News

11 Jul 2025

Professional Pathways (Formally CII & PFS Futures project)

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

Study Texts – update

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

Review and Development Plan for 2025–26

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

Evolving the Partnership - July Update

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

CII Shaping the Future of Insurance conference: Speakers announced

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

4 in 5 insurance professionals oppose FCA CPD proposal

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

Network Conference 2025 – Scotland delivers, loch, stock and barrel

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

CII sets out vision for vulnerability data sharing

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

Handling Local Examination Queries: Guidance for CII Members and Volunteers

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

Entries open for 2025 CII New Generation Programme

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

Evolving the Partnership – June Update

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

Sponsor & Exhibitor Opportunities – CII Shaping the Future of Insurance 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

Evolving the Partnership – May Update

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

CII says institutions must be held accountable for AI outcomes

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

Introducing six newly Chartered corporate firms

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.

08 Apr 2025

Evolving the Partnership – April Update

Evolving the Partnership focuses on three overarching themes of Volunteer Engagement, LI Visibility and LI Proposition Development. All the projects, processes and protocol the regional team work on will feed into one of these three themes.

01 Apr 2025

Charity undergoes exciting evolution to enhance its support for the insurance industry

The Insurance Charity (The Charity), the UK and Ireland’s only dedicated insurance industry charity, is pleased to unveil a new visual identity and website to help increase awareness and provide enhanced support to people working in the insurance industry.

12 Mar 2025

Evolving the Partnership – March Update

Following the ongoing success of the Realigning the Partnership initiative, the regional membership team have extended the initiative into 2025. Evolving the Partnership focuses on three overarching themes of Volunteer Engagement, LI Visibility and LI Proposition Development.

11 Mar 2025

Your Local Institutes CPD Accreditation

CII CPD accreditation is an internationally recognised indication of excellence for learning activities that support our members working in the insurance and financial services sectors.

05 Mar 2025

Local Institute Volunteer Awards 2025

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.