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A new report from the Chartered Insurance Institute (CII) highlights the key challenges faced by firms when producing Consumer Duty Board reports. ‘Knowing what data to include’, ‘Availability of appropriate data’, and ‘Integrating data’ were some of the areas found to be the most challenging, with an increase in firms reporting difficulty in ‘Showing the relationship between different data sets’ and ‘Manually entering data’ since 2024.
As part of our commitment to supporting institutes in delivering the best possible service to their members, we would like to remind you that local institutes may request a six-month follow-up meeting to the Annual Review and Development Plan discussion.
The regional membership team contacted each local institute president earlier this year to inform them that the annual review and assessment plan has changed for 2025+26. So, what’s new?
The Evolving the Partnership initiative focuses on three overarching themes of Volunteer Engagement, LI Visibility and LI Proposition Development. The initiative is the basis of all the work currently being undertaken by the regional membership team.
New data published by the Chartered Insurance Institute (‘CII’) today (3 September 2025) reveal that consumers believe insurers are doing more to build trust, but there is still plenty of opportunity for them to go further.
The Chartered Insurance Institute (CII) honoured its most dedicated members during the Local Institute Volunteer Awards at the Network Conference 2025, held at Cameron House, Loch Lomond.