Developing future leaders

Insurance Institute of London - Consilium
Monday, 06 January 2020
1:10 pm – 1:55 pm
    • Adam Owen DipPFS, Certs CII (MP & ER), Curriculum and Training Director, NextGen Planners (and PFS President)
  • Financial Services lecture

In this IIL financial services lecture Adam Owen talked about the key events that have led the current succession gap in the profession and explained what can be done to address this.

Over the next ten years we will see many stalwarts of the profession taking a step back as the inexorable march to retirement continues. We are seeing many new entrants to the profession and there is more focus than ever in supporting career development and recruiting new talent with initiatives like the CII Aspire apprenticeship programme. As a profession, we will now need to support the next generation as they make the transition into senior management and leadership positions. This lecture discussed the demographic challenges facing the profession and considered why the current skills gap has occurred and what can be done to address it.

By the end of this lecture members would have gained an insight into:

  • Why the profession needs to bridge the succession gap
  • Ways in which firms and individuals can support future leaders

Edward S Grant FPFS Chartered MCSI FRSA, Divisional Director, Chartered Financial Planner, Chartered Wealth Manager, European Financial Planner.

  • Insurance Institute of London - Consilium
  • 21 Lombard Street
  • London
  • EC3V 9AH
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Registration & Security

IIL lectures are open to CII and PFS members
CII and PFS members must register online by 12pm one working day before the lecture
For lectures held in The Old Library, Lloyd's pass holders may also attend and do not need to register
All attendees (at any venue) must produce photo ID - either a Lloyd's pass, driving licence with photo or valid passport


  • Email confirmations and photo ID must be produced to security staff at the lecture venue
  • Attendance confirmations are non-transferable to any other person or lecture
  • All venues have limited capacity and registration and/or a Lloyd's pass does not guarantee admission

Please let us know what we can do to make our events fully accessible to you.

Please contact Patricia Pedraza (020 7397 3911) with any queries regarding the CPD events programme.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at