Added Value Products - Friend or Foe?

Leeds Town Hall, The Sullivan
Tuesday, 20 January 2015
12:30 pm – 2:00 pm (UK time)

Speaker: David Ross ACII CIP
Cost: Free of charge

The market for the use and distribution of Added Value Products (so called "add ons") faces considerable uncertainty as the FCA takes greater interest in their role within the insurance market.

This lecture aims to provide attendees with an insight into the current regulatory position, supported by case studies, and also to outline strategies for the ongoing use of these products.

Who should attend? Commercial brokers and insurers, personal lines brokers and insurers, FCA Compliance teams and personnel, Added Value/niche product providers and handlers, plus providers/users of insurance affinity schemes.

Learning objectives
By the end of this lecture you will be able to:
- Describe the history and background of the Added Value Product Market
- Gain an appreciation of the products covered by this market
- Assess the current regulatory position regarding these products and understand why the FCA is concerned
- Discuss case studies of how and why things go wrong
- Evaluate some strategies that can be adopted for the use and application of Added Value Products in insurance businesses

Speaker profile
David Ross ACII CIP is the owner of a specialist consultancy and intermediary called Valeos, which works with businesses to help them enhance their approach to added value products and services. David was previously the Managing Director of Keycare Ltd for 13 years, which itself is the provider of a specialist added value product. His early career was spent with Guardian/AXA Insurance working within their Corporate Partnerships Division developing substantial affinity scheme business. David is a past president of the Insurance Institute of Leeds and holds a Diploma in Company Direction awarded by the Institute of Directors.

To book
The closing date for registrations is Tuesday 13th January 2015. Please advise if you have any special dietary or access requirements when booking.
Due to the popularity of this event, priority will be given to Insurance Institute of Leeds members. Please don't forget to provide your membership number when registering and bring your membership card with you to the event. Registrations made followed by none attendance will be subject to a charge of £10 in order to cover catering costs. If you can no longer attend the event, please notify the institute by email or telephone as soon as possible so that your place can be given to another member.

A raffle will be held on behalf of The Insurance Charities, please give generously.

  • Leeds Town Hall, The Sullivan
  • The Headrow
  • Leeds
  • LS1 3AD
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at