Previous events
All previous events
In Person CPD Event: Networking - A Professional Approach
Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam. This session, presented by Nick Thomas, emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers.
View event detailsLegal issues surrounding the use of AI in the Financial Services Sector
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the final session of a trilogy of legal webinars provided by Blacks Solicitors.
View event details
2024 Annual Dinner - Please note change of date.
Suzanne Mitchell, President of the Halifax & Bradford Insurance Institute, would like to invite you to our inaugural Annual Dinner Celebration which will be taking place at The Holiday Inn - Brighouse, on Friday 19th April 2024.
View event detailsChallenging for Sales and Client Success
For decades B2B organisations in solution selling have focused their sales approach on understanding client needs and building strong relationships. But research in recent years has clearly established that this is no longer enough.
View event detailsWealth Preservation & Private Wealth and Succession
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the second of a trilogy of legal webinars provided by Blacks Solicitors. The final webinar in this trilogy is: Legal issues surrounding AI 23rd April 2024 Separate information and booking details will be sent and in the meantime, please book this second event and encourage your work colleagues to join the webinar, it is open to all.
View event detailsUnderstanding the market cycle
What causes a market cycle and are we heading into a soft market in 2024? Hard markets usually last around a maximum of three years and this latest one started in 2020. This presentation, delivered by Alan Chandler one of the UK’s most popular presenters, looks at what causes market cycles in the insurance industry and what is likely to occur in 2024.
View event details
Understanding Suicide: Opening up the Conversation
This empowering session explores the complexity of suicide and breaks down some of the stigma that surrounds it. Claire has over 20 years business ownership and corporate leadership experience, having established, run, sold and managed several businesses in the financial services sector.
View event detailsWealth Preservation & Family Law
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the first of a trilogy of legal webinars provided by Blacks Solicitors.
View event detailsCII Examination Techniques
This three hour workshop (including an opportunity for Q&A) will aid all those who are taking CII examinations. This interactive course delivered by Alan Chandler, will deal with how to impress the examiner, looking at the different examination terminology and what the examiner expects when they use key phrases. The workshop will explore a range of study techniques to see which ones are most appropriate for you. The workshop will include how to best tackle the CII diploma examinations which include multiple choice and coursework and the advanced diploma examinations which are now usually coursework only. We will also explore how and where are the best places to reference and how to manage the word count, what constitutes too little and too much. There will be an opportunity for questions and answers at the end and Alan will stay for a little while after to answer any further queries you may have on all things CII.
View event detailsEmerging Risks
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.
View event details
Men: It's OK to Talk (and other ways to process difficult stuff)
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. Steve is a director and one of the co-founders of MHIB - and his vision is to lead a global shift in mental health in the workplace. He is passionate about helping businesses to create meaningful and impactful wellbeing programmes.
View event detailsUnderstanding how the three different Ogden rates in the UK have so significantly increased liability claims settlements.
Broker staff, if you do not understand the long-term implications of a negative Ogden in the marketplace then you will be failing your clients – this presentation will help you understand why parliament’s decision to create and stick with a negative Ogden rate has an impact on ALL major liability injury claims. Even the traditional EL limit of £10m is now looking too small let alone PL limits of £2m.
View event details
CPD Webinar: An Introduction to Marine Cargo Insurance
Despite marine insurance being one of the oldest classes of business, for many in our profession it is not something they come across on a regular basis. This one-hour webinar provided by Alan Hornby is Part 1 of 3 of the webinar series on Marin Cargo Insurance. This session is aimed at those new to insurance or who want to refresh their knowledge of this important but often overlooked class of business.
View event details
Annual Charity Quiz Night - New Date
Our Annual Quiz Night has been re-scheduled due to adverse weather conditions.
View event details
Contractors All Risks - an Introduction
This session examines Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover.
View event detailsLead up to the year ahead of a possible Labour Government - What can an individual do ahead of a possible Labour Government?
In this presentation, Alan Kinnaird will review areas that an individual investor should consider ahead of a possible Labour Government.
View event detailsA plain English overview of reinsurance, including how reinsurance premiums affect the price charged to policyholders
Reinsurance premium increases have been one of the most significant causes of the current hard market for policyholders, and that is why it is essential that all brokers, underwriters, and claims staff have a basic overview of how reinsurance operates.
View event detailsUnderstanding the different types of Company structure.
It is essential all insurance staff have a good understanding of the different types of way in which a company could be structured and failing to understand these structures could lead to wrong cover being put in place. This webinar, provided by Alan Chandler, will examine the difference between a sole trader, a partnership, a limited liability partnership, a private limited company and a public limited company. Alan will also explore the ways in which charities are formed. The leading case of Macaura v Northern insurance shows us that a policy will not respond if the insurance cover does not reflect the true structure of the company.
View event detailsOptimum Performance & Productivity at Work
This session looks at how we can optimise our productivity and performance at work.
View event detailsA plain English overview of Builders performance bonds
This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, will explain the difference between a bond and an insurance contract and show why brokers need to understand what a builders performance bond is. From time to time your clients, particularly those involved in the construction sector, will look for help in obtaining a bond and this presentation looks to provide an overview of what bonds are and why they are issued. Alan will look at different types of bond such as conditional and on demand but not James!
View event details