Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
 
Sorry but there was an error adding this to your basket. Please try adding it again
 

FAQs (Frequently Asked Questions)

The following are some of the most frequently asked questions (FAQs) we receive and should save you time in dealing with your enquiry.

Member Search

The person I am searching for does not appear. Why?

Please ensure you have entered the member's name correctly. The more specific you are in the name search, the more likely you are to find the correct member. If their name is entered correctly and they still do not appear, they may have chosen not to be listed. You can verify their status by contacting Customer Service on +44 (0)20 8989 8464.

I’m struggling to differentiate between the listed members. Can you help?

Members are listed by name, membership level, Chartered status, country and area (the local institute to which UK members belong). This is the limit of information we are permitted to make publicly available. We want to provide enough information so that you can verify an individual's credentials. If you need to know more about membership levels, Chartered status and area, please read on.

Are all CII/ PFS members on the database?

All CII/PFS members are entered into the system. However, members may withdraw themselves from the listing. As stated in Q1 above, you may still validate a member's details by calling CII Customer Service.

Can you please explain what the different membership levels stand for?

Visit our member designations page for a breakdown »

What are the categories of individual Chartered status?

Chartered Financial Planner:  These are eligible members whose business is to provide financial planning advice or related activities to individuals or corporate entities. They may use the descriptive title Chartered Financial Planner.

Chartered Insurer: These are qualified members working for insurance companies and Lloyd's underwriting agents.

Chartered Insurance Practitioner: These are qualified members who work as insurance intermediaries or loss adjusters, in trade and professional bodies and in other insurance-related occupations. 

Chartered Insurance Broker: These are qualified members carrying on business as an insurance broker. An insurance broker is an independent intermediary who acts for clients and, in respect of any product type, offers or sells the products of more than one insurer.

What does 'Area' mean?

The term 'area' refers to the local insurance institute to which the member belongs. Every CII member in the UK is also a member of one of 60 local institutes.

I’m a member, but cannot find myself in the search. Why?

Please ensure your name is entered correctly and that you have selected the country you have listed as your default address with the CII. Also check your membership is up to date. If you still experience problems, either log in to the CII site using the login panel on the left hand side of the home page and check your details within 'your profile' section, or call Customer Service on +44 (0)20 8989 8464.

My listed details are incorrect. What do I do?

You can change some of your personal details by logging in to the CII site using the login panel on the left hand side of the home page and by going to 'my profile'. Otherwise you should notify CII Customer Service on tel: +44 (0)20 8989 8464 or by email at customer.serv@cii.co.uk

How do I remove myself from the search?

We believe all members should be listed in the database for reasons of transparency and openness. However, if you wish to be excluded from this facility, please login and update your profile details here, tick the opt-out box and click 'continue' to save your details.

Does this database show all individuals who hold CII qualifications?

No. This is a database of members only, many of whom hold CII qualifications. Individuals can hold CII qualifications without being a member.

All members must comply with the CII Code of Ethics, and qualified members must also follow a programme of Continuing Professional Development (CPD).

 

Return to the CII Member search »