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CII gives BoSIS Chartered Financial Planners title

The Chartered Insurance Institute has today awarded Bank of Scotland Investment Service the Chartered Financial Planners title for firms.

The CII says it is one of the largest advisory firms to achieve the title since the award was launched in May 2007.

All BoSIS advisers are required to achieve the diploma in financial planning within four years of joining the organisation and are then encouraged to progress onto achieving chartered financial planner status individually. In addition all advisers within BoSIS are members of the PFS.

CII Group chief executive Sandy Scott says: “I am delighted that BoSIS has achieved this award, as a major distributor this is a significant contribution to raising professional standards in the market. Crucially this achievement will also help BoSIS attract and retain the best talent, being a clear indicator of their professional standing as an employer.”

Bank of Scotland Investment Service head of wealth management Chris Haines says: “As an organisation we pride ourselves on providing professional, high-quality advice. We have been encouraged by the commitment to professional standards in last week’s RDR feedback statement as a key component of our strategy is ensuring all of our advisers are seen to be at the “top-end” in terms of qualifications. Achieving Chartered Financial Planner status is a fantastic accomplishment and we hope it will set the standard for our peers to follow.”


Website urges investors to review with-profits

DMP Marketing is setting up a website called to encourage consumers to review their policies and direct them to an IFA in their region for guidance.


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