Engaged membership
Annual Report 2022
Azlina Kamarulzaman joined the CII in October 2022 as Membership and Engagement Director.
Here she reflects on some of the work undertaken by her team and the volunteer network during 2022, in tandem with the CII’s stakeholder consultation on its priorities for the future.
National events:
The PFS Festival of Financial Planning
Over 2,300 individuals experienced the Festival at Birmingham’s NEC in November 2022. Keynote speakers included Baroness Tanni Grey-Thompson and Eliza Filby, while members enjoyed a host of entertainment across both days, together with the presentation of the Personal Finance Awards 2022-23 to our leading practitioners and firms.
Local Insurance Institute Conference
Our general insurance conference, delivered online, was attended by over 1,600 members and received excellent feedback.
The CII Shaping Futures Digital Conference and Public Trust Awards
The Shaping Futures Digital Conference had another successful year, with over 3,200 registrations pre-event and around 1,600 watching the event content either live or on demand. We had very positive feedback from members, proving that this is a great way to engage via an easily accessible platform.
The PFS Graduation Ceremony
2022 was the first time since the pandemic that we have been able to host a face-to-face graduation ceremony for our PFS graduates with 375 graduands receiving their qualification on the day. The day consisted of a celebration of membership and achievement with their nearest and dearest.
The PFS:
Extensive regional CPD programme
With the support of our regional committees and partners in professionalism, we delivered over 100 regional events in 2022. The events provided engaging learning opportunities and interactive networking for over 9,000 members.
The PFS digital programme
The programme had another massively successful year, with over 26,000 individuals engaging with the CPD available. This platform and CPD delivery method enables us to engage with a large percentage of our membership who aren’t always able to attend our physical events. This allows us to be both inclusive and offer a modern, digital solution to our members.
Local events:
Our local institute network delivered over 1,700 events during 2022, illustrating the dedication and hard work of our teams of volunteers.
Digital town halls - meet the CEO events
70 Local Institute members, representing 40 of the 55 Local Insurance Institutes, attended “Meet the CEO – Digital Town Hall” sessions run by the regional membership team. A summary of the discussions was then issued to all Local Institute volunteers. Further sessions across 2023 are currently being organised.
Assessment and development plans 2022-23
Our regional membership managers met with each of the 55 Institutes to run the annual assessment and development plan meetings. The assessment focused on governance, CPD and member engagement. The meetings also focused on each institute’s development plan for 2022-23 – highlighting key objectives, areas of good practice and possible target organisations with which the CII does not currently have a relationship.
Societies:
Conference
Members from each of the general insurance societies united as a panel to discuss topical issues and how they impact professionals in each of their sectors.
Sector updates
Previously we had sector-specific society e-zines that only went to those members in the corresponding society, which meant the content was being segregated and limited to one audience. Our members felt that there was too much segregation for an industry where issues and topics span across all areas. As a result, from December 2022 we launched a sector-specific supplement inside the CII Journal which can be viewed by all CII members no matter what sector they work in.
International:
Africa, Americas, Caribbean and Europe (ACE)
As part our efforts to acknowledge the achievement of international members and learners in the region, we recognised individuals who had achieved the Diploma and Advanced Diploma qualifications. This virtually delivered event was the first for the Americas, Caribbean and Europe region and only the second for Africa. Qualified members were formally recognised and encouraged to showcase their achievements through the use of CII designations.
In collaboration with several International Affiliated Institutes, we delivered a programme of virtually delivered CPD webinars. The programme allowed us to provide regionally-specific content to meet the needs of members in the key sub-regions of ACE.
CII Hong Kong
The CII Learning Enhanced and Development (LEAD) programme has been designed to facilitate insurance professionals’ learning and fast-track development towards acquiring the ACII qualification, with Continuing Professional Development built into the programme to sustain and enhance the competencies of qualified professionals to meet the changing needs of the community. The programme equips insurance and financial practitioners in Hong Kong with core knowledge of insurance and financial planning principles, and further enhances and develops their understanding in insurance contract law, insurance business and finance and risk management. More than 250 insurance and financial professionals in four cohorts completed the inaugural programme during 2022.
In collaboration with the University of Hong Kong (HKU) School of Professional and Continuing Education (HKUSPACE), the CII Hong Kong is delivering the AIA Executive Certificate in Financial Planning programme. The programme is aligned with the AIA Group PLC purpose, which is to help people live healthier, longer, better lives and focuses on what we can do to help consumers achieve this. The inaugural ceremony was conducted at the end of July 2022.
Middle East
We published a bi-annual newsletter that was emailed to all Middle East members to make them aware of activity in the region. We also co-hosted webinars with the Azerbaijan Insurance Association, Turkish Insurance Institute, Gulf University in Kuwait, Emirates Institute of Finance in the UAE and the Pakistan Insurance Association. All of these events were aimed at attracting new members and retaining existing members. We showcased what the CII is, what we do, why we exist, who our Goodwill Ambassadors are and how they can support regionally, popular pathways to qualifications with regional variations, FutureME and member benefits. All of the above helped to raise awareness of our mission with reputable partners in their specific regions.