CII

PFS establishes sustainable financial advice panel

Your profession

PFS establishes sustainable financial advice panel

Panel to help PFS members embed sustainability into advice

clock 29 September 2023 • 1 min read
CII opens business owner-focussed adviser leadership programme

Your Business

CII opens business owner-focussed adviser leadership programme

Topics covered include exit planning, recruitment and scalability

clock 21 August 2023 • 1 min read
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
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