Previous events

All previous events

WEBINAR Suffolk Mind Lunch and Learn

  • Thu 19 Nov 1:30 pm – 2:30 pm

Suffolk Mind has been tracking the mental health of our local population for the last four years, including during the recent pandemic. Jon Neal, from Suffolk Mind, will spend some time during this session introducing the charity’s Emotional Needs & Resource model, and then looking at how people have been meeting needs during lockdown. The session will include some tips on looking after yourself and those around you while working from home – especially during autumn and winter.

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WEBINAR - Broker trading strategies and skills in a hard market

  • Wed 18 Nov 1:00 pm – 2:00 pm
  • Zoom - Webinar
    • Nick Thomas , Nick Thomas & Associates

Hard market trading skills and strategies for brokers to build their effectiveness in terms of both client and market interaction. This includes; - Techniques to protect your client from competition - Methods to insulate against the market cycle - Understanding how to exploit market conditions for new business acquisition

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RECORDING NOW AVAILABLE! Pilates, Relaxation and Stretch Class with Personal Trainer Kirsty Watling

  • Wed 18 Nov 12:30 pm – 1:30 pm

Join Personal Trainer Kirsty Watling for a Pilates, Relaxation and Stretch Class!

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WEBINAR - Marine Reinsurance

  • Wed 04 Nov 10:30 am – 11:45 am
  • Microsoft Teams - Webinar
    • Nick Croxford, Willis Re

Join us for a Marine webinar on Wednesday 4th November with Nick Croxford, Head of Marine and Energy Reinsurance, Willis Re.

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WEBINAR: Understanding the implications of policy exclusions following Covid-19

  • Mon 02 Nov 2:00 pm – 3:00 pm
    • Alan Chandler

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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WEBINAR: Mental Health Reboot; Coffee, Connection & Calm (Sessions 2 & 3)

  • Fri 30 Oct 10:00 am – 11:00 am

Join us on the Mental Health Reboot; Coffee, Connection & Calm – our monthly social to support you and/your staff throughout the last quarter of 2020.

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WEBINAR - PFS: Taking control of your career development from classroom to boardroom

  • Tue 20 Oct 8:00 am – 9:00 am
    • Adam Owen, Director and Head of Content at NextGen Planners and a Past President of the Personal Finance Society

In this presentation, Adam Owen will discuss the key decisions that everyone is faced with during their career and how you can influence the outcomes of these pivotal events to shape the career that you want.

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WEBINAR - FCA Business Interruption Test Case - The Judgement

  • Mon 12 Oct 2:00 pm – 3:15 pm
  • Zoom - Webinar
    • Branko Bjelobaba

This comprehensive and interactive one-hour webinar will focus on the judgment following the FCA’s ground-breaking test case at the High Court. The hearing concluded on 30 July and the judgment was handed down on 15 September. Eight days were spent analysing key policy wordings and individual words and their everyday meanings and this is reflected in the judgment that runs to 162 pages. Is the judgment clear? Well not entirely! Insurers who have over-interpreted their wordings (trying to establish the original intention) look like they are on the hook (pending an appeal) but some who have tighter wordings appear not to be so. The FCA consider some 370,000 insureds have had payments denied and this appears to be a conclusive win for them and the policyholders at the heart of this. This case will be momentous and will set clear precedent as to the clarity of wordings and what needs to happen to ensure future cover is clear and understood by all parties. At the same time it will highlight the exposure for insurance brokers all of whom will have arranged these covers for clients (and some will be classed as co-manufacturers under PROD) and encourage them to robustly reassess their advice process under ICOBS and their overriding professional duty to clients thus ensuring their own professional indemnity costs remain reasonable.

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WEBINAR - Takaful Law

  • Wed 07 Oct 12:00 pm – 1:00 pm
  • Zoom - Webinar

The purpose of this webinar is to provide a high level overview of Takaful Law, the Islamic Insurance system based on pool contributions by mutual insureds managed by an insurer. This webinar is intended to remove any existing preconceived notions and compare Takaful to conventional cover.

