Previous events

This month

A plain English overview of Contractors Insurance

  • Wed 02 Dec 4:00 pm – 5:00 pm
    • Alan Chandler, http://www.alanchandler.co.uk/

Exeter institute - An overview of professional indemnity insurance Wednesday 2nd December 2020 16.00 – 17.00 From small builder to plumbers through to large building firms there are an increasing number of contractors needing insurance often due to the fact that building firms now take on contractors rather than employees. These contractors need professional guidance on their insurance needs and this presentation will outline the main factors to be taken into account. As an example would a small building firm really understand the difference between labour-only and Bona-fide sub-contractors, if they do not have a broker they are in big trouble as the Insurance Act 2015 says they must make a fair presentation of risk, without help how do they do this? The presentation will look at the main insurance needs of a contractor. The webinar will include looking at contract works cover, understanding contractor liability cover including non-negligence cover, understanding the Business Interruption cover including understanding how to add fines and damages to the contractors’ policy and why current limits of indemnity are often not sufficient. The contractors sector will suffer badly from the hardening market and this presentation will look at how you can best get your clients’ needs correctly arranged. This presentation will be applicable for brokers, underwriters, claims staff and loss adjusters. Learning objectives: Delegates will be able to: Understand Contract works cover Understand contractors liability cover including non-negligence Understand the Business interruption requirements including how to add fines and damages cover Understand why the current limits of indemnity offered under contractors policies are often too low

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Successful Remote Teams

  • Fri 27 Nov 12:00 pm – 1:00 pm
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CPD Event- Sales & Client Retention in the New Normal

  • Fri 20 Nov 12:00 pm – 12:00 pm

Nick Thomas presents a webinar on the importance of client relationships in a hard market and with remote working.

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What are ETF’s presented by Blackrock

  • Wed 18 Nov 9:30 am – 10:30 am
    • Tom Husmann

Session Overview: An ETF combines the diversification benefits on an index fund with the intraday flexibility of a stock. Although an ETF seeks to track an index, success can vary, and a variety of factors can impact this, including ETF structure, access to the underlying markets, tax considerations and impact of currency. In this presentation, Tom will draw on his extensive experience to highlight the benefits of using ETFs in portfolios and what to consider in the product selection process.

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What are ETF’s presented by Blackrock - Part 2

  • Wed 18 Nov 9:30 am – 10:30 am
    • Nurul Nasir, iShares EMEA Markets Coverage team

In this presentation, Nurul will draw on her experience as an ETF trading specialist to discuss how trading ETFs can be simple.

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CPD Event- Consultative Sales Skills- A Webinar with Nick Thomas

  • Fri 13 Nov 12:00 pm – 1:00 pm

Nick Thomas presents a webinar on the principles of consultative selling and its advantages.

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How inheritance can be managed differently

  • Wed 21 Oct 9:30 am – 10:30 am
    • Malcolm Tyrrell

Property is a very important source of wealth for the majority of clients but this means approximately 24,000 estates a year have an IHT liability. The number of homes reaching a couple’s £1m threshold is rising each year and is anticipated to be up to 1.6m in 2029 – especially as 770,000 properties in the UK are currently worth over £1m, creating £2.5bn of property wealth for the over 75’s. These are huge numbers resulting in many clients wanting to know how, and if anything can be done to mitigate some of their IHT liability. In this session we will compare how effective Wealth Management strategies can be using pension funds and Lifetime Mortgages.

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AF5 - Practice Question Pack Final Revision & Queries - Part 2

  • Mon 12 Oct 2:00 pm – 5:00 pm
    • Julia Holyoake

AF5 revision webinar sessions: 1st session-October 8th. 9am to 12 noon. This session will cover the Analysis of Case Study Final Revision & Queries. 2nd session-October 12th 2pm-5pm. This session will cover the Practice Question Pack Final Revision & Queries All attendees will be issued the introduction to the AF5 techniques pack and the recorded session prior to the 1st session. Friday 25th September 2020 the fact Find will be issued by the CII. Wednesday 30th September 2020 the Q & A pack will be emailed to all attendees. Please note the following: There is no book for AF5 but you need to practice the past papers before the factfind is issued Factfind will be issued by the CII on 25th September 2020 Any technical summaries you will need will be emailed to you after this date – you cannot revise for this before the Factfind is out Final sessions are scheduled after the fact find is issued and will focus on potential questions in the exam. A full set of potential questions and suggested answers will be issued for you to work on – I aim for this to be available by 30th September It is your responsibility to enter for the exam

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AF7 - Revision Part 2

  • Thu 08 Oct 1:00 pm – 4:00 pm
    • Julia Holyoake

Revision Session Two (please book part 1 with part 2) Thursday 8th October 2020 13.00 – 16.00 To review: Key Issues for Transfers; Advice & Solutions Cii Chapters: 5 & 6 · Please have paper and a calculator available for both sessions Read the relevant parts of the AF7 textbook BEFORE each session; 100 hours study time recommended so start early It is your responsibility to enter for the exam Attendance on both webinars is required and early booking advised due to limited numbers of upto 12 to make sessions interactive.

