- Jo Morgan
- President 2020
I am so proud to be President of the Insurance Institute of Plymouth & Cornwall this year and can only hope to fulfil my role as well as my predecessor, Steven Clemence. Steve was recently awarded the CII’s Distinguished Service Award and served as President since 2017, so I have big shoes to fill!
As an Institute we have just under 1,000 members roughly split 50:50 between general insurance and financial planning.
I am very lucky to be working with a full council of highly skilled members. The council consist of 17 volunteers all bringing with them a variety of experience from both the insurance and PFS world.
Our aim as a council is to work together to improve member engagement and provide educational support to all of our Insurance & PFS members from Plymouth & Cornwall.
At this strange and difficult time, we are working really hard to increase our online presence.
Please do follow us on social media for all upcoming events and current information. We are regularly updating our website and also sending out eflyers to all members.
Please do make sure you are signed up to receive the Local Institute emails otherwise you will miss out! Email email@example.com or call 020 8989 8464 to update your preferences.
We are concentrating on online CPD and have already hosted 7 webinars since lockdown ranging from technical training about policy cover gaps arising from Covid-19 through to virtual wellbeing support and mentally preparing for life after lockdown. Really relevant and current topics for you.
For PFS members we have a support package for those that want to become financial planners and pass all their diploma level exams (you can’t give financial advice without having the diploma). The support is there to encourage those working in the back-office roles to move forward into the front line of giving advice. For CII members we continue to assist with exam study groups and revision sessions.
If you have any requests for a particular module revision day then please do let us know. We are here for our members and your feedback is vital.
The Plymouth & Cornwall Dinner has been a sell-out success for the last 4 years. Bands, dancing and shorter speeches (hurray!) gone down really well with our members. Unfortunately, this year, due to COVID19 the dinner for 2020 has been cancelled. On a positive note, this gives us longer to plan a bigger and better dinner, hopefully, for 2021.
Covering such a large geographical area was challenging when it came to arranging meetings, but now, in this new virtual world, we all meet regularly online.