16 Jan 2026
The lifeblood of the CII and PFS in the British Isles rests in individual members: members who not only commit themselves to professionalism in what they do but those that go the extra mile in volunteering.
16 Jan 2026
The CII has created guidance which sets out expectations for professional behaviour at the CII, Local Institute and Local Committee events, and provides practical advice on how to respond to incidents that may affect safety or wellbeing.
16 Jan 2026
Chartered Insurance Institute (CII) Group President, Callum Beaton FCII unveiled his presidential theme for 2026 in the latest episode of The Journal podcast. ‘EQUIP: Educate, Qualify, Unify, Investigate, Participate’ will drive this year’s focus, a framework Callum describes as both a reflection of his own career journey, and a roadmap for the future of the profession.
14 Jan 2026
The Chartered Insurance Institute (CII) Group will move its global HQ and London base to 30 Old Broad Street in the City of London from 2 March 2026. The move comes as the organisation’s five-year lease at 20 Fenchurch Street – also known as the Walkie Talkie – comes to an end in February.
13 Jan 2026
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.
01 Jan 2026
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.
18 Dec 2025
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.
16 Dec 2025
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.
09 Dec 2025
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.
09 Dec 2025
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.
03 Dec 2025
The Chartered Insurance Institute (CII) has announced a major new partnership with EDII - leading specialists in innovation education - to strengthen and expand the impact of the CII’s flagship New Generation Programme.
25 Nov 2025
At a press event in central London this morning, the Chartered Insurance Institute (CII) announced the launch of a landmark guide to help insurance and personal finance firms to better identify, support, and deliver fair outcomes for customers in vulnerable circumstances.
19 Nov 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. These themes will further inform the team's work into 2026.
19 Nov 2025
England footballers Beth Mead MBE and Lucy Bronze MBE joined Personal Finance Society (PFS) President, Carla Brown, for the final keynote session at the PFS National Conference on Thursday 13 November.
11 Nov 2025
Over 2,000 financial planning professionals, exhibitors, speakers and members of the media are registered to attend the Personal Finance Society’s (PFS) National Conference on Thursday, making it the largest financial planning event of the year.
03 Nov 2025
The Chartered Insurance Institute (CII) New Generation Programme 2024/25 London Market cohort hosted an event in October to examine how the London Market can demystify cryptocurrency insurance. The session brought together experts from across the sector to discuss how insurers can engage with the rapidly evolving asset class.
23 Oct 2025
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.
21 Oct 2025
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.
15 Oct 2025
The CII regularly reviews the range of qualifications and learning that it provides, considering factors such as levels of take-up, specific learning content and market needs.
13 Oct 2025
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’.