Previous events

All previous events

"Mental Health in Challenging Times - Building Personal Resilience" Regional Chartered Body Alliance Webinar

  • Wed 26 Jan 1:30 pm – 2:30 pm
  • Online Seminar

Our next seminar, held in conjunction with the CISI and Financial Liverpool, will be held on Wednesday 26th January 2022 @ 1.30pm. Due to the ongoing COVID-19 restrictions, this will again be an online webinar, hosted via Zoom by the CISI. Our mental health has never been so challenged on mass as we struggle to cope with this pandemic. In this webinar we look at the best ways of maintaining our mental resilience as we attempt to return to a new ‘normal’ and deal with significant change.

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Working with professional connections and business owners for tax efficient investing

  • Wed 03 Nov 3:00 pm – 4:00 pm
  • Online Seminar

Our next seminar, held in conjunction with the CISI, will be held on Wednesday 3rd November 2021 @ 3pm. Due to the ongoing COVID-19 restrictions, this will again be an online webinar, hosted via Zoom by the CISI. Further presentation details will be updated as they are confirmed.

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RO2 Virtual Revision Day

  • Tue 26 Oct 9:00 am – 4:30 pm
    • Cris Glascow

The training day will include active revision of the R02 syllabus with multiple choice exam practise and key tips on dealing with the different questions that may be presented. It is intended that as many of the R02 learning outcomes are covered as possible.

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R01 Virtual Revision Day

  • Tue 12 Oct 9:00 am – 4:30 pm
    • Cris Glascow

The training day will include active revision of the R01 syllabus with multiple choice exam practise and key tips on dealing with the different questions that may be presented. It is intended that as many of the R01 learning outcomes are covered as possible.

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"How retirement can be enjoyed, not endured" Regional Chartered Body Alliance Webinar

  • Thu 23 Sep 2:00 pm – 3:00 pm
  • Online Seminar

Our next seminar, held in conjunction with the CISI, will be held on Thursday 23rd September 2021 @ 2pm. Due to the ongoing COVID-19 restrictions, this will again be an online webinar, hosted via Zoom by the CISI. Further presentation details will be updated as they are confirmed.

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Summer Social BBQ & Drinks

  • Thu 02 Sep. 6:00 pm
  • Oddfellows - Chester

In view of the cancellation of both the 2020 and 2021 dinners, we are inviting members to join us for a summer BBQ at Oddfellows in Chester for food and drink. This is an opportunity to catch up and network with fellow members on a social basis as well as raise some additional funds for the Insurance Charities. Subsidised places are limited to the first 50 individuals to confirm their place!

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"Intergenerational Planning & the Trust Registration Service" Regional Chartered Body Alliance Webinar

  • Thu 17 Jun 2:00 pm – 3:00 pm
  • Online Seminar

Our next seminar, held in conjunction with the CISI, will be held on Thursday 17th June 2021 @ 2pm. Due to the ongoing COVID-19 restrictions, this will again be an online webinar, hosted via Zoom by the CISI. Further presentation details will be updated as they are confirmed.

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"Capturing the Decarbonisation Growth Opportunity" Regional Chartered Body Alliance Webinar

  • Wed 21 Apr 11:00 am – 12:00 pm
  • Online Seminar

Our next seminar, held in conjunction with the CISI, will be held on Wednesday 21st April 2021 @ 11am. Due to the ongoing COVID-19 restrictions, this will again be an online webinar, hosted via Zoom by the CISI. Further presentation details will be updated as they are confirmed.

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The 74th Annual General Meeting

  • Thu 15 Apr. 5:00 pm

The 74th Annual General Meeting. To be held via video conferencing.

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CPD Masterclass: Facilitating and making an impact in virtual meetings

  • Tue 16 Feb 12:00 pm – 1:00 pm
  • Online Seminar

This soft skills webinar will be useful for any individuals who are now running, or taking part in virtual meetings via the web. Will count for 1 hour of CPD if relevant to your identified training needs.

