CII

Adviser work experience initiative from CII opens to children 13 and over

Your profession

Adviser work experience initiative from CII opens to children 13 and over

The free initiative has been designed to grow talent in the advice industry

clock 02 August 2023 • 1 min read
Five advice firms receive CII Chartered status from CII

Your profession

Five advice firms receive CII Chartered status from CII

Hargreaves Lansdown among five firms to have received Chartered status

clock 20 July 2023 • 1 min read
CII appoints five directors to Personal Finance Society board

Your profession

CII appoints five directors to Personal Finance Society board

The professional body welcomes new members as three step down

clock 12 July 2023 • 2 min read
Two more PFS member directors resign after CII takeover

Your profession

Two more PFS member directors resign after CII takeover

Vanessa Barnes and Gordon Wilson quit over PFS independence ‘concerns’

clock 21 June 2023 • 8 min read
CII launches five-year plan with increased PFS autonomy promise

Your profession

CII launches five-year plan with increased PFS autonomy promise

Plan split into two parts with 2023 focus on solving legacy problems

clock 20 April 2023 • 2 min read
Independent governance review begins at Personal Finance Society

Your profession

Independent governance review begins at Personal Finance Society

Follows accusations of failings by Chartered Insurance Institute

clock 06 April 2023 • 3 min read
CII expands ethics code with 'green finance' guidelines

Green

CII expands ethics code with 'green finance' guidelines

CII says members need to act as role models on sustainability

clock 29 March 2023 • 2 min read
Advisers furious as CII trials giving Chartered status for 'experience'

Your profession

Advisers furious as CII trials giving Chartered status for 'experience'

Advisers have unleashed a tirade of negative views across LinkedIn

clock 08 March 2023 • 4 min read
CII 'disappointed' in FCA over lack of adviser ESG requirements

Regulation

CII 'disappointed' in FCA over lack of adviser ESG requirements

Institute issues its response to the FCA's latest discussion paper

clock 27 February 2023 • 2 min read
CII seeks young advisers and paraplanners for new apprentice awards

Adviser tips

CII seeks young advisers and paraplanners for new apprentice awards

Winners across seven categories will receive cash prizes of up to £1,000

clock 09 February 2023 • 1 min read
Most read
01

How advisers should approach inheritance planning with clients

22 November 2024 • 4 min read
02

Tavistock acquires asset manager and moves forward with Saltus advice sale

22 November 2024 • 2 min read
03

Farmers and IHT: Why the chancellor's methods are wrong

21 November 2024 • 5 min read
04

Advisers expect regulation to limit time taken on giving advice

22 November 2024 • 2 min read
05

FCA: Most firms unable to meet bereavement claims performance levels

22 November 2024 • 3 min read