Previous events

All previous events

Beaujolais Day 2019

  • Thu 21 Nov 12:30 pm – 6:00 pm
  • Cafe Jazz

Join us on Thursday 21st November 2019 for our 21st Annual Beaujolais Noveau Lunch

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CPD Breakfast Seminar - Leadership in Insurance

  • Wed 13 Nov 9:00 am – 11:00 am
  • Holiday Inn Cardiff North

This presentation will look from an insurance perspective at the key areas of leadership and motivation.

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CPD Breakfast Seminar - CII Qualifications and Aspire Apprenticeships

  • Wed 23 Oct 9:00 am – 11:00 am
  • Holiday Inn Cardiff North

This presentation will look at all the different CII qualification options open to General Insurance staff along with an overview of Aspire Apprenticeships.

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CPD Breakfast Seminar - What is Negligence? EVENT CANCELLED

  • Wed 16 Oct 9:00 am – 10:30 am

This event has been cancelled for unforeseen circumstances. We hope to reschedule this event in the near future.

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CPD Breakfast Seminar - Introduction to Financial Position and Viability Review

  • Tue 15 Oct 9:00 am – 10:30 am
  • Holiday Inn Cardiff North

The Insurance Institute of Cardiff invite you to a CPD breakfast seminar on an Introduction to Financial Position and Viability Review.

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AF7 Pension Transfers Revision Day

  • Thu 03 Oct 9:30 am – 5:00 pm
  • Y Maerun Pub & Dining

All day revision course in preparation for the October sitting of AF7 Pension Transfers.

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CPD Breakfast Seminar - Pension Transfer Gold Standard

  • Wed 02 Oct 9:30 am – 11:00 am
  • Holiday Inn Cardiff North

The Insurance Institute of invites you to a breakfast seminar providing on the PFS Pension Transfer Gold Standard with David Flory, one of the 'architects' of the Pension Transfer Gold Standard.

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AF5 Financial Planning Process Revision Day

  • Wed 02 Oct 9:30 am – 5:00 pm
  • Y Maerun Pub & Dining

All day revision course in preparation for the October sitting of AF5 Financial Planning Process.

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AF4 Investment Planning Revision Day

  • Fri 27 Sep 9:30 am – 5:00 pm
  • Y Maerun Pub & Dining

All day revision course in preparation for the October sitting of AF4 Investment Planning.

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AF1 Personal Tax and Trust Planning Revision Day

  • Thu 26 Sep 9:30 am – 5:00 pm
  • Y Maerun Pub & Dining

All day revision course in preparation for the October sitting of AF1 Personal Tax and Trust Planning.

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CPD Breakfast Seminar - FSCS - What do I need to know?

  • Wed 25 Sep 9:00 am – 11:00 am
  • Holiday Inn Cardiff North

The FSCS's mission is to provide a compensation service for customers, which raises public confidence in the financial services industry. This is the UK's statutory fund of last resort for customers of authorised financial services firms. It is reported that the FSCS has paid a total of ~£473 million in compensation during 2018/19 alone. This is compared to ~£405million paid in compensation in the previous year.

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DIVE IN: The Power of Inclusion

  • Tue 24 Sep 12:00 pm – 3:00 pm
  • Holiday Inn Cardiff North

With special guest speaker Nathalie McGloin

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CPD Breakfast Seminar - Trust Seminar

  • Tue 17 Sep 9:30 am – 11:00 am
  • Holiday Inn Cardiff North

The seminar will cover the following items: Intro to IHT; Order of gifting , including the 14 year shadow; Best of both worlds - covering gift and loan, discounted gift and WPT; Periodic and exit charges and how these can impact different types of trusts; Two lump sum gifting ideas - WPT and CAA; Second marriages

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CPD Breakfast Seminar - Conduct Appraisals in Insurance

  • Wed 11 Sep 9:00 am – 11:00 am
  • Holiday Inn Cardiff North

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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Novus Summer BBQ & CPD Event: 5 Communication Habits of Highly Effective Professionals

  • Fri 06 Sep. 6:00 pm
  • Steinbeck and Shaw

The insurance industry and financial services sector have never been so competitive. Poor communication skills make things even more difficult than they need to be. This session will look at 5 communication habits that make insurance and financial services professionals highly effective in their day-to-day work with the result that they retain business and win new business.

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2019 BIBA South Wales and Insurance Institute of Cardiff Golf Day - CANCELLED

  • Wed 04 Sep. 1:00 pm

Unfortunately, this event has been cancelled. We intende to re-arrange for some time in the Spring. Full details to follow.

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Champagne & Strawberries Lunch

  • Fri 21 Jun. 12:30 pm
  • Cafe Jazz

Our ever popular Summer Social Event is back. Join us on Friday June 21st at Café Jazz, St Mary Street, Cardiff for our Champagne and Strawberries Betting Lunch

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CPD breakfast seminar - Outlook for the UK Economy

  • Thu 20 Jun 9:00 am – 11:00 am
  • Holiday Inn Cardiff North

Ian Derrick will present the Bank of England’s latest forecasts for growth and inflation in the UK economy over the next three years, and what that might mean for the future path of interest rates.

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CPD event - Overview of Advanced Claims CII subject 820

  • Thu 13 Jun 10:30 am – 2:00 pm
  • Clayton Hotel

Alan Chandler, Chartered Insurer, will provide an overview of advanced claims CII subject 820. Alan will cover how to best present your advanced claims assignments and how to impress the examiner. The presentation will include how to best reference, what is meant by terms such as explain, analyse and recommend and how to load your answer toward certain categories.

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CPD Breakfast Seminar - GDPR A Year On

  • Thu 13 Jun 8:30 am – 10:00 am
  • Clayton Hotel

The General Data Protection Regulation (GDPR) which is now part of the new Data Protection Act 2018 is having wide ramifications for all firms within the insurance sector and society as a whole. This presentation is a plain English look at how to be GDPR compliant.

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