Thought Leadership

We will be a much bolder voice for the public and for our members and increase our advocacy activities accordingly. We will play a greater direct role in influencing relevant legislation and policy decisions by Government, while continuing to collaborate with others within our sectors to effect change. We will build the Institute’s broad brand recognition within our sectors and beyond. We will become a commentator of choice on professional matters in insurance, financial planning, and mortgage advice. We will be known as the thought leader for our sectors, drawing on the expertise of our members to develop cutting‑edge knowledge on professional matters and partnering with innovators to showcase the future for insurance and financial planning.

The Institute is uniquely placed to inform and influence strategic thinking across the insurance and financial planning professions both in the UK and around the world, drawing on the expertise within our organisation and that of our members.

In recent years the Institute has contributed to bringing fresh talent into our professions by informing the Government’s trailblazer apprenticeships and through our New Generation programme, which has been running for more than decade. We’ve helped our members to navigate the challenges presented by Brexit and the COVID-19 pandemic. We’ve led the way in building understanding around issues of evolving sectoral importance, including data science and AI through bespoke events and the development of innovative programmes of learning. In addition, we’ve galvanised sector support to commitments around ethical conduct, continuing professional development, qualification standards and to pay and equal opportunities, especially through the Insuring Women’s Futures programme. All of these initiatives have helped us to further our Chartered objective around building public trust in insurance, personal finance and mortgage advice.

Over the course of this Plan we will continue to seek opportunities to maximise our impact and create real change for the benefit of our members, and on issues that effectively enhance public trust. They will coalesce along three thought-leadership strands: customer; sustainability; and technology. Each strand will be underpinned by our focus on professionalism, from which we will build out campaigns on behalf of our members and engage in dialogue with regulators. For example, our work will include boosting public recognition of the currency of CII and PFS membership and the additional value that Chartered status already delivers for the UK public.