Introducing: The Cumbria Institute of Insurance and Financial Planning

21 August 2026

The Insurance Institute of Kendal has officially changed its name to The Cumbria Institute of Insurance and Financial Planning - a move designed to better reflect the breadth of their membership and the evolving landscape of the local profession.

This change was first sparked by feedback from Financial Services (FS) members, who rightly questioned why the institutes previous name didn’t reflect their area of expertise. As a significant and growing part of the [town/city] membership, their voices highlighted an important oversight that had gone unaddressed for too long.

In response, the Insurance Institute of Kendal council met to review the issue. After thoughtful discussion, it was agreed that the name should evolve to reflect the full scope of their membership - both insurance and financial planning professionals. A proposal was drafted, and during the AGM the new name for member consideration was discussed and the new title – The Cumbria Institute of Insurance and Financial Planning- was formally adopted.

This isn’t just a rebrand. It’s a recognition of who the Insurance Institute of Kendal are today. The updated name better represents the local market and ensures all professionals - whether in insurance or financial planning - feel included and represented.

The Insurance Charity - School Essentials Grant

The Insurance Charity is offering School Essentials grants to help eligible families with the costs associated with their children’s education. Awards are available to current and former insurance people in the UK, Ireland and the Channel Islands who receive means-tested benefits and have children attending primary or secondary school, or sixth-form college.