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The new competency framework setting out the standards of professional excellence in insurance and personal finance.

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Latest articles

The Society of Mortgage Professionals gains three new Board members

The Society of Mortgage Professionals (SMP) has announced the appointment of three new Board members. The expansion from seven to ten Board members will provide members with even greater support and expertise.

Statement on Budget 2023

Jeremy Hunt says he will increase the pensions annual tax-free allowance from £40,000 to £60,000 and will abolish the Lifetime Allowance — previously set at £1.07m.

Statement on proposed changes to Financial Ombudsman Service business complaints records

The Financial Ombudsman Service (FOS) has published a consultation on proposed amendments to the reporting of business-specific complaints data.

Response to FCA ‘Finance for Positive Sustainable Change’ discussion paper

We welcome the FCA’s paper on this key subject, and particularly welcome the emphasis the FCA puts on Diversity and Inclusion. As the FCA has made clear, the financial services professions should serve all groups in society – and we look forward to working with the FCA to ensure that there is the right balance of talent and regulation in the market to increase access to advice.