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CII joins Finance T Level panel

The Chartered Insurance Institute (CII) has joined the panel which validates content for Finance T Level courses.

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CII to overhaul Financial Planning exam assessment

The Chartered Insurance Institute is considering major changes to the assessment of its R06 Financial Planning practice qualification as part of a raft of changes. 

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PFS begins hunt for an interim CEO

The Personal Finance Society, the professional body for Chartered Financial Planners, has begun the process of recruiting an interim CEO.

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1 in 10 Planners see clients postpone retirement

More than one in 10 Financial Planners (12%) have seen clients postpone retirement due to the cost of living crisis.

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