Previous events

This month

Webinar - Why people buy products & services

  • Wed 02 Dec 11:00 am – 12:00 pm
    • Jeff Heasman

There is a vital question that is very rarely asked in insurance and financial services. A question that will completely transform the way products and services are designed and sold. By then asking appropriate follow up questions, you will build a deep and meaningful relationship with your customers and ensure loyalty. This webinar focuses on the key question and then how to design a strategy for follow up questions based on the customer´s answers. It will transform the way you work with customers and it will take your business success to the next level.

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Webinar on – The FCA is coming!

  • Thu 26 Nov 11:00 am – 12:00 pm
    • Claire O'Sullivan, RDP Law

The FCA has significantly increased the number of cases under investigation over the past few years. This webinar will cover, how a claim is transferred into enforcement, what to expect if a matter is transferred into the FCA’s enforcement division, the FCA’s powers and the FCA’s decision process.

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Webinar- Bank of England Update

  • Tue 24 Nov 9:00 am – 10:00 am
    • Ian Derrick

The event will be presented by Ian Derrick. Ian joined the Bank of England in 2000 as Deputy Agent at the Agency for Wales, and returned to the role from a year's secondment to the economic analysis area of the Office of National Statistics in Newport in June 2015. Born and schooled in Llanelli, Ian graduated from Cardiff University in Economics in 1989, joining The Royal Bank of Scotland, working primarily in corporate banking and project finance roles in the City of London in the 1990s.

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Webinar Event - Revision Techniques for CII and PFS Examinations and Coursework

  • Thu 19 Nov 1:00 pm – 4:00 pm
    • Alan Chandler

This 3 hour workshop 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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Webinar - Trust & Loyalty: how to win it and how to keep it

  • Wed 18 Nov 11:00 am – 12:00 pm
    • Jeff Heasman

Trust and loyalty are the cornerstones of any successful business relationship, but more especially in insurance and financial services. Trust has been compromised and loyalty challenged by a series of recent events which have been both within and outside our control. This webinar will examine the essential elements of what trust is, how to gain trust and keep it, as well as what to do when trust and loyalty are jeopardised.

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Webinar Event - How to advise correctly on Business interruption extensions and advanced loss of profit

  • Wed 04 Nov 9:30 am – 10:30 am
    • Alan Chandler

One of the many things the Covid1-9 pandemic has taught the insurance industry is the importance of going through the various Bi extensions with clients and documenting these discussions. Failure to do this could leave the broker wide open to a pi claim against them.

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Webinar Event - Financial Services Update - CANCELLED

  • Thu 22 Oct 11:00 am – 12:00 pm
    • Claire O'Sullivan, RDP Law

What has been going on in the world of financial services, since the COVID-19 restrictions? This webinar will provide an update and a summary of the recent trends in complaints and case law.

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Webinar - Business Interruption Insurance - all you need to know, explained in plain English

  • Thu 22 Oct 9:30 am – 10:30 am
    • Alan Chandler

The Arbory case has left brokers wide open to be sued if they do not proactively guide their clients through setting correct Gross profit sums insured - this is why this webinar is so essential. Presented by Alan Chandler, one of the UK's most popular insurance presenters, Alan will take this opportunity to run through how business interruption insurance should be correctly set up. Alan will lift the myths away from Bi and show how, in his easy to understand style, you can get this cover on a correct footing going forward. This presentation will be applicable for brokers, underwriters, claims staff and loss adjusters.

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Webinar Event - Trust, Transparency and Visibility: striking the right balance in the workplace

  • Mon 19 Oct 11:00 am – 12:00 pm
    • Jeff Heasman

This thought-provoking webinar addresses the key question: is there a link between trust, transparency, visibility and performance? There is a perceived disconnect with some people now working back in the office, whilst others continue to work remotely. The relationship between trust, transparency and visibility is crucial to deliver the best possible levels of performance. An employer needs to adapt their employee engagement to each individual whilst at the same time taking into account operational risks and strategies. It requires a level of transparency between employee and employer and self-discipline irrespective of where the workplace is located.

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Webinar Event - Credit Hire - The what? When? How and Who?

  • Wed 14 Oct 10:00 am – 11:00 am
    • Bernard Thornton FCII

It has only been around for 30 years or so, but in that time has become one of the most sensitive and polarising subjects in the general insurance market. Depending on your perspective it can solve a perennial problem by keeping vital customers on the road or it can be an expensive and unnecessary luxury, which ultimately has to be paid for by the insuring public. This webinar looks at the development of credit hire, the legalities, and how the current market operates. It also includes some significant case studies and how the concept might develop in the future.

