Who are we?

President - Katie Pitman ACII

Description of Council Role:

My role is to lead the council in all of our activities and deliver value to our members. I work closely with all members on council in various capacities to ensure we are achieving our overall objectives and ultimately meeting the needs of our members.

Why you joined the Council:

I saw it as a great opportunity to meet people from across the industry and expand my skillset and knowledge.

Why are you in Insurance:

I didn’t have insurance specifically in mind when I left university but after joining the Allianz graduate scheme in 2016 I haven’t looked back. I find it a fascinating industry to work in and enjoy the challenges each day brings.

Describe yourself in 5 words:

Motivated, Reliable, Friendly, Enthusiastic, Organised

What skills serve you well on Council:

I’m passionate about making a difference and that means I’m always keen to help out with whatever needs doing. I’m a good problem solver and very organised.

Who is your hero:

Neil deGrasse Tyson

Deputy President and Treasurer - Benjamin Collins

Description of Role:

As Deputy President I work with the President, and the rest of council to ensure the Institute runs smoothly and we continue to raise awareness of our work within the local market by delivering a programme of CPD, networking and social events throughout the year. As Treasurer, my aim is to ensure the financial integrity of the local institute by providing regular reports and highlighting budgetary concerns to President. Also, responsible for making recommendations on financial structure and any investment opportunities.

Why you joined council:

It was an excellent opportunity to network outside of the office and to gain some transferable skills. I’d heard positive things from colleagues already on the Council and they invited me along to see what it was all about, I’ve not looked back since.

Why you are in Insurance/Financial Services:

Like most people, I stumbled into it. After graduating from university I found myself searching for an endless number graduate jobs, I came across a position at a local personal lines broker and it went from there. The more I learned about the industry and the diversity of roles, the more I became invested in staying in the industry and undertaking my CII exams.

Describe Yourself in 5 Words:

Rationale, curious, approachable, detailed & proactive

What skills serve you well on council:

Numbers, I’m a big fan of numbers.

Who is your hero:

Sir David Attenborough

Vice President, PFS Representative and Careers Officer - Mark Raybould

Independent Financial Adviser, Northwood Wealth Management in Farnham

Description of Role:

PFS Representative on Council, which pretty much says what it does on the tin! I represent the interests of PFS members in the Guildford and wider Surrey area to ensure that CPD opportunities are relevant and interesting for PFS members to attend, as well as those of our CII colleagues.

Why you joined council:

I voiced my opinion at AGM that the CPD in the previous 12 months had not been relevant to PFS members in Financial Services and that I was disappointed, given that in the region there was approximately a 50/50 split between PFS and CII members. As a result, I was invited to join the council and assist in making sure that this was altered in the future.

Why you are in Insurance/Financial Services:

As a real people person and enjoying numbers, being a Financial Adviser is my perfect career. Looking after clients and ensuring they are both protected and their financial plans are managed well to enable them to achieve their aims in life is what it is all about!

Describe Yourself in 5 Words:

Helpful, Loyal, Outgoing, Trustworthy and Professional

What skills serve you well on council:

Listening and happy to roll my sleeves up and get stuck in

Who is your hero:

My grandfather

Secretary - Michelle Peters

Description of Role:

Summon all meetings of the local institute and the council, as well as the AGM. Act as an information and reference point for the President and other Council members: clarifying past practice and decisions; confirming legal requirements; and retrieving relevant documentation. Ensure equality, diversity and inclusivity at the local institute.

Why you joined council:

The opportunity to work with a diverse network of individuals all contributing to supporting our industry.

Why you are in Insurance/Financial Services:

I actually chose to study Insurance and Risk Management at University. After attending a seminar on financial service industries, I was instantly sold on insurance, the variety of roles and business areas involved appealed massively and I have taken full advantage of this in my career.

Describe Yourself in 5 Words:

Imaginative, Versatile, Enthusiastic, Fair, Dependable

What skills serve you well on council:

Love a challenge and orientated towards action – a we can do it attitude

Who is your hero:

Anne Frank

Education and Events Secretary - Olivia Jukes

Description of Council Role:

Education & Events Secretary

My role is to work with the Deputy Education & Events Secretary to deliver a programme of CPD events for members of the CII and PFS. These include educational and social events with a variety of speakers in the form of seminars and webinars.

