personal finance education

CII calls on planners to volunteer in schools

IFAonline | 31 Jan 2012 | 18:30

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

CII logo
matthew-pete-april2011

Milestone as IFA uploads 150th client educational video

Chartered financial planner Pete Matthew has marked the occasion of recording his 150th educational video for consumers by re-designing his website, Meaningful Money.

IFAonline | 10 Oct 2011 | 12:03
Money Advice Service

Video: The Money Advice Service's TV ad campaign

"Set up by government, our advice is independent and unbiased."

IFAonline | 10 Jun 2011 | 15:20 | video

Other personal finance education articles

Hands up

CII expects 11m more will seek advice post-RDR

Up to 11 million additional people could seek financial advice if the aims of the retail distribution review (RDR) are explained to them properly, the Chartered Insurance Institute (CII) estimates.

IFAonline | 10 Jun 2011 | 13:20
matthew-pete-april2011

Video: How to attract clients at Easter (*MUST WATCH*)

Our prayers for an educational video featuring an IFA dressed as the Easter bunny have been met by the irrepressible Pete Matthew.

IFAonline | 21 Apr 2011 | 15:00 | video
Empty classroom with traditional tables and chairs and a blackboard

MPs launch inquiry into financial education

MPs are calling for evidence from the industry after launching an inquiry into the level of financial education in primary and secondary schools.

IFAonline | 16 Mar 2011 | 08:10
treasure

Inherited wealth v self-made fortunes

It is not just how much money you have but where it comes from that affects the advice process, finds Maryrose Fison.

Retirement Planner | 03 Nov 2010 | 10:13
wheatcroft-ron3

Consumers maybe deluding themselves - Swiss Re

Consumers view their financial health in stark contrast to how the protection industry thinks they should, according to research from Swiss Re.

Cover | 05 Oct 2010 | 15:07
teacher01

Advice should be jargon free - 1st Exchange

Technology provider 1st Exchange has called for the industry to use plain language to ensure product information is jargon free and more accessible to consumers.

Cover | 01 Oct 2010 | 15:25
education-mortar-board-diploma-books-be-gif

Banks should not pay for finance education - BBA

Banks are unhappy with suggestions they should pay additional levies to fund financial education in the UK.

IFAonline | 18 Nov 2009 | 14:29

Friends Provident unveils education service

Friends Provident is launching a new financial education and support service aimed at helping employees to manage their money.

Cover | 09 Nov 2009 | 15:06

LifeSearch launches petition for finance education in schools

LifeSearch has initiated a petition to start personal finance lessons in UK schools.

Cover | 23 Oct 2009 | 14:54
child

PF education could make kids £32,000 richer

Classes on personal finance and budgeting in schools could make children richer by up to £32,000 between the ages of 35 and 49, suggests research.

IFAonline | 23 Aug 2006 | 12:00

Viewpoints

In Focus

Latest jobs

Coffee Lounge