Chartered Insurance Institute

The Journal Podcast

Business EN ↓ 225 episodes

The Journal Podcast from the Chartered Insurance Institute, formerly CII Radio.

Author

Chartered Insurance Institute

Category

Business

Podcast website

thejournal.cii.co.uk

Latest episode

Jul 8, 2026

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Episodes

Reskilling CII Radio Mixdown 10.02.2021

In this episode of the podcast, we are talking about reskilling for a career in the financial planning and insurance professions. We are joined by Sarah Lord, President of the Personal Finance Society, and Steve Jenkins, Development Director at the CII. To find out more about this podcast and for useful links go to thejournal.cii.co.uk/podcasts

Time To Talk - supporting colleagues with their mental health 03.02.2021

In this episode of the podcast we are talking about supporting colleagues with their mental health. We are joined by Julie Page, President of the Chartered Insurance Institute, and Keith Richards, chief executive of the Personal Finance Society. To find out more about this podcast and for useful links go to thejournal.cii.co.uk/podcasts

The impact of Brexit on the Insurance and Financial Planning profession 27.01.2021

In this episode of the podcast we are talking about how the Brexit agreement has impacted the insurance and financial planning profession and how the new rules will impact insurers and financial planners. We are joined by Steve White, CEO of BIBA, the British Insurance Brokers’ Association, and Shayne Halfpenny-Ray, Policy and Public Affairs Adviser at the CII. To find out more about this podcast...

How To Excel At CII Qualifications 25.11.2020

In this episode of the podcast, we are talking about how to excel in CII professional qualifications. We are joined by Mark Randall, winner of The Henry J Tapscott Prize for Excellence in completion of the Advanced Diploma in Insurance qualification, and Gill White, Chief Customer Officer at the CII. To find out more about this podcast and for useful links go to thejournal.cii.co.uk/podcasts

Lessons From The FCA Business Interruption Case 18.11.2020

In this episode of the podcast, recorded on 11 November, we are discussing lessons from the FCA’s business interruption ruling. We are joined by Michael Frisby, Partner at the Stevens and Bolton law firm, and Melissa Collett, Professional Standards director at the CII.

Building financial resilience and helping vulnerable clients 11.11.2020

In this episode of the podcast we are talking about building financial resilience and helping vulnerable clients. We are joined by Robin Melley, Chartered Financial Planner of the year 2020, and founder of Matrix Capital, and Keith Richards, chief executive of the Personal Finance Society. To find out more about this podcast and for useful links go to thejournal.cii.co.uk/podcasts

The importance of Black role models in the insurance profession 28.10.2020

In this episode of the podcast we are talking about the importance of Black role models in the insurance profession. We are joined by Maxine Goddard, Strategic Operations Leader of Zurich and Head of Partnerships for The Insurance Cultural Awareness Network, and Patrick Okolo, Global Specialist at Willis Towers Watson.

The importance of Black role models in the insurance profession 28.10.2020

In this episode of the podcast we are talking about the importance of Black role models in the insurance profession. We are joined by Maxine Goddard, Strategic Operations Leader of Zurich and Head of Partnerships for The Insurance Cultural Awareness Network, and Patrick Okolo, Global Specialist at Willis Towers Watson.

How to protect clients from the latest scams 21.10.2020

In this episode of the podcast we are talking about how advisers and insurers can protect their clients from the latest scams. We are joined by Alain Desmier, Founder of Contact State, and George Tsounias, Education Relationship Manager at the CII and PFS. To find out more about this podcast and for useful links go to thejournal.cii.co.uk/podcasts

How Covid-19 has impacted trust in the insurance profession 14.10.2020

In this episode of the podcast we are talking about how Covid-19 has impacted trust in the insurance profession. We are joined by Jeremy Trott, Non-executive Director of the Society of Claims Professionals and Claims Director of Ecclesiastical Insurance, and Dr Matt Connell, director of policy and public affairs at the CII.

How Financial Advisers are adapting to the new normal 07.10.2020

In this episode of the podcast we are talking about how financial advisers are adapting to the new normal. We are joined by Sarah Lord, President of the Personal Finance Society and Chief Client Officer of Succession Wealth, and Keith Richards, chief executive of the Personal Finance Society.

