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SJP shuns new CII exam in favour of in-house programmes

St James’s Place says it will stick with its internal adviser assessment programmes rather than offering the planned Chartered Insurance Institute and FCA-backed adviser re-evaluation examination. Speaking to Money Marketing, an SJP spokesman says the network prefers its in-house continuing professional development, but will not rule out changes going forwards. He says: “We are confident in […]

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Lions, bees, bulls and bears: The Wells Street Journal

A weekly account of the curious goings-on in the world of financial services Locked out  While WSJ correspondents were kept very busy at Money Marketing Interactive in Harrogate last week, there was still plenty of time spent in the bar with industry friends. So came about the story of Aegon director of new business, Martin […]

The Wells Street Journal: The FCA makes its move, and robo surprises

A weekly account of the curious goings-on in the world of financial services A backlog of FCA issues…The correspondents at WSJ were fairly surprised when the FCA first announced it would move its headquarters from Canary Wharf to Stratford in London’s East End. News on the grapevine is that the regulator’s staff appear to be […]

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Where there’s a will there’s a way

In this article, Graeme Robb, Senior Technical Manager explores the limited circumstances under which the Probate Service now accepts online applications from personal applicants. Key points Certain criteria must apply England & Wales only Online functionality will continue to be developed Probate trusts can avoid the need for probate in respect of a trustee owned […]

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