Seventy Financial Planning are proud to announce their membership of the Chartered Insurance Institute. With over 125,000 members, and a UK office for over 100 years, the Chartered Insurance Institute has the highest possible standards for its members, in order to ensure that the general public is protected.

 

The Chartered Insurance Institute (CII) prides itself on raising the profile and professionalism of their members, and their governance of their members conforms to best practice guidelines.

All CII members are required to adhere to the stringent and rigorous Code of Ethics, which are a set of principles ensuring that high standards of integrity, probity and ethical fair dealing are followed for the safety and security of members of the public.

Ethics are a cornerstone of professionalism, and ethical behaviour is crucial to secure public trust and confidence in the insurance and financial planning profession and to build a reputation which people value. The CII Code of Ethics has been designed to provide members with practical, realistic guidance to follow.

By signing up to this highly reputable professional organisation and its extremely rigorous code of ethics, Seventy Financial Planning have committed to ensuring all of our Clients receive the best possible advice, service, and overall financial planning experience. 

CII members are required to:

  • Comply with the Code and all relevant laws and regulations

  • Act with the highest ethical standards and integrity

  • Act in the best interests of each client

  • Provide a high standard of service

  • Treat people fairly regardless of age, disability, gender reassignment, marriage/civil partnership, pregnancy/maternity, race, religion or belief, sex and sexual orientation

Failure to comply with the Code may result in disciplinary action against the member, and risk adverse publicity for the members and their organisation. It goes without saying that Seventy Financial Planning are confident that this issue will never arise, and the joining of this prestigious professional body reflects the company’s confidence that they will be able to provide the best possible service for their customers, in line with the CII’s enviable code of practice.

Of course, membership to a professional body such as this does bring with it a multitude of other benefits too, which the team at Seventy Financial Planning are looking forwards to embracing to the full.

  • Continuing Professional Development (CPD) - qualified members commit to ongoing learning and development, helping to ensure that their knowledge remains up-to-date and relevant.

  • Knowledge and thought leadership - membership gives a company access to a vast range of content and services to help meet their personnel development needs. This includes market reports and technical papers, online publications from the Chartered Insurance Institute and other sector experts, webinars, and other events.

  • Member discounts - Members enjoy significant discounts across a range of learning and development services including examinations, study materials and accreditation of prior learning. You can also claim tax relief from your membership.

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Start planning your future. Speak to us today.

Contact Us

Seventy Financial Planning
The Apple Store, Haggs Farm,
Haggs Road, Follifoot, Harrogate,
HG3 1EQ

01423 611004

[email protected]

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