CII reveals 'refreshed' action plan in strategy update

‘We have listened to feedback’

Ayesha Venkataraman
clock • 3 min read

The Chartered Insurance Institute (CII) has published a report setting out several actions it intends to take over the next 12 months, which will support and inform a “refreshed strategy” for the next five years, it said.

The report, Shaping the Future Together - Next Steps, published on 21 July, responds to the feedback it received on its Shaping the Future Together consultation - launched between October and December 2021 - which gave members and other key stakeholders the opportunity to share their views on possible proposals for how the CII can work to raise public trust in the insurance and personal finance professions. The report details the changes the CII intends to make in the next 12 months, namely - • Pilot changes to the assessment method for the R06 Financial Planning Practice qualificatio...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

TISA warns FCA's targeted support could 'cause confusion' and hinder rollout

TISA warns FCA's targeted support could 'cause confusion' and hinder rollout

Industry group calls for more flexibility on disclosure

Sahar Nazir
clock 17 October 2025 • 2 min read
You can always make more money, but you can't buy more time

You can always make more money, but you can't buy more time

What’s the ROI on a memory that lasts forever?

Chris Ball
clock 16 October 2025 • 3 min read
Autumn Budget 2025: Reeves should use Budget to 'merge ISAs not cut tax-free limits'

Autumn Budget 2025: Reeves should use Budget to 'merge ISAs not cut tax-free limits'

The updates advisers need in the run up to the Autumn Budget 2025 on 26 November

Professional Adviser
clock 16 October 2025 • 1 min read