A financial services alliance, with a combined global membership of 200,000, has called on the FCA to “do more to support professionalism in UK financial services.”
The Chartered Insurance Institute is preparing the launch of a new pension transfers qualification following FCA plans to tighten the advice requirements for the transfer of safeguarded benefits.
The Chartered Insurance Institute (and its PFS arm) have voiced its support for the provision of public financial guidance in response to proposals from the Treasury.
The Chartered Insurance Institute has unveiled a campaign to call on life, pensions and long term savings providers to back a framework of professional standards ‘underpinned by credible and robust measures.’
Two directors at Sipp provider Taylor Patterson have qualified as Chartered Financial Planners.
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