Previous events
All previous events
Wine and Wellbeing: what wine tasting can teach us about how to develop sensory awareness for better mental wellbeing
We often take our senses for granted and yet greater sensory awareness enables us to focus on the present, reduce anxiety and improve our emotional reactions to things that occur around us. Sensory awareness is also a fundamental part of wine tasting. In this fun and entertaining CPD session, through using sensory awareness techniques to taste 5 different wines from Spain and Portugal, we will learn what sensory awareness is and how it can be used to improve our mental wellbeing.
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How to successfully conduct staff appraisals in the insurance industry
It is becoming increasingly difficult for Insurers, brokers, loss adjusters and IFA’s to recruit and retain quality staff. The reality is that at the moment the demand for qualified experienced quality staff in insurance far exceeds the availability of these staff in the marketplace, and so undertaking a great staff appraisal process is vital in ensuring you retain and motivate your staff.
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Part 2 - The Consumer Duty Skills Toolkit (1)
Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important.
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Marine Cargo Insurance
Products get made all over the world. Once that a product is made, it needs to be transported to the retailer to be sold. This course will explore the element of marine cargo insurance, and how contracts are formed between the seller and the buyer of the goods. It will explore the insurable interest principle and how it differs to a general insurance product due to the nature and operation of this industry.
View event detailsPart 2 - The Consumer Duty Skills Toolkit
Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important.
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Seminar: FCA GI Consumer Duty and update
The FCA has made it clear that "some firms may be further behind in their thinking and planning for the Duty. This brings a risk that they may not be ready in time, or they may struggle to embed the Duty effectively throughout their business." A recent review highlighted three key areas where firms should particularly focus their attention during the second half of the implementation period (to 31 July 2023):- 1) Effective prioritisation; 2) Embedding the substantive requirements; 3) Working with other firms (many firms need to work and share information with other firms in the distribution chain but some plans gave little focus to this area). A 13 page letter on 13 February 2023 makes things even clearer and on 19 March 2023 a survey was sent by the FCA to 600 firms to check progress. This General Insurance focused session will also include an update on Product Value Assessments where both brokers and insurers have an important role to play. We will also cover the current position on multi-occupancy insurances following intervention by the government and the FCA’s new requirements that were published on 21 April 2023. Under the proposals, leaseholders would be defined as customers of buildings insurance and firms will have to act in leaseholder’s best interests and a ban on selling policies based on commission or remuneration levels. Insurers and brokers will also need to provide more information about policies to leaseholders, including detail of any commission paid.
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Would you like a trip to Lloyds of London?
The Bristol Institute is planning a trip to Lloyds of London in May. Before we book, we thought we would get a gage on how many people would be interested. The trip into Lloyds itself would be paid by the institute and will take approximately 1 hour between 14.15 and 15.15. We are currently looking on either the 16th or 18th May 2023. The cost to get to London will be down to the individual but we are anticipating the majority will be travelling by Train and will create and email group for the attendees to discuss meeting up. Or alternatively you could just enjoy a day in London before the visit and just meet us there. Booking a place now is not committing to this. This is just working out how many people would like to go and the logistics of the trip. This is only open to members of the institute. We will close the booking in 2 weeks and will email the interested people directly in regards to the trip.
View event detailsPart 1 - The Consumer Duty Skills Toolkit
Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important.
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Understanding the basics of regulation in the UK insurance industry.
This webinar looks to provide an overview of the history of regulation within the UK insurance industry, who are the main regulators, how do they regulate and why regulation is so essential. The presentation will examine the principle-based approach to regulation put in place by the UK regulators and how this differs from rules based regulation in many other countries. it will also look at the main aspects of regulation including fair treatment for customer, ICOBS, training and competence requirements and solvency margins.
