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 events 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 events, not only to increase professional knowledge but as an opportunity to network with fellow professionals. Details of our events 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 or call +44 (0)20 8989 8464.

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 do hope you can join us at our forthcoming events and I invite you to spread the word!

The Insurance Institute of York has now set up a donation page to The Insurance Charities so all donations can now be made online using this link

On behalf of the Insurance Institute of York, I thank you in advance of your donation. All donations big or small are welcomed and appreciated.

Claire Harper Dip PFS Independent Financial Planner

President, The Insurance Institute of York