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PFS launches Chartered status promotional toolkit

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

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PFS makes changes to corporate Chartered status process

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

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Financial Planner gains simultaneous CISI and CII accreditations

Financial Planning firm Montage Wealth Management has simultaneously achieved the Chartered Financial Planner accreditation for the firm from the CII and the Accredited Financial Planning Firm accreditation from the CISI.

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CISI warns FCA over impact of FOS compensation increase

The Chartered Institute for Securities & Investment (CISI) has raised concerns with the FCA at the decision to increase the Financial Ombudsman Service’s (FOS) compensation limit from £150,000 to £350,000, as it may have “serious unintended consequences for its member SMEs”.

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