Previous events

All previous events

In-person networking & CPD event - A Motivational Masterclass with Michael Quigley from Kataholos - "Let’s light you up:"

  • Wed 05 Feb 5:30 pm – 8:00 pm
  • The Barrel House, Kendal

Come and spend an evening with us on Wednesday 5th February from 5.30pm at our in-person motivational masterclass with Michael Quigley, have a bite to eat and drink whilst networking with peers! This event will take place at The Barrel House in Kendal. Let’s focus on you: on what matters most to you, on what you want to achieve and let’s show you how to get there. We will be joined by award winning leadership trainer Michael Quigley from Kataholos to learn his unique approach to getting, and staying motivated for your long term success.

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The Insurance Institute of Kendal Annual Dinner 2025

  • Fri 24 Jan 7:00 pm – 12:30 am
  • The Netherwood Hotel

Bookings now open for our upcoming Annual Dinner 2025!

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ONLINE CPD WEBINAR: Why Underinsurance in Home Contents is so Prevelant

  • Tue 14 Jan 12:00 pm – 1:00 pm

Why underinsurance in home contents is so prevalent, and practical tips/tools to address it Underinsurance is a major issue in the industry – many reports suggest that around 2/3 of homes are underinsured. Unfortunately, the same is often true for the contents in those homes. Why is this, and what can the industry do about it?

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Consumer Duty with James Tye & Nick Thomas (1)

  • Wed 11 Dec 10:00 am – 11:00 am
    • 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.

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Desk Based Yoga with Jade Allan

  • Wed 04 Dec 8:30 am – 9:15 am
  • Online

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! The session is a space to let go of any intellectual analysis or ‘right’ way of doing things and drop into a very different space. A curiosity about what it feels like in our own bodies and an inner exploration of any benefits or shifts we experience.

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Webinar: Inclusive Futures Workshop

  • Tue 26 Nov 12:30 pm – 1:30 pm
    • Emma Cann, Inclusive Futures CIC

Join us and our guest speaker Emma Cann from Inclusive Futures CIC at our webinar to learn all about inclusive leadership.

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Consumer Duty with James Tye & Nick Thomas

  • Tue 12 Nov 10:00 am – 11:00 am
    • 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.

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Insurance in an Uncertain World

  • Wed 06 Nov 9:00 am – 5:00 pm

The Insurance Institute of Bolton is delighted to once again be able to hold their flagship full day event, which is free for members to attend. The event covers a variety of topics with key industry speakers with plenty of opportunities to debate the topics and network.

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Online CPD Session: Current Market Backdrop hosted by Vanguard

  • Mon 28 Oct 10:00 am – 11:00 am
    • Mohneet Dhir, Vanguard
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Emerging Risks with Chris Abram & Nick Thomas

  • Tue 10 Sep 10:00 am – 11:00 am
    • 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.

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Exceptional Communication Skills with Michael Quigley

  • Tue 20 Aug 9:00 am – 12:00 pm
  • Financial Management Bureau
    • Michael Quigley, Kataholos

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.

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Online CPD webinar - 'Replacing the Lifetime Allowance' by Craig Muir of Royal London

  • Thu 08 Aug 12:00 pm – 1:00 pm
  • Online
    • 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.

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Perimenopause, Menopause, Post Menopause: Nourish & Flourish

  • Tue 16 Jul 12:00 pm – 1:00 pm

Join us on our webinar to learn and take awareness to the next level to empower all genders impacted by menopause to thrive!

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Annual General Meeting 2024

  • Thu 25 Apr 6:00 pm – 7:00 pm
  • The Netherwood Hotel

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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Dignity at Work - The Importance of Equality, Diversity & Inclusion in Business

  • Wed 21 Feb 10:00 am – 12:00 pm
  • Financial Management Bureau

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.

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The Insurance Institute of Kendal Annual Dinner 2024

  • Fri 26 Jan 7:00 pm – 12:30 am
  • The Netherwood Hotel

Bookings now open for our upcoming Annual Dinner 2024!

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Desk Based Yoga with Jade Allan

  • Fri 08 Dec 9:15 am – 10:00 am
  • Online

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!

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Online CPD Event - Insurance for Multi-Occupancy Buildings – Impact of FCA Review

  • Thu 30 Nov 9:15 am – 10:15 am
  • Online
    • Diane Jenkins BA (Hons), ACII, Chartered Insurance Broker

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

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Cert CII Fast Track Remote Learning Programme

  • Mon 13 Nov – Mon 05 Feb
    • Alan Chandler

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.

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Diploma in Insurance Online Training Programme

  • Mon 06 Nov – Mon 17 Feb
    • Alan Chandler

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.

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