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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 and Knowledge Services corporate subscribers. 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.


 

Knowledge gateway >

Provides easy access to a wide range of publications, both printed and online, on this site and elsewhere. Incorporates the CII library catalogue as well as details of journal articles, websites and online documents. Non-members can search the main library catalogue only.

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.

 
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New on this site

 

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.

Our new Legal Digest is a series of articles written by international law firm Davies Arnold Cooper and published in association with the CII’s general insurance faculties. Each article looks at a recent case of importance to general insurance or an issue of significance to the industry.

Updated salary data is now available. Tables show actual salary levels for a range of positions in UK general insurance business, with analysis by level of experience and other factors.

In The reform of insurance contract law - why have consumers waited so long? Peter Tyldesley takes a long view of the background to the Law Commission’s recently issued consultative document, looking back over 30 years of proposals and counter-proposals. This is the latest title in our new series of peer-reviewed research papers Insurance Research and Practice, which follows in the footsteps of the much-acclaimed Journal of Insurance Research and Practice. The first paper was on The future of flood management in the UK.

Our News digest feature provides a handy summary of technical, regulatory and other developments impacting on insurance and financial services since 2005.

For handy figures on births, marriages, deaths and life and health expectancies, visit our new demography feature. Sourced from the Office for National Statistics, these are the most authoritative figures available on UK society – a valuable resource for any adviser who needs to demonstrate to clients the realities of life in the 21st century and the need for adequate financial protection to cope with the challenges.

A new fact file on equity release is now available, providing a detailed guide to this expanding and often controversial product class. Covering both lifetime mortgages and home reversion plans, the guide looks at product features, the consumer profile, product providers, regulation and implications for tax and benefits.

Recent developments in life product design is the latest addition to our range of technical fact files. This survey seeks to summarise the most important developments affecting the design and construction of life assurance policies since 1996.

New in print

In response to member feedback we have produced the third edition of the Knowledgepack in two versions – general insurance and financial services – to enable us to provide more sector-specific information. 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 financial services version includes expanded tax data and a new salary survey. This compendium of useful technical and market information is sent to all CII and PFS members on joining and renewal.