New CII guidance sets benchmark for managing vulnerability across insurance and personal finance
At a press event in central London this morning, the Chartered Insurance Institute (CII) announced the launch of a landmark guide to help insurance and personal finance firms to better identify, support, and deliver fair outcomes for customers in vulnerable circumstances.
Tue 25 Nov. 2025
Maximising client protection in a softening market
There are significant gaps in most client’s insurance portfolios, and this presentation will explain how these gaps can best be filled.
Mon 12 Jan 1:00 pm – 2:00 pm
Alan Chandler,
Motor Trade – Risk Management Challenges
A challenging class of insurance business for brokers relates to motor trade risks. Persuading many motor traders that they would benefit from a methodical approach to risk management is sometimes easier said than done.
Thu 15 Jan 1:00 pm – 2:00 pm
David Hole, Nick Thomas & Associates
Post-Budget Insights Lunch
Now that the dust has settled on the Chancellor’s latest Budget, advisers are turning their attention from headlines to the real-world implications. This exclusive lunch will bring together 30 advisers for an interactive discussion on the practical impact of Budget changes — from tax policy shifts to regulatory updates — and how these developments may affect client advice, planning strategies, and business decisions in 2026.
Thu 29 Jan 12:00 pm – 2:00 pm
David Denton FPFS TEP, Quilter Cheviot
Info
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