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What's new

  • Network Conference 2026 Q&A
    3 Jul 2026
    One of the most valuable parts of Network Conference 2026 was hearing directly from you, our wonderful volunteers. The questions raised reflected both the passion people have for their Local Institutes and their desire to help shape the future of the CII and PFS. To ensure everyone can benefit from those discussions, we've published the full conference Q&A, covering topics ranging from Corporate Chartered and employer engagement to volunteering, member support and technology. You can explore the full Q&A here:
  • Carla Brown points to renewed PFS momentum and excitement for what is to come
    2 Jul 2026
    Personal Finance Society (PFS) President Carla Brown says the professional body is seeing renewed momentum, with rising member engagement,  growing membership, and major work under way to support the next generation of financial planners.
  • CII announces 2026 Shaping the Future of Insurance Conference: Navigating Future Risk
    24 Jun 2026
    The Chartered Insurance Institute (CII) has today announced that its flagship Shaping the Future of Insurance Conference will return for its sixth year in 2026 under the theme Navigating Future Risk, bringing together professionals from across the insurance sector for a day of insight, connection and shared learning.
  • CII appoints senior insurance leaders to new advisory board to strengthen practitioner input
    22 Jun 2026
    The Chartered Insurance Institute (CII) has appointed a new Professional Communities Advisory Board (PCAB), bringing together senior leaders from across claims, underwriting and broking, as well as representatives from the British Insurance Brokers’ Association (BIBA) and the Association of British Insurers (ABI).
  • PFS Festival of Financial Planning returns with a programme built for impact
    18 Jun 2026
    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.
  • New CII vulnerability guidance helps firms navigate Consumer Duty and UK GDPR
    17 Jun 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 Data 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.