Why you joined the Council:

Having started my CII studies and worked in a head office role, I have had the opportunity to attend the CII dinner, participate on the Young Leader’s Development Programme and was runner up for Young Professional of the Year Awards 2018/19. I really wanted to get involved with the CII Council as it offers a great opportunity to network with other professionals and make a difference in the financial services community.

Why are you in Insurance:

My parents are both from financial services backgrounds so always knew I could pursue a career down that route to get some good industry experience, however I never really had Insurance specifically in mind when thinking of my career prospects. I really love the broadness of the industry and the ability to move about into diverse sectors/roles. I started in a small brokerage and was interested in starting my CII exams, from there I progressed into an Insurance company and never really looked back… for now!

Describe yourself in 5 words:

Motivated, organised, outgoing, proactive & thoughtful

What skills serve you well on Council:

I am passionate about organising events, supporting people to learn & grow and making a difference

Who is your hero:

That is a difficult one. David Attenborough.

Deputy Education and Events Secretary - Lauren Deadman ACII

Risk Analyst, Zurich Insurance

Description of Role:

This will be the second time I’ve held this role, having recently stepped down from the role of Education & Events Secretary. My main aim is to support Olivia in arranging and delivering CPD and social events to the members of CII Guildford and PFS Guildford.

Why you joined the Council:

I wanted to get involved in something a bit different that would enhance my skillset and give me the opportunity to meet other likeminded people outside of Zurich.

Why are you in Insurance/Financial Services:

I decided to take the apprenticeship route from college rather than the traditional university route as this didn’t really appeal to me. This was a little scary at the time as apprenticeships weren’t really the ‘in’ thing then! I didn’t know too much about insurance at this point, but following a really interesting presentation from the company in question, I could see the appeal of working in the insurance/financial industry. The apprenticeship was with an insurance broker, and the purpose of which was to experience all areas of the business whilst studying the CII qualifications. Thanks to them, I now hold my ACII qualification.

Describe yourself in 5 words:

Organised, happy, professional, funny and trustworthy.

What skills serve you well on Council:

Being super organised means that I’ll ensure everything is prepared well in advance, resulting in a stress-free and enjoyable delivery of the events.

Who is your hero:

Too many to name!

Membership Secretary - Kirsty Harvey

Description of Role:

To be point of contact for membership queries and provide membership analytics to council.

Why you joined council:

To increase my exposure to the industry, learn and then share knowledge within the Business Change function in my day job.

Why you are in Insurance/Financial Services:

There is lots of change happening and evolving which always makes for a really interesting career as a Business Analyst.

Describe Yourself in 5 Words:

Always ready to learn more.

What skills serve you well on council:

I’m passionate about community which helps with ensuring that the council works for all members and reaching as many in the industry as possible.

Who is your hero:

My Mum

Diversity Officer - Olivia Baker, ACII

Manager Motor Trade, Allianz Insurance

Description of Role:
TBA

Why you joined council:
Having taken a role in a head office team I was keen to meet more people and build up my network across the industry. The local institute enabled me to do this while challenging myself to develop new skills. While on council I have hosted events to raise local awareness of the institute and encourage, I hosted the local dinner for over 200 people, I’ve lead a team of other great volunteers and been the first point of contact for our members as membership secretary. Each role I have done has been a great learning experience, and I have made some great friends along the way.

Why you are in Insurance/Financial Services:
While many people find they unexpectedly fall into insurance I am one of the unusual type that actively decided I wanted to pursue a career in risk! Having spent a summer working for a law firm in their risk management department I found the idea of considering the risk something brings to a business interesting. I took a temp job for an insurer and the rest is history.

Describe Yourself in 5 Words:
Wanting to make a difference

What skills serve you well on council:
Balancing traditions of the industry with new ideas and innovation

Who is your hero:
Sheryl Sandberg

Marketing and Communications Officer - James Scullion

Business Analyst, Alliance Insurance

Description of Council Role:

Marketing and Communications Officer

Why you joined the Council:

I was introduced to Council by a colleague and former President. I was keen to join the Council to grow my network within the industry, play an active role in developing the institute and hopefully learn some new skills along the way!

