Previous events

All previous events

MO5 Revision Course - Insurance Law

  • Mon 11 Oct 9:30 am – 12:30 pm
    • Alan Chandler

This MO5 remote course is limited to 20 members and will be delivered over 2 three hour revision sessions which will cover all the main aspects of the CII diploma subject MO5 insurance law module.

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Cyber Security and Counter Fraud Controls

  • Tue 05 Oct 1:00 pm – 2:00 pm
  • Online
    • Craig Wooldridge, IASME
    • Chris Pinder, IASME
    • Robert Brooker, PKF GM

This webinar is aimed at SMEs within the financial services and insurance sectors looking to improve their own cyber security and counter fraud controls. It will also be of interest to individuals that manage cyber security policies and claims on behalf of their customers and clients.

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PFS Virtual AF4 One Day Intensive Exam Preparation Course

  • Mon 04 Oct 9:30 am – 4:30 pm

Adviser Academy are pleased to offer 12 places on their AF4 one-day course. Its aim is to prepare you for five of the key elements attracting marks in the AF4 syllabus. You will be provided with all the materials needed to pass.

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FCA Pricing Practices: Product Governance and Auto Renewals

  • Thu 23 Sep 10:00 am – 11:30 am
  • Online
    • Jill Hambley, Insurance Compliance Services

Following member feedback, we are delighted to welcome back Jill Hambley, Insurance Compliance Services to provide two further updates on the FCA's Pricing Practices. This session will focus on the pricing requirements, but also concentrate on Product Governance, the changes taking effect from 1st October 2021 and what this means for manufacturers and distributors.

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YPG Panel Event - CII Qualifications

  • Wed 22 Sep 12:30 pm – 1:30 pm
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PFS Soft Skills Webinar - Helping Clients Navigate their Life Events

  • Tue 21 Sep 10:00 am – 11:00 am
    • Hayley Tink, Lifesage Ltd

Advising clients while they are going through a life change is a key part of our role as a financial adviser. In this Foundation session we will explore research from psychology and personal development to equip you with an understanding of life transitions, the change cycle, and the particular challenges to our decision making that result when going through divorce, bereavement, and retirement. By the end of the session you be in a strong position to support not only clients but also colleagues and other associates in their own understanding about these key life transitions. This session provides the foundation for Lifesage Focus sessions which explore the key client life events individually in greater depth.

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WEBINAR – Your CII Qualification Pathway

  • Mon 20 Sep 12:30 pm – 2:00 pm
  • Microsoft Teams - Webinar

This webinar provided by Alison Cooper is intended to provide to provide an overview of CII qualifications and how you can progress from the Cert through to ACII. This is the first of our two sessions this W/C 20th September with a follow up session on 22nd September in which our CII council will share their own experiences of studying in an informal panel discussion.

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FCA Pricing Practices: Pricing & Reporting

  • Thu 16 Sep 10:00 am – 11:30 am
  • Online
    • Jill Hambley, Insurance Compliance Services

Following member feedback, we are delighted to welcome back Jill Hambley, Insurance Compliance Services to provide two further updates on the FCA's Pricing Practices. This session will focus on the Pricing Rules and associated reporting requirements, which are due to come into force from 1st January 2022.

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IF1 Remote Revision Course - Insurance Legal and Regulatory

  • Wed 15 Sep 9:30 am – 12:30 pm
  • Online
    • Alison Cooper, Act One Training

This interactive training course, delivered in two sessions, will provide an opportunity for participants to build their insurance knowledge and practice multiple choice questions.

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Getting over your live video fear so that you can thrive on camera

  • Wed 08 Sep 1:00 pm – 2:00 pm
  • Online
    • Christina Robinson, Green Umbrella Marketing

There’s no denying it, live video is not going anywhere soon - It’s here to stay! If you’ve struggled to show up consistently on video from a marketing perspective, you are not alone and Live video, in particular, can be awkward, scary, and at times, a technical pain! In this strategy-packed session, you’ll discover tips and techniques to embrace video with a more personal, casual approach, while creating a stress-free, seamless experience that attracts your perfect audience.

