07 May 2026
The Chartered Insurance Institute (CII) Group has published findings from its Great Wealth Transfer Roundtable, warning that the financial planning profession is underprepared for the largest intergenerational transfer of wealth in UK history, estimated at £5.5 trillion by 2050.
05 May 2026
The Chartered Insurance Institute (CII) will join the Injury Prevention Consultancy (IPC) in its campaign to protect performers and crew members across film, television and theatrical production.
01 May 2026
The Chartered Insurance Institute (CII) Group has today (Friday 1 May) announced the appointment of two new Executive Directors, further strengthening its leadership team.
28 Apr 2026
Nine months since its launch, the Personal Finance Society (PFS) Pathway to the Profession talent programme has reached its initial target of attracting 500 individuals to join the financial planning profession, and become new PFS members.
22 Apr 2026
Entries are now open for the Personal Finance Society (PFS) Personal Finance Awards 2026/27, celebrating excellence and professionalism across the personal finance sector. The Awards recognise firms and individuals who demonstrate outstanding expertise and consistently deliver good consumer outcomes.
20 Apr 2026
On Friday (17 April) the family of Brian Caruth visited the new Chartered Insurance Institute (CII) offices on Old Broad Street in London to mark the official opening of the Caruth Lounge, a space designated for CII Members to use as required.
14 Apr 2026
The Personal Finance Society (PFS) Festival of Financial Planning is set to return for the first time since 2022, with a two-day event at the NEC Birmingham this November. Registrations are now open for the festival, which expects to welcome over 3,000 delegates from across the UK.
07 Apr 2026
The Chartered Insurance Institute (CII) says customer vulnerability management is an opportunity for firms, rather than a cost, in its latest ‘Road to Consumer Trust’ report, which sets a ‘proportionate, practical approach’ to vulnerability management and outcomes monitoring.
31 Mar 2026
New data published by the Chartered Insurance Institute (‘CII’) today (31 March 2026) reveal that consumers believe insurers are responding to their concerns about loyalty. SME satisfaction also reaches a series high.
09 Mar 2026
The PFS has today (9 March 2026) announced the appointments of Dr Alan Whittle FPFS and Adam Harper as new Directors of the organisation.
24 Feb 2026
The Chartered Insurance Institute (CII) is partnering with Three Hands Insight and Chartered firms to improve the sector’s understanding of vulnerability management, and gain new insights and ideas to ensure more inclusive outcomes.
23 Feb 2026
Please find below a link to a letter signed by 40 organisations – including the CII – representing a combined membership of over 1.5 million people.