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Ten insurance and financial planning firms achieved Chartered Insurance Institute (CII) corporate Chartered status in the second half of 2025. Chartered status is a symbol of technical competence and signifies a firm’s public commitment to professional standards.
Today (1 January) Callum Beaton FCII, begins his term as President of the Chartered Insurance Institute (CII), the largest international professional membership body for insurance and financial planning professionals.
A new Chartered Insurance Institute (CII) roundtable report outlines the need for firms to have adequate vulnerability management data infrastructure, governance frameworks, and a supportive culture as the pre-requisite for effective implementation of AI customer vulnerability management.
The Personal Finance Society (PFS) has announced that over 400 individuals have so far expressed interest in the PFS Pathway to the Profession initiative, that will support students taking their first step towards gaining their Diploma in Regulated Financial Planning.
The Financial Conduct Authority (FCA) has announced within its Policy Statement on Simplifying the Insurance Rules (PS25/21), issued today, that it will be removing its mandatory 15-hour Continuing Professional Development (CPD) requirement so that firms can have greater flexibility for deciding how to ensure appropriate competency and capability.
The Chartered Insurance Institute (CII) has joined forces with Birmingham City University (BCU) Business School to launch a 12-month pilot programme designed to strengthen the talent pipeline into the insurance profession.