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  • PFS adds 110 Chartered Financial Planners

    The Personal Finance Society and parent body the Chartered Insurance Institute celebrated the graduation of 110 new Chartered Financial Planners at their annual graduation ceremony in Westminster last week.

  • CII and PFS showcase New Generation projects

    The Chartered Insurance Institute (CII) and Personal Finance Society (PFS) New Generation Programme 2025/26 cohort has  presented five projects showcasing year-long work designed to address challenges facing the financial services sector.

  • Planners urge CII to do more to promote adviser careers

    A working group of Financial Planners has presented a new set of initiatives to the Chartered Insurance Institute (CII) professional body to help raise awareness of financial advice as a profession.

  • CII backs using Consumer Duty reporting as governance tool

    The Chartered Insurance Institute (CII) has committed to developing guidance to support firms with using Consumer Duty reporting as a governance tool for continuous improvement rather than as a compliance exercise.

  • Nearly 260 achieve Chartered Planner status so far in 2026

    Nearly 260 Financial Planning professionals have been awarded prestigious Chartered Financial Planner status by The Chartered Insurance Institute (CII) in the first half of 2026.

  • 10 Financial Planners awarded Corporate Chartered status

    The Chartered Insurance Institute (CII) has awarded Corporate Chartered status to 10 Financial Planning firms and one insurance broker in the first half of 2026.

  • CII sets up taskforce to tackle vulnerable client weaknesses

    The Chartered Insurance Institute (CII), a professional body for finance professionals, has launched a cross-sector Vulnerability Data Sharing Taskforce.

  • CII and PFS seek Planners for New Generation Programme

    The Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) are inviting applications for the next cohort of their flagship New Generation Programme.

  • CII appoints two new executive directors

    The Chartered Insurance Institute (CII) has appointed two new executive directors, which will strengthen its leadership team, the organisation said.

  • PFS members invited to use new lounge in London

    Members of the Personal Finance Society (PFS) have been offered the use of a new lounge in the offices of parent body the Chartered Insurance Institute (CII) on Old Broad Street in the City of London.

  • CII sees continued rise in qualification numbers

    The CII said that the 55,000 exam sittings reached a decade-long peak.

    The Chartered Insurance Institute (CII), professional body and parent of the Professional Finance Society, has seen a continued increase in the total number of qualifications completed in 2025.

  • Entries open for CII & PFS Apprenticeship Awards

    The Chartered Insurance Institute (CII) and Personal Finance Society (PFS) have opened entries for the 2026 Apprenticeship Awards, the fourth annual celebration of apprentices and supporting employers.

  • 6,600 take part in CII and PFS virtual work experience

    More than 6,600 young people have benefitted from the CII’s and PFS’ insurance and Financial Planning virtual work experience programme since it launched in October 2023.

  • CII to move HQ to new City location

    The Chartered Insurance Institute (CII) is to move its headquarters and London base from the Walkie Talkie building to 30 Old Broad Street from 2 March.

  • New CII President begins term

    Callum Beaton has begun his term as president of the Chartered Insurance Institute (CII), taking over from Nicola Stacey.

  • Consumer Duty reporting progress will require ‘collaboration’

    Meaningful progress in Consumer Duty reporting will require “continued collaboration between sector stakeholders where good practice is shared”, according to a new report from the Chartered Insurance Institute (CII).

  • Fifth director resigns from PFS board this year

    Trevor Edwards, the CII’s group finance director, has left the board of the Personal Finance Society after less than a year in the role.

  • 5 new firms achieve CII Chartered Corporate status

     

    Five Financial Planning and insurance firms have achieved the Chartered Insurance Institute's (CII) Chartered Corporate status.

  • CII calls on firms to educate staff on AI benefits and risks

    Professional body the Chartered Insurance Institute (CII) has called on financial services firms to educate all employees on the potential opportunities - and risks - of artificial intelligence (AI).

  • Entries open for PFS / CII Apprenticeship Awards 2025

    Entries are open for the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) Apprenticeship Awards, the annual celebration of apprentices across insurance and financial services.

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