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Investment pathways, complex financial advice and debt dangers - here's your weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …
Adviser disappointment as CII exam certificates go paperless No longer delivered by post Members will be able to access their qualifications and membership certificates in a new section of their ‘MyCII’ dashboard called ‘MyCertificates’ instead. The Chartered Insurance Institute (CII) has ended an era of sending printed certificates to successful exam candidates and has instead started to issue paperless certificates for all its qualifications. Instead of receiving physical certificates in the post, members will access their qualifications and membership certificates in a new section...
In this virtual interview PIMFA senior policy adviser Simon Harrington sat down with PA's Tom Ellis to discuss how the trade body is trying to bring about change to the Financial Services Compensation Scheme levy - or more specifically regulation more fundamentally - to create a fairer market for financial advisers.