CII
Best Practice | 5 Jul 18
FCA told to engage more with professional bodies
A financial services alliance representing 200,000 global members is demanding the UK’s Financial Conduct Authority (FCA) does more to support professionalism in the industry.
Best Practice | 2 Mar 18
Guardian Wealth secures corporate chartered status
The UK arm of Guardian Wealth Management Group’s international business has received corporate chartered status, the company confirmed to International Adviser.
Best Practice | 15 Aug 17
Demand for CII pension transfer qualification soars
More than 500 people signed up to the Chartered Insurance Institute’s (CII) pension transfers qualification in the first week of its launch on the back of the Financial Conduct Authority (FCA) tightening advice requirements for the transfer of safeguarded benefits.
Best Practice | 3 May 17
Adviser defends CII qualifications against criticism
A UK adviser has defended international qualifications from the Chartered Insurance Institute (CII) against claims that they are of “no use to anyone” providing financial planning in overseas jurisdictions.
PEOPLE MOVES: Nucleus, J Safra Sarasin, JO Hambro
Nucleus has appointed a successor to chairman Paul Bradshaw who died in January. J Safra Sarasin is targeting ultra-high net worths in Asia with a new division and managing director, while JO Hambro Capital Management prepares to bid farewell to an investment management veteran.