President's Message

Welcome to the Insurance Institute of York – the home of the Chartered Insurance Institute and Personal Finance Society in York.

The Chartered Insurance Institute and the Personal Finance Society are the flag bearers of professionalism in both the Insurance and Financial Services professions. Here in York, we have a rich and well respected representation in both professions, from the very largest names, to some of the best smaller brokerage and advisory firms in the region.

Our main role as a local Institute is to provide our members with a high quality educational programme which will help them with their ongoing professional duties. We do this by delivering CII/PFS Accredited evening lectures and seminars on a range of topics, all of which count towards structured CPD and most of which are free to attend. We encourage all members (and non-members who are thinking of joining) to attend our lecture evenings and seminars, not only to increase professional knowledge but as an opportunity to network with fellow professionals in York. Details of our lectures and seminars can be found via the Events page, our LinkedIn page and via our e-mails; if you are not receiving these e-mails and would like to, please contact us.

We are very proud to be an examination centre for both Insurance and Financial Services exams. In conjunction with our partners, we believe we provide excellent and convenient facilities for candidates who are taking exams.

As an Institute, we are keen to be as inclusive as we possibly can, we are, after all, here to serve you, our members! With that in mind, if you have an idea for a CPD topic, or for a social event, please send it across to us either via our Contact page or direct to our Secretary at Of course, if you’d like to get more involved with the Institute, we are always happy to welcome new members on to our Council, again, please e-mail for more details of how to join.

I hope you find this website useful and any feedback you may have is greatly appreciated. I look forward to seeing you at the forthcoming CPD and social events and invite you to spread the word!

Craig McPherson
President, The Insurance Institute of York