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This month

April 2018 CPD Event - Tuesday 17 April 2018 - Cyber Insurance

  • Tue 17 Apr 6:00 pm – 7:00 pm
  • Hiscox
    • Ciaran Morrisey, Hiscox Insurance

This presentation is being hosted by Hiscox Insurance and will take place in their office at The Hiscox Building, Peasholme Green, York YO1 7PR

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March, 2018 CPD event - Pool Re and terrorism cover - a dynamic risk - Tuesday 20th March, 2018

  • Tue 20 Mar 6:00 pm – 7:00 pm
  • Novotel York
    • Steve Coates ACII, Pool Re

Steve will cover why the Pool Re scheme still exists and how it is changing to meet the modern threat. He will explain how to go about underwriting a risk that can’t be approached in a conventional manner and how this differs from other low probability, high severity events. The event will also cover how terrorism might further develop in the future and how Pool Re is responding to the changing nature of the threat.

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February, 2018 CPD event - Directors' & Officers'/Charity Trustees' Insurance Tuesday 27th February, 2018

  • Tue 27 Feb 6:00 pm – 7:00 pm
  • Novotel York
    • Phil Duffy, Ecclesiastical Insurance

Directors’ and Officers’/Charity Trustees’ liability insurance covers the cost of compensation made against an organisations directors/ officers/trustees and their managers for any actual or alleged wrongful acts. As a D&O/CTI underwriting consultant, Phil will provide an overview of the product, its place in the insurance market and discuss where claims may arise from as an introduction to this topical subject.

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January, 2018 CPD Event - Tax Year End Planning

  • Tue 23 Jan 6:00 pm – 7:00 pm
  • Novotel York
    • Edward Grant FPFS Chartered MCSI, Technical Connection

A tax year end planning presentation by Edward Grant from Technical Connection. • Identifying current advice alpha planning opportunities • Understanding the impact of the Patient Capital Review • Professional Nudge – maximising the value of Techlink

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November, 2017 CPD event - Added Value Products - Friend or Foe?

  • Tue 21 Nov 6:00 pm – 7:00 pm
  • Novotel York
    • David Ross ACII CIP, Valeos Ltd

The market for the use and distribution of Added Value Products (so called "add ons") faces considerable uncertainty as the FCA takes greater interest in their role within the insurance market. This lecture aims to provide attendees with an insight into the current regulatory position, supported by case studies, and also to outline strategies for the ongoing use of these products.

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October, 2017 CPD event - Business protection for the Self Employed

  • Tue 17 Oct 6:00 pm – 7:30 pm
  • Novotel York
    • Robert Betts, Legal & General

Business protection for the Self Employed

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North East Institutes' Seminar: The Challenges Ahead

  • Wed 27 Sep 12:30 pm – 4:45 pm
  • The Carriageworks

The insurance institutes of the North East Region present their annual half-day technical seminar, providing comprehensive and engaging CPD sessions plus networking opportunities.

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September, 2017 CPD event - How to Have Challenging Conversations

  • Tue 19 Sep 6:00 pm – 7:00 pm
  • Novotel York
    • Melissa Kidd, Motem Ltd

Helping professionals to communicate more effectively

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York River Cruise - NEW DATE

  • Fri 15 Sep 7:00 pm – 10:00 pm

Booking now open for new date

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The Insurance Charites Golf Day 12 September, 2017

  • Tue 12 Sep – Tue 12 Sep

Insurance Charities Golf Day 2017

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July, 2017 CPD event - Care Planning Update. A presentation by Jan Holt Head of Business Development, Just

  • Tue 25 Jul 6:00 pm – 7:00 pm
  • Novotel York
    • Jan Holt, Just

The importance of financial planning to meet the cost of paying for Care has never been more relevant. However, there is a massive gap in providing this, and there is a huge opportunity for more financial planners to engage with this market.

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May, 2017 CPD event - Mortgage Fraud and packaging

  • Tue 16 May 6:00 pm – 7:00 pm
  • Novotel York
    • Brian Wills, SimplyBiz

A presentation outlining the issues of mortgage fraud with suggestions of best practice for professionals in arranging mortgages. There is much to be said for working in the mortgage and housing market; putting a roof over someone's head and helping them buy or refinance their home to fulfil their ambitions and dreams is worthwhile work. There are challenges and pitfalls where the nature of the market may create the temptation for fraudulent applications. Be vigilant, be aware and be better informed. A presentation by Brian Wills, Head of Corporate Accounts SimplyBiz.

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April, 2017 AGM

  • Tue 25 Apr 6:00 pm – 7:00 pm
  • Novotel York

Insurance Institute of York AGM

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March, 2017 CPD event - Cyber 101

  • Tue 28 Mar 6:00 pm – 7:00 pm
  • Novotel York

A presentation by Aaron Yates, CEO, Berea Associates Ltd This session is a crash course on cyber risk in the wider insurance industry. It will cover the following areas; • Cyber Risk: What exactly is it and what are the consequences? • Cyber Security: Fundamental principles, legislation and standards • Cyber Insurance: Distribution issues and PI exposure, placement issues and E&O exposure, and considerations around the Insurance Act.

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February, 2017 CPD event - Indemnity Periods and Business Recovery

  • Tue 21 Feb 6:00 pm – 7:00 pm
  • Novotel York

A presentation by Mike Bond BA (Hons), FCII, FCILA, FUEDI, VRS Vericlaim Mike Bond is both an experienced lecturer and a professional loss adjuster who has been dealing with claims most of his insurance career. He specialises in major loss property damage and has worked in the UK and overseas. His insight and passion for the industry shine through and always make his lectures engaging and worthwhile.

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January, 2017 CPD event - Can you afford to ignore pension transfers?

  • Tue 24 Jan 6:00 pm – 7:00 pm
  • Novotel York

A presentation by David Trenner, Technical Director of Intelligent Pensions

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November CPD event - Flood and wet perils restoration

  • Tue 22 Nov 6:00 pm – 7:00 pm
  • Novotel York

A presentation by Mike Bond BA(Hons), FCII, FCILA, FUEDI, VRSVeriClaim

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October CPD event - Investment Trusts: RDR - ready since 1868

  • Tue 18 Oct 6:00 pm – 7:00 pm
  • Novotel York

Investment Trusts: RDR - ready since 1868 A presentation by Mike Wilson, Head of Investment Trust Sales, Henderson Global Investors.

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September CPD event - Structured Products, a presentation by Wayne Harding of Investec Structured Products

  • Tue 27 Sep 6:00 pm – 7:00 pm
  • Novotel York

Structured products take on many guises and as with any investment solution a well-informed adviser can help a client access a suitable product and provider. Structured products provide defined returns, defined risks linked to a defined measurement over a defined term. Structured investments can add real value and provide potential investment returns where traditional investments are unable so these products should be considered as part of a balanced portfolio.

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NERG Seminar: Shaking up a century of insurance law: The Insurance Act

  • Wed 21 Sep 12:30 pm – 4:30 pm
  • The Carriageworks

The insurance institutes of the North East Region present their annual half-day technical seminar, providing comprehensive and engaging CPD sessions plus networking opportunities.

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