CII
People Moves | 5 Jan 17
PEOPLE MOVES: Aegon, ATS, CII, Zedra, Lombard Odier
Aegon announces the departure of its UK platform czar following its buyout of Cofunds as Alliance Trust Savings hires an ex-Prudential consultant to the newly-created role of chief operating officer. Zedra appoints a new head of its London office, while on a more tragic note Columbia Threadneedle confirms the death of global equities manager Stephen Thornber.
Best Practice | 5 Dec 16
Youngest ever financial adviser gains fellowship with UK’s PFS
The UK’s Personal Finance Society has named a London-based 22-year-old financial adviser as its youngest ever to obtain one of its fellowships.
Best Practice | 22 Nov 16
Old Mutual Wealth and CII launch adviser academy
Old Mutual Wealth has partnered with the Chartered Insurance Institute (CII) to launch an Investment Academy, designed to help advisers meet new CII criteria.
Best Practice | 3 Nov 16
New pension transfers qualification launched by the CII
The UK’s Chartered Insurance Institute (CII) has launched a new pension transfers qualification to support those seeking to provide specialist advice, both domestically and internationally.
Best Practice | 2 Sep 16
Easier for UK advice firms to get corporate chartered status
UK financial advice firms applying for corporate chartered financial planner status from the Chartered Insurance Institute (CII) can face an easier time than their overseas counterparts.