The Journal Podcast

In this episode of the podcast, we are celebrating the role of volunteers and the role of Local Institutes, to mark Volunteer's week which runs from the 1-7 June.  We are  joined by Sandra McDonald, President of the Insurance Institute of Manchester, and Andrew Fennell, President of the Nottingham Insurance Institute.

In this episode of the podcast, we are discussing theme 3 of the CII’s new 5-year Strategic plan, Sector Thought Leadership. We are joined by Helen Phillips, Independent Chair of the CII Board, and Matt Connell, Director of Policy and Public Affairs at the CII.

In this episode of the podcast, we are looking back at the BIBA Conference 2023, discussing some of the highlights and key takeaways from the event. We are joined by Laura Hancock, Managing Director of Yutree Insurance and Chair of the CII Broking Community Board, and Florence Dennis, New Generation 2022-23 Cohort member and Lead Client Advisor, Partners&.

In this episode of the podcast, we are discussing theme 2 of the CII’s new 5-year Strategic plan, Highest Professional Standards. We're joined by Claire Bassett, Chair of the CII’s Professional Standards Committee, and Melissa Collett, Executive Director of Professional Standards at the CII.

In this episode of the podcast, we are discussing the CII’s new 5-year Strategic plan, with a focus on the first theme of Excellent Member Experience. We are joined by Alan Vallance, Chief Executive of the Chartered Insurance Institute, and Azlina Bulmer, Membership and Engagement Director for the CII.

In this episode of the podcast, we are discussing Green and Sustainable Finance and what it means to the insurance and financial services professions. We are joined by Simon Thompson, Chief Executive of the Chartered Banker Institute, and chair of the UK’s Green Finance Education Charter on behalf of the Department for Energy Security and Net Zero, and author of Green & Sustainable Finance: Princi...

In this episode of the podcast, we are discussing the value and benefits membership of a professional body brings to individuals in the insurance and personal finance professions. We are joined by Caroline Martin, who is Deputy President of the Insurance Institute of Chelmsford and South Essex, and Hazel Bowen, is the Personal Finance Society’s current Chartered Financial Planner of the Year.

In this episode of the podcast, we are discussing lessons learned from the Covid-19 pandemic, in regard to business interruption claims and best practice guidance issued by the Financial Conduct Authority. We are joined by Society of Claims Professionals board members, William Quibell, Head of Supply Chain & Admiral Loss Adjusting Services at Admiral Group Plc, and Richard Napoli, Claims and Legal...

In this episode of the podcast, we are discussing how the insurance profession can attract talent. We are joined by Alex Marks and Anisha Turner, members of the claims group from the CII New Generation programme in 2021-22, and Jordan Maskell, Board Member of the Society of Insurance Broking.

In this episode of the podcast, Melissa Collett, Executive Director of Professional Standards at the CII, and Andrew Gething, Founder & Managing Director of MorganAsh are in conversation, discussing the introduction of the FCA’s Consumer duty and customer Vulnerability.

In this episode of the podcast, we are discussing LGBTQ+ History month, including looking at where the profession is in relation to society and what works still needs to be done. We are joined by Maurice Rose, Co-Chair of Link, the LGBTQ+ Insurance Network. Stephen Frost, CEO of Included and globally recognised diversity, inclusion and leadership expert. And Sarah Stephenson-Hunter, an EDI profess...

In this episode of the podcast, we are Looking at the mortgage market; the impact of cost of living, interest rates and the Bank of England’s inflation report have had on it. We are joined by Carlos Thibaut, Chair of the Society of Mortgage Professionals.

In this episode of the podcast, we are talking about apprenticeships in the Insurance and Financial Planning professions, how they can benefit both firms and their employees. This was recorded for National Apprenticeship Week 2023. We are joined by Tom Hegarty, chair of the financial planning trailblazer group and director at M&G Wealth, and Gideon Van Zijl, Compliance and Regulatory Development C...

In this episode of the podcast, we are discussing how brokers and underwriters can benefit from the FCA’s Consumer Duty regulations. The new Duty sets higher and clearer standards of consumer protection across financial services and requires firms to put their customers’ needs first. We are joined by Mandy Hunt, Chair of the Society of Underwriting Professionals, and Laura Hancock, Chair of the So...

In this episode of the podcast, we are talking to the new CII President about his presidential theme for 2023 and looking forward to the year ahead. We are joined by Russell Higginbotham, President of the Chartered Insurance Institute and CEO of Swiss Re Solutions. To find out more about this podcast and for useful links go to: thejournal.cii.co.uk/podcasts

In this episode of the podcast, we are talking about the Product Simplification courses, developed by the CII, Lloyds, and the Lloyds Market Association. We are joined by Andrew Oakley, Head of LMA Academy at Lloyd’s Market Association, and Ian Simons, Customer Director at the CII.

In this episode of the podcast, we are talking about the importance of professional standards in insurance and financial services, treating customers fairly, and addressing misconduct. We are joined by James Daley, Managing Director at Fairer Finance, and Melissa Collett, Executive Director of Professional Standards at the CII

In this episode of the podcast, we are talking about how mortgage brokers can support borrowers. We are joined by Carlos Thibaut, Chair of the Society of Mortgage Professionals, and Liz Syms, Owner of Connect Mortgages, and Board member for the Society of Mortgage Professionals.

In this episode of the podcast, we are talking about the professional map and ways the CII and PFS are supporting members with their career progression. We are joined by Alasdair Walker, Managing Director at Handford, Aitkenhead and Walker Ltd and chair of the PFS Power Panel, and Ian Simons, Customer Director of the CII.

In this episode of the podcast, we are talking about diversity, inclusion, and equality in the profession and ways allyship, a key theme of this year’s Dive In festival, can help improve it. We are joined by Orla Foley-Wright, HR & Communications Director at QIC Global Services Limited, and Alan Vallance, Chief Executive of the CII.

In this episode of the podcast, we are talking about the importance of cyber security and digital ethics. We are joined by Ian McKenna, Founder & Director of the Financial Technology Research Centre, and Melissa Collett, Professional Standards Director of the CII.

In this episode of the podcast, we are talking about the key takeaways from the Chartered Insurance Institute’s Shaping the Future of Insurance conference. We are joined by Liz Foster, Chairperson, Solihull Insurance Brokers and Non-Executive director of the Society of Insurance Broking, and Peter Blanc, CII President.

In this episode of the podcast, we are talking about what the FCA’s Consumer Duty means for Insurers and Financial Planning professionals. We are joined by Jill Hambley, Managing Director of Insurance Compliance Services, and Matt Connell, Director of Policy and Public Affairs for the CII and PFS.

This week on the podcast we are discussing equality, diversity and inclusion within the insurance and financial planning professions. We are joined by Emily Kenna, Director at Sense Risk Solutions and Diversity and Inclusion Representative for Bristol CII, and Vivine Cameron, EDI Manager at the CII.

In this episode of the podcast, we discuss the power of professional standards.  We are joined by Tony Overy, CEO of Saunderson House Ltd, and Melissa Collett, Professional Standards Director at the CII.