Events
Forthcoming events
CPD Webinar: Creating Constructive Conversation
Research shows that diverse groups perform better than homogenous ones.
Yet by its very nature diversity is often a trigger for conflict and stress. So how
do you create an environment where it is “safe” for everyone to speak up?
In this webinar, we explore the mindsets, habits and behaviours of constructive conversations.
Wed 22 May 12:30 pm – 1:30 pm
Tom Flatau, TWI
Menopause: What Everyone Needs to Know
The aim of the session is to raise awareness on menopause, to empower women and those that love them, and to share practical guidance on supporting someone (or yourself) through menopause.
Claire has over 20 years business ownership and corporate leadership experience, having established, run, sold and managed several businesses in the financial services sector.
Thu 23 May 12:00 pm – 1:00 pm
Claire Russell, Mental Health in Business
FCA GI Consumer Duty and Multi-Occupancy update
Soon we will have had Consumer Duty for a year and firms will be preparing for their first annual board reports.
The session will cover the updates and the new rules that are effective from 1 January 2024 on multi-occupancy buildings insurances following intervention by the government – these new rules impact over 5 million leaseholders who are defined as stakeholders and firms have to act in their best interests. Insurers and brokers will also need to provide information about policies to leaseholders, including details of all remuneration and placement. We will also cover the Leasehold and Freehold Reform Act which has banned commission sharing.
Thu 30 May 12:00 pm – 1:00 pm
Branko Bjelobaba FCII MIoD, Branko Ltd
CPD Webinar: Intermediate Marine Cargo Insurance
If you participated in the marine cargo introductory session in March, then hopefully you will be sleeping better knowing the different Incoterms and the Institute Cargo Clauses (ICC).
Building on that session, we will now delve deeper into the wonderful world of marine cargo insurance by examining the factors involved in the assessment of risk.
We then move to analysing the cover in more detail by examining a policy wording looking at conditions, extensions and exclusions
This one-hour webinar provided by Alan Hornby is Part 2 of 3 of the webinar series on Marine Cargo Insurance. This session is aimed at those who wish to expand on the knowledge gained from the first session or those who wish to expand their knowledge of this important but often overlooked class of business.
Wed 12 Jun 12:00 pm – 1:00 pm
Alan Hornby, Chartered Insurance Practitioner,
CPD Webinar: SURE: A new technique to ensure clients have understood your advice
We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!!
Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice!
That is why, in this session, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.
Concept checking is designed to determine, with as much certainty as possible, that the client has understood the advice. Easy to apply to day-to-day interactions with clients, the SURE technique will help avoid misunderstandings now and in the future.
Wed 10 Jul 12:00 pm – 1:00 pm
Jeff Heasman, Insurance Upskill
In Person CPD Event: Building rapport in a hybrid world
Building Rapport is critical in business. It’s your tool for nurturing strong relationships whilst
sharpening your capacity to influence others.
Whether we are working with prospects, existing clients, the insurance market, co-workers, or
other stakeholders it is essential that we can quickly establish [and reestablish] rapport.
Rapport also plays a role in building a wider
relationship of trust.
Wed 28 Aug 12:00 pm – 1:30 pm
Nick Thomas, Nick Thomas & Associates
Previous events
Annual General Meeting 2024
We need you! To get down to our AGM...
Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on the formation of the institute and its future activities as well as to vote on the appointment of council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved.
Mon 20 May 7:00 pm – 8:00 pm
Victorian Craft Beer Cafe
In Person CPD Event: Networking - A Professional Approach
Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam.
This session, presented by Nick Thomas, emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers.
Tue 23 Apr 12:30 pm – 1:30 pm
Nick Thomas, Nick Thomas & Associates
Legal issues surrounding the use of AI in the Financial Services Sector
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the final session of a trilogy of legal webinars provided by Blacks Solicitors.
Tue 23 Apr 12:30 pm – 1:30 pm
Christopher Connell, Blacks Solicitors LLP
2024 Annual Dinner - Please note change of date.
Suzanne Mitchell, President of the Halifax & Bradford Insurance Institute, would like to invite you to our inaugural Annual Dinner Celebration which will be taking place at The Holiday Inn - Brighouse, on Friday 19th April 2024.
Fri 19 Apr 7:00 pm – 11:00 pm
The Holiday Inn
Challenging for Sales and Client Success
For decades B2B organisations in solution selling have focused their sales approach on understanding client needs and building strong relationships. But research in recent years has clearly established that this is no longer enough.
Tue 16 Apr 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas & Associates
Wealth Preservation & Private Wealth and Succession
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the second of a trilogy of legal webinars provided by Blacks Solicitors.
The final webinar in this trilogy is:
Legal issues surrounding AI 23rd April 2024
Separate information and booking details will be sent and in the meantime, please book this second event and encourage your work colleagues to join the webinar, it is open to all.
Thu 11 Apr 12:30 pm – 1:30 pm
Nick Rhodes, Blacks Solicitors LLP