CISI

Best Practice | 5 Feb 18

Three quarters of UK workers do not know the value of their pension fund, while a fifth of consumers aged over 55 will not trust anyone when it comes to getting financial advice, according the Chartered Institute for Securities & Investment (Cisi).

Companies | 12 Jan 18

A senior Prudential director has jumped ship to head up Primetime Retirement, while Pinebridge Investments has poached a State Street Global Advisors regional chief executive to become its chief operating officer and a series of senior changes has been announced at Kleinwort Hambros.

Best Practice | 27 Nov 17

Following a damning investigation by a consumer watchdog, the Chartered Institute for Securities and Investment (Cisi) has warned that UK advisers will face legal action if they fraudulently claim to hold a qualification from the organisation.

Best Practice | 20 Nov 17

Almost two thirds of financial advisers listed on online directory Unbiased are misleading the public with false credentials, a figure that has not improved since the last time the review was carried out 18 months ago, according to new research by a consumer watchdog.

Best Practice | 15 Nov 17

Financial Conduct Authority (FCA) plans to ban the offering or acceptance of inducements within the financial services profession could ultimately hurt consumers, according to the Chartered Institute for Securities & Investment (Cisi).