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CII awards Chartered status to 11 insurance and financial planning firms

The Chartered Insurance Institute (CII) has awarded Corporate Chartered status to 11 insurance and financial planning firms in the first half of 2026, recognising their public commitment to high professional standards, ethical conduct and better outcomes for clients and customers.

Vantage point: Q2 2026

Over the past quarter, the CII has been working with regulators, firms and industry partners to tackle some of the most important issues facing the insurance and personal finance professions.

From vulnerability and responsible AI to non-financial misconduct and fraud prevention, this work is helping to shape practical solutions that support better outcomes for members and consumers.

PFS Board Digest - July 2026

The PFS Board met on 14 July, with a focus on longer-term strategic thinking. Our discussion covered the future membership proposition, the opportunities and challenges presented by artificial intelligence, the role of our regional committees, and the priorities that should shape the Society's next strategic planning cycle. Whilst no formal decisions were taken on these matters, there was strong support for continuing to strengthen professional standards, improve member experience, support the future workforce and enhance the profession's influence and public impact. 

PFS launches next phase of Pathway to the Profession talent investment

The PFS (Personal Finance Society) marked the first anniversary of its Pathway to the Profession yesterday, announcing of the next phase of the £1 million investment in attracting, supporting and developing talent.

Personal Finance Society

As the leading professional body for the financial planning sector, our members are respected and recognised for their knowledge and expertise. Membership supports your professional development, enhances your career potential and integrates you into a community of like-minded professionals.

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