Making the insurance profession more inclusive for those with a history of poor mental health 30.09.2020

In this episode of the podcast we are talking about making the insurance profession more inclusive for those with a history of poor mental health. We are joined by James Moorhouse, Content Manager at the CII, and Claire Russell, CEO and Founder, Mental Health in Business Ltd

Starting conversations about care 23.09.2020

In this episode of the podcast we are talking about starting conversations about care and how people can build and maintain financial resilience for later life. We are joined by Damian Green, MP for Ashford, and Sophia Kleanthous, Campaigns Adviser at the Chartered Insurance Institute.

D&I: Shifting awareness into meaningful action 16.09.2020

In this episode of the podcast we are talking about how the general insurance and financial planning professions are advancing the discussions around diversity and inclusion to bring about meaningful action and positive change. We are joined by Lois Ratcliff, Internship Programme Manager at Inclusion Scotland, and Shayne Halfpenny-Ray, Policy and Public Affairs Adviser at the CII.

How insurers are helping prevent outbreaks of Legionnaires disease 09.09.2020

In this episode of the podcast we are talking about how insurers can help mitigate the risk of Legionnaires disease, and we are joined by Stuart Stead, Director of Broking at Romero Insurance Brokers, and Gary Hassan, Willis IRM Associate.

Maintaining Wellbeing During Covid-19 01.07.2020

In this episode of the podcast we are talking about health and wellbeing during the coronavirus outbreak. We are joined by Andy Magill, Head Coach at Vitality, and Richard Kateley, Head of Intermediary Development at Legal & General.

Chartered Insurance Underwriting Agent title 24.06.2020

In this episode of the podcast we are talking about the Chartered Insurance Underwriting Agent title which was launched earlier this year in collaboration with the Managing General Agent's Association. We are joined by Steve Jenkins, Executive Director of the Chartered Insurance Institute, and Peter Staddon, Managing Director of the Managing General Agents Association.

How to build and rebuild financial resilience 17.06.2020

In this episode of the podcast we are talking about How to build and rebuild financial resilience, and we are joined by Shayne Halfpenny-Ray, Policy and Public Affairs Adviser at the CII, and Gemma Siddle, director of client services at Eldon Financial Planning, and the PFS Chartered Financial Planner of the Year 2019 .

Local institutes and united societies 10.06.2020

In this episode of the podcast we are talking about the work that the CII Local Institutes and Societies have been doing in 2020 and how they have responded to the ongoing Covid-19 pandemic. We are joined by Matthew Hall, Strategy & Operations Manager, Insurance Societies & Networks, and David Irvine, National Membership and Engagement Manager, both of the Chartered Insurance Institute.

What the FCA expects of insurers during the coronavirus outbreak 03.06.2020

In this episode of the podcast we are talking about what the Financial Conduct Authority expects of insurers during the coronavirus outbreak, and we are joined by Alex Barnes, Partner at BDO, and Dr Matt Connell, Director of Policy and Public Affairs at the Chartered Insurance Institute.

Ways to maintain trust during the coronavirus outbreak 27.05.2020

In this episode of the podcast we are talking about ways to maintain trust during the coronavirus pandemic, and we are joined by Sian Fisher, Chief executive at the CII, and Nick Turner, Sales and Agency Director at NFU Mutual, and current President of the CII.

Qualifications – enhancing your knowledge during the coronavirus outbreak 20.05.2020

In this episode of the podcast we are talking about CII qualifications and how the CII is continuing to support learners throughout the coronavirus outbreak. We are joined by Gill White, Learning & Assessment Director, and Ian Simons, Marketing Director, both of the Chartered Insurance Institute.

What the FCA expects of financial advisers during the coronavirus outbreak 13.05.2020

In this episode of the CII Radio podcast we're talking about what the FCA expects of financial advisers during the coronavirus outbreak, and are joined by Rory Percival, Regulatory expert, and Keith Richards, CEO of the Personal Finance Society.

Ensuring continuity of insurance cover during the pandemic 06.05.2020

In this episode of the podcast we are joined by Kevin Hancock, Chair of the Society of Insurance Broking, and Mark Shepherd, Assistant Director, Head of General Insurance within the Policy Directorate at the Association of British Insurers.

CPD requirements during coronavirus outbreak 29.04.2020

In this episode of the podcast we are talking about CPD requirements during the coronavirus outbreak, and we are joined by Carly Knights, Professional Development Manager, and Rebecca Aston, Professional Standards Manager, both of the CII.

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