Previous events

All previous events

(PFS) Online Revision RO4 - Two Day Course - Q2

  • Fri 02 Jun – Mon 05 Jun

The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

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Music Quiz Night

  • Thu 18 May 6:45 pm – 10:00 pm
  • Attenborough Arts Centre, University of Leicester
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Annual Five - a - Side Football Tournament

  • Tue 16 May 6:30 pm – 8:30 pm
  • Goals Leicester

When: Tuesday 16th May 2023 18:30-20:30 Where: Goals Soccer Centre, Wakerley Road, Crown Hills, Leicester LE5 4WJ Entry Fee: £50 per team Further information: Squads of 5 – 7 players allowed There will be a Trophy and Prizes for winners Final Deadline for Team Entries is 28th April but please book early as this is a popular event and there is a limit to entries How to Register: Please email Callum Shevas to register or if you have any queries; Callum.Shevas@abacoinsurance.co.uk (Provide Team Name, Company and Captain) Rules, playing schedule and directions to venue will be issued in due course.

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Cert CII Free Lunch Time Tuition - Insurance Broking Fundamentals Subject I10

  • Wed 03 May – Wed 12 Jul
  • Online
    • Alison Cooper FCII, ACT1

Leicester CII is running an on-line course in subject I10. Insurance Broking Fundamentals. The course consists of six two-hour sessions starting on Wednesday 3 May. Some additional places have become available. If this might be of interest to you, read on.

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Annual General Meeting 2023

  • Wed 26 Apr 6:00 pm – 7:00 pm
  • Marriott Hotel

CII Leicester are pleased to invite you to attend the 2023 Annual General Meeting. At the AGM you will 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. To view the agenda and confirm your attendance please follow the 'Book Now' link below

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(PFS) Online Revision RO3 - Two Day Course - Q2

  • Fri 21 Apr – Mon 24 Apr

The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

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5 Habits of Highly Effective Claims Handlers in Insurance

  • Tue 04 Apr 12:00 pm – 1:00 pm
  • Online
    • Jeff Heasman, Insurance Upskill

Using his vast experience as a former litigation executive acting on behalf of claimants, as a senior liability adjuster acting on behalf of insurers, and now training claims handlers across the world, Jeff Heasman delivers this session in which he highlights what he has identified as the top 5 habits of highly effective claims handlers. The session looks at how these habits impact the performance of individual claims handlers, their teams, companies and also the experience of the customer. This session is valuable not only for claims handlers but everyone within the insurance industry.

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Understanding how insurers calculate a motor fleet rate

  • Fri 31 Mar 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This presentation will look at how Insurers compile a motor fleet history and why brokers need to be aware of the cut-off date used. The webinar will explore the way in which underwriters look at fleet claims trends, and how they go about adding in expenses to obtain the quotation they offer your client. Very importantly, the presentation also looks at fleet risk management improvements that could be put in place by a client, and why it is so essential that a broker proactively brings these to the attention of an insurer.

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(PFS) Online Revision RO2 - Two Day Course - Q1/Q2

  • Fri 31 Mar – Mon 03 Apr

The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

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(PFS) Shareholder/Partnership Protection

  • Wed 15 Mar 12:30 pm – 1:15 pm
  • Online

The death of shareholder or partner often causes significant turbulence with-in a business and lead to an increased risk of poor performance and a higher incidence of business failure. Both the deceased’s estate and surviving business owners can be left financially compromised if suitable arrangements are not in place and furthermore the livelihoods of employees, suppliers and customers could all be impacted. Shareholder and Partnership protection arrangements are designed to mitigate this turbulence and ensure that all relevant parties are treated transparently and equitably, and the business is left with the best chance of continued success

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(PFS) Online Revision RO1 - Two Day Course - Q1

  • Fri 03 Mar – Mon 06 Mar

The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

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Introduction to Management: One-Day Face-to-Face Training

  • Thu 02 Mar 9:30 am – 4:30 pm
  • College Court
    • Peter Ambrose, Jigsaw Sales Development

New to Management? Looking to move into Management? Want to know the skills to succeed in Management? CII Leicester has a training course that will interest you and is free to members.

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(GI) Negotiation for Insurance Professionals

  • Thu 23 Feb 12:00 pm – 1:00 pm
  • Online
    • Melissa Kidd, Motem Ltd

Overview Whether negotiating rate, cover, premiums, fees or claims, negotiation forms such a huge part of the insurance professional’s day. Mistakes are easily made which can result in value being left on the table or relationships being damaged. This practical session will help everyone to negotiate with intelligence, flexibility and power – resulting in good outcomes and strong relationships. Who is running the session? Melissa Kidd, Director of Motem Ltd which specialises in helping insurance professionals to communicate more effectively. She's worked with the CII since 2012 as well as Zurich, Marsh, NIG, Lycetts, Broker Network, BIBA and Higos to name a few.

