Foreword

We are pleased to share the Institute’s new Strategic Plan (‘Plan’), which covers the five years from 2023 to 2027 and signposts our longer-term direction. The Plan lays out our renewed vision and purpose, the key strategic challenges we face, and the high-level initiatives we will adopt to address them. It provides the overarching direction within which the Institute will develop annual business plans and allocate budgets and resources.

This Plan lays out a bold vision that will see the Institute’s position as a global professional membership body cemented, financial reserves restored following the challenges of the pandemic, and the latest IT systems and services delivered to support our more than 120,000 members wherever they work and whenever they need them. We will also refresh the Institute’s identity, uniting our professional member communities across insurance, financial planning and mortgage advice.

Helen Phillips, CII Group Board Chair Alan Vallance, CII Group Chief Executive