Previous events

All previous events

PFS Isle of Man Breakfast - Review of UK Autumn Budget

  • Thu 21 Nov 8:30 am – 10:00 am
  • Palace Hotel & Casino
    • Jenny Akrigg, Equiom Tax Services Limited
    • Andrew Cardwell, Equiom Tax Services Limited
    • Kevin Cowley, Equiom Tax Services Limited

Your PFS Isle of Man committee is running a breakfast event to review and share insights on the UK Autumn budget. We do hope you can join Jenny Akrigg, Andrew Cardwell and Kevin Cowley, our expert speakers, to learn, discuss and network with your peers. Book your place today (free to all members of the Insurance Institute of the Isle of Man) at https://www.eventbrite.co.uk/e/pfs-isle-of-man-breakfast-review-of-uk-autumn-budget-tickets-1069229106039?aff=oddtdtcreator#msdynttrid=ksFxhMpLvYAU5vXMSrnoPhZLC3os-XPq5bmk5R7Dcww

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CII Halloween Quiz Night *REMINDER*

  • Tue 29 Oct 7:00 pm – 10:00 pm
  • The Embassy Room, British Hotel, North Quay, Douglas

Hello Everyone! The CII are excited to announce that we are hosting a quiz night at The British Embassy Room on the 29th of October 2024! The event will take place at 7:00pm and will finish no later than 10:00pm. This will be a team-based quiz, each company will be able to submit as many teams as you wish, each team must be 4-6 players. Unfortunately, we are unable to provide any food at the venue. However, there is a bar available to us all on the evening (so I’m sure this will suffice!) We are looking to get a rough idea of numbers as soon as possible so please do let us know if you wish to attend! If you would like to submit your teams, please contact me with team numbers and names at my work email address: jack.z.johnson@uk.rsagroup.com

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Annual Conference

  • Wed 23 Oct 8:30 am – 1:30 pm
  • Manx Museum Lecture Theatre
    • Alfred Cannan MHK, Isle of Man Government
    • Bettina Roth, Isle of Man Financial Services Authority
    • Richard Champion, Canaccord Genuity Wealth Management
    • Richard Clarke, Rossborough (Guernsey) and Rossborough Healthcare
    • David Hogg, Aon

The Insurance Institute of the Isle of Man is pleased to announce details of their Annual Conference which will be taking place on Wednesday 23rd October 2024. We have six speakers confirmed covering a wide range of topics and offering up to four hours of CPD: - Mr Alfred Cannan MHK (Chief Minister) - Bettina Roth (CEO, Isle of Man Financial Services Authority) - Richard Champion (Co-Chief Investment Officer, Canaccord Genuity Wealth Management) - Nicky Parker (Protection Development Manager, Aviva) - Richard Clarke (Managing Director, Rossborough (Guernsey) and Rossborough Healthcare) - David Hogg (Regional Managing Director EMEA, Aon) For more details and to book your place at our annual conference then simply click on the link below.

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Isle of Man PFS Autumn Conference

  • Thu 17 Oct 8:30 am – 3:00 pm
  • Palace Hotel & Casino

During the event you will experience a day of topical and insightful business updates which all contribute to your CPD. At the heart of this will be presentations delivered by a number of leading subject matter experts. The conference offers a great opportunity for networking and sharing good practice with your peers, local to where you live and/or work. The PFS has taken member feedback on board and are making some exciting changes to our regional conferences during 2024. You can expect: - all locally-arranged speakers selected for you by your local PFS Regional Committee - a more engaging approach, making it easier for you to talk with other delegates - a real sense that this is your community of good practice. Throughout the day your local PFS regional committee will provide updates on new developments and initiatives from across the Personal Finance Society, helping you stay informed about the benefits of membership and to take away information which may benefit colleagues and others in your practice/firm.

