CII
CII apologises for St James’s Place exclusive training deal
Qualification will now be available to all members during the pilot launch
Should decumulation keep IFAs and clients up at night?
Pension freedom flexibilities ‘present risks which need to be navigated’
Best Practice | 6 Sep 19
St James’s Place and CII focus on vulnerable client training
In a qualification exclusive to the wealth management firm
Hong Kong and China advice markets bolstered by CII deals
To support a potential market of around eight million financial advisers
Best Practice | 7 Aug 19
CII subsidiary unveils complaints guide
Insurers should be continually looking to improve their dealings with customer services