The Personal Finance Society (PFS) has produced a promotional toolkit to help existing and new holders of Chartered status promote their achievement.

The Personal Finance Society (PFS) has made changes to the the application and renewal process for corporate Chartered status.

A development framework, created by St. James’s Place (SJP) to support its adviser back office teams, has gained accreditation by the Chartered Insurance Institute (CII).

The CII is to launch a new Life and Pensions Foundations exam unit (LF1) to support professional standards in the Life and Pensions sector. Read more...