Transcript Document

Welcome
Barry Smith
Deputy President, CII
Introduction
Dr Alexander Scott
CEO, CII
Your professional body
Considerable progress made ...
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Rapid growth since 2000
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Revenues nearly doubled
Membership up 50%
Continual operating surplus, but in line
with not-for-profit status
Proposition development
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General Insurance framework
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QCA regulation
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Set up Professional Standards Board
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Published first Code of Ethics
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Award winning Talent programme
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Broker Academy
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Chartered Financial Planner title
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Corporate Chartered titles
2000
2008
65k
93.5k
Revenues
£16m
£30m
Cash &
investments
£4.7m
£16.5m
Revenue per staff
member
£100k
£160k
Membership
Your professional body – 2009 plans
A COMPREHENSIVE AGENDA FOR GI PROFESSIONALISM
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Ethics & Integrity review
GI qualification evolution
GI Taskforce
Papers in professionalism
Research (members and other stakeholders)
Influencing the debate e.g. ‘Think’ pieces
Promotion of chartered status
Innovations
Takaful
My CII
Revision Mate
Podcasts
Learning Statement
Redundancy Guide
What Good Looks Like
Branko Bjelobaba FCII
Vice President (Local Institutes)
Overview
• Mission statement, key
objectives and key
achievements
• Tools available
• Local analysis and
membership survey
results
• Next steps
What Good Looks Like
Mission Statement, Objectives and Achievements
Mission statement
“The objects of the institute
shall be to adopt as far as
applicable the objects of The
Chartered Insurance Institute
as defined in its Charter and
otherwise to promote personal
and friendly intercourse
between members”
In support of the CII Charter
and Local Institute Constitution
Key objective
• Overview of Vice President role
• Key project – what good looks like
• Key objective of the project is to provide
consistency and support within the following
areas:
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CPD events – lectures, seminars, workshops, etc
Social events (including annual dinner)
Working with the CII – areas of support
Enhancing LI communications to members
The journey so far
• First AMM employed – model proved to be successful
• Second AMM employed - membership survey reveals AMMs are
making a difference
• Vice President, Local Institutes role developed and implemented
• Third AMM employed
• What Good Looks Like Project team formed
Branko Bjelobaba
Julie Hicks
David Irvine
Gareth Jones
Initial achievements
• The project team have achieved the following:
– Analysis of LI activity and active chasing of financial returns
– Updates to LIDC & Representative Council
– Local institute consultation events across the UK
– Improved communication network between LI Councils and
the CII
• Network News
• The Journal
• Support of Maree Hall
– Research of council members and their roles through SNAP
questionnaires
– Increased AMM responsibility – UK South & UK North
AMM achievements
• Local Institute Toolkit
– 59 out of 60 institutes signed up to Phases 1 & 2
– Professional brand and marketing collateral
– 40 out of 60 institutes signed up to Phase 3
– Interactive websites launched – ongoing roll out
– Positive membership survey results
AMM achievements
• Improved local relationships with other professional bodies
– BIBA
– PFS
– ACCA
• Development of key projects
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Young Professional Groups
Insurance Awards
Study & Reference Centre
Study Groups and Revision Courses
Relationships with key organisations and educational
establishments
– Enhanced local PR
• UK wide marketing knowledge and support
• Network Conference 09 – 56 institutes in attendance
What Good Looks Like
Tools available
Tools available
• Local Institute Tools
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Local Institute Manual
Representative Council
Local Institute Development Committee – Under Review
Higher and Further Education Links
AMM Support
Local Institute Toolkit
Secretariat Support and Expertise - Maree Hall
LI Grant
Special Grant
Tools available
• Reserves held as at December 2007
£1,639,600
• Grants paid in 2008
£739,800
• Special Grants paid in 2008
£458,000
• Total monies available to Local Institutes across the UK
£2,837,400
• Money is therefore NOT an issue!
