PFS launches beefed-up Chartered status toolkit

To help promote status

clock • 1 min read

Chartered advisers will have access to more ways to promote their status after CII updated its toolkit

The CII, the parent of the Personal Finance Society (PRS), launched its toolkit in July to help explain what consumers can expect from advisers with Chartered status and details of how advisers can access promotional paraphernalia for their businesses. The update now includes an example press release and communication guidelines for when firms want to inform the media about their achievement, as well as branded social media graphics and website banners so firms can display their Chartered status online. CII chief executive Sian Fisher said Chartered status was a symbol of the commitme...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Regulation

Data protection is no barrier to collect and share vulnerability data: FCA

Data protection is no barrier to collect and share vulnerability data: FCA

Manufacturers and distributors expected to work collaboratively

Jaskeet Briah
clock 30 March 2026 • 2 min read
FCA opens simplified advice consultation

FCA opens simplified advice consultation

Follows targeted support work

Jen Frost
clock 26 March 2026 • 2 min read
FCA considers dropping suitability report requirement for life policies

FCA considers dropping suitability report requirement for life policies

Proposes moving from annual to periodic suitability reviews

Isabel Baxter
clock 26 March 2026 • 2 min read