Previous events
All previous events
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
View event detailsIn-person CPD event: Public speaking – How to appeal to your audience - Thursday 27th July 2023 - Financial Management Bureau, Kendal
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.
View event detailsOnline CPD Event - Coaching Clients Through Economic Cycles
The Advice Value Proposition is changing & 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 & coaching them to maintain discipline. Vanguard have long been a supporter of behavioral coaching and the value that this can add during the ever-uncertain economic cycles. With the rapid growth of the digital element, this human component/trust built up is a key differentiator of why clients would use adviser services. Angie Staunton will share Vanguard’s latest content and will help us focus on the things that matter to clients while encouraging us to think about how to better implement the coaching element of financial planning.
View event detailsWebinar: Rest, Recovery, Recharge - Ready for Productivity
The well-known phrase “I`ll sleep when I die” is old school. The number of hours worked DOES NOT correlate with performance. This session addresses the WHY, WHAT and HOW to rest, recover and recharge, so that you are ready to achieve!
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Webinar: Building barriers to burnout and bridges to brilliance
Would you feed your Ferrari frogs? If the answer is a big fat “NO” then this course is for you. If you want to fuel your body for physical health, it is vital that you understand and apply the contents of this course.
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Webinar: Food for Mood
Although your brain is only 2% of your body weight, it consumes 20% of the calories you eat. So, why on earth when we think about nutrition are we often lead to focus on body image? Fuel your mind, and mental strength you will find!
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Webinar: Working From Home & Hybrid… Without Forgetting Health & Happiness
WFH&H…WFH&H...! Gain a greater awareness of the health habits that hinder and help your productivity when WFH&H. We'll explore nutrition, movement, sleep, positive noise, & productivity winners, whilst linking these to your individual world.
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The Future Is Now
A special one day conference, with excellent speakers and up to 200 brokers, underwriters and claims personnel attending. Don't miss out, book your place now.
View event detailsThe Future Is Now
A special one day conference, with excellent speakers and up to 200 brokers, underwriters and claims personnel attending. Don't miss out, book your place now.
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Annual General Meeting 2023
We need you! To get down to our AGM... The Insurance Institute of Kendal council invites you to attend their 2023 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. This will be held at The Netherwood Hotel, Grange-Over-Sands on 27th April 2023 at 6pm. 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.
View event detailsOnline CPD Event: Business Relief - Building Sustainable Lasting Legacies
This session will take a deep dive into how Business Relief solutions can provide dual benefit; a fast and flexible method of leaving a tax efficient financial legacy to loved ones, as well as a direct route to sustainable investment, providing access to sectors such as clean energy generation. The session will also provide an in-depth understanding of what planning options exist to help protect and maintain a financial legacy for future generations.
View event detailsThe Insurance Institute of Kendal Annual Dinner 2023
Bookings now open for our upcoming Annual Dinner 2023!
View event detailsIn-person Breakfast CPD event: SIPP, SSAS What’s going on?
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!
View event detailsOnline CPD Event - Communicating Adviser Value in a Fee Based World & How can this support Consumer Duty?
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”.
View event detailsOnline CPD Event - Introduction to Insurance by 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.
View event detailsOnline Webinar: FCA/FOS Complaints Process with Damian Pitts
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.
View event detailsOnline CPD Event - Financial Resilience for Young Professionals - Wednesday 24th August
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.
View event detailsEssential sales, client and soft skills for a hard market by Nick Thomas - Online 1hr CPD Event
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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