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Nobles Parkrun - Charity Fundraiser

  • Sat 28 Sep 9:00 am – 12:00 pm
  • Nobles Park

The Isle of Man Insurance Institute will be supporting the Nobles Parkrun on Saturday 28th September 2024, selling cakes and other goodies in the Mike Hailwood Centre to raise money for the Insurance Charities and our chosen charity for this year: Autism Initiatives Isle of Man. For those who do not know what Nobles Parkrun is, it is a free, fun, and friendly weekly 5K community event. You can walk, jog, run, volunteer, or spectate - it is up to you! Feel free to bring your family and friends with you, and if you wish to bring your dog, please ensure it remains on a lead at all times. The event is located at Nobles Park, St Ninian's Road, Douglas IM2 4BE. The event will commence at 9.00am. It is also an important milestone as it’s the 300th event and the goal is to get 300 participants taking part. If you would like to take part, you will need to pre-register and bring along your barcode - full details are available on the Insurance Institute of the Isle of Man website: https://www.localinstitutes.cii.co.uk/isle-of-man/home/events/2024/nobles-parkrun-charity-fundraiser/ This is a great free community event, and we look forward to seeing you all there!

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Application Fraud: the forgotten frontline battle

  • Tue 10 Sep 12:30 pm – 1:30 pm
  • Online
    • Jeff Heasman, Insurance Upskill

The latest ABI statistics relating to insurance fraud show a rise in application fraud and the number of detected incidents far outweigh fraudulent claims. Yet, when we talk as an industry about fraud, the focus is all too often on claims and curiously application fraud is somewhat overshadowed. All insurance professionals are on the frontline in the battle against this scourge. This session will shed light on what the latest ABI statistics tell us, the duties we have in law at the application stage and how to identify and counter application fraud.

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Funded CertCII Training Sessions for I10, IF1, IF3 & IF4

  • Fri 06 Sep – Wed 11 Dec

A flexible, unit-by-unit remote training initiative for members of the Isle of Man Institute wanting support to help them achieve their CII General Insurance qualifications, funded by the Local Institute.

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Gen Z - Lunch and Learn for Insurance Institute Members

  • Tue 18 Jun 1:00 pm – 2:00 pm
  • Online
    • Rose Sellman-Leava, Inclusive Futures

How can employers retain and engage the next generation workforce? This free 'lunch & learn' webinar run by Inclusive Futures across all local Institutes can help to answer some of the questions you may have as the topic of talent retention and 'Generation Z' is something that is very relevant to the finance sector right now. Book your place today at https://www.eventbrite.co.uk/e/retaining-the-next-generation-workforce-tickets-894336132447.

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Isle of Man PFS Spring Conference

  • Wed 08 May 8:30 am – 3:00 pm
  • Palace Hotel & Casino

During the event you will experience a day of topical and insightful business updates which all contribute to your CPD. At the heart of this will be presentations delivered by a number of leading subject matter experts. The conference offers a great opportunity for networking and sharing good practice with your peers, local to where you live and/or work. The PFS has taken member feedback on board and are making some exciting changes to our regional conferences during 2024. You can expect: - all locally-arranged speakers selected for you by your local PFS Regional Committee - a more engaging approach, making it easier for you to talk with other delegates - a real sense that this is your community of good practice. Throughout the day your local PFS regional committee will provide updates on new developments and initiatives from across the Personal Finance Society, helping you stay informed about the benefits of membership and to take away information which may benefit colleagues and others in your practice/firm.

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Cert CII Fast Track Remote Learning Programme

  • Wed 01 May – Mon 16 Sep
    • Alan Chandler

The Insurance Institutes of the Channel Islands, Isle of Man and Northern Ireland, in partnership with the Worshipful Company of Insurers, are delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 14 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Diploma in Insurance Online Training Programme

  • Tue 30 Apr – Thu 14 Aug
    • Alan Chandler

The Insurance Institutes of the Guernsey, Jersey, Isle of Man and Northern Ireland, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 15 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Menopause at work

  • Thu 25 Apr 12:30 pm – 1:30 pm
  • KPMG LLC
    • Helen Simpson, RSA
    • Sandy Hildyard, RSA

Menopause has always been around, for as long as there have been women. So why are we only recently starting to talk about it openly, and consider it as something which may need workplace support? This session will explore the symptoms, statistics and how businesses and staff can help support everyone affected by the menopause. Please note, this session is free to all and will provide guidance and is not structured as CPD.