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Webinar Event - An overview on Professional Indemnity Insurance

  • Thu 08 Oct 9:30 am – 10:30 am
    • Alan Chandler

This presentation provides an overview of professional indemnity insurance. It looks at the main case law underpinning the Pi market, why the pi market is expanding in terms of number of policyholders needing the cover yet at the same time the capacity is decreasing. It explores the problems posed by a claims made wording and the difficulty clients have going into retirement without adequate run off cover. The presentation also looks at ensuring the correct limits of indemnity are set.

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Webinar Event - FCA Business Interruption Test Case – The Judgment

  • Wed 07 Oct 2:00 pm – 3:00 pm
    • Branko Bjelobaba FCII

This comprehensive and interactive one-hour webinar will focus on the judgment following the FCA's ground-breaking test case at the High Court. The hearing concluded on 30 July and the judgment was handed down on 15 September. Eight days were spent analysing key policy wordings and individual words and their everyday meanings and this is reflected in the judgment that runs to 162 pages.

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Webinar Event - Understanding the implications of policy exclusions following Covid-19

  • Mon 05 Oct 2:00 pm – 3:00 pm
    • Alan Chandler

We know pretty much the whole market will apply some sort of pandemic exclusion for pandemics/covid-19 or more worryingly the words communicable diseases will be used, this starts bringing all sorts of extra scenarios that will be excluded for clients. Importantly, this will be for liability as well as property and Bi and could leave a policyholder with a lawsuit that is not covered by their insurance policy.

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Webinar Event - How to maximise opportunities in a Hard Market

  • Mon 28 Sep 2:00 pm – 3:00 pm
    • Alan Chandler

There have been hard markets before, there have been recessions before, but never have the two emerged with such force at the same time. Policyholders desperate for savings will be receiving the unwelcome news of significant premium increases.

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Webinar Event - Changing Employment Trends: The Missed Business Opportunity

  • Thu 17 Sep 3:00 pm – 4:00 pm
    • Alan Chandler

During the last twenty years there has never been more changes in employment trends in the UK - yet in many cases the insurance industry has been slow to change. This presentation, delivered by Alan Chandler, who is well known to our members having delivered the highly successful diploma programme to our institute as well as other very well received presentations, will point out the business opportunities that have arisen due to these changing trends and why they have often been missed.

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Novus Webinar - The Thinking Paradox

  • Wed 16 Sep 10:00 am – 11:00 am
    • Jeff Heasman CELTA, LL.B, LL.M, Jeff Heasman Training & Consultancy

We overthink or we don't think enough. When we try to focus, we can't. When we want to relax, our mind is too focused. When we need to make a quick decision, we can't and we hold back. When we need to take time to make a decision, we don't and we act impulsively. When are the best decisions made and how can we learn to think or "unthink" when we need to? How can we learn to trust our instincts more? This webinar will explore these fundamental questions, which have even more relevance in the difficult and uncertain times we currently find ourselves in.

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Webinar Event - What is Negligence?

  • Fri 11 Sep 11:00 am – 12:00 pm
    • Clare O'Sullivan, RDP Law

The session will be run by Clare O’Sullivan and will cover the following learning objectives: • What is meant by the term negligence? • The ingredients of a negligence claim. • Potential remedies. • What steps can be taken to protect myself?

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2020 Dinner - CANCELLED

  • Fri 04 Sep. 7:00 pm

With regret, due to the ongoing position with Covid 19, we are unable to go ahead with our Annual Dinner rescheduled for September and have taken the decision to cancel.

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Webinar Event - Sales & Service – A New Warning From The FCA

  • Thu 20 Aug 10:00 am – 11:00 am
    • Jeff Heasman MABP, PGCert CELTA, LL.B (Hons), LL.M, Insurance Upskill

The FCA has now published guidance following their thematic review of the general insurance distribution chain. The FCA concluded that as business models have evolved and distribution chains have become more complex, the potential for customer harm has significantly increased. The FCA has issued an immediate call to action to all general insurance firms. This session we will look at the key findings and recommendations from the FCA´s thematic review and discuss the FCA´s expectations and next steps as set out in the new guidance.

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Webinar Event - Law of Torts In A Nutshell

  • Thu 13 Aug 3:00 pm – 4:00 pm
    • Jeff Heasman MABP, PGCert CELTA, LL.B (Hons), LL.M, Insurance Upskill

All too often we overthink principles of tort law and we get confused by the raft of cases that exist in this area of law. In turn, we confuse ourselves and our customers in the way we explain and apply those principles of law. In this session, we will strip the law of torts back to basics and demistify the confusion. We will learn how to explain the law in a simple and clear way and how to apply the case law to real-life scenarios. Areas that we will examine include:

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