Previous events

All previous events

ESG – Emerging Risks

  • Mon 13 Mar 12:30 pm – 1:30 pm
  • Online
    • Zing365

Environmental, Social & Governance (ESG) regulation is on the rise globally with many new requirements for companies to report on how they are managing ESG risks, and what actions they are taking to prevent adverse impacts on the climate and other factors such as Human Rights. This session is tailored to help employees better understand the fundamentals of ESG

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Sold out! The Insurance Institute of Bristol Annual dinner

  • Fri 10 Mar 6:00 pm – 1:00 am
  • Bristol Harbour Hotel

Due to unforeseen circumstances a table has become available. We are offering it to the membership at a reduced price of £800. Please contact us ASAP if you are interested. --- You are cordially invited to the 2023 Insurance Institute of Bristol Annual Dinner, taking place at the Bristol Harbour Hotel on 10th March 2023.

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NEW breakfast seminar: Negotiations and the Relationship Paradox

  • Wed 08 Mar 7:30 am – 8:30 am
  • Bristol Harbour Hotel
    • Jeff Heasman, Insurance Upskill

Breakfast seminars are making a comeback. Enjoy a hot drink with a bacon sandwich, or selection of pastries and start your day right. Longstanding business and client relationships are an essential part of the insurance and financial services industries, yet when it comes to negotiations the stronger the relationship, the greater the potential problems. The relationship can result in agreements being reached more quickly but often they are of lower value than what they could have been and this can lead to things being left on the table, or at worse, people giving up things that they are reluctant to do so because of the pressure of the relationship. In the long run, this can damage the relationship. This session will show how relationships impact the negotiation process, how to set boundaries and how to handle them to ensure that you and your negotiation partner maximise value and don´t fall victim to the relationship paradox.

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To Pair or Not to Pair: what wine pairings can teach us about forming high quality connections in our social and professional lives

  • Tue 07 Mar 6:00 pm – 8:00 pm
  • Bristol Harbour Hotel
    • Jeff Heasman

A good pairing of wine and food is likely to result in a more enjoyable experience and whilst it is down to the choice of each individual, there are some fundamental principles that can be used to ensure that the food and wine pair well. Likewise, there are some fundamental principles that can be applied to our relationships that will enable us to form connections and networks that align with our values and so make us, and those around us, happier and more successful.

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DWF defending criminal proceedings

  • Mon 06 Mar 12:00 pm – 1:00 pm
    • Simon MacFarlane, DWF
    • Jessica Murphy, DWF

Looking at the process of criminal proceedings and their impact on related civil proceedings. How defending these can have benefit to civil proceedings beyond just guilt or innocence. Including, motoring offences, health and safety offences and environmental offences.

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How to read, understand and apply laws

  • Thu 23 Feb 1:30 pm – 2:30 pm
  • Online
    • Jeff Heasman

The study and practice of law is often considered difficult because of the sheer volume of information that needs to be read, understood and applied, whether in a case study for a professional exam or as part of providing advice to a client.

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Motor fleet insurance all you need to know in a nutshell

  • Thu 23 Feb 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

There are less and less insurance staff specialising in motor fleet insurance meaning that the knowledge of this essential cover is reducing. This webinar is about giving broking and insurer staff and opportunity to learn or refresh their knowledge around motor fleet insurance.

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FCA GI Consumer Duty and Update

  • Thu 23 Feb 10:00 am – 11:00 am
  • Online
    • Branko Bjelobaba

On 25th January 2023 the FCA 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."

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Cii Examination techniques

  • Fri 17 Feb 9:30 am – 12:30 pm
  • Online
    • Alan Chandler

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.

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Setting correct indemnity periods under Business Interruption insurance policies

  • Fri 10 Feb 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

Brokers increasingly face Pi claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods, and with all the unfortunate events occurring in the world at the moment, making rebuild materials very scare, never has there been a better opportunity to engage your policyholders on this subject.

