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This month

Webinar - Social Selling and Virtual Networking Confirmation

  • Wed 12 May 12:00 pm – 1:00 pm
    • Nick Thomas

Social media has become an increasingly essential tool in the business world. With the advent of the internet driving the ‘Age of the Customer’, it is increasingly hard to engage with customers and prospects. This has been exacerbated by the new virtual world we now work in. This 60 minute session demonstrates the importance of social media [specifically LinkedIn] and how to use it effectively to boost sales, build and leverage your network, build personal brand, and nurture and add value to existing relationships.

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Webinar - Professional Indemnity Insurance - an overview

  • Mon 26 Apr 3:00 pm – 4:00 pm
    • 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.

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Webinar - The Death of the Orient-Express: a new train of thought on proximate cause?

  • Fri 16 Apr 12:00 pm – 1:00 pm
    • Jeff Heasman

On 15 January 2021, the Supreme Court held in the FCA Test Case that the Orient-Express Hotels case had been wrongly decided. Proximate cause has long been an issue that the courts have grappled with and as a result this has caused confusion and uncertainty throughout the insurance industry. In this webinar, Jeff Heasman will use his vast experience as a lecturer in tort law and insurance law to strip proximate cause back to the basic principles, trace its development up until the Supreme Court decision on 15 January 2021 and then provide views on what impact the decision will have on underwriting considerations going forward.

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Webinar - Effective Communication For The Virtual World

  • Wed 14 Apr 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

Human beings evolved to communicate and interpret communication in a face-to-face environment. Away from in person interactions we lose the ability to fully interpret the communication of others. The current virtual environment of remote working and trading has only accentuated the need to develop impactful and tailored skills across different communication media if we want to succeed in the business world.

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Annual General Meeting

  • Thu 08 Apr 12:00 pm – 1:00 pm

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

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Webinar - Sales and Client Retention in the New Normal

  • Thu 11 Mar 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas and Associates

Before Covid-19 changed our ways of working we were already moving into the first real hard market in a generation which was always going to result in challenges when dealing with our customers. Throw into the mix almost all communication moving virtual (at least for a while) and this is one of the biggest challenges to our customer relationships we’ve ever seen. This session will explore communication in this situation, what affects the virtual world is having and how we can get the most out of virtual contact.

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Webinar - Inheritance Tax – Should I Be Concerned?

  • Wed 10 Mar 12:00 pm – 1:00 pm
    • Michael Duffield, New World Financial Group Ltd

The presentation will give an overview of the current IHT position in the UK and the common ways it can be mitigated for those who have, or may have, an IHT liability.

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Webinar - CII Examination Techniques Workshop

  • Wed 03 Mar 12:00 pm – 1:00 pm
    • Alan Chandler

This one hour workshop (including an opportunity for Q&A) will aid all those who are taking CII examinations. This interactive course will deal with how to impress the examiner, looking at the different examination terminology and what the examiner expects when they use key phrases. The workshop will include how to best tackle the Cii diploma examinations which include multiple choice and coursework and the advanced diploma examinations which are now coursework only. We will also explore how and where are the best places to reference and how to manage the word count understanding what constitutes too little and too much.

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Webinar - Financial Aspects of FCA Compliance

  • Tue 23 Feb 2:00 pm – 3:00 pm
    • Branko Bjelobaba FCII, MIoD Chartered Insurance Practitioner

This comprehensive and interactive webinar will focus on the critical financial aspects of FCA rules - overall business solvency (compliance with adequate resources Threshold Condition 2.4), professional indemnity requirements/limits/issues (incl covid cover) and the onerous client money handling rules under CASS 5. The FCA has had deep concern with brokers’ financial resilience and has issued several surveys on this plus client money handling arrangements culminating with the Dear CEO letter of 30 September 2020.

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Webinar - Later Life Advice Challenges (Workshops Series)

  • Tue 23 Feb – Tue 13 Apr

In conjunction with the Personal Finance Society and the Insurance Institute of Middlesbrough, we are delighted to invite you to this series of workshops. This programme of 8 workshops will focus on key challenges facing financial advisers and planners when seeking to deliver advice that results in consistently good client outcomes. Each will be delivered by a recognised subject matter expert and practitioner who will ground their session in practical experience of dealing with the needs of those in later life.

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Webinar - The insurance implications of Brexit

  • Thu 04 Feb 1:00 pm – 2:00 pm
    • Alan Chandler

Despite dominating much of press coverage for many years, due to the occurrence of Covid-19 around the globe Brexit is now getting far less press coverage, and there is a danger the insurance industry could slip into 2021 without fully considering the impact of Brexit. The UK left the EU at the end of the year and there will be implications for insurance contracts.

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Webinar: FCA Business Interruption Insurance Test Case: Supreme Court

  • Fri 29 Jan 2:00 pm – 3:00 pm
    • Branko Bjelobaba FCII, MIoD Chartered Insurance Practitioner, Branko Ltd

This comprehensive and interactive one-hour webinar will focus on the judgment of the Supreme Court following the appeal of the FCA’s ground-breaking test case at the High Court. The appeal concluded on 19 November and the judgment was handed down last week. Four days were spent setting out starkly differing views between the FCA and insurers.

