Previous events

All previous events

Intergenerational Planning for Tax & Trust Practitioners & Chartered Planners CANCELLED DUE TO LIMITED DEMAND

  • Wed 27 Oct 2:00 pm – 3:30 pm
  • Hadlow Manor Hotel

This workshop-based roundtable meeting is aimed at PFS/chartered members and for those with an interest in intergenerational planning for their clients. This will be the first of a series of peer-to-peer based workshops where we look as a group professional practitioners to raise collective knowledge and practical application for clients on a range of advanced planning areas . The format will a look through some real life case studies of various client scenario with an objective of having some consensus agreed solutions for different client scenarios.

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Women’s Forum: Don’t be a passenger in your own career, take the driving seat

  • Thu 21 Oct 12:30 pm – 1:30 pm
  • Online
    • Sandra Lewin

Do you pay attention to the opportunities around you? Do you ever feel discouraged to take a risk? Are you unsure of your career and what to do next? Do you seek change? Join Sandra Llewin for this insightful webinar to learn more about yourself and how to take the lead in your career.

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Cyber Security and Counter Fraud Controls

  • Tue 05 Oct 1:00 pm – 2:00 pm
  • Online
    • Craig Wooldridge, IASME
    • Chris Pinder, IASME
    • Robert Brooker, PKF GM

This webinar is aimed at SMEs within the financial services and insurance sectors looking to improve their own cyber security and counter fraud controls. It will also be of interest to individuals that manage cyber security policies and claims on behalf of their customers and clients.

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FCA Pricing Practices: Product Governance and Auto Renewals

  • Thu 23 Sep 10:00 am – 11:30 am
  • Online
    • Jill Hambley, Insurance Compliance Services

Following member feedback, we are delighted to welcome back Jill Hambley, Insurance Compliance Services to provide two further updates on the FCA's Pricing Practices. This session will focus on the pricing requirements, but also concentrate on Product Governance, the changes taking effect from 1st October 2021 and what this means for manufacturers and distributors.

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FCA Pricing Practices: Pricing & Reporting

  • Thu 16 Sep 10:00 am – 11:30 am
  • Online
    • Jill Hambley, Insurance Compliance Services

Following member feedback, we are delighted to welcome back Jill Hambley, Insurance Compliance Services to provide two further updates on the FCA's Pricing Practices. This session will focus on the Pricing Rules and associated reporting requirements, which are due to come into force from 1st January 2022.

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IF1 Revision Course - Insurance Legal and Regulatory

  • Thu 16 Sep 9:30 am – 12:30 pm
  • Online
    • Alison Cooper, Act One Training

This interactive training course, delivered in two sessions, will provide an opportunity for participants to build their insurance knowledge and practice multiple choice questions. THIS COURSE IS FULLY BOOKED, PLEASE CONTACT julie.hicks@cii.co.uk if you wish to be added to a reserve list.

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Getting over your live video fear so that you can thrive on camera

  • Wed 08 Sep 1:00 pm – 2:00 pm
  • Online
    • Christina Robinson, Green Umbrella Marketing

There’s no denying it, live video is not going anywhere soon - It’s here to stay! If you’ve struggled to show up consistently on video from a marketing perspective, you are not alone and Live video, in particular, can be awkward, scary, and at times, a technical pain! In this strategy-packed session, you’ll discover tips and techniques to embrace video with a more personal, casual approach, while creating a stress-free, seamless experience that attracts your perfect audience.

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FCA New Rules for Pricing Practices

  • Mon 26 Jul 1:00 pm – 2:00 pm
  • Online
    • Jill Hambley, Insurance Compliance Services

The FCA has released its Policy Statement and final rules on general insurance pricing practices. The FCA has largely implemented the policy as set out in its earlier Consultation Paper but has made some concessions around reporting and timings having received over 100 responses to the Consultation.

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Vacant Properties

  • Thu 15 Jul 1:00 pm – 2:00 pm
  • Online

In a vacant property any damage is likely to be exacerbated by the length of time it takes for the damage to be noticed and repaired. Covid-19 and the introduction of national lockdowns meant that 2020 saw a dramatic increase in the number of buildings being left vacant for an extended period, with little or no warning and time to prepare and has meant that de-commissioning of the building and services were not undertaken.

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Women's Forum: Julie Page, CEO Aon

  • Mon 05 Jul 1:00 pm – 2:00 pm
  • Online
    • Julie Page, Aon

Join us to hear and learn from Julie's professional journey - the challenges along the way, and how she faced and overcame them to become a leader in a male dominated industry.

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WEBINAR: Water Damage the Basics

  • Tue 22 Jun 1:00 pm – 2:00 pm
    • Andrew Vincent, Polygon

This webinar, from Polygon, provides an introduction into water damage - the basics of the survey process, mitigation, moisture measurement and drying techniques.

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YPG WEBINAR: Developing Assertiveness

  • Tue 01 Jun 11:00 am – 12:00 pm
    • Michael Quigley, Kataholos

Aimed at young professionals or those new to the profession, this webinar provides hints and tips on developing your assertiveness in the workplace.

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WEBINAR: The basics of cargo insurance and 5 powerful reasons why clients should have cargo insurance cover

  • Wed 26 May 1:00 pm – 2:00 pm
    • Alan Wilkins, Mercari Risk
    • Henry Haystead, Mercari Risk

During this webinar, Alan Wilkins and Henry Haystead, directors of MercariRisk will: walk through the Institute Cargo Clauses A, B and C, the major hazards to goods being shipped in containers; how carrier’s limit their liability based on weight; the rights and obligations of buyers and sellers when contracting internationally; and finally General Average and Salvage - the sting in the tail for cargo owners who do not take out cargo insurance.

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WEBINAR: Mental Wealth - why investing in well-being pays off

  • Thu 20 May 1:00 pm – 2:00 pm
    • Alex Staniforth, Adversity Adventurer & Mental Health Campaigner

Investing in our mental health needs to top the agenda as we navigate the uncertainty and isolation of remote working in the COVID-19 pandemic. We’ve been on the same mountain – but not everyone is a Sherpa. Alex will share new perspectives on resilience through his extreme outdoor challenges and personal peaks and troughs of mental ill health.

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Annual General Meeting

  • Mon 17 May 5:15 pm – 6:15 pm

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

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WEBINAR: Are Terrorism and Pandemic the only systemic risk we should be concerned about?!

  • Tue 11 May 1:00 pm – 2:00 pm
    • Steve Coates, Pool Re

This webinar will discuss why systemic risks are different and how they challenge traditional insurance principles.

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Kent Conference 2021

  • Wed 28 Apr 9:30 am – 12:45 pm

Join us online for our first virtual conference with the Kent local institutes.

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MO5 Remote Revision Course - Insurance Law (second course)

  • Sat 27 Mar 9:30 am – 4:00 pm
    • Alan Chandler

This MO5 remote course is limited to 20 members and will be delivered in a one day session, which will cover all the main aspects of the CII diploma subject MO5 insurance law module.

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WEBINAR: Change is good - embracing change

  • Mon 01 Mar 1:00 pm – 2:00 pm
    • Michael Quigley, Kataholos

This webinar will show you how to be flexible and adapt with changes to the benefit of all concerned, both in the workplace and in life.

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WEBINAR: 7 top tips to be an effective learner

  • Mon 22 Feb 1:00 pm – 2:00 pm
    • Jeff Heasman, Insurance Trainer

This practical and interactive webinar is perfect for candidates studying towards professional qualifications with either an exam or coursework element. With often limited, or sometimes no tutor support, it is extremely difficult to balance home, work and study.

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