In this episode of the podcast, we are celebrating the role of volunteers and the role of Local Institutes, to mark Volunteer's week which runs from the 1-7 June.  We are  joined by Sandra McDonald, President of the Insurance Institute of Manchester, and Andrew Fennell, President of the Nottingham Insurance Institute ..read more

In this episode of the podcast, we are discussing theme 2 of the CII’s new 5-year Strategic plan, Highest Professional Standards. We're joined by Claire Bassett, Chair of the CII’s Professional Standards Committee, and Melissa Collett, Engagement Director of Professional Standards at the CII ..read more

In this episode of the podcast, we are discussing the value and benefits membership of a professional body brings to individuals in the insurance and personal finance professions. We are joined by Caroline Martin, who is Deputy President of the Insurance Institute of Chelmsford and South Essex, and Hazel Bowen, is the Personal Finance Society’s current Chartered Financial Planner of the Year ..read more

In this episode of the podcast, Melissa Collett, Executive Director of Professional Standards at the CII, and Andrew Gething, Founder & Managing Director of MorganAsh are in conversation, discussing the introduction of the FCA’s Consumer duty and customer Vulnerability ..read more

In this episode of the podcast, we are discussing LGBTQ+ History month, including looking at where the profession is in relation to society and what works still needs to be done. We are joined by Maurice Rose, Co-Chair of Link, the LGBTQ+ Insurance Network. Stephen Frost, CEO of Included and globally recognised diversity, inclusion and leadership expert. And Sarah Stephenson-Hunter, an EDI professional specialising in disability and LGBTQ+ training, advocacy and public speaking. An information resource is available which accompanies this podcast, to access please email edi@cii.co.uk for more u ..read more

In this episode of the podcast, we are talking about apprenticeships in the Insurance and Financial Planning professions, how they can benefit both firms and their employees. This was recorded for National Apprenticeship Week 2023. We are joined by Tom Hegarty, chair of the financial planning trailblazer group and director at M&G Wealth, and Gideon Van Zijl, Compliance and Regulatory Development Consultant at Zurich, and former participant of a Senior Insurance Professional apprenticeship programme ..read more

In this episode of the podcast, we are discussing how brokers and underwriters can benefit from the FCA’s Consumer Duty regulations. The new Duty sets higher and clearer standards of consumer protection across financial services and requires firms to put their customers’ needs first. We are joined by Mandy Hunt, Chair of the Society of Underwriting Professionals, and Laura Hancock, Chair of the Society of Insurance Broking. To find out more about this podcast and for useful links go to: thejournal.cii.co.uk/podcasts ..read more

In this episode of the podcast, we are talking to the new CII President about his presidential theme for 2023 and looking forward to the year ahead. We are joined by Russell Higginbotham, President of the Chartered Insurance Institute and CEO of Swiss Re Solutions. To find out more about this podcast and for useful links go to: thejournal.cii.co.uk/podcasts ..read more

In this episode of the podcast, we are talking about the Product Simplification courses, developed by the CII, Lloyds, and the Lloyds Market Association. We are joined by Andrew Oakley, Head of LMA Academy at Lloyd’s Market Association, and Ian Simons, Customer Director at the CII ..read more

In this episode of the podcast, we are talking about what the FCA’s Consumer Duty means for Insurers and Financial Planning professionals. We are joined by Jill Hambley, Managing Director of Insurance Compliance Services, and Matt Connell, Director of Policy and Public Affairs for the CII and PFS ..read more