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Webinar - Motor Legal Expenses Insurance (MLE)

  • Tue 19 Jan 12:00 pm – 1:00 pm
    • Bernard Thornton FCII

Motor Legal Expenses (MLE) is a class of insurance frequently misunderstood, overlooked or dismissed altogether. For many claimants however, MLE can be a vital form of cover, and one which is changing significantly with the upcoming implementation of the Civil Liability Act. This important legal instrument is set to make sweeping changes to the way both personal injury and ULR claims are handled and calls for major changes in the way MLE is worded, priced and sold. The wide variety of policies, cover, and marketing options can be confusing for clients and sometimes for insurance professionals. This webinar seeks to demystify MLE and to clarify what needs to be taken into account when considering and recommending cover to clients. The webinar will be of value to those involved in Motor claims, underwriting, broking or anyone wishing to widen their knowledge of a highly topical and fast-moving aspect of general insurance.

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Webinar - Looking back at 2020 and ahead to conscious capitalism: ESG and socially responsible investing

  • Tue 17 Nov 3:00 pm – 4:00 pm
    • Adam Martell, Charles Stanley

A presentation by Adam Martell - Investment Manager & Chartered Wealth Manager Charles Stanley, in conjunction with the Institutes of Hull, York and Bradford In response to the Covid-19 pandemic, around the world central banks provided record levels of stimulus to support economies. In this webinar, Adam will recap the main events of the year, before turning attention towards integrating ESG (environmental, social, governance) and socially responsible factors into any strategy as an investment manager. Building wealth for the future is important but increasingly Adam is finding people want their investments to do more than make money. This webinar explores the role of ESG integration as part of this process.

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Webinar - Understanding the implications of policy exclusions following covid-19

  • Wed 21 Oct 3:00 pm – 4:00 pm
    • Alan Chandler

We know pretty much the whole market will apply some sort of pandemic exclusion for pandemics/covid-19 or more worryingly the words communicable diseases will be used, this starts bringing all sorts of extra scenarios that will be excluded for clients. Importantly, this will be for liability as well as property and Bi and could leave a policyholder with a lawsuit that is not covered by their insurance policy. All insurance staff need to understand the law relating to exclusions. This webinar will take delegates on a plain English walk on how the law applies to policy exclusions and proximate cause, so that they can explain to clients clearly and confidently the implications of the differing communicable disease exclusions that will be applied to your policyholders wordings.

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Webinar - Seafarer Crisis - what has happened and where do we go from here

  • Wed 21 Oct 12:00 pm – 1:30 pm
    • Gemma Pearce, BLM Solicitors

The crisis affecting seafarers will lead to shipowners and their insurers in all likelihood facing claims from ship’s crew members. This 1.5 hour webinar will raise awareness around the issues affecting the crews of all vessels worldwide since the pandemic started and that charters may start to be rejected due to a ship’s crew having been on board for excessive periods, raising safety concerns. Vessels will then be laid up around the world with potentially no crew being available, as there is almost certainly going to be a decline in the profession.

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CPD Diversity Webinar "Unconscious Bias" with Dr Pete Jones

  • Wed 14 Oct 12:00 pm – 1:00 pm
    • Dr Pete Jones

Unconscious biases are social stereotypes about certain groups of people that individuals form outside their own conscious awareness. This 1-hour webinar will raise awareness around Unconscious Bias in the workplace and wider business environment. Drawing strongly on the neuroscience evidence, and the research around ‘what works’, it aims to equip delegates with an insight into Unconscious Bias.

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Webinar - How to maximise opportunities in a Hard Market

  • Tue 13 Oct 3:00 pm – 4:00 pm
    • Alan Chandler

There have been hard markets before, there have been recessions before, but never have the two emerged with such force at the same time. Policyholders desperate for savings will be receiving the unwelcome news of significant premium increases. The door of client inertia will be swung wide open, presenting fantastic new business opportunities, as well as offering serious threats to renewal books. This webinar, delivered by Alan Chandler, one of the most popular insurance presenters in the UK, is a follow on from his incredibly well received presentation on why there will be a hard market called the Perfect Storm. Alan will explain what constitutes a hard market and ten things both brokers and underwriters need to do to maximise opportunities in these unique trading conditions. Many of the best brokers in the UK attribute their success to the last hard market of 2001. It became a turning point from which they never looked back. There will be big winners and losers again in 2020 just like there was 19 years ago.

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Webinar - Building Sustainable Lasting Legacies

  • Tue 29 Sep 10:00 am – 11:00 am
    • Anna Brooksbank, Time Investments

As every adviser knows, no two clients are the same. All will have very different goals and objectives, and understanding these are key when it comes to successful financial planning. In the context of legacy planning, it is also important to gain a true understanding of client’s individual beliefs, values and aspirations. For some clients, legacy planning may be primarily focused on ensuring that as much of their wealth as possible can be passed on to their loved ones. Others may be looking to use their investment power to make a wider positive change, seeking opportunities to invest in sectors that they know will be improving the world for generations to come.

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Webinar - Credit Hire - The What? How? When? and Who?

  • Thu 24 Sep 12:00 pm – 1:00 pm
    • Bernard Thornton

Overview Credit Hire has only been around for 30 years or so, but in that time it has become one of the most sensitive and polarising subjects in the general insurance market. Depending on your perspective it can solve a perennial problem by keeping vital customers on the road or it can be an expensive and unnecessary luxury, which ultimately has to be paid for by the insuring public. This webinar looks at the development of credit hire, the legalities, and how the current market operates. It also includes some significant case studies and how the concept might develop in the future.

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