Previous events
All previous events
CPD Event- Sales & Client Retention in the New Normal
Nick Thomas presents a webinar on the importance of client relationships in a hard market and with remote working.
View event detailsWhat are ETF’s presented by Blackrock
Session Overview: An ETF combines the diversification benefits on an index fund with the intraday flexibility of a stock. Although an ETF seeks to track an index, success can vary, and a variety of factors can impact this, including ETF structure, access to the underlying markets, tax considerations and impact of currency. In this presentation, Tom will draw on his extensive experience to highlight the benefits of using ETFs in portfolios and what to consider in the product selection process.
View event detailsWhat are ETF’s presented by Blackrock - Part 2
In this presentation, Nurul will draw on her experience as an ETF trading specialist to discuss how trading ETFs can be simple.
View event detailsCPD Event- Consultative Sales Skills- A Webinar with Nick Thomas
Nick Thomas presents a webinar on the principles of consultative selling and its advantages.
View event detailsHow inheritance can be managed differently
Property is a very important source of wealth for the majority of clients but this means approximately 24,000 estates a year have an IHT liability. The number of homes reaching a couple’s £1m threshold is rising each year and is anticipated to be up to 1.6m in 2029 – especially as 770,000 properties in the UK are currently worth over £1m, creating £2.5bn of property wealth for the over 75’s. These are huge numbers resulting in many clients wanting to know how, and if anything can be done to mitigate some of their IHT liability. In this session we will compare how effective Wealth Management strategies can be using pension funds and Lifetime Mortgages.
View event detailsAF5 - Practice Question Pack Final Revision & Queries - Part 2
AF5 revision webinar sessions: 1st session-October 8th. 9am to 12 noon. This session will cover the Analysis of Case Study Final Revision & Queries. 2nd session-October 12th 2pm-5pm. This session will cover the Practice Question Pack Final Revision & Queries All attendees will be issued the introduction to the AF5 techniques pack and the recorded session prior to the 1st session. Friday 25th September 2020 the fact Find will be issued by the CII. Wednesday 30th September 2020 the Q & A pack will be emailed to all attendees. Please note the following: There is no book for AF5 but you need to practice the past papers before the factfind is issued Factfind will be issued by the CII on 25th September 2020 Any technical summaries you will need will be emailed to you after this date – you cannot revise for this before the Factfind is out Final sessions are scheduled after the fact find is issued and will focus on potential questions in the exam. A full set of potential questions and suggested answers will be issued for you to work on – I aim for this to be available by 30th September It is your responsibility to enter for the exam
View event detailsAF7 - Revision Part 2
Revision Session Two (please book part 1 with part 2) Thursday 8th October 2020 13.00 – 16.00 To review: Key Issues for Transfers; Advice & Solutions Cii Chapters: 5 & 6 · Please have paper and a calculator available for both sessions Read the relevant parts of the AF7 textbook BEFORE each session; 100 hours study time recommended so start early It is your responsibility to enter for the exam Attendance on both webinars is required and early booking advised due to limited numbers of upto 12 to make sessions interactive.
View event detailsAF5 - Analysis of Case Study Final Revision & Queries - Part 1
AF5 revision webinar sessions: 1st session-October 8th. 9am to 12 noon. This session will cover the Analysis of Case Study Final Revision & Queries. 2nd session-October 12th 2pm-5pm. This session will cover the Practice Question Pack Final Revision & Queries All attendees will be issued the introduction to the AF5 techniques pack and the recorded session prior to the 1st session. Friday 25th September 2020 the fact Find will be issued by the CII. Wednesday 30th September 2020 the Q & A pack will be emailed to all attendees. Please note the following: There is no book for AF5 but you need to practice the past papers before the factfind is issued Factfind will be issued by the CII on 25th September 2020 Any technical summaries you will need will be emailed to you after this date – you cannot revise for this before the Factfind is out Final sessions are scheduled after the fact find is issued and will focus on potential questions in the exam. A full set of potential questions and suggested answers will be issued for you to work on – I aim for this to be available by 30th September It is your responsibility to enter for the exam
View event detailsMaximising Opportunities in a hard market.
There have been hard markets before, there have been recessions before, but never have the two emerged with such force at the same time. Policyholders desperate for savings will be receiving the unwelcome news of significant premium increases. The door of client inertia will be swung wide open, presenting fantastic new business opportunities, as well as offering serious threats to renewal books.
View event detailsAF7 - Revision Part 1
Revision Session One (please book part 1 & 2 together) Friday 2nd October 2020 1pm-4pm To review: Regulatory Background Transfer Advice Process DB & DC schemes Cii Chapters: 1, 2, 3,4 · Please have paper and a calculator available for both sessions Read the relevant parts of the AF7 textbook BEFORE each session; 100 hours study time recommended so start early It is your responsibility to enter for the exam Attendance on both webinars is required and early booking advised due to limited numbers of upto 12 to make sessions interactive.
View event detailsHow to succesfully conduct staff appraisals in the Insurance Industry
It is becoming increasingly difficult for Insurers, brokers, loss adjusters and IFA’s to recruit and retain quality staff. The reality is that at the moment the demand for qualified experienced quality staff in insurance far exceeds the availability of these staff in the marketplace, and so undertaking a great staff appraisal process is vital in ensuring you retain and motivate your staff.
View event detailsFinancial Resilience and Protection Opportunities webinar-Canada Life
In this webinar you will learn: • The cost of living in the UK • Up to date statistics on the UK’s financial wellbeing • Available welfare • The impact of mental health issues • Using our research, explore the protection opportunities this can create
View event detailsThe Perfect Storm - how capacity is disappearing fast from the UK insurance market.
This presentation will be exploring why capacity is draining out of the UK insurance market and why we are moving into a very hard market where niche covers will be difficult to place.
View event detailsCII Protection webinar-Guardian-How to change the protection conversation
This presentation will look at: • The current uncertainties in the market and impact Covid-19 & Brexit has had on individuals & businesses • Customer objections and attitudes towards protection. This will deep dive into certain objections backed up with industry/ONS facts and figures • The importance of protecting lifestyle as well as mortgage protection • Typical providers products vs Guardian • Guardian proposition overview • Advisers objectives
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YPG - CPD Event - Focus
Open to all CII members Strategies can be complicated, but to drive human behaviour Focus needs to be simple. When we achieve this, it’s crazy powerful
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YPG - CPD Event - Energy
Available to all CII members. Live BIG – Energy Webinar. The way we behave is driven by how we feel. How we feel is driven by how we think. Energy teaches us to recognise that our thoughts are just STORIES we have the power to change. When we do, we can shine – showing up as the best version of ourselves, every single day.
View event detailsPFS Guaranteeing Income in a Post Pension Freedom World
Guaranteeing Income in a Post Pension Freedom World Everyone will have different expectations of their retirement lifestyle but the underlying concern remains the same for most retirees - nobody wants to run out of money. We will discuss the regulatory requirement, consumer demand and operational delivery & best practice of providing a Guaranteed Income in a Post Pension Freedom world. We will look at the recommendations for an effective pension review and how you can deliver a blended portfolio to allow your clients to achieve the balance of freedom and security. There will be a short fun quiz at the end of the session.
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