- Edward Morell
Welcome to the Insurance Institute of Southampton. It is with great humility and honour that I take on this role as the first member of the Personal Finance Society (PFS) and perhaps financial services professional to serve as President in the Institute’s 108 year history.
In this very challenging times for all our members and clients, we as an Institute like every professional body, institution and business in the country have had to adapt to new ways of conducting business, of running our education and CPD programme and our communication to our members and clients.
My key themes for 2020/2021 are as follows:
Providing as much support as possible to all our members through the provision of a comprehensive CPD and exam support programme via online distance learning and video conference programming. We will still host face to face meetings as and when HM Government’s guidelines and the lockdown eases sufficiently to allow us to organise such events.
Promoting the benefits of membership of the CII and PFS. Yes designation and exams are important, but by participating in what we can offer across the board from best practice, mentoring, apprenticeships, networking and business opportunities, specialist conferences, career progression, organisational skills, volunteering, charitable giving and last but not least a sense of camaraderie, belonging and fun will ultimately help us all.
Getting more of my PFS colleagues and CII members to participate within the Institute. The general insurance and financial services sides of our profession have many areas of advice, process and clients where we can help and learn from each other. As someone who looks after many business clients, understanding how business interruption and continuity insurance works has been a valuable learning curve especially in the current economic climate.
As for myself, I have been a member of Council since 2008 and a member of the PFS Hants and Dorset Regional Committee since 2005, Chair from 2005 to 2007 and currently Professional Qualifications Officer.
Resilience, fortitude, determination and a clear focus and sense of purpose will help us all during these difficult times.
Edward Morell DipPFS Cert CII (MP & ER) DipFA MLIBF
The Insurance Institute of Southampton