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The Journal Podcast
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The Journal Podcast

Author: Chartered Insurance Institute

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The Journal Podcast from the Chartered Insurance Institute, formerly CII Radio.
155 Episodes
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Passing CII Exams

Passing CII Exams

2024-05-0810:23

In this episode of the podcast, we find out how the right techniques can help professionals pass their CII exams. We hear from Lysette Offley from Genius Material, who specialises in helping professionals bolster their qualifications and build their confidence, while improving their job and life satisfaction. The recording is taken from a webinar that Lysette hosted which is available on the PFS Digital webpage.
In this episode of the podcast, we are discussing the value of Chartered status for firms. We are joined by Richard Talbot- Jones, Managing Director at Talbot Jones Ltd, and Debbie Gourlay, Commercial Underwriting Director at Covea Insurance.
In this episode of the podcast, we are discussing how to excel at CII qualifications. We are joined by two of the CII’s Qualification prize winners, Hannah Green, winner of the Crawford UK Prize 2023 and The Dr Alexander Scott Prize for the Certificate in Insurance Market Specialisation, and Thomas Walker, recipient of the Worshipful Company of Insurers Prize for the Diploma in Financial Planning.
In this episode of the podcast, we are discussing the impact of traumatic claims on claims professionals. We are joined by Shauna Hopkins and Steven Smith, who were members of the 2023 New Generation Programme’s Claims Group, and Claire Lashbrook and William Quibell, who are members of the CII’s Claims Community Board.
In this episode of the podcast, members of our Broking Community board will be discussing the different routes of entry into the profession. We are joined by Tim Groves, Programme Development and Partnership Manager for the CII, Laura Hancock, Chair of the Broking Community Board, Isha Patel, Vice Chair of the Board, and Florence Dennis, member of the 2022-23 New Generation Programme Broking Group.
Spring Budget 2024

Spring Budget 2024

2024-03-1323:44

In this episode of the podcast, we are discussing the recent Spring Budget and the implications for the insurance and personal finance professions. We are joined by Dr Matt Connell, Director of Policy and Public Affairs for the CII Group.
Inspire Inclusion

Inspire Inclusion

2024-03-0629:33

In this episode of the podcast, we are discussing how to inspire inclusion in the insurance and personal finance professions. We are joined by Shani Clark, CEO at de Carteret Wealth Ltd, and Dr Vina Theodorakopoulou, Supervisory Board Member & Individual Member Lead at GAIN – the Group for Autism, Insurance and Neurodiversity.
In this episode of the podcast, we are discussing volunteering on Local Institute councils. We are joined by Jordana Ireland, Local Assist Division Manager at Insurance Solutions Group and Casey Jones, New Business Underwriter at Insurance Corporation Channel Islands. Both of whom serve on their Local Institute councils.
In this episode of the podcast, members of the claims community board and guests discuss some of the big questions in insurance for 2024. This discussion was recorded during a recent webinar. Community Chair, Ashton West, poses questions to Richard Napoli, Jeremy Trott and Peter Forshaw.
Apprenticeships

Apprenticeships

2024-02-0715:11

In this episode of the podcast, we are discussing Apprenticeships. We are joined by two former apprentices and winners of the CII’s inaugural apprenticeship awards, Rosie Gospage, Assistant Underwriter, Tokio Marine Kiln Insurance Services Limited, and Ryan McAllister, Supplier Manager at esure Group.
In this episode of the podcast, we are discussing the year ahead and the CII Presidential Theme for 2024. We are joined by Ian Callaghan, President of the Chartered Insurance Institute.
In this episode of the podcast, we are discussing how Financial Services professionals can truly service individuals with seen/unseen disabilities considering the Financial Conduct Authority’s Consumer Duty Final rules and guidance that are now live from July 2023. We are joined by Sarah Stephenson-Hunter, an EDI professional specialising in disability and LGBTQ+ training, advocacy and public speaking. Peter Hamilton, Head of Market Engagement at Zurich, and the Government Disability and Access Ambassador for the insurance industry. And Johnny Timpson, a Financial Services Consumer Panel Member and Financial Inclusion Commissioner.
In this episode of the podcast we are discussing the value of Professional Designations. We are joined by Tracy Brookes, Chartered Financial Planner at 75Point3 and Tim Nash, Head of Product Recall, Bowring Marsh UK and board member for the CII’s Broking Community.
As part of a special series, our claims community board members will be speaking to colleagues about their roles and how they got into them. This is the fourth and final episode in the series. In this episode of the podcast, Ashton West, Chair of the CII Claims Community Board will be interviewing Sarbjit Nanuwa, Data Protection Officer at Weightmans LLP.
In this episode of the podcast, we are discussing the Financial Conduct Authority’s Consumer Duty, which came into effect at the end of July, the impact it has had on the insurance profession so far, as well as looking to the future and what opportunities and challenges there may be. We're joined by Mandy Hunt, Chair of the CII’s Underwriting Community Board and Laura Hancock, Chair of the CII’s Broking Community Board.
In this episode of the podcast, we are reflecting on the Dive In festival, with a focus on the CII’s session which looked at Futureproof Building and Sustaining an Inclusive Organisation. We are joined by Marcella McClean, Chief Human Resources Officer at Arch Insurance International, and Rob Adediran. Head of Consulting at Included.
Insurance Influencer

Insurance Influencer

2023-10-2523:21

In this episode of the podcast, we are the talking about the 2022-23 New Generation programmes Broking Group’s project – Insurance Influencer. We are joined by Florence Charlotte West and Yasmin Van Der Veen, who were all members of the 2023 New Generation Programme, and part of the Broking Group
In this episode of the podcast, we are discussing Mastering Uncertainty, a new book with a focus on Social Capital and Selling, and how that is relevant to those working in insurance and financial planning. We are joined by the book’s author, Matt Watkinson, and CEO and Co-founder of Methodical.
In this episode of the podcast, we are discussing Black History Month, and how black people can feel that they are better represented in the insurance and financial planning professions. We are joined by Pamela Chude and Cecil Williams, from the Lloyds Banking Group.
As part of a special series, our claims community board members will be speaking to colleagues about their roles and how they got into them. This is episode three in the series. In this episode of the podcast, Jeremy Trott, Non-Executive Director of the CII Claims Community Board will be interviewing Michaela Sparey, Claims Team Manager, Direct Claims, Ecclesiastical.
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