Trust and Loyalty

Wednesday, 19 April 2023
12:30 pm – 1:30 pm (UK time)
    • Jeff Heasman

Trust and loyalty are the cornerstones of any successful business relationship, but more especially in insurance and financial services.

Trust has been compromised and loyalty challenged by a series of recent events which have been both within and outside our control. This webinar will examine the essential elements of what trust is, how to gain trust and keep it, as well as what to do when trust and loyalty are jeopardised.


By the end of the session, participants will be able to:

  • Explain the fundamental components of trust and loyalty in insurance and financial services.
  • Identify the parcelling of the relationship of trust and loyalty between product, brand and adviser.
  • Implement a strategy to build trust and regain loyalty when a relationship has been compromised.

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