The first steps to chartered broker status for firms
Amid an ever-competitive market and challenging trading conditions, securing Chartered Insurance Broker status could be the ticket firms need to get ahead of the market.
According to the Chartered Insurance Institute (CII), corporate Chartered status is an opportunity for brokers to reinforce their professional commitment to raising standards of knowledge, capability and ethical practice.
At the moment, there are fewer than 130 firms boasting chartered broker status, so this remains a distinguishing factor in a crowded sector.
But how exactly do firms go about becoming Chartered? And what steps need to be taken to instigate the process?
Part one of this series
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@insuranceage.co.uk or view our subscription options here: https://subscriptions.insuranceage.co.uk/subscribe
You are currently unable to print this content. Please contact info@insuranceage.co.uk to find out more.
You are currently unable to copy this content. Please contact info@insuranceage.co.uk to find out more.
Copyright Infopro Digital Limited. All rights reserved.
As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (point 2.4), printing is limited to a single copy.
If you would like to purchase additional rights please email info@insuranceage.co.uk
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (clause 2.4), an Authorised User may only make one copy of the materials for their own personal use. You must also comply with the restrictions in clause 2.5.
If you would like to purchase additional rights please email info@insuranceage.co.uk
More on Broker
Brokers have mixed reaction on Zurich/Beazley deal
Insurance brokers have given a mixed response to the potential Zurich/Beazley deal highlighting the acquisition would create a “strong proposition” and could create opportunities but noted another competitor leaving the market as a medium-term worry.
SRG hires ex-Marsh head to lead Australian market entry
Specialist Risk Group has announced its latest geographical diversification with the launch of an Australian business.
Grove & Dean doubles down on digital after turnover and profits slip
Motor experts Grove & Dean saw turnover shrink by 9.3% and post-tax profit fall 39.7% in the year ended 31 May 2025, but is seeing signs of improvement and momentum in the current year according to managing director Damian Collett.
Lucida and Right Choice founder Mike Joseph to retire
Lucida Group founder and chief underwriting officer Mike Joseph will retire at the end of March, the business has confirmed.
Former Allianz PL boss George joins top 100 broker
Lucida Group has appointed former Allianz personal lines broker boss Nicola George as group chief underwriting officer.
FCA issues warnings over DLG and short-term cover broker clones
The Financial Conduct Authority has warned of two clones claiming to be Covertime and UK Insurance, part of the Direct Line Group.
Broker Expo Roadshows coming to London, Bristol and Manchester in 2026 – sign up now
Building of the success of the Broker Expo in Birmingham, Insurance Age is going on the road in 2026.
Swansea broker Compare buys £1.5m GWP book of clients
Swansea-based Compare Insurance has acquired the book of clients from Insure My Business, adding £1.5m gross written premiums to the business.