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#1 Campaign
Finance · October 2026
Knowledge at Risk: What Happens When Experience Retires?
Tuesday 27th October, 2026
The Chartered Insurance Institute’s New Generation Programme surveyed 204 insurance professionals and found that 84% expect retirements to weaken their firms’ capabilities, while only 11% have a formal knowledge-transfer plan. It turned the findings into a report with practical proposals for keeping expertise and client relationships from walking out the door.
Why it worked: It quantified an urgent, measurable capability gap (84% vs 11%) and paired it with concrete, industry-wide fixes a journalist could lift.
The lesson: Consider running a quick poll to expose a stark readiness gap, then package three actionable fixes as a ready-made playbook.
Chartered Insurance Institute
2 Sources:
Coverage over time
How this story spread across the media
| Publication | Headline | Date |
|---|---|---|
| insuranceage.co.uk | Young brokers call for better knowledge retention when senior staff retire - Insurance Age | Tuesday 27th October, 2026 |
| insurancebusinessmag.com | 84% expect retirements to hit client capability, but just 11% have a knowledge-transfer plan | Insurance Business | Wednesday 28th October, 2026 |