CII

The CII Learning team is looking for experienced UK-based practitioners to write and update learning content. Successful applicants will work from project overviews and author briefs, meet agreed deadlines and use the CII’s online publishing platform to update study texts in line with the relevant syllabus. Becoming an expert practitioner is an excellent opportunity to give something back to the profession by supporting the development of fellow practitioners.

Over 100 expert speakers will take the stage at this year’s Personal Finance Society (PFS)Festival of Financial Planning, in a programme set to deliver impact with insight from across the profession. The largest professional body for the Financial Planning community expects to welcome over 3,000 delegates to the two-day event at the NEC in Birmingham in November, with many of the sessions led by PFS members.

This article is worth 15 {{cpd_units}} - to record these {{cpd_units}} please read to the bottom and click the link to add to your account Following on from the Network Conference 2026, we discuss the experiences, networking opportunities and more. Register for free and benefit from...

Dear All, The feedback we have received from attendees of this year’s CII Network Conference has been overwhelmingly positive. We’d like to thank everyone who attended, and your institute for its continued support. During the event, we were invited to consider some suggestions for actions we could take to help our volunteer members deliver even more effectively, and we committed to respond swiftly.

This month we're introducing CPD Light Bites. These are short 5-minute courses to highlight an important topic in the profession, ready for you to share and discuss with your members. The first Light Bite focuses on Economic Abuse. In this, you'll learn how insurance and personal finance can be used in abusive relationships; we explore case studies, spotting the signs of Economic Abuse and the reporting process if you're concerned.

The Chartered Insurance Institute (CII) has publishednew guidanceto support insurance and personal finance firms in managing data relating to customers in vulnerable circumstances. TheData Privacy for Customers in Vulnerable Circumstances guide clarifies in practical terms how customer vulnerability-related data can be managed in compliance with UK data protection requirements and the Financial Conduct Authority’s (FCA) Consumer Duty.

Home News & insight News New CII vulnerability guidance helps firms navigate Consumer Duty and UK GDPR Publication date: 17 June 2026 Last updated: 17 June 2026 The Chartered Insurance Institute (CII) has published new guidance to support insurance and personal finance firms in managing data relating to customers in vulnerable circumstances.

The recent Prevention of Future Death report into the tragic collision involving Matilda Seccombe and Harry Purcell, together with the CII’s response, shows a clear mismatch between the scale of the problem and the solutions being advanced. The coroner recognises what many in the insurance sector already know: telematics can help bridge the dangerous gap between passing a driving test and developing safer day-to-day driving habits.

articledoctype Notice of upcoming maintenance: The RevisionMate website will be undergoing an essential update and will not be accessible between 09:00 on 16 June 2026 [UK time] and 17:00 on 17 June 2026 [UK time]. For coursework assignments due on these dates, please plan to submit ahead of time or request an extension if required. We apologise for any inconvenience caused.

Publication date: 15 June 2026 Last updated: 17 June 2026 In our next instalment of Introducing our new corporate Chartered firms, we catch up with Roger Jackson, Director of Financial Planning at Financial Management Bureau who became Chartered Financial Planners in May 2026. Find out more about what they do, what inspired them to become Chartered and how they found the process. Could you tell us a little about your firm and the services you provide?