What is the CII?
The CII is the leading professional body for the global
insurance and financial planning profession. It exists to promote
higher standards of integrity, technical competence and business
capability and in turn support the public interest by enhancing the
service that customers receive. With over 120,000 members in more
than 150 countries, the CII is the world's largest professional
body dedicated to this sector.
Success in CII qualifications is universally recognised as
evidence of knowledge and understanding. Membership of the CII
signals a desire to develop broad professional capability and
subscribe to the standards associated with professional status.
The CII works with businesses to develop bespoke, company-wide
solutions that ensure competitive advantage by enhancing employees'
technical and professional competence.
Individually, CII members are able to drive their personal
development and maintain their professional standing through an
unrivalled range of learning services and by adhering to the CII Code of Ethics.
What is a CII member?
Membership of the CII is open to anyone wholly or mainly
employed or engaged in work connected with insurance or financial
It provides access to a vast range of career support and
professional development services and additionally, membership
comes with obligations. These include the requirement to adhere to
a published Code of Ethics which sets out
clearly defined and objectively measured standards of behaviour
members must uphold and in the case of CII qualified members to
undertake ongoing continuing professional development.
If you do not hold any CII qualifications you will join as an
'ordinary member'. Should you have completed a CII qualification
you will join as a 'qualified member'. Different levels of
qualified membership exist according to the level of CII
qualification that you hold.
Members holding a CII qualification are eligible to use designatory
letters and, where applicable (on meeting specific criteria), a
To find out more and to determine which membership level is
right for you visit www.cii.co.uk/join.
Please note: if you have been allocated a Permanent Identity
Number (PIN) this does not automatically mean that you are a member
of the CII/PFS. This is simply a unique identifier that links to
your personal CII record.
Why join the CII?
At the heart of CII membership is a commitment to ongoing
learning and development. Whether you are starting out in your
career, studying for your first qualification, or fulfilling your
continuing professional development (CPD) obligations, the CII is
here to help. The CII is committed to supporting you throughout
your career, providing you with access to a wide range of tools and services
to help your ongoing development.
What will my membership include?
As a CII member, you have access to exclusive benefits and
services to support your professional development. These
• Current market information through a comprehensive online
• Exam resources with access to an archive of exam guides for
written exams and recommended reference materials
• Discounts on qualifications and learning materials
• Career support through local institute CPD events, training
and networking opportunities (UK, Channel Islands and Isle of Man
• Market news and updates from our award-winning membership
magazine, The Journal
• CPD scheme to keep your knowledge current and
• Sector specific information and support through membership
to one of five specialist faculties
• Affinity benefits scheme providing a range of high street
and online discounts.
Take a look at the full range of membership resources to see how CII
membership can benefit your career.
Do I have to be a member of the CII to take exams?
No, entry to CII qualifications is open to anyone. However, by
becoming a member you will receive discounts on your study
materials, revision aids and exam entry and gain access to a wealth
of information that supports you in both your career and your
studies as you work towards a CII qualification.
Take a look at the full range of membership resources to see how CII
membership can benefit your career and your studies.
How do I change my membership level?
If you are an existing member and complete a qualification you
will automatically be upgraded to the relevant membership level to
reflect your new qualified status. We will send you confirmation
upon completion of your qualification and you will also receive a
new membership card in the post. Any additional fee applicable to
your upgrade in membership will not be payable until next
How do I become a member?
There are different levels of membership depending on your
experience and the qualification(s) you hold. To determine which
membership level is right for you and for further instructions on
how to complete your application to join, visit www.cii.co.uk/join
What is the cost of membership?
Membership starts from £74 per year (plus a one-off admission
fee of £37), with fees varying depending on the level of membership
you are applying for. If you have a UK bank account you can pay
your membership by direct debit and spread the cost over the year.
With direct debit, your membership can cost as little as £6.24 a
month. For further information on current membership fees,
My membership has lapsed, how do I rejoin the CII?
To reinstate your membership, you will be required to pay a
re-admission fee of £37 in additional to a subscription fee (the
subscription fee is dependent upon your level of membership). For
an application form and further details, please visit www.cii.co.uk/join
Is the membership fee tax deductable?
