Setting yourself apart and demonstrating added value for clients has never been more important for advisers - so attaining the internationally recognised ISO 22222 standard seems a no brainer, right? PA asked advisers...
The ISO 22222 is the only international quality standard for financial planners. Yet currently a mere 68 UK-based advisers are accredited. What's behind the lack of interest and does it mean advisers are missing out? "Our target market is currently in the UK and we do have to consider such commercial aspects before jumping through additional hoops to obtain another certification", said Ifs Wealth & Pensions director Ricky Chan, a Chartered Financial Adviser, who said he did not feel at a disadvantage by not having the accreditation. "I hold a Level Six Diploma in certified financial ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes