Previous events

This month

Demystifying the Appointed Representative, Directly Authorised and RI routes for advisers and regulated firms

  • Tue 13 Feb 12:00 pm – 1:00 pm
  • Online
    • Paul Day, Network Consulting Services
    • Annabel Gray, Sentinel Compliance Consultants

The start of a new year can for many people be the catalyst for a change in their career, is this you? Making informed decisions, based on accurate information, is crucial to your career, your business and your clients. Being in the right place for you will enable you to thrive. There are many options available, and unfortunately there is also a lot of misinformation. This webinar will explain and more importantly demystify these options for you, giving you accurate and informative information for you to make possibly the most important decision at this point in your career.

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Recovering from a flood

  • Wed 07 Feb 4:30 pm – 5:30 pm
  • The Burlington Hotel
    • Nicola Sutton, Questgates
    • Dave Clare, Questgates

We're delighted to offer our members a face-to-face lecture focusing on recovering from a flood. The expert team at QuestGates will take us through a claim scenario, looking at a time line of events from day one of the flood, what cover is available under Commercial and Household policies, and what can be done to restore the property in addition to building back better for future flood resilience. Registration for the event is from 4pm where tea and coffee will be served prior to the lecture beginning at 4:30pm.

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All previous events

Assertiveness Skills: Say what you want, say what you mean

  • Wed 10 Jan 1:00 pm – 2:00 pm
  • Zoom - Webinar
    • Susan Heaton-Wright

Many people are worried about being assertive: they believe they are coming across as aggressive. Yet everyone has the right to express their needs. Being assertive is an essential skill for anyone. Developing excellent assertiveness skills makes you a better colleague, team player and human being

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Cert CII Online Insurance Examination Training

  • Mon 08 Jan – Mon 18 Mar
  • Online

The Birmingham Insurance Institute (BII) has joined with other Local Institutes of the CII to offer our members online examination training. If you are interested, you need to act quickly. The training for Certificate in Insurance (Cert CII) starts on 8 January and will be run over 9 sessions each lasting 3 hours until March 2024. There is a Broker and Insurer pathway for candidates to choose on a first come first served basis, subject to validating BII membership status. Training will be on-line, given by professional independent trainers experienced in CII examination training

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FCA GI Consumer Duty and Multi-Occupancy Update

  • Tue 28 Nov 1:00 pm – 2:00 pm
  • Zoom - Webinar
    • Branko Bjelobaba FCII, Branko Ltd

We will also cover the new rules that will be effective from 1 January 2024 on multi-occupancy insurances following intervention by the government – these new rules will impact 5 million leaseholders. Leaseholders will be defined as customers and firms will have to act in their best interests and no commission sharing will be allowed with PMAs unless clear value to the leaseholder is evidenced. Insurers and brokers will also need to provide more information about policies to leaseholders, including detail of all remuneration.

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BII Charity Pub Quiz

  • Thu 23 Nov 6:30 pm – 9:30 pm
  • Old Royal

The moment you've all been waiting for.... The BII Pub Quiz is back, hosted by our Young Professionals to raise money for our President's chosen charity, Sepsis UK. This will be popular, so get your teams together and book today!

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Global threats facing the insurance industry

  • Wed 22 Nov 4:00 pm – 7:30 pm
  • Hotel Du Vin
    • Branko Bjelobaba, Branko Ltd

What are the global threats facing the insurance industry right now and how are these impacting UK insurers and brokers? This will be an interactive and wide-ranging talk and those attending will be actively encouraged to contribute with their own experiences. We will look at the differences in responses between insurers and brokers with brokers considering business conduct more of a concern than insurers. This will be followed by a chance to network with industry colleagues, with drinks and snacks provided.

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Webinar: The Power of Questions

  • Thu 09 Nov 1:00 pm – 2:00 pm
    • Nick Thomas, Nick Thomas & Associates

‘The wise man doesn't give the right answers, he poses the right questions.’ Claude Levi-Strauss. Asking the right questions of ourselves, as much as of others, is one of the keys to success in our business and personal lives.

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PFS Birmingham Specialist Regional Roadshow | Accumulation & Investment | 2023

  • Tue 07 Nov 8:45 am – 2:40 pm
  • Mercure Birmingham West Hotel
    • Elizabeth Greene, TIME
    • George Rolls, M&G
    • Ben Moxon, Orbis
    • George Fox, Jupiter
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Clyde & Co Webinar: Restrictive covenants: how to maximise protection of an employer’s business interests

  • Wed 25 Oct 12:30 pm – 1:30 pm
  • Online
    • Tom Saville, Clyde & Co
    • Jessica Mullen, Clyde & Co

Clyde & Co Webinar: Restrictive covenants: how to maximise protection of an employer’s business interests Learning Objectives: • Understanding restrictive covenants and their purpose • Understanding of the limitations of restrictive covenants • Understand how to enforce restrictive covenants

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The Importance of Emotional Intelligence at work - and how to build it

  • Tue 10 Oct 1:00 pm – 2:00 pm
  • Zoom - Webinar
    • Jacqui Turner, Turner Corner Learning Solutions
    • Nick Thomas, Nick Thomas & Associates

This session delivered by Jacqui Turner and Nick Thomas explains an Emotional Intelligence Model as developed by Peter Salovey and John Mayer The session will explore the importance of Emotional intelligence by outlining the many benefits to employees, prospects, customers, and organisations. During the session we will explore common workplace situations that can trigger negative emotions and share effective techniques for effectively managing a variety of emotions such as frustration, disappointment, and nervousness. Finally, we will look at the importance of empathy, as a key EI skill and explain how to be empathetic, in a sincere way, with colleagues and customers.

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InsurED PFS & CII Education Conference 2023

  • Wed 27 Sep 8:30 am – 4:00 pm
  • Village Hotel

Nottingham Insurance Institute's renowned InsurED Education Conference and Financial Planning Day is back for 2023 - and we're pleased to return to a face-to-face event.

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Insuring non-tangible assets

  • Thu 21 Sep 11:00 am – 12:00 pm
  • Online
    • Nick Thomas, Nick Thomas & Associates
    • Diane Jenkins BA [Hons], ACII, Chartered Insurance Broker, Nick Thomas & Associates

In the modern business world, many businesses have valuable but non-tangible assets. Purchasing adequate insurance for such assets can be difficult. This session looks at the main types of intangible assets and the current insurance position for these.

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PFS Birmingham Autumn Conference

  • Wed 13 Sep – Tue 12 Sep
  • Mercure Birmingham West Hotel
    • Elliott Date, Fidelity
    • Karl Steadman, JUST
    • Ash Kapasi, Quilter
    • Sarb Thind, PortfolioMetrix
    • Andy Woollon, Zurich
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Emerging Risks Webinar

  • Thu 24 Aug 1:00 pm – 2:00 pm
  • Online
    • Diane Jenkins BA (Hons), ACII, Chartered Insurance Broker, Nick Thomas & Associates

This session on Emerging Risks looks at some of the issues that are changing the insurance industry – in terms of ways of working, and new insurance solutions being developed.

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Personal injury Discount Rate: An update in anticipation of the 2024 statutory review

  • Tue 08 Aug 1:00 pm – 2:00 pm
  • Online
    • Mike Dobson, Clyde & Co

• The government is obliged to undertake a formal review of the PIDR within 5 years of the last review. The next formal review of the current statutory rate, under the Civil Liability Act (CLA) 2018 must begin by Summer 2024. • The setting of the PIDR will have material implications for the value of future losses and total claims costs and so the approach to be taken and the methodology adopted will be of utmost importance to underwriters and claims managers.

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Leading on Organisational Wellbeing

  • Thu 27 Jul 12:00 pm – 1:00 pm
  • Zoom - Webinar
    • Steven Heath

Have you ever wondered what makes a good organisational workplace wellbeing strategy? This powerful 1-hour webinar explores the fundamentals of organisational wellbeing, giving you tools and information which will inspire you to be part of the workplace wellbeing conversation in your own organisation.

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Understand the security lapses that led to a Business Email Compromise

  • Tue 11 Jul 11:00 am – 11:45 am
  • Online
    • Brad Fraser, Infoprotect

Join us as we explore a real life case of a law firm that was comprised in email fraud leading to a large financial loss.

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Summer Networking Drinks - Keep Connected

  • Thu 06 Jul 4:30 pm – 7:30 pm
  • Primativo
    • Angela Irvine ACII, The Bletchley Group Limited

Members and non-members alike are welcome to join the President, Angela Irvine, and other members of the Council over drinks and canapes.

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Remaining Resilient

  • Wed 05 Jul 12:00 pm – 1:00 pm
  • Online
    • Steve Heath, Mental Health in Business

In this session, we will explore how we can all make a commitment to safeguarding and nurturing our resilience skills in order to protect our future mental and emotional mental health and wellbeing.

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