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AF5 - Analysis of Case Study Final Revision & Queries - Part 1

  • Thu 08 Oct 9:00 am – 12:00 pm
    • Julia Holyoake

AF5 revision webinar sessions: 1st session-October 8th. 9am to 12 noon. This session will cover the Analysis of Case Study Final Revision & Queries. 2nd session-October 12th 2pm-5pm. This session will cover the Practice Question Pack Final Revision & Queries All attendees will be issued the introduction to the AF5 techniques pack and the recorded session prior to the 1st session. Friday 25th September 2020 the fact Find will be issued by the CII. Wednesday 30th September 2020 the Q & A pack will be emailed to all attendees. Please note the following: There is no book for AF5 but you need to practice the past papers before the factfind is issued Factfind will be issued by the CII on 25th September 2020 Any technical summaries you will need will be emailed to you after this date – you cannot revise for this before the Factfind is out Final sessions are scheduled after the fact find is issued and will focus on potential questions in the exam. A full set of potential questions and suggested answers will be issued for you to work on – I aim for this to be available by 30th September It is your responsibility to enter for the exam

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Maximising Opportunities in a hard market.

  • Fri 02 Oct 3:00 pm – 4:00 pm

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. The door of client inertia will be swung wide open, presenting fantastic new business opportunities, as well as offering serious threats to renewal books.

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AF7 - Revision Part 1

  • Fri 02 Oct 1:00 pm – 4:00 pm
    • Julia Holyoake

Revision Session One (please book part 1 & 2 together) Friday 2nd October 2020 1pm-4pm To review: Regulatory Background Transfer Advice Process DB & DC schemes Cii Chapters: 1, 2, 3,4 · Please have paper and a calculator available for both sessions Read the relevant parts of the AF7 textbook BEFORE each session; 100 hours study time recommended so start early It is your responsibility to enter for the exam Attendance on both webinars is required and early booking advised due to limited numbers of upto 12 to make sessions interactive.

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How to succesfully conduct staff appraisals in the Insurance Industry

  • Thu 17 Sep 1:00 pm – 2:00 pm
    • Alan Chandler

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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Financial Resilience and Protection Opportunities webinar-Canada Life

  • Tue 18 Aug 9:30 am – 10:30 am
    • Joanna King , Canada Life

In this webinar you will learn: • The cost of living in the UK • Up to date statistics on the UK’s financial wellbeing • Available welfare • The impact of mental health issues • Using our research, explore the protection opportunities this can create

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The Perfect Storm - how capacity is disappearing fast from the UK insurance market.

  • Thu 16 Jul 1:00 pm – 2:00 pm
    • Alan Chandler

This presentation will be exploring why capacity is draining out of the UK insurance market and why we are moving into a very hard market where niche covers will be difficult to place.

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CII Protection webinar-Guardian-How to change the protection conversation

  • Tue 14 Jul 9:30 am – 10:30 am
    • Dean Hughes , Guardian Financial Services

This presentation will look at: • The current uncertainties in the market and impact Covid-19 & Brexit has had on individuals & businesses • Customer objections and attitudes towards protection. This will deep dive into certain objections backed up with industry/ONS facts and figures • The importance of protecting lifestyle as well as mortgage protection • Typical providers products vs Guardian • Guardian proposition overview • Advisers objectives

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YPG - CPD Event - Focus

  • Tue 07 Jul 10:30 am – 11:30 am

Open to all CII members Strategies can be complicated, but to drive human behaviour Focus needs to be simple. When we achieve this, it’s crazy powerful

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YPG - CPD Event - Energy

  • Tue 23 Jun 10:30 am – 11:30 am

Available to all CII members. Live BIG – Energy Webinar. The way we behave is driven by how we feel. How we feel is driven by how we think. Energy teaches us to recognise that our thoughts are just STORIES we have the power to change. When we do, we can shine – showing up as the best version of ourselves, every single day.

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