View more on these topics

CII overhauls qualifications in line with pension freedoms

The Chartered Insurance Institute is revamping courses for advisers ahead of the pension freedoms coming into force in April.

The new elements will be available to qualified advisers, as well as those currently enrolled in CII courses. The professional body is also updating existing pensions-specific and related exam units and learning materials to reflect the reforms.

The CII hopes to have updated courses and a “bridging unit” available almost immediately after the rules around the reforms are implemented.

A CII spoksema says: “There is a constant process of evolving qualifications and making sure that the units and the questions are being brought up to date.

“But because the changes to the pension regime are more significant there is more work to do in that space this year.

“When we start to see the final rules it will all start to fill out, but we have a fair degree of the content in terms of what has been published thus far.”

Fairstone Financial Management IFA Ray Tammam says: “Anything that improves knowledge, especially if it is easily accessible, and can serve as a bit of a one-stop shop, has to be a good thing.”

Hargreaves Lansdown chartered financial planner Danny Cox adds: “The CII have done this pretty regularly over the years, developing additional study material to help advisers bring themselves up to speed on new issues and reforms.”



Tesco to cut up to 10,000 jobs but plans to expand mortgage arm

Up to 10,000 jobs could be cut at Tesco as part of plans by chief executive Dave Lewis to overhaul how the supermarket is run. The Telegraph reports that up to 6,000 jobs will go from Tesco’s head offices and 43 store closures. The remainder of the jobs at risk are from plans to streamline […]


FSCS recoups £52m through Keydata legal battle

The Financial Services Compensation Scheme has recouped a total of £52m through its legal battle against advisers who recommended Keydata products. In an announcement posted on the London Stock Exchange today, the FSCS says it has secured £122m in total recoveries relating to the collapse of Keydata. Once the costs of pursuing the recoveries is […]

Introducing Trevor Greetham

Ryan Medlock, Investment Proposition Manager, Royal London Royal London Asset Management’s (RLAM) new head of multi-asset is officially up and running. I want to look at what expertise Trevor brings to the table and how this affects the Governed Portfolios (GPs) and Governed Retirement Income Portfolios (GRIPs). Trevor Greetham joined RLAM in April 2015 from […]

'Feeling the Squeeze'

Royal London carried out a UK wide survey with 2,500 consumers age 35-44 over the summer. The survey found that over a third, 34 per cent, said their finances felt Squeezed and so were struggling to meet day-to-day expenses, despite 87 per cent being aware that they need to save more. However, the survey did […]


News and expert analysis straight to your inbox

Sign up


There are 4 comments at the moment, we would love to hear your opinion too.

  1. So why don’t the CII suspend the April sitting of AF3, provide those candidates free of charge with the bridging content and transfer them to the October sitting.

    Or is this just a little too philanthropic for the CII

  2. I agree with Dr D. I have put off AF3 until Oct at the earliest and my apprentice has put off R04 until after the CII update RO4 i.e normally summer, while guides will be giving advice, sorry I mean guidance from April and well be saying, sorry we want to wait until we have guidance from the CII and everything in leymans terms so we can explain it to clients and customers. Just over a month to go and nothing is final, but come 6th April the floodgates could open and the liberation vultures will be sitting waiting.

  3. Does G60 not stand up to scratch anymore? Thought that was the benchmark for any pension stuff!

  4. Jabba, G60 is not a current qual, new ones are all AF i.e. AF3 is equivalent to G60, but if U have G60 you need GAP fill probably for up to date CPD.

Leave a comment


Why register with Money Marketing ?

Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

News & analysis delivered directly to your inbox
Register today to receive our range of news alerts including daily and weekly briefings

Money Marketing Events
Be the first to hear about our industry leading conferences, awards, roundtables and more.

Research and insight
Take part in and see the results of Money Marketing's flagship investigations into industry trends.

Have your say
Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

Register now

Having problems?

Contact us on +44 (0)20 7292 3712

Lines are open Monday to Friday 9:00am -5.00pm