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5 Habits of Highly Effective Claims Handlers in Insurance

  • Wed 08 Feb 12:30 pm – 1:30 pm
  • Online
    • Jeff Heasman

Jeff Heasman delivers this session in which he highlights what he has identified as the top 5 habits of highly effective claims handlers. The session looks at how these habits impact the performance of individual claims handlers, their teams, companies and also the experience of the customer. This session is valuable not only for claims handlers but everyone within the insurance industry.

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The Gender Debate: Is anything meaningful being done in the largest broking firms?

  • Tue 07 Feb 5:30 pm – 7:00 pm
  • Bristol Harbour Hotel
    • Louise Nicholls
    • Niki Facey

Are you a woman in broking that wants to see her career fly? Are you a male ally that wants to see more women succeed into senior positions within your broking firm? We want to see you at this event!

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NextGen presents- Networking Skills with Michael from Kataholos

  • Thu 02 Feb 12:00 pm – 1:00 pm
    • Michael Quigley, Kataholos

In this session with Michael, you will learn tips, invaluable networking techniques, guiding principles and strategy guidelines. These can be applied when at networking meetings, in networking groups and when you are looking to grow and expand your network.

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NextGen Presents- Communication Skills Essentials with Michael from Kataholos

  • Wed 01 Feb 12:00 pm – 1:00 pm
    • Michael Quigley, Kataholos

In this session with Michael, you will learn skills and the practices that you can apply to become a highly effective and well thought of communicator, which will benefit both your personal and professional relationships. This session includes unique communication Kataholos techniques.

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SURE: a new technique to ensure clients have understood your advice

  • Wed 01 Feb 12:00 pm – 1:00 pm
  • Online
    • Jeff Heasman

We naturally ask the client if there is anything they didn't understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! That is why, in this webinar, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.

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NextGen presents Jonathan-Bowman Perks

  • Mon 30 Jan 10:30 am – 12:00 pm
    • Jonathan Bowman-Perks MBE

How inspiring, engaging, & influential are you as a leader? We are facing tough times in the year to come. Higher Cost of Living; having to deal with challenging difficulties; and managing continuous disruption. How do you lead yourself in this age of overload? If you are: A Next generation Leader aspiring to improve yourself and would like to: Learn some top tips from the tough experiences of inspiring leaders have been there before you? Learn to focus on a few things that are the essentials to your success in life? Ask the questions, you have always wish to ask about leading yourself more effectively? THEN join us on 30th January on this Zoom Webinar, It’s a New Day, It’s a New Year, It’s a New You! Let’s make this the most inspiring year yet!

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A plain English overview of understanding a commercial insurance policy wording

  • Wed 25 Jan 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English walk through what makes up a commercial insurance policy wording. One of the learnings of the 2020 Bi and Covid-19 court battles is the fact that you ignore the construction of policy wordings at your peril. All brokers, underwriters and claims staff should have a good grasp of the component parts of an insurance policy wording and this presentation will provide this understanding. Learning Objectives

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DWF Subrogation in Property Damage Claims

  • Wed 25 Jan 12:00 pm – 1:00 pm
    • Alex Welch, DWF

To provide an understanding of subrogation in property damage claims, how it works in practice, and key aspects that impact recovery.

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An introduction to co-opetition and how it applies to insurance and financial services

  • Tue 10 Jan 12:30 pm – 1:30 pm
  • Online
    • Jeff Heasman

co-opetition is the combination of co-operation and competition. From negotiations to business growth and working effectively as an intermediary or with intermediaries, the strategy of co-operation will be a valuable tool that you will be able to implement in your day-to-day work.

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M92 Revision course

  • Mon 09 Jan 9:30 am – 4:00 pm
  • Online
    • Alan Chandler

This intensive revision session is designed to help you develop your exam technique and knowledge for the M92 Insurance Business and Finance module . The sessions will not only cover the main areas of the syllabus but also what the examiner looks for in respect of both multiple choice and coursework, as well as an interactive opportunity to ask Alan about any areas of the syllabus where candidates are stuck.

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