Events
Forthcoming events
Online CPD Webinar: Emerging Risks with Chris Abram & 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.
Tue 10 Sep 10:00 am – 11:00 am
Chris Abram,
Online CPD Webinar: Consumer Duty with James Tye & Nick Thomas
The FCA is determined to establish a consistent level for customer experiences and create better customer outcomes. The new rules came into force on the 31 July 2022 and were fully implemented by the 30 April 2023. This session is delivered by Nick Thomas with specialist claims consultant James Tye.
Tue 12 Nov 10:00 am – 11:00 am
James Tye,
Previous events
In-Person CPD Event: Exceptional Communication Skills with Michael Quigley
In this high energy, informative half day training session with Michael from Kataholos, you will be given 4 key techniques that you can use in order to become an essential, world class communicator.
Tue 20 Aug 9:00 am – 12:00 pm
Michael Quigley, Kataholos
Online CPD webinar - 'Replacing the Lifetime Allowance' - Craig Muir, Royal London
Online CPD event by Craig Muir, Senior Pension Development and Technical Manager from Royal London. Craig will explain how the LTA protections operate post- March 2023's budget, the main Finance Bill 2023 changes, and how the removal of the LTA affects your clients from 6th April 2024.
Craig joined the Life & Pensions industry straight from university in 1988, putting his degree in Biological Sciences to great use by joining Scottish Widows before moving to Royal London. He has held several roles, including proposition training and development officer for Royal London before finally putting his analyst degree to use when he moved to Marketing in 1997 where he specialised in market research and analysis.
Craig became Chairman of LAMRA, an informal association of Life Assurance providers, in 2004 as he worked to improve marketing and market research standards within the Financial Services Industry. Taking up a new role as an Intermediary Development & Technical Manager at the start of 2011, Craig is a specialist in interpreting and explaining changes to the pension rules and regulation.
Craig is involved in developing adviser facing content, presenting, writing articles and commenting for the press.
Thu 08 Aug 12:00 pm – 1:00 pm
Craig Muir, Royal London
Perimenopause, Menopause, Post Menopause: Nourish & Flourish
Join us on our webinar to learn and take awareness to the next level to empower all genders impacted by menopause to thrive!
Tue 16 Jul 12:00 pm – 1:00 pm
Annual General Meeting 2024
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.
Thu 25 Apr 6:00 pm – 7:00 pm
The Netherwood Hotel
In-Person CPD Event: Dignity at Work - Monday 12th February
What do we really understand about Equality, Diversity and Inclusion (EDI)? Interest in EDI has boomed in recent years – both in the wider political spheres of the Western world and in a more focused way in the workplace.
The intense focus on EDI has facilitated open conversations around sensitive subjects – but often with little discussion about how to practically implement EDI policies and practices, as well as training for all your staff to ensure they are aware of their obligations too.
Wed 21 Feb 10:00 am – 12:00 pm
Financial Management Bureau
The Insurance Institute of Kendal Annual Dinner 2024
Bookings now open for our upcoming Annual Dinner 2024!
Fri 26 Jan 7:00 pm – 12:30 am
The Netherwood Hotel