Chartered Financial Planners

The outgoing president of the Chartered Insurance Institute (CII) is imploring her successor to take a closer look at the retail space and a reworking of what Chartered means in 2013.

Kinder Institute of Life Planning founder George Kinder believes the distrust among consumers in the financial services industry is "too thick" for one single idea to bring it back on track - so he gives 17 ways to rebuild it.

HEAD TO HEAD

The Fry Group's financial planning arm has been awarded corporate Chartered status by the Chartered Insurance Institute (CII).

WILLS

The number of financial advisers with chartered status has increased 24% year on year, according to a document released by the Chartered Institute of Insurance (CII) today.

The number of Chartered financial planning firms has increased by almost a quarter in the last 12 months, according to figures published by the Personal Finance Society (PFS).

One in ten advisers are now restricted compared with one in 30 in fourth-quarter 2012, and this will increase to one in six by the end of the year, research predicts.

Outgoing Personal Finance Society (PFS) chief executive Fay Goddard has said she wants her legacy to be the recognition among the public of financial planning as a chartered profession.

The Maidstone office of national financial advisory group Perspective Financial has achieved corporate chartered firm status.