CII appoints Financial Planner to board
The Chartered Insurance Institute (CII) has appointed three new group board members, including Chartered Financial Planner Roger Jackson.
The three have each been given a responsibility to provide a membership perspective in discussions and decision making.
The three, known as engagement board members, are Chartered Financial Planner Roger Jackson, reinsurer Ben Rose and chartered insurance broker Suzy Middleton.
Roger Jackson has been in the Financial Planning profession for 17 years after starting as a trainee from school.
He has worked across administration, Paraplanning and management and currently sits on the board of the Financial Management Bureau, looking after a team of 12 Financial Planners. He is the immediate past President of the Insurance Institute of Kendal.
Mr Jackson, who has become CII engagement board member, Financial Planning, said: “I am committed to serving our members with integrity and passion, and look forward to working alongside esteemed industry leaders, as we strive to uphold the highest standards of professionalism.”
Ben Rose is president of Supercede, The Reinsurance Platform, and serves as chair of the Insurance Institute of London's Reinsurance Committee. He has advised leadership teams at many of the world's largest (re)insurers, as part of Aon's management consultancy division, Aon Inpoint.
Mr Rose, who has become CII engagement board member, London markets, said: “I look forward to working with the Board in advancing the Institute’s mission, and driving positive developments on behalf of our membership.”
Suzy Middleton is a chartered insurance broker and chief executive of SEIB Insurance Brokers, which includes Lansdown Insurance Brokers and WRS Insurance Brokers. She obtained her CII fellowship in 2010 and previously held the role of President at the Insurance Institute of Chelmsford & South Essex.
Suzy Middleton, who has become CII engagement board member, personal finance, said: “I look forward to working collaboratively with my fellow Board members, as we leverage our collective expertise to advance the CII’s mission.”
The CII group board is responsible for developing and overseeing delivery of the CII’s strategy consistent with its Royal Charter, including to ‘secure and justify the confidence of the public’.
Dr Helen Phillips, CII group chair, said: "I look forward to working with our new Engagement Board Members as we continue in our mission to uphold standards, professionalism and trust within the insurance and Financial Planning professions."