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(ALL) - Bank of England - Outlook for the UK Economy

  • Wed 15 Feb 12:00 pm – 1:45 pm
  • Marriott Hotel
    • Rosie Smith, Bank of England

When: 15th February 2023 Where: Marriott Hotel Grove Park, Smith Way, Leicester LE19 1SW Timetable: 12pm lunch and registration 12.45pm Rosie Smith 1.15pm Questions Speaker: Rosie Smith Rosie Smith has worked as an agent and deputy agent in the East Midlands and the North East. She joined the Bank of England in 1986 and has also worked in their banking supervision, financial stability, statistics and economics areas. She joined the BofE straight from school and studied part-time for a BSc in Financial Economics from Birkbeck and an MBA from the University of Nottingham and she lives in Leicestershire.

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(ALL) Leading Change

  • Thu 02 Feb 12:00 pm – 1:00 pm
  • Online
    • Tom Flatau, Teamworking International Ltd

Watch out for the non-conscious barriers that are working against change. 85% of executives cite change as critical to business success in these disruptive times. Yet all too often it is seen as a threat. If change is so important, why are people afraid of it? What is stopping them adopting an innovative and growth mindset? Quite simply, it’s our subconscious biases that protect the status quo and our tendency to emphasise the negative at the expense of the positive – negativity bias. Change creates winners and losers and the fear of loss looms larger than gain. Yet we all have the ultimate tool for change at our disposal… our brain!

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Cert CII IF1 Virtual Lunchtime Study Sessions / Fast Track

  • Wed 25 Jan – Wed 05 Apr
  • Online
    • Alison Cooper FCII, ACT One Training Services Ltd

CII Leicester will be hosting a series of two hour lunchtime seminars (12pm – 2pm) for the Cert CII Module IF1, in conjunction with ACT One Training Services Ltd.

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(PFS) Turning Intention into Behaviour : Protection Conversations in 2023

  • Wed 18 Jan 12:30 pm – 1:00 pm
  • Online
    • Marcus Primhak, Liverpool Victoria

All other things being equal, most people would rather have protection than not. The challenge for advisers and providers alike is how we turn those good intentions in realised behaviours. In this session we will explore the tools we can use, and the conversations we can have that will truly allow clients to make educated decisions about how they make building financial resilience through the use of protection products the norm rather than the exception.

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(GI) Directors and Officers insurance overview

  • Wed 18 Jan 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

The webinar will briefly explain the history of D&O and how the D&O marketplace is changing dramatically due to the economy. The sad fact is that many businesses will struggle badly over the next few years and lots of redundancies will have to be made. This will result in a sharp spike in both Directors and Officers and Employment Liability Practices claims. The market will harden and that is why it is essential brokers have conversations with their clients now. It should also be noted that many more directors are being sued individually and that the amount of HSE prosecutions have trebled against individual directors since 2015. This is no longer a cover that ANY director can ignore, and ironically if a director refuses D&O without consulting their fellow directors they have massively increased their own personal D&O exposure! This webinar, presented by Alan Chandler, one of the most popular presenters in the UK, will explore the sources of potential claims and how to put the right cover in place.

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(GI) Introduction to Artificial Intelligence for Insurance

  • Tue 10 Jan 12:00 pm – 1:00 pm
  • Online
    • Gary Nuttall, Distlytics Ltd

Session Outline Artificial Intelligence. Or ‘AI’ as it is more widely known is regularly in the press with articles about how “AI will change the world”, “AI to replace humans” and “AI cures disease”. The UK Government has AI at the core of the Fourth Industrial Revolution and the Chinese Government has stated that it will be the world leader in AI by 2030. But is it all hype ? Or reality ? In this webinar we will provide some basic definitions and explanations about what AI actually is and how it works as well as providing examples of AI in use in both our [personal and business lives, with a focus on the insurance sector.

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(GI) Professional Indemnity insurance – How claims can arise

  • Wed 07 Dec 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

This presentation provides an overview of professional indemnity insurance. It looks at the main case law underpinning the PI market, why the PI market is expanding in terms of number of policyholders needing the cover yet at the same time the capacity is decreasing. The webinar, presented by Alan Chandler, one of the most popular presenters in the UK, explores the problems posed by a claims made wording and the difficulty clients have going into retirement without adequate run off cover. The presentation also looks at ensuring the correct limits of indemnity are set.

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