View more on these topics

Sipp firm in talks with CII on financial advice degree


A pensions firm is working with the Chartered Insurance Institute on developing a degree in financial advice.

Sipp and SSAS specialists Astute Pensions is in discussions with the CII and the University of Central Lancashire in Preston on launching a degree that would give graduates the Diploma in Regulated Financial Planning.

Speaking at last week’s Money Marketing’s Retirement Strategy Summit in Luton, Astute Pensions director Andy McLaughlin said hiring graduates with the qualification would save his firm time and money in training up new recruits.

He said: “I’m talking to the University of Central Lancashire who are looking at launching a financial services degree where students will come out diploma qualified, so that will save two years of training for us.”

He says graduates that have completed the six units of the diploma will “pretty much be guaranteed a job” in the industry.

As part of a panel on the future of advice, McLaughlin predicted there will be a “huge upskilling” of advisers.

He added: “Hopefully there will be a recognition of financial advice as a respected career, like solicitors and accountants.

“Perhaps universities will start to focus on delivering and making courses with those type of skill sets that we require.”


Tilney Bestinvest hires new CFO

Tilney Bestinvest has appointed Stuart Layzell as its new chief financial officer. Layzell has previously worked at PwC, the private equity arm of Lloyds – LDC – and helped to launch the Business Growth Fund. Most recently he worked for private equity-backed technology companies Fourth and Isotrak. The CFO role at Tilney Bestinvest is new. […]


Platforum: Piecing together the vertical integration puzzle

Vertical integration, a term much bandied about, is a devil’s child to some and a saving grace to others. It is the merging together of two or more businesses that are up or downstream from each other, in that they are further or closer to the end customer. Old Mutual Wealth customer director Carlton Hood […]

Mark Dampier: Playing India’s reform story

It has been 12 months since pro-business leader Narendra Modi and his Bharatiya Janata party hailed a landmark election victory in India, which spurred on a prosperous year for its stock- market. More recently the market has lost some ground although this appears to be a healthy correction following such a strong run. This period […]

The Natixis Solution: H2O MultiReturns Fund

A product designed to bring some unique attributes to the crowded absolute return global macro space With diversification and risk management top of investors’ wish lists when it comes to alternatives, step forward the H2O MultiReturns Fund. H2O Asset Management is an independent boutique backed by Natixis Global Asset Management and has a 14-year track […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment