tenet has attained Chartered Insurance Institute (CII) approval for its adviser development programme, meaning the scheme will now be eligible for Continuing Professional Development (CPD) points.

clock 16 May 2012 •

Investing in the profession

New IFA quality mark launched

The British Standards Institute (BSI) has launched a new standard for financial advice that it hopes will boost consumer confidence.

clock 08 May 2012 •

RDR

PFS calls for clarity on LTC impact on independence

The Personal Finance Society (PFS) is seeking clarity from the Financial Services Authority (FSA) on whether advisers will need extra qualifications on long term care (LTC) insurance to remain independent post-RDR.

clock 21 February 2012 •

RDR

BSI consults on new standard for advice firms

The British Standards Institute (BSI) is consulting on a draft of a voluntary service standard for financial advice businesses.

clock 15 February 2012 •

Your profession

CII calls on planners to volunteer in schools

The Chartered Insurance Institute (CII) has called on financial planners to volunteer in schools, as part of a campaign to encourage financial education.

clock 31 January 2012 •

RDR

Cardy: United voice for advisers is a fallacy

The head of a newly-launched adviser trade body to rival AIFA has rejected industry calls for a "united voice".

clock 16 November 2011 •

Investment

Single premium bonds: The solution to funding university?

Single premium bonds could provide the solution to the rapidly-growing funding requirements needed for children going to university, according to one chartered financial planner.

clock 14 November 2011 •

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 •
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