11 Jul 2025
Since our last update, the CII & PFS Futures project has had a name change. We invited suggestions from internal colleagues for a name that captured the vision, and the project is now being renamed as “Professional Pathways” with the strapline “developing practitioners across the globe”. Gill White and Nicola Mellor presented an overview of the insurance designs and proposals at the Network Conference and sought ideas on how best we work with local institute volunteers to launch and communicate qualification changes, with great suggestions made such as FAQs, transition plans, information packs and roadshows. We look forward to working with you to progress this, and any further suggestions on how we manage the changes are very welcome. We have previously chartered our progress on the insurance designs (which following governance and stakeholder feedback and iteration) are being presented to the CII Board this month. Our next steps will be confirmed post CII Board approval. We anticipate final launch will not be until mid-2027/2028. This will allow us to develop the qualifications and produce a comprehensive transition plan to support learners at all stages. On the personal finance qualifications, we have now developed draft designs and presented these to our personal finance learning advisory panel and SMP and employer representatives. We are using their feedback to refine the designs before gathering further views. We look forward to providing a further update on this in the Autumn. In the meantime, we have arranged an engagement session for Wednesday 20 August 2025 10:00-11:00 for discussion of the personal finance qualifications with PFS and LI volunteers. If you would like to be included in this, please email linetwork@cii.co.uk or speak to your RMM. If you have any thoughts, ideas and feedback on the project, let your RMM know and we’ll put you in contact with the Professional Pathways project team.
10 Jul 2025
We have always aimed to support our students by providing online access to study texts for reference - specifically for those who had previously purchased them and wished to view the most up to date versions.
10 Jul 2025
The Annual Local Institute Review and Development Plan is designed to support and promote consistent high performance across the local institute network. As promised during this year’s review meeting, we are happy to provide the document that will be used at next year’s Review and Development Plan meeting.
08 Jul 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.
07 Jul 2025
Professor Richard Susskind, Paul O’Brien, and Penny Jones are among those announced to speak at the 2025 Chartered Insurance Institute (CII) Shaping the Future of Insurance Conference on 1 October in London.
02 Jul 2025
The Chartered Insurance Institute (CII) has found significant opposition to the Financial Conduct Authority’s (FCA) proposal to remove the requirement for those working in the insurance profession to undertake a minimum of 15 hours training and development per annum.
25 Jun 2025
Local institute representatives from across the UK gathered at the stunning Cameron House on the banks of Loch Lomond on Thursday 19 June for this year’s Network Conference and Volunteer Awards.
25 Jun 2025
The Chartered Insurance Institute (CII) has outlined a vision for transforming how vulnerability data is shared across the insurance and personal finance distribution chain to meet the Financial Conduct Authority’s (FCA) requirements.
17 Jun 2025
When it comes to local examination queries or related concerns, the Chartered Insurance Institute (CII) has a clear process in place to ensure efficient support and resolution.
10 Jun 2025
The Chartered Insurance Institute (CII) 2025 New Generation Programme is now open for entries, offering 50 up and coming professionals from across the UK the opportunity to join this flagship talent scheme.
09 Jun 2025
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.
06 Jun 2025
We are sharing an exciting opportunity for your organisation to partner with the Chartered Insurance Institute at our flagship event, Shaping the Future of Insurance: Innovation & Impact Conference.
14 May 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.
23 Apr 2025
In recommendations submitted to the Treasury Select Committee (TSC), the Chartered Insurance Institute (CII) says institutions and individuals must be held accountable for decisions made using AI, and advocates for a ‘skills strategy’ to support the use of AI within financial services.
16 Apr 2025
Six insurance and financial planning firms have achieved Chartered Insurance Institute (CII) Chartered status in the first quarter of 2025. Chartered status is a symbol of technical competence and signifies a firm’s public commitment to professional standards.