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Winners of the Personal Finance Society (PFS) Personal Finance Awards 2025/26 were announced this afternoon at a prestigious ceremony in London. The awards showcase excellence in financial planning, recognising the fantastic work delivered by advisers, paraplanners and their teams.
As part of its commitment to upholding professionalism, and developing the next generation of talent, the Chartered Insurance Institute (CII) and Personal Finance Society (PFS) held their third annual Apprenticeship Awards and Qualification Prize giving ceremony on Friday evening (17 Oct 2025), recognising excellence across the insurance and financial planning professions.
Professor Richard Susskind, author of How to think about AI told delegates of this year’s Chartered Insurance Institute (CII) conference to think ahead, as ‘the market will seek different ways of delivering the outcomes that you deliver’.
After more than 18 years of service, David Irvine has announced that he will be stepping down from his role as National Membership and Engagement Manager at the Chartered Insurance Institute (CII), effective Friday 28th November 2025.
The regional membership team continue to work on projects, process and protocol to further move forward the Evolving the Partnership initiative which focuses on the three overarching themes of Volunteer Engagement, LI Visibility and LI Proposition Development.
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.