Transcript Kitty Maccoll - The Chartered Insurance Institute

Inside the CII
Sandy Scott, Chief Executive Officer, CII
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Inside the CII
Jamie Heath, Director Strategy & Change, CII
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Strategy and Change
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Strategic planning
Marketing
Learning
Customer Service
HE/FE
Accreditation
HR
Strategy
Protecting the public by guiding the profession
5 Key Objectives
• Improving the standing of the profession
• Improving our proposition
• Improving our operations
• Growing globally
• Leading consolidation
Learning
• All certificate level texts modernised – using current practitioners
• Regional training – more of it and cheaper
• Certified learning for contact centres
• Support packages for the industry with partners – e.g. NU, SW
• Free online content / study aids
– RevisionMate
– Exam guides
• Vid/podcasts
• In development:
– Try before you buy
– Tackling the tough bits
– Complete Professional
Learning
Customer Service
• Membership survey
– Highlights your issues
• Customer First
– Improving your experience
• Knowledge First
– Developing first class people
Inside the CII
David Thomson, Director Public Affairs, CII
Driving the professionalism agenda
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Developing a “new wave” professional body
• Strategic ambition to build the case and capability for a ‘new wave’
professional body that:
– builds on our heritage
– takes into account
• developments in other professions
• developments in financial services (like RDR) or insurance
– develops the public interest commitment in our Royal Charter
Investing in professionalism – this defines what we are doing as a
professional body
Policy and Public Affairs Team
• Create a policy and research agenda (thought leadership)
• Build dialogue with opinion formers (HMT, FSA, politicians, trade
bodies, etc) to create an external network of influence for CII
• Campaign on our chosen themes e.g. Professionalism & RDR
• Communicate effectively in an integrated way to key audiences
Policy Themes – Linking it all together
Regulatory Agenda
Future Trends
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Principles based regulation
RDR
EU impact e.g. Solvency II
Better regulation
Role of Professional bodies
T&C / Guidance
Platforms
TCF
Professionalism
+ reputation
= public confidence
Consumer Agenda
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Financial capability
Money Guidance
Pensions reform
TCF
‘Advice’ debate
RDR
Demographic change
Climate Change
Medical/technical advances
Ageing/equity release
Shape of the industry
Global growth
Skills Agenda
Reputational issues
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Standards in profession
Products
Advice debate
Terminology of industry
RDR
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Leitch Report
HMT High Level Group
Skills Council
Educational Reform
(inc. OFQUAL)
• Money guidance
• Talent initiative
• CPD/ Lifelong learning
1. Policy and Research Programme
= Providing the capability for thought leadership
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Research Papers
Membership Surveys
Thinkpiece Series – launched in May
Briefing notes on issues e.g. Budget
Policy & Political Updates – UK & EU
2. Building dialogue with stakeholders
• Identifying key stakeholders
• Briefing them regularly on key themes
• Influencing their views on issues
• Influencing their perceptions of CII/PFS
CII perceived as a key organisation
Skills Minister David Lammy,
MP with Lord Hunt, President
of the CII, Jan 2008.
3. Campaigning on Key Themes – Driving the
Professionalism Agenda
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RDR campaign: Model for handling of future policy
themes
CII/PFS taken the lead on professionalism in the RDR
debate with:
– series of position papers & December
response
– Website & regular e-communication
– Surveys of members & member support
– Sustained & consistent media
communication
– Edinburgh Declaration: building
consensus with others
4. Integrated Communication
• Enhancing communications to
external stakeholders
• Develop recognisable CII public affairs
profile
• Developed a public affairs website
• Work closely with media, membership,
business development and other teams
to create integrated approach
• Using both for internal and external
purposes
= Raise profile and recognition of CII Group
In conclusion
• Building CII reputation for thought leadership
• Developing the CII as expert commentator
• Building capacity & processes to promote the CII to wider audience of
stakeholders – and achieve recognition
• Developing the case for professionalism
to advance professionalism of our members, our industry and the CII
Inside the CII
Paul Turner, Director of Awarding Body, CII
 Slide 33 |
General Insurance developments
• Market led review of unit content and
assessment methodology
• Logical progression through the levels
• Accreditation into the national framework
• IF1 is the first building block to a career in
insurance
CII Financial Planning examinations
• Have built a new framework over the past 4
years
• Certificate in Financial Planning
• Diploma in Financial Planning
• Advanced Diploma in Financial Planning
• What next - RDR
Inside the CII
Steve Jenkins, Director Financial Services Markets
CII Group- working with employers
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Markets and customers
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Where and Who?
UK
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Faculties
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Case Studies
International
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Our markets and customers- where and who
Raising professional standards:
- Qualifications,
- Learning support
- Membership
Financial Services
General Insurance
UK
Middle
East
India
Far
East
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Life companies
Bancassurers
IFA’s
Networks
Board
Distribution
HR
L&D
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Insurance companies
Brokers
Networks
Re-insurers
Support sectors
Board
Distribution
HR / L&D
Operations
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UK market
Financial
Services
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CII / PFS Solutions
Raising consumer confidence in
financial advice (RDR)
Career development
Recruitment and retention of staff
and advisers
CII / PFS
Faculties
General
Insurance
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Value of technical competence
Quality of service delivery in back
office call centres
Recruitment and retention of key
staff
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Qualifications
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Learning support
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E-learning
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Face to face training
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Professional body
membership (CPD)
CII / PFS UK Faculties
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Personal financial planning
Corporate financial planning
Retirement and care
Financial Services
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Mortgages
Life & pensions
Claims
Insurance Broking
Underwriting
London Market
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General Insurance
Case Studies
Financial services:
Professional Advisors
Study System
PFS membership
Qualification
framework
Financial Advisor
Academy
Learning
Academy
General Insurance:
Customer Academy
CII membership
CII Broker Academy
CII membership
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International markets
India
Middle East
S.E. Asia
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CII / PFS Solutions
Outsourced customer service
Reputation of Financial Advice
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Qualifications
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Learning support
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E-learning
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Face to face training
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Professional body
membership (CPD)
Entry level insurance knowledge
Reputation of Financial Advice
Entry level insurance knowledge
Reputation of Financial Advice
 Slide 43 |