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"Asset Preservation - A Legal Perspective" Regional Chartered Body Alliance Webinar

  • Wed 10 Feb 2:30 pm – 3:30 pm
  • Online Seminar

Our next seminar, held in conjunction with the CISI, will be held on Wednesday 10th February 2021 @ 2.30pm. Due to the ongoing COVID-19 restrictions, this will again be an online webinar, hosted via Zoom by the CISI. Further presentation details will be updated as they are confirmed.

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Credit Hire – The What? When? How? And Who?

  • Thu 21 Jan 4:00 pm – 5:00 pm
  • Online Seminar

The content of the presentation will give delegates a better understanding of credit hire, enabling them to discuss the subject with more authority. Anyone client-facing or involved with motor underwriting, broking or claims will benefit from attendance.

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"Why protection should be a keystone of your clients’ plans" Regional Chartered Body Alliance Webinar

  • Thu 14 Jan 2:30 pm – 3:30 pm
  • Online Seminar

Our next seminar, held in conjunction with the CISI, will be held on Thursday 14th January 2021 @ 2.30pm. Due to the ongoing COVID-19 restrictions, this will again be an online webinar, hosted via Zoom by the CISI. Further presentation details will be updated as they are confirmed. Note that we are in the process of arranging further webinars, with the aim of returning to face-to-face events some time in the new year.

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"IHT Planning – AIM and other forms of investing" Regional Chartered Body Alliance Webinar

  • Thu 26 Nov 3:00 pm – 4:00 pm
  • Online Seminar

Our next investment seminar, held in conjunction with the CISI, will be held on Thursday 26th November 2020 @ 3pm. Due to the ongoing COVID-19 restrictions, this will again be an online webinar, hosted via Zoom by the CISI. Further presentation details will be updated as they are confirmed. Note that we are in the process of arranging further webinars, with the aim of returning to face-to-face events some time in the new year.

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Understanding the implications of policy exclusions following Covid-19

  • Mon 23 Nov 3:30 pm – 4:30 pm
  • Online Seminar

This webinar will take delegates on a plain English walk on how the law applies to policy exclusions and proximate cause, so that they can explain to clients clearly and confidently the implications of the differing communicable disease exclusions that will be applied to your policyholders wordings.

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Personal Injury Claims – Where Next?

  • Tue 20 Oct 4:00 pm – 5:00 pm
  • Online Seminar

The webinar will be of value to those involved in Motor claims, underwriting, broking or anyone wishing to widen their knowledge of a highly topical and sometimes contentious aspect of general insurance.

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"Investing in Gold & Silver" Regional Chartered Body Alliance Investment Webinar

  • Tue 15 Sep 2:30 pm – 3:30 pm
  • Online Seminar

Our next investment seminar, held in conjunction with the CISI, will be held on Tuesday 15th September 2020 @ 2.30pm. Due to the ongoing COVID-19 restrictions, this will be an online webinar, hosted via Zoom by the CISI. Further presentation details will be updated as they are confirmed. Note that we are in the process of arranging further webinars, with the aim of returning to face-to-face events in the new year.

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2020 Annual Dinner

  • Fri 17 Jul 7:00 pm – 11:59 pm
  • DoubleTree by Hilton

Due to the ongoing coronavirus situation, the difficult decision has been taken to cancel our 2020 dinner. We will look to restart social events again when possible, so please do check the website and LinkedIn page for updated information.

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Networking Breakfast & Storyhouse Presentation

  • Tue 14 Jul 8:30 am – 10:00 am
  • The Storyhouse

Unfortunately, due to the ongoing COVID-19 situation, the decision has been taken to further postpone this event.

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Does my Business Interruption policy cover Covid-19?

  • Mon 27 Apr 4:00 pm – 5:00 pm
  • Online Seminar

Webinar presentation on a plain English explanation of how to answer the most common question of the moment: 'does my Bi policy cover Covid-19?'

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