CII

Your profession

Young adviser targets advice gap via Instagram and other good news stories of the week…

Investing tips for millennials

clock 30 April 2020 • 3 min read

Your profession

Advisers 'going in blind' to AF8 exam, professional trainer warns

Feedback not yet enough

clock 23 January 2020 • 2 min read

Your profession

PFS launches beefed-up toolkit to help promote Chartered status

clock 25 November 2019 • 1 min read

Individual Protection

CII chief issues call for Insuring Women's Futures ambassadors

‘Talk to 10,000’

clock 04 July 2019 • 1 min read

Individual Protection

DWP clarifies Universal Credit position on protection pay-outs

Only capital over £6,000 taken into account

clock 01 November 2018 • 2 min read

Your profession

CII cuts gender pay gap after diversity push

Mean gender pay gap now 16.64%

clock 18 September 2018 • 2 min read

Your profession

FCA and CII launch adviser re-evaluation test

Non-compulsory

clock 05 September 2018 • 1 min read

People

Devon adviser attains Chartered status at 23 years old

Father was 23 when he set up firm in 1985

clock 03 September 2018 • 1 min read

Investing in the profession

CII launches consultation seeking feedback on Chartered proposition

11 years since launch of three Chartered titles

clock 16 August 2018 • 1 min read

Companies

Barnstaple-based IFA first North Devon firm to earn Chartered status

One of 725 to have Chartered status

clock 05 April 2018 • 1 min read
Most read
01

Why IHT on pensions is a huge capital drawdown opportunity for wealth advisers

19 December 2024 • 5 min read
02

Experienced financial planner launches own firm

20 December 2024 • 4 min read
03

Compliance costs forcing advisers to seek clients with more in the bank

19 December 2024 • 3 min read
04

No more IHT relief on pensions: How to maximise alternative tax-efficient vehicles

19 December 2024 • 5 min read
05

Bespoke MPS solutions 'key trend' going into 2025

20 December 2024 • 3 min read