The Personal Finance Society (PFS) has made the application for renewal process for corporate Chartered status easier
From 1 July, any firms applying for or wishing to renew their corporate Chartered status will be able to do so using a new, automated form. Unlike the previous application and renewal process, the form will automatically calculate whether a business meets the criteria for staff - for example, if more Chartered advisers are required, the automated form will flag this. The new application form asks whether the applicant is seeking Chartered status for a specific division of the company or the...
Advisers in the network will now be able to refer clients struggling to get the right cover to specialist advisers
Supported by PFS, PIMFA and Penney
Connecting the dots
Short-term and long-term income protection