Podcast #157: Meet the new CII President | Callum Beaton on the year ahead

In this episode of IFA Talk, Matt and Sue are joined by the new President of the Chartered Insurance Institute (CII), Callum Beaton, to talk about his journey to the role, his appointment (which he describes as ‘surreal’) and also his vision for the future of the profession.

Callum is clearly very passionate about this profession, which he joined almost 50 years ago, after failing an eye test to join the Royal Navy.  He talks eloquently through his Presidential theme, EQUIP,  how he hopes to support members during his year in office, and the key issues he believes will shape the sector in the months ahead, with the wealth of experience he’s amassed over the years.

It’s a really human conversation, thoughtful and forward-looking for anyone working in insurance or financial planning who wants to stay connected to the bigger picture.

Listen now to hear Callum’s plans for leading and supporting the profession.

Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!

Also, to listen to the episode with L&G’s James Giblin, mentioned in this episode, click here!

Callum Beaton

Callum Beaton’s insurance career commenced in 1977 in London, and he became a member of the CII on his first day at work.  The early years of his career were spent broking, followed by underwriting at Lloyd’s.  At the beginning of 1986, he moved back to Guernsey, where he grew up, to enter the captive insurance management sector. He spent almost twenty years in the sector, rising to become Chief Executive of a captive management company and Deputy Chief Executive of its parent group.  During that time, he travelled extensively, gaining experience of multiple global insurance markets.  In 2004, Callum stepped aside from corporate activity and has since practised as an insurance consultant with a critical focus on captive and cell captive techniques.

He has been retained as an expert witness in a number of cases and regularly undertakes peer reviews of insurance and captive insurance programmes.  He has written and lectured extensively and presently holds a number of directorships of captive insurance companies. Callum achieved his ACII in 1982 and his FCII, for which he was awarded the Rutter Medal, in 2007.  In 2011 he was awarded the Morgan Owen Medal.  In recent years he has served as President of the Insurance Institute of Guernsey, a member of the (CII’s) Representative Council, joint chair of the Fellowship Assessment Board, a member of its Education and Learning Committee, and member of its Main Board.  He received the President’s Award in 2020 and, from 2022 until 2025, served as chair of the Local Institutes’ Volunteer Awards Panel.

Disclaimer

IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.

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