Yes - in the UK, as a UK HMRC-approved professional body,
membership fees qualify for a tax deduction. You can include it on
your annual tax return as an allowable expense and can find out
more information at www.cii.co.uk/memberpricing.
Outside of the UK you would need to check with your local tax
Is a reduced membership fee available if I live outside the UK?
Yes, residents of international countries are charged a lower
subscription fee than UK members. Additionally, residents of
countries categorised as 'low income' or 'lower middle income' pay
a reduced international member fee. For our current international
fees, visit www.cii.co.uk/internationalfees
I'm already a CII member and I also want to become a member of the PFS. Do I have to pay a separate fee to both the CII and PFS?
As an existing CII member, you can join the PFS at no additional
cost. At the date of your next renewal, you will be charged the
subscription fee appropriate to your membership level. You are not
required to pay two separate subscription fees.
I'm already a PFS member, do I have to apply to become a CII member?
No, PFS membership automatically includes CII membership and
therefore you are not required to apply or pay a separate
subscription fee for CII membership.
How long does my membership last?
Your membership runs for a period of 12 months and will expire
on the last day of the month in which you originally applied. For
example, if you became a member on 21 March 2016, your membership
will expire on 31 March 2017.
I am a member of the CII, but am currently unable to pay the full amount for my subscription due to financial difficulties (redundancy, unemployment, ill health). Can you help me with my payments?
Yes, our membership support scheme offers reduced membership
rates to help those who are temporarily out of work through
redundancy or unemployment, to support those taking a career break,
working part-time or on maternity leave, or for those who are not
working through ill-health or other special circumstances. For
further information and to apply, visit www.cii.co.uk/supportschemes
I have retired from active business life and wonder if I am entitled to pay a reduced subscription fee?
Yes, if you have fully retired from active business life you can
apply for our retired membership scheme which offers discounted
membership fees while still allowing you access to all the benefits
of membership. For further information and to apply, visit www.cii.co.uk/supportschemes
I am a member of the CII, hold a CII qualification and as such need to undertake Continuing Professional Development (CPD). Can you please advise where I can find out more about my CPD requirements?
All qualified members must comply with CII CPD requirements.
Full information regarding the scheme and our online recording tool
can be accessed at www.cii.co.uk/cpd
What is a local Institute?
When joining the CII every member in the UK, Channel Islands and
the Isle of Man also becomes a member of a local institute. These
are a network of 58 local hubs providing dedicated career support,
typically including an extensive range of technical, market and
regulatory CPD events, soft skills and business related training,
exam revision and local examination centres, and social and
networking activities. For further information and details of all
local institutes, visit www.cii.co.uk/local
Why is it more expensive to join the London local institute?
An additional fee of £3 is charged annually to members opting to
join the Insurance Institute of London. This fee covers the cost of
the London Supplement that the IIL produces and mails to all
Can I change my local institute and, if so, how do I do this?
To change your local institute please contact Customer Service confirming which local
institute you wish to transfer to. Please note that it can
take up to one month for your records to be transferred to your new
I've lost my membership card, how do I request a duplicate?
If you have misplaced your membership card, we are happy to
issue you with a duplicate. Please contact Customer Service to request a new membership
card. Please note that you should allow up to three weeks to
receive your new card.
I would like to cancel my membership. Is my subscription fee refundable?
In accordance with The Consumer Contracts (Information,
Cancellation and Additional Charges) Regulations 2013 ("the
Regulations"), you have a right of cancellation in respect of your
membership. This right (subject to the Regulations) expires 14
calendar days from the day on which your membership application is
accepted or where written confirmation of your membership is
received by you. Please note that no refunds will be provided for
cancellations made after these specified dates. Reimbursement for
any monies paid by you which relate to the cancellation will be
sent to you within 14 calendar days of receiving the notice of
cancellation. Should you wish to cancel, written notice should be
sent to Customer Service
As a member, can I use my designation/title and the CII logo on my corporate stationery and website?
CII membership designations are recognised throughout the global
insurance market as indicators of achievement, knowledge and
professional aspiration. Qualified members may use a
designation - on personal communications such as business cards,
stationery, email sign-offs, etc.
If you hold a Chartered title you are also able to use the
Chartered logo and title in your business dealings - the Chartered logo
guidelines provide further clarification on this.
Members are not, however, permitted to use the CII logo.