CII

Based at 30 Old Broad Street from March

Across financial planning and insurance

‘Decades of dedicated service to our professions’

Joined the professional body in 2020

Begins term as he succeeds Nicola Stacey

To become deputy president of the CII in 2026 and president in 2027

For insurance and personal finance

Professional body has ‘come through some challenging years’

Need for further clarity and standardised templates, CII report finds

Wiser Academy looks to bridge generational gap in advice profession