Personal Finance Society

Stay up to date with Personal Finance Society news that matters to insurance professionals across the UK.

CII and PFS New Generation cohort showcases 5 industry projects
A claims fraud tool combining technology with human judgement was among five projects presented at the programme's year-end showcase
CII and PFS New Generation cohort showcases 5 industry projects
CII awards Chartered status to 453 insurance and financial planning professionals
With Consumer Duty raising the bar on demonstrable competence, Chartered status is shifting from career milestone to competitive necessity
CII awards Chartered status to 453 insurance and financial planning professionals
Chartered status becomes a trust signal for brokers as consolidation reshapes the market
As private equity-backed consolidators scale up across UK distribution, independent brokers are turning to professional accreditation to prove their credibility
Chartered status becomes a trust signal for brokers as consolidation reshapes the market
CII opens registration for Disability Access Symposium 2026
Week-long event in October will bring insurance leaders together with disability charities and Cabinet Office ambassadors
CII opens registration for Disability Access Symposium 2026
CII honours seven insurance volunteers at annual Network Conference
As the industry grapples with a worsening talent crisis, this year's volunteer awardees' work helps hold the profession together at a local level
CII honours seven insurance volunteers at annual Network Conference
UK insurers face retention and conduct test as the Great Wealth Transfer looms
The so-called Great Wealth Transfer could reshape retention, product design and vulnerability practices
UK insurers face retention and conduct test as the Great Wealth Transfer looms
Chartered Insurance Institute strengthens executive team with dual hire
Appointments made as the profession looks for more flexible qualifications and stronger support on consumer Duty, conduct and technical standards
Chartered Insurance Institute strengthens executive team with dual hire
Insurance moves: Markel, PIC, AXA XL, and PFS
Moves span cyber insurance, pension risk transfer, and board leadership
Insurance moves: Markel, PIC, AXA XL, and PFS
An essential guide to General Insurance Business (IF2)
Learn the basics of General Insurance Business (IF2) for UK insurance brokers, including concise exam overviews, revision tips, and links to trusted study guide PDFs
An essential guide to General Insurance Business (IF2)
CII and SEA issue new guidance to help insurers tackle economic abuse
Fresh guidance highlights how joint policies could be misused by perpetrators - and what insurers could do to reduce risks
CII and SEA issue new guidance to help insurers tackle economic abuse

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Generali agrees €150m stake in Cajamar to anchor Spain distribution
Generali agrees €150m stake in Cajamar to anchor Spain distribution Mergers & Acquisitions
Commercial Express launches schemes division to open delegated underwriting for brokers
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