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Adviser / Broking

Adviser / Broking

CII adds level 4 protection to Cert CII qualification

The CII has added a level-4 protection module to its Cert CII (Health and Protection) qualification.

clock 16 July 2013 •

Regulation

FCA cancels IFA's permissions for failing to put customer first

Regulator bans IFAs permissions

clock 15 July 2013 •

Adviser / Broking

SMEs should question adviser's advice - Premier

Companies are not doing enough to question advisers on how exactly they meet requirements for appropriate and cost-effective advice, a benefits and actuarial firm has claimed.

clock 11 July 2013 •

Adviser / Broking

PFS: Advisers pushed out by RDR are returning

Hundreds of financial advisers who left client-facing duties at the end of last year due to new regulatory rules now appear to be returning to the industry, according to the Personal Finance Society (PFS).

clock 11 July 2013 •

PMI

Sesame Bankhall adds PMI to proposition

Sesame Bankhall Group (SBG) has increased its restricted advice proposition with the addition of individual and corporate private medical insurance (PMI) products from Aviva and PruHealth.

clock 10 July 2013 •

Adviser / Broking

APFA wants equal weighting given to clearing advisers' names

The Association of Professional Financial Advisers (APFA) has said it fears innocent advisers would be disadvantaged and their names not cleared sufficiently under new proposals by the Financial Conduct Authority (FCA) about publishing warning notices....

clock 05 July 2013 •

Adviser / Broking

Aegon launches simplified life insurance

Aegon UK has launched its online simplified life protection offering, Simply Life.

clock 26 June 2013 •

Adviser / Broking

Pete Matthews develops 'community site' for advisers

Founder of Meaningful Money Pete Matthews is to launch a subscription community site for advisers looking to make better use of social media and improve their online marketing.

clock 24 June 2013 •

Adviser / Broking

CII to consult on corporate chartered standards

The Chartered Insurance Institute (CII) is reviewing the existing standards and eligibility criteria for corporate chartered titles (CCT) to ensure they continue to underpin customers' expectations of a chartered firm.

clock 21 June 2013 • 1 min read

Adviser / Broking

McDermott: People had forgotten what financial services are for

The emergence of a profits-before-ethics culture in financial services skewed employees' view of the industry's purpose and prevented them from challenging immoral behaviour, the Financial Conduct Authority's enforcement boss has said.

clock 20 June 2013 •
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