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The Chartered Insurance Institute (CII) has called on financial planners to volunteer in schools, as part of a campaign to encourage financial education.
The head of a newly-launched adviser trade body to rival AIFA has rejected industry calls for a “united voice”.
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.
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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.
The Chartered Insurance Institute (CII) has issued its first statements of professional standing (SPSs), including gap fill verification.
A growing number of financial advisers believe the UK will suffer a skills shortgage within the next decade, according to a study by the Chartered Insurance Institute (CII).
It has been another busy week in the world of financial services...
Jon Everill, a former director at Bluefin and a co-founder of Destini, has been voted in as the new president of the Personal Finance Society (PFS).
The Personal Finance Society yesterday issued its interpretation of the rules regarding the status of advice post-retail distribution review(RDR).
A financial services marketing expert has suggested consumers care very little about the status of their adviser and criticised the FSA’s choice of terminology on the issue.
Advisers are now largely clear on what they need to do to meet the requirements of the Retail Distribution Review (RDR) from 1 January 2013. However, there are still a few queries arising, particularly regarding less conventional scenarios. The Personal Finance Society (PFS) has put together a definitive guide designed to answer any questions advisers may still have...
A shortlist has been formed for advisers wishing to attend the independent protection training after the first two sessions were fully subscribed in less than a week.
Dates have been confirmed for the Protection Review and Personal Finance Society’s (PFS) independent protection training sessions.
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