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The Chartered Insurance Institute (CII) and Personal Finance Society (PFS) New Generation Programme 2025/26 cohort celebrated innovation, collaboration and industry impact at an end of year showcase event on Friday, where the groups presented five projects designed to address challenges facing the financial services sector.
The Personal Finance Society (PFS) has appointed Chartered Financial Planners Kamahl Best and Lucia Rippa to its PFS POWER Panel, strengthening the panel’s expertise across client-centred financial planning, vulnerable customer support, and professional development.
A new Chartered Insurance Institute (CII) roundtable report finds insurance and financial planning firms are making positive progress in Consumer Duty Board reporting, but continue to face practical challenges in proving that good customer outcomes are being delivered.
As a Local Institute volunteer, you already make an important contribution to CII members and the wider profession. We're now looking for volunteers who may be interested in using their professional knowledge and experience in another way by getting involved with one of our Specialist Advisor Groups (SAGs).
The Chartered Insurance Institute (CII) awarded Chartered status to 453 insurance and financial planning professionals during the first half of 2026. 258 individuals achieved Chartered Financial Planner status, while 195 professionals gained Chartered designations across the insurance profession.