Previous events

All previous events

In-person Breakfast CPD event: SIPP, SSAS What’s going on?

  • Thu 12 Jan 8:30 am – 9:30 am
  • Financial Management Bureau
    • Kerry Haughton, @SIPP

Join us for a Breakfast CPD event at Financial Mangement Bureau, to hear Kerry Haughton, SIPP & SSAS technical specialist from @SIPP talk to us all about SIPPs, SSASs and other technical pensions areas. Bacon, sausage & egg buns will be provided!

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Online CPD Event - Communicating Adviser Value in a Fee Based World & How can this support Consumer Duty?

  • Mon 05 Dec 12:00 pm – 1:00 pm
  • Online
    • Angie Staunton APFS, Vanguard Asset Management

The Advice Value Proposition is changing and so are client expectations. Driven by regulatory/technological pressure & many other economic impacts, the adviser/client relationship has never been more important navigating clients through challenging times. Vanguard have long been a supporter of the advice market and their extensive research, carried out over several decades, helps us support the evolution of the modern advice practice. Angie Staunton will share Vanguard’s latest research and help us focus on the things that matter to clients while encouraging us to think about how to better articulate the “Value of Advice”.

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Online CPD Event - Introduction to Insurance by Sarah Godfrey

  • Thu 10 Nov 9:30 am – 1:00 pm
  • Online
    • Sarah Godfrey

This course provides an introductory overview of the principle of risk transfer, the features of insurable risk, the different types of insurance available in the UK insurance market and the make-up of the Lloyd's and London Insurance Market. The course will be highly interactive with delegate participation and engagement throughout. The webinar is delivered by a Certified Online Learning Facilitator - Sarah Godfrey.

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Online Webinar: FCA/FOS Complaints Process with Damian Pitts

  • Wed 12 Oct 12:00 pm – 1:00 pm
  • Online
    • Damian Pitts, Clarke Willmott

Damian Pitts from Clarke Willmott will give a session on how to deal with complaints, including: - Time limits - Final business response requirements - FOS complaints procedures - Tips on avoiding coverage disputes with PI insurers - Disputes between IFAs and their PI insurers Damian is an experienced litigator who has worked on financial disputes on behalf of both private individuals and financial advice firms. Damian specialises in claims involving pension mis-selling, coverage disputes between advice firms and their Professional Indemnity insurers, and disputes between advice firms and networks. Damian frequently acts for finance brokers in disputes over arrangement fees arising out of the provision of senior and mezzanine finance. Damian also has a keen interest in commercial disputes arising in the sporting arena, particularly motorsport. Damian is one of the few solicitors in the country who has represented clients before the National Court of Motorsport UK. Damian has also represented teams competing in British Touring Cars and Formula E.

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Online CPD Event - Financial Resilience for Young Professionals - Wednesday 24th August

  • Wed 24 Aug 12:00 pm – 2:00 pm
  • Online
    • Alison Cooper FCII, Act One Training Services Ltd

This webinar is geared towards younger General Insurance or Financial Services professionals, who are interested in learning more about the key issues they may face and their future financial resilience. The talk is designed to highlight what younger members need to know on their quest for Financial Independence.

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Summer BBQ & Quiz Night at Castle Green Hotel

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