CII corporate Chartered status pilot expected in autumn

The CII kicked off a consultation with its financial planning and insurance corporate Chartered members earlier this year, in addition to engaging with firms that have previously expressed an interest in becoming Chartered. It is understood that the group ran a series of eight digital townhalls in recent weeks, with 200 out of 700 firms electing to join the sessions. A common question understood to have been asked by members related to flexibility within the new rules and how they might account for differing firm sizes and services offered across insurance and financial planning. I...