Financial education


Baby Boomers say pensions should be taught in schools

Nearly three-quarters of parents aged over 55 think children ought to be taught more about finance in secondary school, according to research commissioned by pensions advice firm Portafina. The nationwide study carried out online by independent market research company 4media Group asks parents what financial issues should be taught in schools. It  surveyed 2,002 employed […]


Are you looking after your paraplanner?

I read quite a bit about how good paraplanners are so hard to find and retain. Over the last month I’ve been talking to quite a few paraplanners at lots of different firms. Having been a paraplanner myself in the past and knowing how I was treated, I’ve been asking these paraplanners about how they […]

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CII asks chartered firms to prove diversity credentials

The Chartered Insurance Institute is asking firms to provide evidence of their diversity policies and adherence to them, Money Marketing understands. A firm tells Money Marketing that they were recently asked to supply their diversity and equality policy while renewing their corporate chartered status. Information on these policies is not normally required as part of […]


Society must confront ‘financial shame’ says SFGB chief

Single Financial Guidance Body chairman Hector Sants says “society must confront financial shame” in a keynote address to delegates at a conference today. He explained how the guidance body will look to boost financial awareness across the country at a Pensions Management Institute conference in London. He said it will launch a consultation next Monday […]

CISI and Australian finance body introduce new ethics test

Australian financial services professional body FINSIA will be introducing a new ethics test for bankers and securities market professionals, it has announced. It has partnered with the Chartered Institute for Securities and Investment to develop the test, which comes in the wake of a Royal Commission that has shed light on poor practice across advice, […]

CII launches financial security guide for women

The Chartered Insurance Institute has launched an interactive guide for women to take control of their financial futures and increase their financial security. The guide is based on the findings of a survey conducted by the CII’s Insuring Women’s Futures programme, in collaboration with PwC. Few women felt either positive (21 per cent) or “on […]