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An Introduction to Cyber insurance
Cyber Insurance is fast becoming an essential insurance cover for those who run a business. This course aims to demystify some of the language used and look at the kind of events that can happen. We will take a look at the elements of cover that fall within this subject as well as some of the underwriting concerns. We will use real life examples of what can go wrong and how a cyber insurance policy can offer both protection & peace of mind This is an introduction course which will be suitable for anyone who wants to understand more about the subject in order to feel confident in discussing with their clients.
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Cii Examination techniques (1)
This three-hour workshop (which will include a break) will aid all those who are taking CII or PFS examinations. It is a generic overview delivered by Alan Chandler, who is one of the most popular insurance presenters in the UK, and who has been both tutor and examiner for many different CII subjects.
View event detailsCost of Living Crisis and it's Effect on Insurance
The cost of living has affected us all in one way or another, along with forecasted market trends to consider. whether that is the price of food or the price of energy. But what’s the cause? And most importantly, how are businesses affected? This course will explore the key areas that brokers and insurers need to take into account when understanding the insured’s needs. It will also explore the importance of ensuring that the right levels of cover are in place.
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How to set correct property, stock and contents sums insured in a high inflation world.
It is estimated that at least 80% of policies have incorrect sums insured! This presentation looks at the major issue of under insurance in the UK property market and how to help your clients avoid the under-insurance trap. Under insurance has been made considerably worse now that we are seeing UK inflation go into double digits, and this is something all insurance staff need to be aware of.
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How to mitigate E&O's against brokers
This presentation will explore why the amount of errors and omission claims against brokers are on the increase Various new pieces of legislation including the brokers duty under the Insurance Act 2015, GDPR and the Insurance Distribution Directive are making brokers more vulnerable which coupled with increased litigation in society, increased client expectations and ever higher regulatory demands mean that brokers cannot continue to do what they have always done, far more proactivity is required.
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Next Gen Presents - Top Tips for LinkedIn & Effective Negotiation
Networking and good negotiation skills are crucial to many different roles within the insurance and financial services sector, and though we may not always realise it, most of our day-to-day work centres around networking and negotiations. That said, little or no formal training is devoted towards these essential skills. This is an interactive and fun session that introduces the key elements of using LinkedIn and the negotiation process, such as the following: define your personal brand online; grow your connections more effectively through LinkedIn; qualities of a good negotiator; and planning a negotiation You can attend the event in person or remotely .
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Annual General Meeting 2023
We need you! To get down to our AGM... Your local institute council invites you to attend their 2023 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. Attendees are welcomed remotely over Zoom, or in-person.
View event detailsBreakfast seminar: 5 Ways to Improve The Way You Use & Ask Questions Throughout The Customer Journey
Breakfast seminars are making a comeback. Enjoy a hot drink with a bacon sandwich, or selection of pastries and start your day right. From determining demands and needs, to assessing potential customer vulnerability, and from showing empathy, through to effective negotiation skills, the way we use and ask questions is critical. This masterclass will show you how to create and implement a strategy for better questioning techniques throughout the customer journey.
View event detailsIF1 Overview
The course will look at the best exam techniques to use to pass IF1. We will explore: • The different types of risk, • The U.K. market place • The six insurance principles of insurable interest, duty not to misrepresent/ fair presentation of risk, indemnity, proximate cause, subrogation and contribution • The legal and regulatory aspects of insurance The course will be delivered by Alan Chandler, Chartered Insurer who has taken thousands of people from nothing to fully ACII qualified, including training many national prize winners, so you will be getting the best possible help to pass IF1.
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Understanding company structures
It is essential all insurance staff have a good understanding of the different types of way in which a company could be structured and failing to understand these structures could lead to wrong cover being put in place.
View event detailsWebinar - How Liability can arise in tort
We sell many different liability insurance policies to customers every day; Motor, Employers Liability, Public Liability, Products liability, D&O, Professional Indemnity, Cyber Liability and more - what are we protecting the customers against, well it is largely being protected against being sued in the law of tort. This webinar will be suitable for brokers, underwriters and claims staff as well as anyone studying for MO5 insurance law.
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