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Welcome to the CII and PFS Knowledge Services website

This site is a unique source of technical and market information on insurance, risk and related financial services. It’s also a gateway to other published material on these subjects, whether online or printed, underpinned by document delivery and library services.

Most of the features on this site are exclusive to CII and PFS members. Non-members are welcome to browse the “about” sections and the information listings but you need to log in to access most content.

You can join now; you don’t have to pass exams to be a member. Click here for information on membership and to join online or by phone. (If you wish to use this site today you should join by phone. There may be a delay of a few hours while our database is updated.)

 
The resources on this site are recommended to CII and PFS members for continuing professional development. They can be used to earn credits towards your annual requirement if appropriate to your development needs.

For maintenance reasons some features will be unavailable at 2.30am UK time for about 10 minutes.


 

Fact files >

A series of technical fact files aimed at busy practitioners – fact-packed, up to date and easy to digest. Each file has been written exclusively for us by an expert in the field and is reviewed regularly for currency.

Market data >

Key figures on the UK and international markets, including premium income, number of companies, company rankings, prices, household spending and employment. Also features salary and tax data.

Dictionaries >

Two in-depth technical dictionaries define and explain nearly 8,000 terms in insurance, finance, investment and related areas. With fully linked cross-referencing and powerful search engines – an online encyclopaedia for insurance and financial services practitioners.

Journals >

The complete text of the CII's member magazine the Journal, together with the PFS's Financial Solutions, the online-only Legal Digest and other CII Group titles.

Faculty focus >

A comprehensive archive of publications and presentations from the CII and PFS faculties and the Society of Mortgage Professionals.

PFS focus >

A complete archive of newsletters and other publications from the PFS.

Bookshop >

Exclusive discounts on a wide range of books and other publications. For similar offers on online and other electronic services click here.

Research centre >

A guide to CII research activities and how members can get involved. Includes published CII research reports and a general guide to research methodology.

 

Career support centre >

Everything you need to know for a successful and fulfilling career. Includes advice and information on examinations, study skills, business skills, salaries, job hunting, employment law, work and families, repetitive strain injury, stress management, redundancy and retirement.

 

News digest >

Technical, regulatory and other developments impacting on insurance and financial services since 2005.

Global web directory >

The most comprehensive resource of its kind on the web, this directory covers over a thousand sites (from more than 70 countries) focusing on insurance, risk and financial services.

Knowledge gateway >

Provides easy access to other sources of information, both printed and online. Incorporates the CII library catalogue as well as details of journal articles and online documents. Non-members can search the main library catalogue only.

 

 
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New on this site

 

Two illustrated training guides on general insurance and financial services are now available on this site. These have been developed by the CII specifically for use with non-qualified staff working in insurance and financial services, whether in service centres or elsewhere.

Our site search has been upgraded. The new facility searches all web pages and documents on this site with options to sort by date and filter by section.

Exam guides are now available free of charge for members on this site, except for guides for the last two sittings and for multiple-choice exams, which are available for purchase on the main CII site. These study aids are produced for most CII exams, typically including exam questions, examiners' comments on candidates' performance and key points for inclusion in answers. The older guides now available on this site are an invaluable tool for practising exam technique.

In the first of two new fact files aimed at CII members in India, Akhilesh Gururani takes an in-depth look at mutual funds in India. He surveys the various types of product available, their suitability for personal investors and tax and regulatory aspects. He also provides a comparison of mutual funds with insurance and other products.

In his new fact file on arson Ian Youngman reviews the legal situation in the UK, loss statistics, risk assessment and control and loss investigation. He also looks at underwriting and claims considerations and arson in particular kinds of building.

You can now browse this site by topic. You can choose from general insurance topic guides covering liability insurance, motor insurance, pecuniary insurance and property insurance and financial services guides on health insurance, life assurance, mortgages and pensions. Further topic guides will follow.

International market data.The CII has over 13,000 members outside the UK, in over 150 countries. In an expanded market data section we give an overview of the life and non-life market in the 50 countries with the highest number of CII members. Features both company rankings and key indicators.

Don't forget the book! For wide-ranging, in-depth, authoritative information in a compact form, it's still unmatched. Recent additions lists a selection of the books added to the CII library each month. All items can be borrowed by CII and PFS members, by post if required (UK and Europe).

In his first Budget, the difficult economic circumstances and many pre-announcements left Chancellor Alistair Darling with relatively little scope for surprises. Details of the main tax provisions are now available here.



New in print

The Knowledgepack is a compendium of useful technical and market information sent to all CII and PFS members on joining and renewal. Produced in two versions – general insurance and financial services – this 68-page book is available exclusively to members. New features in the general insurance version include a legal digest and a statistical survey of some of the many markets outside the UK our members are active in. The latest edition of the financial services version includes updated tax tables and also now has statistical information on non-UK markets.