Events
Forthcoming events
Professional Liability - Intermediate
Covering liability is probably a cover that you sell on every policy, particularly Public & Employer’s Liability. But, what about those businesses who are liable who provide professional advice?
If Professional indemnity isn’t something that you deal with frequently, it can be quite difficult to get your head around the core mechanics of how these policies work. In this course, we will be exploring how a business can be professionally liable before we understand the different policies that are available. We will also be discovering the legal remedies and underwriting factors.
Thu 02 May 12:30 pm – 1:30 pm
Matt Owen-James, Zing365
LAW OF TORTS IN A NUTSHELL
All too often we overthink principles of tort law and we get confused by the raft of cases that exist in this area of law. In turn, we confuse ourselves and our customers in the way we explain and apply those principles of law.
In this session, we will strip the law of torts back to basics and demystify the confusion. We will learn how to explain the law in a simple and clear way and how to apply the case law to real-life scenarios. Areas that we will examine include:
Negligence: the duty of care, breach of duty, causation and remoteness
Occupiers’ liability
Employers’ liability
General defenses and remedies in the law of torts.
Tue 07 May 10:00 am – 11:00 am
Jeff Heasman, Insurance Upskill
The FCA Client Money Rules for General Insurance: Complying with CASS 5
This session will focus on:
Identifying whether firms operate under CASS 5.2, 5.3 or 5.4 or a hybrid model;
How to correctly complete the RMAR Section C Client money return;
The client money calculation requirements and
Actions which could inadvertently affect the trust status of the accounts
Wed 08 May 12:00 pm – 1:00 pm
Jim Dart Chartered MCSI, Int.Adv.Cert(RegComp), MICA, dart COMPLIANCE LIMITED
Enabling Womens Careers - May - The Heroine's Journey
Join us for this months Enabling Women's Careers Session. An exploration into the heroine's journey,
This session will be live online on Zoom. It will not be recorded as we aim to create an environment as close to an in person session as possible which is safe space for members to express themselves, network and grow.
These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group.
The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage each other.
Please allow up to 90 minutes for this session and have your camera on to be able to interact with the group.
Wed 08 May 12:00 pm – 1:30 pm
Caroline Martin, Enabling Wings
All You Need to Know About the CII Professional Qualifications Pathway
Aim: to give an overview of the CII professional examination pathway whether you’re new to the sector or a professional looking to progress your career aspirations.
Tue 21 May 12:00 pm – 1:00 pm
Ian Simons, CII
An overview of commercial package insurance
This webinar will provide a practical look into the various sections of a typical commercial package insurance policy, what is covered and what protection a commercial customer actually obtains, so that brokers, underwriters and claims staff alike can be confident when explaining the different sections of cover.
The reality is, that many commercial customers do not always appreciate the breadth of their cover, and as such the discussion tends to too often focus on price rather than cover and quality. This webinar will look to put the onus back on the essentials of cover and quality so that customers can make informed decisions.
The presentation will be provided by Alan Chandler, one of the most popular speakers within the UK, and Alan in his usual plain English style will outline the main areas of cover, the history of package insurance and how sums insured should be correctly set. The webinar will be suitable for anyone working with commercial package insurance be they brokers, underwriters or claims staff.
Tue 21 May 1:00 pm – 2:00 pm
Alan Chandler,
Previous events
Reviewing contracts for their insurance implications
Join Diane for this session is an excellent opportunity for delegates to better understand a service that is often requested by clients. The session explores the main issues typically found in contracts from both a broker and insurer viewpoint
Wed 01 May 12:00 pm – 1:00 pm
Diane Jenkins, Nick Thomas & Associates
Charity Golf Day plus Wine Tasting
Join us for our first Annual Charity Golf Day in aid of the Alzheimer's Society.
The day will start with a round of golf followed by a wine tasting session with Jeff Heasman on To Pair Or Not To Pair: What Wine Pairings Can Teach Us About Forming High Quality Connections In Our Social and Professional Lives
The itinerary for the day is:
9:30 - TEA/COFFEE & BACON ROLLS
18 holes
1 Course lunch after golf with mini presentation
Wine Tasting CPD event
Cost £59 per person
Thu 25 Apr 9:00 am – 6:00 pm
Jeff Heasman, Insurance Up Skill
Discover the impact of second-hand trauma when dealing with distressing claims
In this IIL claims webinar, Bijal Fatania and Hursh Pratap Singh talk about the discovery of second-hand trauma when dealing with distressing claims, and most importantly, how improved support is required for the insurance industry.
Wed 24 Apr 1:00 pm – 2:00 pm
Bijal Ladva, Brit Insurance
Financial Conduct Authority – Introduction to Regulation of General Insurance
"This session is designed as an introduction or a refresher to the regulation of general insurance for intermediaries in the UK.
As such, it delivers an overview of core elements of the UK’s regulatory framework, who the regulations apply to, ICOBS, on core regulatory principles and rules across GI.
This session does not cover the minute details of the rules of the FCA, and as such the course should not be relied upon on when making compliance decisions for your organisation. "
Fri 19 Apr 12:30 pm – 1:30 pm
Kerris Earle, Zing365
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 previous and future activities and vote on the appointment of new 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.
Book your place today.
Tue 16 Apr 6:30 pm – 7:30 pm
The Sun Hotel - Hitchin
Why underinsurance in home contents is so prevalent & practical tips/tools to address it.
Rachel Doerr is Managing Director of Doerr Dallas Valuations, a business she started in 2016. She now has more than 30 years of experience in the Art & Antiques industry, and specialises in supporting clients and their professional advisers with their valuation needs. She offers a wide range of support to brokers and insurers, including market insights and training on different aspects of valuations.
This webinar will explain what under-insurance is and how it can arise as well as provide practical tips and tools to address it.
Tue 16 Apr 12:00 pm – 1:00 pm
Rachel Doerr, Doerr Dallas Valuations