Previous events

All previous events

Webinar - The Rise of Errors and Omission Claims Against Brokers and why Broker Pi premiums are soaring

  • Mon 15 Jun 1:00 pm – 2:00 pm
    • Alan Chandler

Alan Chandler who is widely regarded as one of the leading trainers and presenters within the UK will provide a number of examples of how the tide of litigation is turning against insurance brokers and what they need to do to mitigate their E&O risks.

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Webinar - Examination Techniques

  • Thu 11 Jun 9:00 am – 12:00 pm
    • Alan Chandler

This 3 hour workshop 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 explore a range of study techniques to see which ones are most appropriate for you as well as looking at how to time manage both in respect of revision and the actual exam.

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Webinar - FCA general insurance changes in response to Covid 19

  • Thu 04 Jun 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

This comprehensive and interactive one hour webinar will focus on the long list of updates to rules and guidance now finalised by the FCA for the general insurance sector (published 1 May 2020) and us a one-stop-shop for knowing what has to be done in a compliant and timely manner.

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Annual Quiz 2020

  • Thu 07 May 7:00 pm – 11:00 pm
  • Nine Sports Bar & Lounge

Join us for our Annual Quiz!

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Annual General Meeting 2020 - virtual meeting

  • Mon 20 Apr 5:30 pm – 7:30 pm

Whilst the Constitution states that members need to attend the AGM in person, due to the exceptional circumstances we find ourselves in, we have had to take a pragmatic approach and adapt to the situation as best we can. Whilst we are aware of it being unconstitutional, this years’ AGM will be held virtually.

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Webinar - The Supreme Court on Vicarious Liability. Have We Reached the Final Destination?

  • Fri 17 Apr 10:00 am – 11:00 am
    • Jeff Heasman, Jeff Heasman, Training & Consulting

In recent years, the law relating to vicarious liability has been in constant motion. What did the Supreme Court say in the Barclays and Morrisons judgments and how will this impact employers and insurance companies? Have we finally got some certainty in this area of law? This thought-provoking webinar will look at both sides of the argument and assess how best employers and the insurance industry can adapt to these recent developments.

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AF5 - Financial Planning Process Revision Day- 17/04/2020

  • Fri 17 Apr 9:00 am – 4:30 pm
  • MHA Tait Walker
    • Anthony O’Neill

The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the April 2020 exam.

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Webinar - What to say and how to say it: communicating with customers in difficult and uncertain times

  • Thu 16 Apr 12:30 pm – 1:30 pm
    • Jeff Heasman, Jeff Heasman, Training & Consulting

The spread of COVID-19 has created difficult and uncertain times for customers and the insurance industry. This webinar will provide a strategy on how to communicate with customers in the current climate in a way that will reduce anxiety, provide clarity and keep the customer on board.

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R06 - Financial Planning Practice Revision Day- 16/04/2020

  • Thu 16 Apr 9:00 am – 4:30 pm
  • MHA Tait Walker
    • Anthony O’Neill

The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the April 2020 exam.

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Webinar - Non financial mis-conduct in General insurance – are you doing enough?

  • Tue 14 Apr 10:00 am – 11:00 am
    • Branko Bjelobaba

In this webinar Branko Bjelobaba will talk about the FCA's interest in non-financial conduct and focus especially on their recent Dear CEO letter.

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Webinar - Cognitive Flexibility: an essential skill for the 4th industrial revolution

  • Wed 08 Apr 9:30 am – 10:30 am
    • Jeff Heasman, Jeff Heasman Training & Consulting

This session will teach you how to develop your cognitive flexibility in a fast-paced and challenging working environment and enable you to move away from one-dimensional thinking.

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Webinar – How insurance intermediaries can cope financially

  • Mon 06 Apr 10:00 am – 11:00 am

This webinar will focus on the current urgent financial aspects of riding this storm - overall business solvency, compliance with COND 2.4 and client money. This webinar is of relevance to general insurance brokers and insurers.

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How to answer the most common question of the moment: 'does my Bi policy cover Covid-19?' (1)

  • Fri 03 Apr 8:30 am – 9:30 am
    • Alan Chandler

A thirty-minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid -19?' Webinar - details to follow once registered

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What to say and how to say it: communicating with customers in difficult and uncertain times

  • Tue 31 Mar 12:30 pm – 1:30 pm
    • Jeff Heasman, Jeff Heasman, Training & Consulting

The spread of COVID-19 has created difficult and uncertain times for customers and the insurance industry. This webinar will provide a strategy on how to communicate with customers in the current climate in a way that will reduce anxiety, provide clarity and keep the customer on board.

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How to answer the most common question of the moment: 'does my Bi policy cover Covid-19?'

  • Tue 31 Mar 8:00 am – 9:00 am
    • Alan Chandler

A thirty-minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid -19?' Webinar - details to follow once registered

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Practical Soft Skills Workshop- Masterclass

  • Tue 24 Mar 9:00 am – 5:00 pm
  • MHA Tait Walker
    • Adam Owen, NextGen Planners Ltd

This one-day course focuses on the tiny details that make the difference between good client relationships and great client relationships. During the day you will learn what your communication style says about you and how you can adapt the way that you communicate to instantly build rapport with those around you.

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Practical Soft Skills Workshop- New Starters

  • Mon 23 Mar 9:00 am – 5:00 pm
  • MHA Tait Walker
    • Adam Owen, NextGen Planners Ltd

This one-day course focuses on building great client relationships. You will learn techniques to build trust and move fluently through the meeting agenda, whilst maintaining focus on the client’s needs. You will learn the six key questions that achieve a real understanding of the client’s objectives, enable you to recommend solutions based on real understanding and produce a compliant file.

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AF4- Investment Planning- 13/03/2020

  • Fri 13 Mar 9:00 am – 4:30 pm
  • MHA Tait Walker
    • Anthony O’Neill

The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.

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Lunchtime Seminar- Examination Techniques

  • Wed 04 Mar 9:00 am – 12:30 pm
  • The Jurys Inn, Newcastle
    • Alan Chandler, Alan Chandler

This 3 hour workshop 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 explore a range of study techniques to see which ones are most appropriate for you as well as looking at how to time manage both in respect of revision and the actual exam.

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Young Professionals' Group AGM

  • Thu 27 Feb 6:00 pm – 7:00 pm
  • The Telegraph
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