Previous events

This month

Summer BBQ & Quiz Night at Castle Green Hotel

  • Fri 01 Jul. 5:30 pm
  • Castle Green Hotel, Kendal
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All previous events

Essential sales, client and soft skills for a hard market by Nick Thomas - Online 1hr CPD Event

  • Thu 05 May 12:00 pm – 1:00 pm
  • Online
    • Nick Thomas, Nick Thomas & Associates

This session overviews the best practice methodologies and skills that are particularly important in hard market conditions and that create the client and market relationships to enable the effective delivery of the trading strategies detailed in session two. The skills and methodologies are equally as valid to brokers and insurers, or anyone who interacts with clients or prospects

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Annual General Meeting 2022

  • Thu 28 Apr 6:00 pm – 7:30 pm
  • The Netherwood Hotel

Please join us for our Annual AGM

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Online CPD Event - Setting you up for learning Success! With Michael from Kataholos.

  • Thu 31 Mar 9:15 am – 10:15 am
  • Online
    • Michael Quigley, Kataholos

We are delighted to host Michael Quigley from Kataholos to run our upcoming CPD event. We will be looking at various professional skills such as the power of learning, how to learn and revise successfully, and how to perform successfully in an exam. Michael brings a wealth of experience in coaching and leadership, with a life-long passion for wellbeing and growing people!

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TIME: How provisions in a will could lead to an IHT disadvantage (March 2022)

  • Thu 17 Mar 12:00 pm – 12:45 pm
  • Online
    • Bob Nicoll, TIME Investments

We have come across a few scenarios recently where certain provisions in a Will have led to an unexpected IHT disadvantage, largely due to the little known apportionment rules. The session explore the apportionment rules covering ‘What’ the situation is, ‘How’ the rules work and ‘Why’ it is relevant for advisers to understand.

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Vanguard CPD Event (Feb 2022)

  • Thu 24 Feb 12:00 pm – 1:00 pm
  • Online
    • Amanda Taylor, Vanguard Asset Management Ltd

Amanda Taylor from Vanguard is running a session on behavioural finance and the benefits of receiving financial advice. MS Teams invite to follow

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Influencing Skills

  • Thu 09 Dec 9:00 am – 11:00 am
  • Online
    • Sarah Godfrey, London Market Training Ltd

This course is valuable for anyone who wants to enhance their assertiveness skills, build a confident, credible image and develop effective workplace relationships. It will help anyone who relies on influence rather than authority to achieve their goals.

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WEBINAR: Utility extensions – a repeat of the pandemic expectation issues?

  • Wed 01 Dec 12:00 pm – 1:00 pm
  • Online
    • Damian Glynn BA (Hons), FCA, FCILA, FUEDI - ELAE, FIFAA, Sedgwick International UK
    • Craig Ollier BA (Hons), Sedgwick International UK

This session will explore aspects of a power outage scenario and highlight the potential for further disputes mirroring that over covid-19.

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InsurED & Financial Planning Day 2021

  • Wed 29 Sep 8:45 am – 5:00 pm

InsurED 2021

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Essential sales, client, and soft skills for the hard market

  • Fri 16 Jul 12:00 pm – 1:00 pm
  • Online
    • Nick Thomas

The Insurance Institute of Kendal is happy to announce that their next webinar will focus on essential sales, client, and soft skills for the hard market.

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Annual General Meeting

  • Thu 29 Apr 6:00 pm – 7:00 pm

We need you! (To get down to our AGM, that is...)

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WEBINAR: Supreme Court judgment of the FCA’s BI test case – future market issues and developments

  • Thu 04 Mar 11:00 am – 12:00 pm
    • Diane Jenkins

The Insurance Institute of Kendal is happy to announce that their next webinar will focus on market issues and developments in the context of the Supreme Court judgment of the FCA’s BI test case.

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WEBINAR: Approaching Revision & Examinations

  • Thu 25 Feb 10:00 am – 11:00 am
    • Alex Clegg

We are happy to announce that our next event will focus on helping members of our local institute develop their approach to exams and revision.

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Trading Skills in a Hard Market

  • Tue 24 Nov 12:00 pm – 1:00 pm
    • Nick Thomas

The Insurance Institute of Kendal is happy to announce that their next webinar will focus on trading skills in a hard market.

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Three Aspects of Protection

  • Thu 15 Oct 2:00 pm – 4:00 pm

The Insurance Institute of Kendal is happy to announce that their next event will focus on the three aspects of Protection - underwriting, the online rules platforms, and claims.

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Revision: AF1 Personal Tax and Trust Planning

  • Thu 24 Sep 10:00 am – 12:00 pm
    • Neil Price BSc Hons, Companion Financial

Join our interactive 2 hour session covering the key areas of the syllabus.

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WEBINAR: Be seen, be heard: Make an impact

  • Tue 18 Aug 12:00 pm – 1:00 pm
    • Susan Heaton-Wright

With these changing times, we are all being forced to communicate virtually: conference calls, webinars, phone calls, as well as emails.

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Annual General Meeting

  • Thu 30 Apr 6:00 pm – 7:00 pm
  • The Netherwood Hotel

This year's AGM will be taking place on 30th April 2020 via conference call.

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Escape of Water

  • Wed 12 Feb 6:00 pm – 7:30 pm
  • Allianz House

The Insurance Institute of Kendal is happy to announce that their next CPD event will focus on the topic of ‘escape of water’.

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Annual Dinner 2020

  • Fri 24 Jan 7:00 pm – 11:00 pm
  • The Netherwood Hotel

Please note this event is now FULLY BOOKED!

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