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Mission statement

The overarching purpose of the Institute is to educate and support our members to deliver services to the highest professional standards and to advocate for the public good. By doing this the Institute builds and maintains public trust in the insurance, financial planning and mortgage advice professions.

Purpose

The purpose of the Institute is enshrined in our Royal Charter.

• To promote efficiency and improvement in the practice of insurance among persons engaged or employed in that activity.

• To secure and justify the confidence of the public and employers.

• To promote and assist the study of any subjects bearing on any branch of insurance.

• To collect and form a body of expert opinion on the law and practice relating to all things connected with insurance.

• To exercise supervision and control over the professional standards and conduct of the members.

• To provide information and advice about employment in insurance for members and others.

• To assist members and the dependents of members or of deceased members suffering financial hardship.