CII
Your profession
The chief executive of the Chartered Insurance Institute (CII), the parent of adviser body the Personal Finance Society (PFS), has announced he is to step down.
26 March 2015
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Your profession
The standards advice firms must meet to call themselves Chartered are set to get much tougher, as the Chartered Insurance Institute (CII) embarks on a radical overhaul of the label.
12 March 2015
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Pensions
The Chartered Insurance Institute (CII) is to launch a new voluntary exam for advisers wanting to prove their competence around the new pension rules.
20 February 2015
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Your profession
Zurich Life chief executive Gary Shaughnessy has joined the board of the Personal Finance Society (PFS) as an adviser.
05 February 2015
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Your profession
The Chartered Insurance Institute (CII) and the British Bankers Association (BBA) are launching a joint initiative to promote and develop standards and skills in retail banking.
16 October 2014
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Regulation
Regulation round-up: Mis-selling, specialist referrals and financial promotions
02 October 2014
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Your profession
Provider Aviva has launched its third in a series of books aimed at helping advisers connect with their clients.
29 September 2014
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Your profession
You can’t please all of the people all of the time... Advisers' views on APFA 15 years on
18 September 2014
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6 min read
Regulation
Regulation round-up: Enhanced supervision, Pension Schemes Bill and protection of client money
12 September 2014
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