Previous events

This month

Trust - building trustworthiness and trusted advisor status

  • Thu 20 Jun 12:30 pm – 1:30 pm
  • Online
    • Nick Thomas

This session focuses on the importance of Trust in prospect and client relationships, and how to build it.

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Consumer Duty update + new rules on Multi-occupancy insurances May 2024

  • Thu 20 Jun 10:00 am – 11:00 am
  • Webinar
    • Branko Bjelobaba

Soon we will have had Consumer Duty for a year and firms will be preparing for their first annual board reports. The session will also provide an update on fair value assessments to include what makes up brokers commissions and how to ensure broker costs are fully understood. We will also look at the new rules on multi-occupancy buildings insurances following intervention by the government We will also cover requirements imposed by the new Leasehold and Freehold Reform Act which bans commission sharing.

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

  • Wed 12 Jun 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!!

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A Plain English Introduction to Engineering insurance and inspection

  • Tue 11 Jun 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This presentation provides a plain English overview of the Engineering insurance market, which is often shrouded in mystery and badly understood. It will cover both the inspection and insurance cover elements of Engineering insurance.

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Men: It’s OK to Talk (and other ways to process difficult stuff)

  • Tue 11 Jun 11:00 am – 12:00 pm
  • Online
    • Jay Unwin, Mental Health in Business

Talking is good for us. We all know that and yet some of us find it hard to talk about how we feel, especially when we aren’t feeling good. This session is aimed at men and those who would like to support the men in their lives. The aim of the session is to shine a light on why some men find it difficult to open up, to explore ways to support men when they are struggling and to share some alternative ways to process difficult stuff, for those who really don’t like talking. In this interactive session, attendees will develop an understanding of some of the challenges facing men today and will take away some helpful ways to support men (or themselves) through difficult times.

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The Future of Insurance - CPD conference in collaboration with Guildford and Reading Insurance Institutes

  • Wed 05 Jun 10:00 am – 4:00 pm
  • Holiday Inn Farnborough
    • Various speakers on topics relating to the future of insurance/FS

A joint CPD conference from the Insurance Institutes of Guildford and Reading on a variety of topical subjects around the theme of the future of insurance and financial services.

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All previous events

The Power of Questions

  • Tue 21 May 12:30 pm – 1:30 pm
  • Online
    • Nick Thomas

‘The wise man doesn't give the right answers, he poses the right questions.’ Claude Levi-Strauss.

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Happiness at Work

  • Tue 21 May 10:00 am – 11:00 am
  • Online
    • Claire Russell, Mental Health in Business

Mental Health in Business believes that happiness at work should be a top priority for all organisations, big and small, national and international. That’s why they have developed this session, especially for the International Happiness at Work Week (23 – 27 September, 2024), the International Week of Happiness at Work.

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Critical Ignoring: a key skill to work effectively and advise clients in a digital and information economy

  • Thu 16 May 12:00 pm – 1:00 pm
  • Online
    • Jeff Heasman

In an era of increasing noise (online and offline) and information / data overload, critical thinking alone isn’t enough. We need to master the skill of critical ignoring.

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When the computer says no: a client´s right to challenge automated decisions

  • Tue 30 Apr 12:30 pm – 1:30 pm
  • Online
    • Jeff Heasman

Decision-making is becoming increasingly automated in insurance and financial services. But what happens when a client does not agree with the decision that has been made? What are their legal rights? How can we support them?

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Annual General Meeting 2024

  • Tue 23 Apr 6:00 pm – 7:30 pm
  • G-Live, Guildford

We need you! To get down to our AGM... Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.

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The Insurance Poverty Premium: what is it and what must insurers and brokers do right now?

  • Thu 18 Apr 12:00 pm – 1:00 pm
  • Online
    • Jeff Heasman

***Event Postponed - new date to follow*** This event looks at the importance of financial inclusion and fair value and how this relates to the poverty premium.

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Kent Conference 2024 - Navigating rapid transformative global change

  • Tue 16 Apr 8:45 am – 4:00 pm
  • Kent Showground, Events Centre, The Clive Emson Building, Maidstone

We are delighted to hold our eleventh annual conference once again on Tuesday 16th April. The event provides a superb opportunity to enjoy a fantastic day of education, debate and networking. It is always our aim for you to have plenty of take-aways of thought provoking ideas to implement and share. The event is relevant to many issues the sector faces, and is an enabler to further your knowledge and understanding to assist you within the scope of your role, and share within the workplace or even outside! From feedback ‘as the one to attend’, we cover a wide range of topics from a variety of presenters along with lunch and refreshments, and certainly recommend you bring along your colleagues or contacts in order to gain CPD.

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Insuring Non-Tangible Assets

  • Wed 10 Apr 12:30 pm – 1:30 pm
  • Online
    • Diane Jenkins and Nick Thomas

In the modern business world, many businesses have valuable but non-tangible assets. Purchasing adequate insurance for such assets can be difficult.

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Outcomes based regulation: understanding how to work in the new regulatory environment

  • Tue 19 Mar 12:00 pm – 1:00 pm
  • Online
    • Jeff Heasman

This sessions will help you understand and adapt to the new regulatory environment.

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Guildford Insurance Institute Annual Dinner 2024

  • Thu 14 Mar. 6:30 pm
  • The Mandolay Hotel & Conference Centre

We will be hosting our Annual Dinner at The Mandolay Hotel in Guildford, offering a superb 3 course dinner and as always, excellent entertainment and after party.

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Emerging Risks

  • Wed 13 Mar 12:30 pm – 1:30 pm
  • Online
    • Diane Jenkins and Nick Thomas

This session on Emerging Risks looks at some of the issues that are changing the insurance industry – in terms of ways of working, and new insurance solutions being developed.

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AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 19th February 2024 & Monday 4th March 2024- online distance learning event Day 2

  • Mon 04 Mar 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Thursday 7th March 2024. All sessions are recorded and sent out to all the delegates.

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AF7 (Pension Transfers) Pre-exam Training Thursday 29th February 2024 - online distance learning event

  • Thu 29 Feb 9:30 am – 4:30 pm

This course covers the main topics of the AF7 syllabus in preparation for the AF7 exam on Tuesday 5th March 2024. This session is recorded and a copy is sent out to all delegates.

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AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 19th February 2024 & Monday 4th March 2024- online distance learning event Day 1

  • Mon 19 Feb 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Thursday 7th March 2024. All sessions are recorded and sent out to all the delegates.

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