The CII Group and PFS Boards met jointly in May. It was immensely pleasing to have such a wide-ranging discussion that reflected both the scale of our organisational ambition and some of the practical challenges of delivery. There was a strong sense of forward momentum, with both Boards and our Executive team engaging in conversation about how we might evolve our strategic ambitions in ways that are both meaningful for members and grounded in the realities of the markets we serve.

So, you’re thinking of submitting your entry for the Personal Finance Awards 2026/27? Great! If you’re wondering where to start, look no further. An award-winning entry takes time to craft, which is why we’ve put together our top tips to help you get started.

The Chartered Insurance Institute (CII) Group has today (Friday 1 May) announced the appointment of two new Executive Directors, further strengthening its leadership team. Ben Turner has been appointed Executive Director, Member Engagement, joining with immediate effect, and Will Holt will join as Executive Director, Learning, from 3 August.

Nine months since its launch, the Personal Finance Society (PFS) Pathway to the Profession talent programme has reached its initial target of attracting 500 individuals to join the financial planning profession, and become new PFS members. The Pathway programme, which included complimentary entry into the Chartered Insurance Institute (CII) Group’s Financial Protection (R05) exam, has generated over 1,000 expressions of interest, with 521 being accepted to begin their studies.