The CII, in association with ComRes, has polled the public on levels of financial capability in the UK, attitudes towards where responsibility lies for financial decisions and whether financial education was necessary in schools. The results can be found in the our short report 'Financial Capability: State of the Nation'. This is a follow up to previous research in 2004 and 2008.

Provides a comprehensive view of the long-term care landscape following the Dilnot Commission’s landmark publication. Using our own research and contributions from key stakeholders, the report provides insight into the likely implications of Dilnot on both the public’s experience of the care system and the role of the private sector in providing advice and funding solutions.

We held an event on 16 Sep 2011 at the CII to discuss this report, and this was filmed. click here for a segmented video.

Provides the key findings from this year’s membership skills survey. The full report contains an insight into the state of skills within insurance and financial services as well as highlighting how well the UK education system
meets the sector’s needs.

Results by CII Faculty/Society

Respondents were asked to indicate their faculty or society, and we have prepared supplemental papers analysing the results by those groups, in some cases comparing against the CII average.

Broking
Claims
Underwriting
London Market
Life & Pensions
Personal Finance Society

In August 2010, we conducted our last survey of member sentiment about future economic performance and business prospects. This year’s survey repeats two of the questions from 2010 to identify how far member sentiment has changed over time.

In July we surveyed our members to find out their views on the current economic conditions. They were asked about prospects for the UK economy, for their business and their job security. Their thoughts are captured in the survey document.

This survey uncovers our members views on the Coalition Government's latest proposals for reform of the regulatory architecture. For more information read the full report.

The CII has published the findings of its fourth annual membership skills survey. This year’s survey covered the impact of the economic conditions on training and development, the Coalition Government and skills, and includes the views of MPs (for the first time) as well as topics from previous surveys such as the quality of new entrants to the sector and the importance of professional qualifications. For more information read the full report or the summary.

A joint research project by Cass Business School in association with the CII comes as businesses face a potential "perfect storm" of low growth and customer retenction following a deep and unexpected recession. Drawing on interviews with corporate leaders, the paper argues that innovation can be far broader than new offerings or improved processes. It sets out some cognitive tools to help leaders think through prospects within their organisation. See either the executive summary or the full report.

Investing in tomorrow's skills today' is the CII's prosectus for skills and is our constructive contribution to the skills debate.

1 July 2010: Examines prospects for growth of the insurance and financial services markets in India and across South East Asia, particularly Malaysia and Singapore. Authored by Vanessa Rossi of Chatham House, the report's main prediction is that especially India and Malaysia, having already grown significantly, could surge forward in the next few decades to become dominant regional and even global financial hubs. The analysis looks at drivers that could make this “Southern Surge” of growth happen, including the role of professionalism in enhancing and sustaining these markets locally, regionally and beyond.

22 June 2010: This report presents the key findings of the CII’s recent research on students’ attitudes towards insurance as a career, and makes recommendations for how the sector can attract the next generation of talent. Over 1600 students took part in the initial surveys, which were supplemented by focus groups. Key findings confirm the image problem many have suspected, but suggest the key factor is a lack of knowledge of the sector and the breadth of opportunity that exists. One of the report’s recommendations is more structured work experience, placements and internships which are highly valued by students but currently under-utilised by major insurance employers.

15 April 2010: The CII has long been a supporter of the national financial capability agenda, and we believe the forming of this new body as part of the Financial Services Act passed last week provides a vital opportunity to reinvigorate thinking in this crucial area. Will the Consumer Financial Education Body herald a new dawn for financial capability, or just more bureaucracy? In our special report, we bring together the views of 11 stakeholders representing different sides of the financial services debate on the challenges ahead for the new body. 

The CII has launched a new research report on building trust in insurance and financial services. What we talk about when we talk about trust is our contribution to promoting a debate – both within and beyond our sector – which examines the key issues and helps us to develop lasting solutions. The report shows that today’s ‘crisis of trust’, which much of the commentariat has deemed unprecedented, is nothing new. Financial services has had a long-term trust deficit, and the crisis presents us with an opportunity to take action that has long been needed to bring the focus back to the consumer and the public. It sets out the CII’s views on what trust means today for financial services, and five keystones to regaining it, including a major focus on higher standards of professionalism. It calls upon the whole industry – not just those parts connected to ‘casino’ banking – to join the conversation and help develop solutions that will win the enduring trust and confidence of the public.

This report outlines findings of the CII's 2009 research on Chartered status. The CII commissioned YouGov to undertake this survey of over 2,000 consumers in order to measure public views towards Chartered status and the value of the Chartered brand today.

Our aims are to increase the relevance of CPD, help members, employers and the public to see the benefits of undertaking professional development, and increase awareness of the many existing CPD opportunities.

Please click here to view the survey findings, What you told us about CPD.

The CII Group has published the findings of its third annual membership skills survey. This year’s survey covered the impact of the recession on training and development as well as topics from previous surveys such as the quality of new entrants to the sector and the importance of professional qualifications.

Summary (4 Pages)

Full results – including charts (41 pages)

2008 Survey Results

2007 Survey Results

On 23 February 2009, the CII Group published a detailed report on climate change and how the insurance industry can adapt and mitigate the associated risks. This is our third such report on this subject (the previous ones were published in 1994 and 2001), and is edited by Dr Andrew Dlugolecki who formerly participated on the Intergovernmental Panel on Climate Change which received a Nobel Peace Prize. It comprises 18 chapters exploring the science of climate change, the types of risks that could emerge across different types of insurance clients, and how these risks implicate virtually all aspects of insurance and financial services.

Foreword (1 page) and Executive Summary (9 pages)

CII Thinkpiece: The Science of Climate Change, by Maureen Agnew and Ana Catalano (6 pages, summarises Chapter 3)

Podcasts: interview and launching event 23 Feb 2009

Full Report

The CII Group has published in association with the think tank Reform a major research project examining the financial issues and habits of adults aged 18-34. With limited savings, high debts and low levels of financial capability, this group is known as the IPOD generation (Insecure, Pressurised, Over-taxed and Debt-ridden), and could be at the highest risk in any upcoming economic downturn.

Summary Leaflet (4 pages)

Financial Capability: the Public’s Perspective in the Current Economic Climate

The CII Group has published a research report examining the public’s views on financial capability against the backdrop of the on going credit crunch. The findings provide a valuable insight into public attitudes towards financial security, financial advice and confidence in the banking system.

Summary Leaflet (4 pages)