Gillian Wilson Marketing and Communications Director. Granted by the Chartered Insurance Institute CII , this prestigious accolade is known in the industry as the gold standard for financial planning firms. It showcases our commitment to the professional standards and to providing the highest possible level of service for our clients. To achieve corporate Chartered status, we have to satisfy and maintain the strict requirements of the CII. The qualifications and experience of our managerial team, and all client facing staff, were reviewed, as was the financial health of the business.
What our clients tell us
By using and browsing the CII website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. We recently sought the views of insurance and personal finance professionals on the current corporate Chartered proposition. The consultation addressed five key areas:. Eleven years on from the launch of the three corporate Chartered titles; Chartered Insurers, Chartered Insurance Brokers and Chartered Financial Planners, over firms and divisions today hold corporate Chartered status, publicly demonstrating their commitment to professionalism and its importance for clients. Regular review and consultation of the Chartered criteria ensures it remains a key instrument in building public trust.
Charity and Sponsorship
By Damian Fantato. The Chartered Insurance Institute has updated the process for achieving corporate Chartered status. In particular, the CII will consider applications from specialist divisions of limited liability entities which are able to demonstrate a distinction or specialism which is separate from the wider entity. It is understood this could apply to the financial planning divisions of accountancy or law firms. Following a consultation it has also changed the eligibility criteria so that from July, companies must have in place "core values, business practices and a diversity and inclusion policy that align with the CII Code of Ethics". The CII had considered whether to delay the implementation of this requirement as part of its review of corporate Chartered status. Sian Fisher, the CII's chief executive, said: "We are living and working in a constantly changing world and the role of the insurance and financial planning profession is increasingly important to help safeguard the lives and livelihoods of our society. The CII has also said it will promote Chartered status through an advertising campaign, and provide advice companies with a toolkit to help them promote the status to their own clients and staff. It has also decided to change the oversight arrangements to reduce "unnecessary bureaucracy", primarily through an annual review. Chartered Insurance Institute.
All our advisers at Springfield Financial Services are highly qualified professionals and combined have over years of industry experience. At Springfield Financial Services we are proud to have been recognised by industry experts through a range of awards we've received over the years. Our involvement in charity and sponsorship includes staff fundraising, charity events, corporate donations and sponsorship. With Springfield Financial you'll receive high quality, ongoing independent advice from a trusted financial professional. Please leave this field empty.