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TRAINING - Resilient Leaders Group Coaching Programme

  • Tue 07 Sep – Tue 14 Dec
  • Zoom - Webinar
    • Pam Cottman
    • Hannah Turner, Find Your Way Ltd

Are you a team leader looking to develop your skills and get the best out of your team? Are you looking to progress into a leadership position and want some help to do so? Your local council are excited to present to you a unique opportunity to join a coaching programme designed for existing and emerging leaders. The 5 session programme, delivered by Pam Cottman and Hannah Turner will take place over the course of four months and will help to build your resilience and equip you with skills to support your leadership roles in the future.

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Virtual Escape Room Networking Event

  • Thu 12 Aug 5:30 pm – 6:45 pm
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FCA New Rules for Pricing Practices

  • Mon 26 Jul 1:00 pm – 2:00 pm
  • Online
    • Jill Hambley, Insurance Compliance Services

The FCA has released its Policy Statement and final rules on general insurance pricing practices. The FCA has largely implemented the policy as set out in its earlier Consultation Paper but has made some concessions around reporting and timings having received over 100 responses to the Consultation.

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Vacant Properties

  • Thu 15 Jul 1:00 pm – 2:00 pm
  • Online

In a vacant property any damage is likely to be exacerbated by the length of time it takes for the damage to be noticed and repaired. Covid-19 and the introduction of national lockdowns meant that 2020 saw a dramatic increase in the number of buildings being left vacant for an extended period, with little or no warning and time to prepare and has meant that de-commissioning of the building and services were not undertaken.

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WEBINAR - Suffolk Mind Lunch and Learn with Jon Neal

  • Thu 08 Jul 12:30 pm – 1:30 pm
    • Jon Neal, Suffolk Mind

Join us for a Lunch and Learn hosted by Suffolk Mind's Jon Neal. With lockdown easing, the prospect of coming back into the office appears in the horizon…what does this mean for our mental health? How can we get ourselves ready for physical meetings, the commute to work, sitting near people we don’t live with? During this session, Jon Neal, from Suffolk Mind, will look at the impact of lockdown on how we get our emotional needs met, and what we might expect to be feeling as we start to emerge from our homes and venture out into the world again.

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Women's Forum: Julie Page, CEO Aon

  • Mon 05 Jul 1:00 pm – 2:00 pm
  • Online
    • Julie Page, Aon

Join us to hear and learn from Julie's professional journey - the challenges along the way, and how she faced and overcame them to become a leader in a male dominated industry.

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The Paint Club - Virtual Networking Art Event

  • Thu 24 Jun 6:00 pm – 8:00 pm

Join us for a fantastic opportunity to meet and network other members and be creative with paint! This event is hosted by our Young Professionals Group and will involve attendees participating in a virtual painting experience. All necessary art materials will be provided to you by post, a few days prior to this Zoom event. This will include everything you need to create a masterpiece in this 2 hour session, whilst being guided by a professional artist who will help every member to create the secret group subject.

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WEBINAR – Selling Cyber Insurance

  • Thu 24 Jun 12:00 pm – 1:00 pm
  • Zoom - Webinar
    • Claire Davey ACII CISSP

This training is designed to enhance sales competencies regarding cyber insurance, including technical knowledge and soft skills. This is specifically useful for brokers who are seeking growth through cyber insurance advisory and sales. It will equip participants with the technical knowledge and soft skills to confidently execute on sales discussions, including handling client concerns and objections.

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Water Damage the Basics

  • Tue 22 Jun 1:00 pm – 2:00 pm
  • Online
    • Andrew Vincent, Polygon

This webinar, from Polygon, provides an introduction into water damage - the basics of the survey process, mitigation, moisture measurement and drying techniques.

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WEBINAR – Cyber Insurance Fundamentals

  • Thu 17 Jun 12:00 pm – 1:00 pm
  • Zoom - Webinar
    • Claire Davey ACII CISSP

This session gives participants a clear guide as to what coverage is afforded under a cyber-insurance policy, including how it overlaps with and differs from other lines of coverage. After this session participants will feel more confident in providing guidance to clients about what coverage is available and how it relates to their existing insurance portfolio.

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