The Chartered Insurance Institute is a professional body for individuals working in the insurance and personal finance industry. Founded in 1897 and headquartered in London, UK, the Institute has a global membership of over 120,000 professionals in more than 150 countries.

The Institute's mission is to promote higher standards of professionalism and ethical behaviour within the insurance and financial services industry, and to support the career development of its members. It achieves this through the provision of professional qualifications, training and education, research, and the promotion of best practice.

About The Personal Finance Society

The Personal Finance Society (PFS) is a company limited by guarantee and the largest society within the CII group. With 39,000 valued members the PFS is also the largest professional body in the UK for Personal Finance Professionals.

As representatives of the Chartered Insurance Institute, Institute Directors of the Personal Finance Society (PFS) Board (as opposed to a Member Directors) ensure the long-term strategic direction of the PFS, whilst appreciating its relationship to overall Group interests.

Individuals will be experienced in ensuring the long-term success of the organisation operating at board level within more complex Group structures. CII are looking for those who are able to support the long-term success of the CII and PFS by ensuring sound governance on all matters at PFS board level with the intelligence and integrity to challenge as appropriate and achieve timely resolution.

Key responsibilities include:

• Supporting the PFS Board to achieve its strategic objectives consistent with its strategy (and aligned to the CII Group strategy)
• Assessing internal and external factors which impact upon strategy; thinking about ‘future proofing’ strategies – not just present-day issues – often by discussion with external organisations that represent best practice
• Understanding the positions of the PFS and CII in the larger world context; conveying a thorough understanding of the organisation's / directorate's / division’s strengths, weaknesses, opportunities and threats; identify competitive differentiators
• Managing relationships among key outside organisations and government entities to create long-range opportunities; using established networks of relationships to seek information of strategic importance and to seek a position of influence
• Building effective, mutually beneficial relationships with key external stakeholders
• Assessing issues – including long-term, medium-term and short-term factors; making decisions which are clear and practice
• Taking responsibility for a significant budget; understanding the link between resource use and output; acting as an efficient and effective custodian of resources; pre-empting issues and take corrective actions as required

The Chartered Insurance Institute (CII) is looking to appoint experienced Non-Executive Directors to serve as Institute Directors on the Board of The Personal Finance Society, the largest society within the CII group. Candidates will bring at least three years of experience operating as an effective Non-Executive Director and will evidence demonstrable experience of navigating complexity, and will be familiar with governance matters within group entities at board level, ideally from having previously served on a subsidiary board.

Candidates will bring a demonstrable track record of delivering change management initiatives, either as an executive or non-executive. They will also have prior experience within the insurance or personal finance sector, but this does not need to have been within an executive position, or within the last five years.

As part of a broader board rotation, CII is looking to make complimentary appointments. As such, CII is open to candidates from a variety of functional leadership backgrounds.

Vanessa Barnes, Member Director
Gordon Wilson, Member Director
Elizabeth Bastin, Member Director
Anthony Ward, Member Director
Gill White, Institute Director
Mark Hutchinson, Institute Director
Sarah Howe, Institute Director
Azlina Bulmer, Institute Director
Neil Watts, Institute Director

Culture

The CII and PFS are here to build public trust.

To find out more about the CII and the Personal Finance Society (PFS) - the body of the CII dedicated to the financial advice market - visit The Chartered Insurance Institute or The Personal Finance Society

This role is remunerated. For the entities for which the candidate is being considered, the time commitment is estimated at around two days per month, inclusive of board meetings, group-level engagement and ad hoc meetings / calls. The appointment will be for a 12-month period.

UK, London

The CII values very highly the benefits of having different points of view and experiences. Accordingly, it hopes to receive applications from a wide range of talented people irrespective of their religion or belief, gender, age, gender identity, disability, sexual orientation, ethnic origin, political belief, relationship status or caring responsibilities.

The CII is committed to promoting equality and diversity and to building a workforce reflective of the communities it serves.