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Annual General Meeting 2024

  • Thu 25 Apr 12:00 pm – 12:30 pm
  • KPMG LLC

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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Annual Dinner 2024

  • Fri 01 Mar 7:00 pm – 11:00 pm
  • The Comis Hotel & Golf Resort

We are happy to announce that the Institute’s Annual Dinner will be held on the evening of Friday 1st March 2024 at The The Comis Hotel & Golf Resort, Douglas at 7pm for 7.30pm start. We are delighted to announce that we will be joined in person by Ian Callaghan (President, Chartered Insurance Institute) and CEO & Company Secretary of The Insurance Charities, Annali-Joy Thornicroft. There will also be after-dinner entertainment from local band Fundamentals. Please click on the link above to download a booking form and also to submit your nomination for Young Achiever. For further details please contact our Dinner Secretary Michael Corlett at michael.corlett@uk.rsagroup.com. We look forward to sharing the evening with you.

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Sustainability & Insurance

  • Thu 29 Feb 12:30 pm – 1:30 pm
  • KPMG LLC
    • Adam Creamore, KPMG
    • Matt Hills, KPMG

ESG (or sustainability depending on your capacity for acronyms!) is a topic that has swept through the business community in recent years, but often the practicalities of how Environmental, Social and Governance considerations map into a business are less well explored. This session aims to discuss what ESG is, how it applies to the insurance industry and insurance professionals, as well as what can be expected in the coming few years in this space. KPMG, represented by Adam Creamore & Matt Hills, will give an overview of this relatively new area to give attendees a basic grounding of the key topics and an opportunity to discuss and ask questions. This event is free to CII / PFS members and non-members.

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Private Medical Insurance in a changing landscape

  • Wed 15 Nov 12:30 pm – 1:30 pm
  • Prom Space
    • Natasha Lubock, Gallagher
    • Darren Nicol, Gallagher
    • Stephen Rafferty, Gallagher

Private medical insurance (PMI) pays some or all your medical bills if you’re treated privately. It gives choice in the level of care you get, and how and when it’s provided. With increasing pressures on national health services across western Europe post-covid, demand for PMI has increased greatly in recent years on a personal and at a corporate level. In this session, Natasha Lucock ACII (Sales Director for Gallagher) will be joined by colleagues Darren Nicol and Stephen Rafferty who will share their knowledge and experience in this area.

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Annual Conference

  • Thu 19 Oct 8:30 am – 12:45 pm
  • Manx Museum Lecture Theatre

The Insurance Institute of the Isle of Man is pleased to announce further details of their Annual Conference which will be taking place on Thursday 19th October 2023. We have six speakers confirmed covering a wide range of topics and offering up to three and a half hours worth of CPD. • Dr Alex Allinson MHK (Treasury Minister) • Bettina Roth (CEO, Isle of Man Financial Services Authority) • Aly Lewin (Head of Climate Change, DEFA, Isle of Man Government) • Chris Weldon (Chief Underwriting Officer, Zurich Integrated Benefits) • John Lester (Business Development Director, Square Mile Research & Consulting) • Dee Stockman (Owner, Space Yoga Studio – Sleep is Magic) For more details and to book your place at our annual conference then simply click on the link below.

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Webinar: An Introduction to Parametric Insurance

  • Wed 04 Oct 2:00 pm – 3:00 pm
  • Online
    • Diane Jenkins, Nick Thomas & Associates

This introduction to parametric insurance is an excellent opportunity for delegates to develop their understanding of this type of insurance. Parametric insurance is not new but is being developed for SMEs and provides options for previously uninsurable risk, such as flood. The session includes: - What is parametric insurance? Various product examples, and how they can be utilised. - How parametric solutions differ from other insurance solutions. - The potential of parametric solutions for SMEs.

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Annual Treasure Hunt 2023

  • Thu 31 Aug 6:00 pm – 8:30 pm
  • Tower Insurance

The Insurance Institute of the Isle of Man is happy to announce that they will be holding their annual Treasure Hunt on Thursday 31st August 2023 at 6pm. The Treasure Hunt will officially start at 6pm in the car park to rear of Tower Insurance. Refreshments and food will be provided as part of the Treasure Hunt. Please let us know of any dietary requirements by contacting michael.corlett@uk.rsagroup.com. Please note, if it is a hot day we advise that you bring a bottle of water and suitable clothing. All - whether members of the Institute or non-members - are welcome to join us. Book your place today!

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Webinar: Contractors All Risks - An introduction

  • Wed 26 Jul 10:30 am – 11:30 am
  • Online
    • Diane Jenkins, Nick Thomas & Associates

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.

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