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WEBINAR - Be Curious

  • Tue 06 Oct 9:30 am – 11:00 am

Be Curious – are your questions working for you? Great questioning skills are an essential component of knowing your customer, building relationships, and putting the adviser are the heart of the matter. Being able to ask the right questions at the right time will help to understand a customer’s needs, priorities and aspirations, and so help the adviser deliver a great service. In the workshop we will look at questioning skills, some useful sales tools/techniques, and objection handling which are all great skills to help advisers have a meaningful protection conversation with their customers. This webinar is CII accredited for structured 1.5 hours CPD. Its an interactive session and works well when there is lots of discussions - you are encouraged to participate. After registering, you will receive a confirmation email containing information about joining the webinar.

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WEBINAR: Maximising opportunities in a hard market

  • Mon 05 Oct 3:00 pm – 4:00 pm
    • Alan Chandler

Alan will explain what constitutes a hard market and ten things both brokers and underwriters will need to do to maximise opportunities in these unique trading conditions.

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WEBINAR: Mental Health Reboot; Coffee, Connection & Calm (Sessions 1, 2 & 3)

  • Fri 25 Sep 10:00 am – 11:00 am

Join us on the Mental Health Reboot; Coffee, Connection & Calm – our monthly social to support you and/your staff throughout the last quarter of 2020.

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Virtual Scavenger Hunt

  • Thu 24 Sep 5:15 pm – 5:45 pm

Virtual Scavenger Hunt When: 24th September 2020, 17:15 to 17:45 Where: via Zoom call (details to be provided once you have signed up!) Hosted by The Ipswich, Suffolk and North Essex CII Council

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PFS WEBINAR - FCA focus on pension transfers and the decumulation market

  • Mon 14 Sep 9:30 am – 10:30 am
    • Rory Percival

This virtual seminar will focus on the good (and bad) practice examples that accompanied the policy statement, with a view on how this is likely to impact upon future DB and DC pension advice.

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Virtual Book Club - A Book To Make You Smile

  • Thu 03 Sep 5:30 pm – 7:00 pm

Join us for our first themed book club!

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

  • Thu 03 Sep 12:00 pm – 1:00 pm
  • Bright Talk
    • Alan Chandler

Alan will explore how Solvency II, the recent stock market crash, the Ogden change, soft rating, recent floods and now Bi and Covid-19 have all combined to create the perfect storm and how rates will have to significantly increase with many high risk businesses facing the prospect of getting no alternative quotes.

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Young Professionals Quiz

  • Thu 16 Jul 5:15 pm – 5:45 pm

Come and join our Young Professionals quiz! This event is free and open to all members, we look forward to seeing you there!

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WEBINAR - FCA test case on Business Interruption Insurance (NOW FULLY BOOKED)

  • Wed 15 Jul 2:00 pm – 3:15 pm
  • Zoom - Webinar
    • Branko Bjelobaba

This comprehensive and interactive one hour webinar will focus on the FCA’s ground-breaking test case at the High Court. While the full hearing won’t begin until 20 July 2020 (and is scheduled to take 8 days) we have already had two days of initial arguments and some of the insurers’ counsel have made interesting responses to the issues being raised by the FCA. The FCA has conducted a huge amount of assessment of a number of wordings (1,200 brokers and clients alike fed into their request for information) and this event will examine the weaknesses in some and the strengths in others and illustrate the dangers inherent in unclear wordings. Insurers and brokers have new requirements imposed on them as a result of FS20/8 (effective from 17 June 2020). At the same time it will highlight the exposure for insurance brokers all of whom will have arranged these covers for clients (and some will be classed as co-manufacturers under PROD) and encourage them to reassess their advice process under ICOBS and their overriding professional duty to clients.

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WEBINAR - It’s not what you gain, it’s what you keep

  • Thu 09 Jul 12:30 pm – 1:30 pm
  • Zoom - Webinar
    • John Bailye
    • James D’Mello

Realising a capital gain in any form is a happy occasion, right? This session will take a look at some of the measures advisers can take with clients when planning capital gains arising from a disposal of a buy to let property. We will then have a look at some other case studies where the client may benefit from some tax mitigation planning. Lastly, we will cover off the landscape of EIS companies following the effects of Covid, Demonstrating that not all EIS companies are “start-ups”.

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