Events
Forthcoming events
Desk Based Yoga with Jade Allan
Led by Jade Allan, this desk based yoga event will focus predominantly on being super accessible (no sanskrit names, no chanting, no high impact/sweating) and giving people a mental break from the pressure and busyness of a typical work day.
The chair session will require nothing except your usual desk chair (although if possible, we recommend not using one with wheels). We’ll offer movements and sequences that can be done any time through the day, even during meetings!
Fri 08 Dec 9:15 am – 10:00 am
Online

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
Previous events
Online CPD Event - Insurance for Multi-Occupancy Buildings – Impact of FCA Review
Led by Diane Jenkins, this online CPD session will look at how insurance for multi-occupancy buildings will be affected by the FCA Policy Statement PS23/14.
This session will cover the following content:
• Review of findings in the FCA review.
• Actions being taken by FCA and the new rules that must be implemented by 1/1/2024.
• Impact on property owners’ insurance, for:
o Brokers
o Insurers
o Property owners
o Leaseholders
Thu 30 Nov 9:15 am – 10:15 am
Diane Jenkins BA (Hons), ACII, Chartered Insurance Broker,

Cert CII Fast Track Remote Learning Programme
A FEW PLACES HAVE BECOME AVAILABLE DUE TO CANCELLATIONS - BOOK YOUR PLACE NOW
The Insurance Institutes of the North-West, in partnership with the Worshipful Company of Insurers, is 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.
Mon 13 Nov – Mon 05 Feb
Alan Chandler,

Diploma in Insurance Online Training Programme
The Insurance Institutes of the North-West, 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.
Mon 06 Nov – Mon 17 Feb
Alan Chandler,
Online CPD Event - The Benefits of being a CII/PFS member with Phil Turner!
This online CPD event will outline the benefits of being a member of the Chartered Insurance Institute and Personal Finance Society led by Phil Turner; Business Development Executive for the Chartered Insurance Institute.
The Chartered Insurance Institutes and the Personal Finance Society are long established professional bodies for the insurance and finance industry.
Many people view the respective institutes as an examination body and don’t think much more beyond that!
The session will provide insights into the benefits of being a member and how it can absolutely be the focal point of your career progression in your chosen profession by offering a host of learning materials, resources and advice that can help you throughout your career.
Phil Turner Bio:
Phil managed a team of BDM’s looking after over 3,000 Post Offices across Northern England /Southern Scotland. (Insurance being a key product pillar along with Financial Services via Bank of Ireland).
He managed global projects with Travelex – as Global retail channel managers – including global sales toolkit, rolling out a remittance product across Europe. New ordering process for downtown USA stores.
Phil managed a global team as Vice President of sales with Lyca mobile. He is married with 2 kids (28/33!) and has even completed a stand-up comedy course, whilst also completing 3 series of an 80’s music podcast and have guested on numerous radio shows (talk sport etc).
Tue 17 Oct 12:00 pm – 1:00 pm
Phil Turner, Chartered Insurance Institute
Online CPD Event - The Cost of Dying Crisis
The cost of living in the UK is skyrocketing, mortgage rates and rent have shot up, whilst food, energy, fuel, and council tax bills are also increasing. It’s almost inevitable that when families look to tighten household expenditure, that protection policies come under the spotlight. So, while you may find yourself coming up against even more objections from clients when you discuss the cost of protection, then the current economic climate means that having a plan in place is even more essential than ever. If your client sadly died prematurely, became sick or had an injury how would they cope with having even more financial and emotional strains of not being able to work and at the same time trying to pay ever increasing prices in order to get by day-to-day?
Join Royal London to consider the implications of not having cover in place and a range of tools and ideas to help clients understand the importance of protecting their home, their family and their lifestyle
Thu 03 Aug 12:00 pm – 1:00 pm
Shelley Read, Royal London
In-person CPD event: Public speaking – How to appeal to your audience - Thursday 27th July
In this engaging and interactive session with Michael Quigley of Kataholos you will learn to:
Deal with nerves and form a plan to speak confidently
Learn how to structure your speaking and talks to build rapport and impact an audience
Top tips and approaches for speaking in a variety of public forms to a high standard
Light lunch and networking after the training session.
Thu 27 Jul 12:00 pm – 2:00 pm
Michael Quigley, Kataholos