Previous events

All previous events

WEBINAR Effective Remote Relationships in a Digital World

  • Tue 29 Sep 12:15 pm – 1:45 pm
    • Andy Currie, Think Distinct Ltd,

Professional relationships have always been vitally important. To succeed in the rapidly changing world, we need to ensure we can build relationships remotely in a virtual format. Virtual meetings have their own unique challenges and surprising benefits. This event shows you how to create the right professional impact, develop a future fit mindset, build remote relationship skills and the confidence to thrive in the emerging digital environment.

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IF1 Revision - Session 2

  • Sat 20 Jun 9:30 am – 12:30 pm

The North Downs insurance institute are delighted to confirm that we have arranged a full IF1 revision course. This revision course will be spread across two dates. Please book separately on each date. The webinars will be delivered by Alan Chandler one of the UK's leading insurance presenters. The webinars will be interactive and will include test questions to get the candidates used to the examination format. Delegates will have an opportunity to ask Alan questions on anything they are stuck on and with his wide experience Alan will help provide relevant easy to understand examples. Session 1 Saturday 13 June 9:30 - 12:30 Session 2 Saturday 20 June 9:30 - 12:30

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IF1 Revision - Session 1

  • Sat 13 Jun 9:30 am – 12:30 pm

The North Downs insurance institute are delighted to confirm that we have arranged a full IF1 revision course. This revision course will be spread across two dates. Please book separately on each date. The webinars will be delivered by Alan Chandler one of the UK's leading insurance presenters. The webinars will be interactive and will include test questions to get the candidates used to the examination format. Delegates will have an opportunity to ask Alan questions on anything they are stuck on and with his wide experience Alan will help provide relevant easy to understand examples. Session 1 Saturday 13 June 9:30 - 12:30 Session 2 Saturday 20 June 9:30 - 12:30

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WEBINAR Vicarious Liability: have we reached the final destination?

  • Thu 14 May 1:00 pm – 2:00 pm
    • Jeff Heasmann, Insurance Upskill

Overview On 1 April 2020, the Supreme Court handed down its judgments in two highly important cases for employers and the insurance industry: Various Claimants v Barclays Bank and Various Claimants v Morrisons. The Court of Appeal had held Barclays to be vicariously liable for the actions of an independent contractor and Morrisons liable for a major data breach committed by a rogue employee who was subsequently sentenced to prison. The Supreme Court has overturned both decisions. 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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WEBINAR - Resilience and looking after yourself in challenging times.

  • Thu 23 Apr 4:00 pm – 5:00 pm
    • Susan Heaton-Wright, Superstar Communicator

My aim for this course is that you will go away with knowledge and practical ways to improve your resilience in these challenging times. This includes: •Explore what causes you stress and the effects it has on you. •Share ideas and practices to protect you from the effects of stress and to ‘recharge your batteries’. •Techniques to access positive thoughts and emotions to develop your energy and resourcefulness •Accessing exercise and hobbies virtually inour current world.•What you can do to help and support others This is aimed at insurances professionals ranging from junior to management and across the spectrum of Insurance Brokers, Underwriters, Claims handlers and Analysts.

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WEBINAR - Vulnerable Customers

  • Mon 20 Apr 10:00 am – 11:00 am
    • Alan Chandler

The FCA have found following a thematic review that vulnerable customers are often not treated fairly. In fact many Insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurer has loaded rates at renewal. Some of the UK's largest institutions have been guilty of proactively targeting these individuals and the regulator has had enough of Insurers and brokers balancing their books on the most vulnerable in our society. The FCA have announced they will be investigating dual pricing, a lot of this will because the advantage taken of the vulnerable - expect some serious action by the FCA.    This presentation is aimed at brokers, underwriters, claims staff and IFA's. Free to members, but limited to 60 subscribers

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Webinar 2- Communicating in Uncertain Times - Jeff Heasman

  • Tue 14 Apr 10:00 am – 11:00 am
    • Jeff Heasman

The webinar draws on my insurance, legal, communication and psychology qualifications. There is so much misinformation out there right now and so much anxiety. Communication skills have never been so important. This webinar provides tips on what to say and what not to say. How to say it and how not to say it. Technical knowledge is the foundation but if we cannot communicate with customers in a way that is effective, especially in the current climate, we risk alienating our customers and losing business as well as reputation. Format of the webinar Those joining will not be able to speak during the webinar but will be able to submit written questions (anonymously if they choose) and I will deal with the Q&A at the end. I have allotted 45 minutes to speak and 15 minutes for a Q&A. I will also be doing some polling during the webinar to ensure it is as interactive as possible. The results are published but are anonymous.

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Webinar - Communicating in Uncertain Times - Jeff Heasman

  • Wed 08 Apr 12:30 pm – 1:30 pm
    • Jeff Heasman

The webinar draws on my insurance, legal, communication and psychology qualifications. There is so much misinformation out there right now and so much anxiety. Communication skills have never been so important. This webinar provides tips on what to say and what not to say. How to say it and how not to say it. Technical knowledge is the foundation but if we cannot communicate with customers in a way that is effective, especially in the current climate, we risk alienating our customers and losing business as well as reputation. Format of the webinar Those joining will not be able to speak during the webinar but will be able to submit written questions (anonymously if they choose) and I will deal with the Q&A at the end. I have allotted 45 minutes to speak and 15 minutes for a Q&A. I will also be doing some polling during the webinar to ensure it is as interactive as possible. The results are published but are anonymous.

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Annual General Meeting

  • Mon 06 Apr 6:30 pm – 7:00 pm

Annual General Meeting of the North Downs Insurance Institute. Please note that due to Corona Virus disruption, we will be conducting this as a conference call.

