The Personal Finance Society and parent body, the Chartered Insurance Institute, have warned that they will take action if necessary after a number of "upsetting" incidents of online harassment.

The Chartered Institute for Securities & Investments (CISI) professional body, which awards the Certified Financial Planner designation in the UK, has appointed Daniel Ogier-Keltie as Guernsey branch committee President.

Manchester is to host both the Personal Finance Society and CISI conferences for Financial Planners in October and November this year.

The CISI has struck a “strategic partnership” deal with the US-based 13,000-member professional body the Chartered Alternative Investment Analyst Association (CAIA).