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education

Your profession

CII calls on planners to volunteer in schools

The Chartered Insurance Institute (CII) has called on financial planners to volunteer in schools, as part of a campaign to encourage financial education.

clock 31 January 2012 •

RDR

AIC draws up seven-step RDR action plan

The Association of Investment Companies (AIC) has devised a seven-step guide for advisers to help them prepare for the retail distribution review (RDR).

clock 23 January 2012 •

Investment

Education is 'armour' against deceptive advertising - MPs

Education can provide "armour" against financial mismanagement and misleading advertising, MPs said yesterday.

clock 16 December 2011 •

uncategorised

Understanding the options

Jonathan Watts-Lay explains why companies need to be clearer to employees about their retirement options

clock 21 September 2011 •

Investing in the profession

Old Mill launches FP and accountacy training scheme

Old Mill is launching a training scheme for young people interested in a career in financial planning or accountancy and looking for an alternative route to university.

clock 30 August 2011 •

TCF

Financial education in schools petition gains 15,000 signatures

A petition calling for financial education in schools has collected more than 15,000 signatures.

clock 17 August 2011 •

Adviser / Broking

'Amazing' demand for unbiased training requires adviser shortlist

A shortlist has been formed for advisers wishing to attend the independent protection training after the first two sessions were fully subscribed in less than a week.

clock 11 August 2011 •

Protection

Market views: Improving IFAs protection knowledge

According to research reported in last month's COVER, many IFAs have poor protection market knowledge. Do you agree and what should be done about it? Do we need a dedicated protection exam?

clock 08 July 2011 •

Investing in the profession

Will this board game turn teenagers into IFAs?

A Bluefin financial planner and the Personal Finance Society are developing a board game to introduce teenagers to the adviser profession as a career choice.

clock 01 June 2011 •

Your profession

MPs launch inquiry into financial education

MPs are calling for evidence from the industry after launching an inquiry into the level of financial education in primary and secondary schools.

clock 16 March 2011 •
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Financial advisers neglecting cybersecurity at their own risk

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04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Why the Lifetime ISA should not be scrapped

03 February 2025 • 4 min read
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