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Corona virus business continuity: Best Practice in Managing Teams Remotely

  • Thu 02 Apr 12:00 pm – 1:30 pm
    • Sarah Stoddart

As you are no doubt aware businesses up and down the country are putting in place business continuity plans for the event of widespread illness from the novel coronavirus – these plans often include whole teams or offices working from home for some period of time. For many managers this may be the first experience they have of managing entire teams remotely with little time for them to consider how they may need to adjust their management styles to the situation. I am pleased to be able to offer an event that will provide your members facing this situation with the best practice in managing remote teams to allow them to prepare for this potential business continuity situation. The webinar is scheduled for an hour with 1/2 hour Q&A

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WEBINAR - Does my Bi policy cover Covid-19? (Repeat)

  • Mon 30 Mar 10:15 am – 11:15 am
    • Alan Chandler

Alan Chandler, who is well known to our members having delivered a number of well received presentations, will be presenting an hour long simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid -19 ?'. This is a REPEAT of the WEBINAR being held on Friday 27 March, which is now fully booked. Please do not join both, but allow others to book on this one.

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WEBINAR - Does my Bi policy cover Covid-19?

  • Fri 27 Mar 4:45 pm – 5:45 pm
    • Alan Chandler

Alan Chandler, who is well known to our members having delivered a number of well received presentations, will be presenting an hour long simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid -19 ?'.

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General Knowledge Quiz Spring 2020 CANCELLED DUE TO CONCERNS OVER CORONA VIRUS

  • Thu 26 Mar 6:30 pm – 10:00 pm
  • South Croydon Conservative Club

CANCELLED DUE TO CONCERNS OVER CORONA VIRUS Back by popular demand, we are once again we are running our popular General Knowledge Quiz at the Croydon Conservative Club, just £8.00 for individuals or £28 for a team of 4 to include a curry supper.

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POSTPONED Getting Paid What You’re Really, Really Worth

  • Tue 24 Mar 12:30 pm – 4:00 pm
  • Harlequin Centre, Redhill
    • David Scarlett

UNFORTUNATELY THIS EVENT IS POSTPONED DUE TO CORONA VIRUS RESTRICTIONS Registration and light lunch 12:30 - 1:00pm Overview To help Senior Decision Makers create a business which naturally attracts higher client fees and healthier profits.   -          Why highly successful businesses don’t try to compete on price -          Why time-based fees are so short-sighted, and miss the point -          The steps you must take to position yourself as “valuable”, before you’ve even met your new client -          What Advisers regularly do that reduce their value to their clients -          Breaking the link between meetings, assets and fees in your client’s mind -          How to elevate yourself from Good to Expert in your client’s mind -          Why it’s critical to separate what clients really want from what you think they need -          How to improve trust dramatically -          Why most Advisers misunderstand the use of Segmentation to increase value -          How to manage client expectations… and deliver service that surprises them

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The Future of Commercial Insurance Broking

  • Tue 03 Mar 12:30 pm – 2:00 pm
  • Zurich, Croydon
    • Laura Smith, Konsileo
    • John Warburton, Konsileo

Please note that Registration and a sandwich lunch will be available from 12:30pm, with the talk commencing at 1:00pm. The Future of Commercial Insurance Broking report was created by co-founder of Konsileo John Warburton alongside the CII and PKF Littlejohn. This report takes a deep dive on how the commercial insurance industry has changed over the last 10 years, as well as looking 10 years into the future and how the industry could evolve over time. Challenges of the current landscape are outlined, along with potential solutions and likely outcomes as insurance moves into the digital world to keep up with other industries and ever-increasing customer expectations. The value of brokers in the value chain is discussed along with potential methods for brokers to future-proof their career and improve client relationships even further than traditional methods commonly used today.

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Annual Dinner 2020

  • Fri 28 Feb – Fri 28 Feb
  • De Vere Estate, Selsdon Park Hotel, Croydon

Our annual dinner will once again be held at Selsdon Park Hotel. Come along to network and be entertained. Please note that our usual date of the first Friday in March was double booked, and our Dinner will be held a week earlier than usual on Friday 28th February 2020 Please contact our Dinner Secretary, Maria Self secretaryiic@outlook.com

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POSTPONED Help Advisers Create Auto Referrals

  • Fri 14 Feb 9:00 am – 1:00 pm
  • Harlequin Centre, Redhill
    • Bernie D'Souza

POSTPONED Unfortunately, we have just been advised that due to unavoidable personal circumstances, the speaker, Bernie D'Souza will not be available. We have tried to source another speaker on the same subject, but we have not been successful at what is relatively short notice. Please note in your diaries that the event will not be running on the 14th February, and that we hope most sincerely to reschedule as soon as possible when Bernie will be available. Many thanks for your patience and understanding.

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Boost your career

  • Thu 30 Jan 1:00 pm – 2:00 pm
  • Zurich, Croydon
    • Lizzy Dunning

Understanding yourself and how others see you to boost your career

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YPG Careers and Networking event

  • Thu 23 Jan 6:00 pm – 7:00 pm
  • Jurys Inn
    • Rob Yulle, Association of British Insurers
    • Ravi Mulji, Access Insurance
    • Mike Wood, Aston Lark Schemes

Come along and hear how successful insurance professionals have modelled their career paths.

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Business Interruption - An In Depth Look

  • Wed 08 Jan 9:00 am – 12:00 pm
  • Zurich, Croydon

An in depth look at BI by Alan Chandler The course will be very suitable for all insurance broking staff , any underwriters, claims staff or loss adjusting staff working in commercial insurance and anyone studying for the CII diploma subject M93 Commercial property and business interruption.

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