Why are you in Insurance:

I moved into the insurance industry after relocating to Guildford and joining Allianz Insurance a couple of years ago. To be honest I wasn’t sure what to expect from insurance, however I’m now fascinated by what we do and wouldn’t look back.

Describe yourself in 5 words:

Dedicated, organised, pro-active, hardworking, outgoing.

What skills serve you well on Council:

I’ve previously been part of a project to launch a global careers website for Allianz Group and have experience with social media marketing on LinkedIn. I’m hoping both these experiences will help me to add value in the Marketing and Communications Officer role.

Deputy Marketing & Communications Officer - Clive Harrison

Managing Director, H2i Insurance Brokers Limited

Description of Role:
Broadcasting events via social media and promoting local council

Why you joined council:
Press-ganged! But really don’t regret it as helps me to stay in touch with the local market (as not trading directly in it)

Why you are in Insurance/Financial Services:
Fell into it but love my job, every day is different and challenging, I meet new people with interesting businesses all the time

Describe Yourself in 5 Words:
Work focused, fun, sociable, happy

What skills serve you well on council:
Who can tell

Who is your hero:
Winston Churchill

Young Professionals Committee Chairman - Ashley Martin B.A. (Hons), ACII, Adv. Dip CILA

Description of Role:

I chair a Young Professionals Committee with regular meetings where we organise monthly CPD webinars on a variety of topics to appeal to a younger audience (aged 35 and under). We also hold regular networking and social events. We engage with our members through our Linked-In Group by sharing topical articles and promoting events. Member feedback is obtained after each event which I review and implement accordingly. I oversee the Guildford CII’s Young Leaders Programme where selected candidates complete various modules on leadership, whilst building a network in the industry. With the help of my committee, I also manage the annual Young Professional of the Year award, including reviewing and shortlisting applications, with the winner announced at the Guildford CII Annual Dinner. At the bimonthly meetings, I update Council on the recent activities of the Young Professionals.

Why I joined:

To network with people from a variety of specialisms in the local area.


Why I'm in Insurance:

Like most people, I fell into insurance as I required office experience after graduating from university and as people have reminded me; once you’re in the industry, you never leave!

Describe Yourself in 5 Words:

Kind, thoughtful, honest, committed and diligent.


What skills serve you well on council:

Organisational and interpersonal skills.


Who is your hero:

Baroness Thatcher for her grit and perseverance.

Deputy Young Professionals Officer - Lewis Spooner

Partner – NFU Mutual Godalming (AJA Posnett, LR Spooner & JH Gold)

I joined NFU Mutual Godalming as a Partner in April 2020, having formerly been a part of the NFU Mutual Colchester Partnership in Essex since September 2012. The change in business partnership has included relocating from Suffolk, where I was previously living, to Surrey. In conjunction with running the business alongside my two business partners, I specialise in offering consultancy to Corporations and Affluent Home Owners in respect of their current & emerging insurance requirements, risk reduction and introducing them to our dedicated Financial Advisor.

Prior to joining the Chartered Insurance Institute of Guildford I was a Council Member for the Ipswich, Suffolk & North Essex CII for the last two years.

Council Member - Paul Judd ACII

Underwriting Performance Management, Zurich

Description of Role:

To support the Education and Events Secretary.

Why you joined council:
Curiosity on the back of my then manager asking me if I wanted to attend in her absence. Once on board it appealed to my pride in my profession. Being in my mid to late 40's when I joined I was not prepared for the new and enhanced skills I would have learnt. Wish I got involved years earlier.

Why you are in Insurance/Financial Services:
I joined straight from school at 18 responding to a newspaper advert. Once in my interest was piqued and with professional qualifications the enthusiasm built as I recognised what we literally underwrite in everyday life - from cars and homes through to commercial enterprises - it became a career.

Describe Yourself in 5 Words:
Loyal, friendly, eager, interested and committed

What skills serve you well on council:
Organisation - stakeholder management - communication - diplomacy

Who is your hero:
Winston Churchill - so many ups and downs but kept coming back for more