Additional tools - national marketing
support
• Non-Members
– Brochure aimed specifically at non-members to promote the
benefits of CII or PFS membership
– Interactive PDF available online
Additional tools - national marketing
support
• Members
– A4 landscape membership pack available to all new and renewing
members of the CII
– Pack contains the following; My Knowledge Book / Presidents
Letter / Local Institute Leaflet / Chartered Leaflet
– Redundancy Guide
What Good Looks Like
Local analysis and membership survey results
Analysis of local institutes
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Wide range of events held under the following headings:
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General Insurance
Financial Services
Soft Skills - Educational
Topical
Law / Legal
Majority of LI events are free, though some institutes charge a nominal
fee
Attendance range from 10 through to over 100
Large difference between offerings of similar sized institutes
Inconsistent local membership proposition across the UK – some
institutes currently offer no technical events compared to institutes
offering over ten
Vast majority of institutes meet six times per annum
Vast majority offer examination support
Increased relationships between PFS regions and institutes is needed
Analysis of 2008 Membership Survey
• Over 6,000 responses
– Broad spectrum of roles (23% broking,20%
underwriting,15% claims)
– 65% male / 35% female
– 55% rate value of membership as excellent or
good
– 64% subscriptions paid by employer
Analysis of 2008 Membership Survey
• Local Institute Results
– 37% of respondents have attended a local institute event
– 67% of respondents are aware of Local Institute activities
• Awareness is significantly increased for institutes utilising all aspects of
the communications toolkit
• Awareness has increased slightly from the 2007 survey
– 42% of respondents would like to receive a monthly communication
from their local institute
– 82% state that their preferred method is via e-mail
– 45% prefer to watch an event online
– 55% would like to actually attend an event
– 30% of respondents feel that LI websites will be of practical benefit
– 37% of respondents would like to see online events for remote
attendance – ideal for institutes with a wide spread of members
What Good Looks Like
Next steps
What good looks like
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Technical & Social Events
– A well balanced event programme with a key emphasis on technical rather
than social events
– This could include the following:
• 1 hour seminars
• 2 - 3 hour workshops
• Full day training courses
Communication
– Use the toolkit and the Area Marketing Managers
– Membership Survey – Members want to hear from you once a month
Additional Relationships
– Get to know your PFS Regional Rep & other Professional Bodies
– Engage with local schools and universities – AMMs can support you
– Engage with key local organisations and employers
CII Relationships
– Use documentation provided by Maree Hall – it helps us as well as you
– Ask questions – we are here to help
Added Value
– Meeting needs and requirements of a changing professional market
Core rules
Submit your
returns
Focus on CPD
events
Spend your
grant
Communicate to Engage with CII Share ideas with
your members
head office
other institutes
2009 through to 2010
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Local institutes are key to the success of the CII
We want to help create a more consistent, relevant, accessible and
engaging package of local support for members
This will be built around a first class, modern and vibrant local institute
network
We need your help in order to do this…FACT
Further help will be made available:
– Enhanced internet site – over half of LIs have signed up already
– Financial and support documentation templates – in draft now
– Speaker/events listing – also in draft
– A live forum – part of the web proposition
– Increased AMM support
– Further project support
– Constant feedback and communication to all local institutes
AMM Project Update
Julie Hicks – AMM South
David Irvine – AMM North
Gareth Jones – AMM North West
Julie Hicks – AMM South
Phase 3 Toolkit – Web Proposition
• 40 institutes now signed up to phase 3
• Currently waiting to hear back from the following institutes
regarding their preferred web & email addresses and chosen
images for their web banner:
Aberdeen
Newcastle
Birmingham
Northampton
Bournemouth
Nottingham
Croydon
Peterborough
Ipswich Shropshire & Mid Wales
Kendal Watford
Lincoln
Online Booking System
• Secure online payments through PayPal or
similar
• Payments direct to local institute nominated
account
• Separate member and non-member
payments per event
• 3 month free trial membership available to
non-members, as an alternative to payment
David Irvine – AMM North
Future projects
Extranet development
• Local Institute message forum
• Speaker lists
• Development of podcasting facility
– CII Podcasts
– Local Institute Podcasts
Local institute campaigns and surveys
• Development of bespoke e-flyers to include:
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Welcome from LI President
CPD awareness
Where Were You Campaign (Post Event)
Insurance Charities
• Online surveys to include:
– Event Feedback
– Generic Local Membership Survey
Secondary school project
• Development of an off the shelf campaign to allow you to
engage with secondary schools
• Huge demand from institutes across the UK
• Packs will include
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Presentation
Marketing collateral
Careers fairs – how to guide?
Promotional items
• Packs will all be targeted for the market and will give an
overview of opportunities and career paths
Gareth Jones – AMM North West
Recommend a Friend Campaign
Recommend a Friend
• Our greatest asset is you the member
• A large percentage of new members come
from recommendations
• Support from their professional body
• Opportunity to develop skills
Recommend a Friend
• Refer a business colleague to the CII
• Colleague applies for 3 month free trial membership
• Receive the benefits of Membership:
– Regular technical e-newsletter
– Discounted rates on training
– Networking opportunities
– The Journal
– Online access to market information
– Audio and Video Podcasts on key topical subjects
– Local Institute Support
Recommend a Friend
• Passport to Professionalism Prize
– Free One Year Subscription to CII Membership
– Study Text and Correspondence Course
– Key Facts Booklet
– Free Revision Day
– Free Exam Entry
– VIP Invitation to the Presidents Dinner in London
• Local Institute Member Shield
– Awarded to the institute that recommends and signs up the
most members during specified period
Recommend a Friend
• Updates on Campaign
– The Chartered Insurance Institute Website
– Network News
– The Journal
– LI and Regional Council Meetings