Steven Clemence, Chartered Financial Planner at TH March and Fellow of the Personal Finance Society (FPFS) has received the Chartered Insurance Institute 2020 Distinguished Award, in recognition of service to the insurance industry and the CII. Each year nominations are submitted and out of over 120,000 members worldwide Steven’s particular dedication to the profession is being celebrated.
The Chartered Insurance Institute (CII) are a professional body dedicated to building public trust in the insurance and financial planning profession. They do this by championing professional standards, promoting competence, integrity and care for the customer.
The Distinguished Award recognises an individual’s significant contribution to raising standards in the profession and outstanding dedication to the insurance industry and CII.
- Training & development
- Promoting professionalism
- Building consumer trust
- Supporting charities or the local community – giving back to the insurance profession
- Personal sacrifice and commitment to the local insurance institute.
Steven’s career as a financial adviser stretches back to 1987. He joined TH March in November 2009 before TH March Financial Planning Limited was established and launched in October 2013. He previously led the Plymouth & Cornwall Insurance Institute as President for 3 years and his enthusiasm and well-organised nature ushered in a full and vibrant council of volunteers, well-represented from all over the area.
Speaking of his success, Steven said: ‘It is a great honour to receive this award; in fact it is a great honour to find out that I was even put forward for it. The strength of the Insurance Institute of Plymouth and Cornwall is in the great work that all the Council Members put in, as volunteers. I have been, and still am, privileged to be in the Council with such an enthusiastic and forward-looking group representing the 950 Insurance and Financial Planning professionals in Plymouth and Cornwall, as well as arranging Continuous Professional Development (CPD) and in normal times the annual dinner and social events.”
Jo Morgan, incoming President at the Insurance Institute of Plymouth and Cornwall and Associate Director, HR at TH March comments “The leadership shown by Steven has been a driving force behind the success of our local institute and the hard work and motivation he has encouraged from council members has resulted in new members joining and being elected into positions”.
Nat Brown, Education Officer & Regional Forum Officer at the same Institute and CX Strategy Manager at TH March comments “Steve created special initiatives to help fund and support individuals towards becoming qualified in financial planning and insurance and reaching the goal of Chartered status. This is a win-win: the individual and their training and development is supported, plus the customer receives the benefit of access to more qualified professionals able to provide advice on their financial planning and insurance matters.
“He advanced working relationships between the different geographical areas and professions, reinvigorating the local Institute and creating a great team of volunteers who regularly share best practices, run helpful educational events, and promote the industry. He thoroughly deserves recognition for all his hard work.”
TH March Group CEO, Neil McFarlane adds “Being an ex President of the Plymouth Insurance Institute, I appreciate how difficult it can be to maintain a balanced council, with the right mix of enthusiasm and experience. Steven has managed to achieve this and ensure the local membership have an active and vibrant programme of events to enhance their professional development. Well done Steven, you fully deserve this award.”