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How becoming an Education Champion can bring rewards to you!

  • Tue 12 Jan 12:30 pm – 1:30 pm

Presented by Darren Amos Dip PFS In this workshop Darren Amos will explain how the CII and PFS are bringing financial education into schools by recruiting suitably qualified advisers to deliver workshops to groups of students. You will learn about the various workshops that are being made available, and the benefits to you of engaging with the process. Learning outcomes You will learn about the skills training program that you will undergo in order to present the workshops and how it will help you to improve your own communication skills You will learn about the content of the 4 separate workshops, and how to explain this to younger, inexperienced students You will learn about our special interactive board game, played by large groups and how it links with your knowledge, presentation skills and technology About the speaker Darren works for a locally based IFA firm Anstee & Co. As an Independent Financial designer. He has a great deal of experience in both personal and corporate finance advice. In recent years he has focused on the Later life arena, including Pensions and Later life lending. After many years in the financial services industry he is now keen to pass on the knowledge and experience he has gained, to both his colleagues in the industry and to the wider public. Becoming an Education Champion is part of that commitment and he has already delivered these workshops to several schools, where they were very well received.

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The Three Wise Insurance Execs: an Insurance Christmas Story

  • Tue 15 Dec 12:30 pm – 1:30 pm

This amusing and fun webinar will look at the magic of the Christmas story through the eyes of The Three Wise Insurance Execs, as they set out on their camels to reach The Lloyd´s Building in London, above which a guiding star shines brightly. The story will be narrated by Jeff Heasman, using specially commissioned artwork. 2020 has been challenging but this will be a story with an underlying message of positivity and hope! Just like the original Christmas story. So, let´s sign off our 2020 CPD programmes on a positive note with some serious learning but in a fun and amusing way … through the eyes of The Three Wise Insurance Execs in An Insurance Christmas Story. On: Tuesday 15 December at 12.30 - 13.30 Session Objectives: By the end of this webinar, participants will be able to identify key events over the past year, how the insurance industry has adapted and the positives of the past year. understand how these adaptations will influence the way we operate from 2020 onwards. implement a strategy to deal with sudden and unexpected change.

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Selling Commercial Insurance in a Hardening Market

  • Tue 08 Dec 12:00 pm – 1:00 pm

Selling Commercial Insurance in a hard market by Max Eldred Capability Manager - Premium Credit Overview of Event Principally driven by the London insurance market but heavily influenced by global market conditions – the UK insurance landscape is currently undergoing a hard market cycle across the majority of insurance classes. The impact of a hardening market has a profound effect on both large and small businesses in the UK, especially when preparing for renewal. In this webinar we explore the best ways of keeping your clients in a difficult environment. Session Objectives: By the end of today’s market briefing, delegates will be able to: List a minimum of three characteristics that constitute to the hardening market; Demonstrate ways to communicate to their client’s specific personality type; Present a finance package to their brokers, highlighting the benefits that this can have for their client.

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Hot work fire

  • Wed 11 Nov 12:30 pm – 1:30 pm
    • Chris Buesnel, Crawford and Company

A review of hot work fires. The session will consider what hot work is, how and why fires arise from hot work, the policy position including hot work warranties, hot work permits, preventitive and risk mitigation options as well as illustrations as to the devastating consequences when things go wrong Session Objectives: Those attending this webinar will gain an understanding as to What comprises hot work What are the risks of hot work Recommended prevention methods Hot work permits and their effectivness Hot work policy warranties Third Party recoveries involving hot work fires

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Facilitating and contributing to conference calls and meetings

  • Tue 20 Oct 12:30 pm – 1:30 pm

Conference calls and virtual meetings are now the norm. It is an opportunity for individuals to raise their credibility by facilitating and managing meeting effectively, as well as contributing in an impactful way. We all have experiences of conference calls that haven’t been run well or efficiently. We can change this!

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Taking Care of Mental Health During The Pandemic

  • Tue 28 Jul 12:30 pm – 1:30 pm
    • Claire Russell, Mental Health in Business (MHIB):

In this session Claire will be looking at how some of the issues that have arisen out of the pandemic, that are affecting our individual and collective mental health. She will be providing some guidance on self-care during this time and how we can begin preparing mentally and emotionally for a transition back in to the workplace as restrictions lift further. Session Objectives: • To understand where we are now with regard to Mental Health in the workplace • To understand what we mean by mental health • To understand the mental health impact of a transition back in to the workplace • To learn about self-care practices

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Inheritance Tax Planning and Estate Planning

  • Tue 21 Jul 12:30 pm – 1:30 pm
    • Martin Perrett, Blackfinch Investments

Martin Perrett from Blackfinch Investments will be providing a 45 minute CPD qualifying presentation on Inheritance Tax Planning and Estate Planning over a lunch time webinar session on Tuesday 21st July 2020. Learning Outcomes • Look at the current IHT position in the United Kingdom including the Residence Nil Rate Band • Compare the current IHT solutions available on the market • Look at the main rules relating to Business Relief • Know the main risks associated with investing in tax efficient products • Review the main suitability considerations for clients wishing to use tax efficient investments

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Directors and Officers insurance in a plain English nutshell - a must for all in General insurance

  • Wed 17 Jun 1:00 pm – 2:00 pm
    • Alan Chandler

Alan Chandler will briefly explain the history and how the D&O market place is changing, including the fact that many more directors are being sued individually and also the fact that the amount of HSE prosecutions have trebled against individual directors since 2015. This is no longer a cover that ANY director can ignore, and ironically if a director refuses D&O without consulting their fellow directors they have massively increased their own personal D&O exposure! Too many brokers are saying to their clients that the maximum limit a company should set for D&O is the sum total of all the directors personal assets - this is wrong and will lead to a PI claim against that broker! Alan runs his own training and consultancy business, so does not come with any agenda for promoting a specific insurer's wording. This presentation will be focusing on how to make it easy to understand the main purpose of this valuable cover.

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SIPP, SSAS and Commercial Property Purchase

  • Wed 10 Jun 12:30 pm – 1:30 pm
    • David Erentz, Talbot and Muir

The presentation looks at the differences between SIPP and SSAS and goes in to more detail in looking at some of the main features of SSAS, including the loanback facility. It also examines the pros and cons of commercial property purchase in a SIPP/ SSAS and some of the main points to consider when looking at this.

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The Perfect Storm - how capacity is disappearing fast from the UK insurance market

  • Tue 19 May 1:00 pm – 2:00 pm

This presentation entitled the Perfect Storm, will be exploring why capacity is draining out of the UK insurance market and why we are moving into a very hard market where niche covers will be difficult to place. It is difficult to imagine a worse start to a year for the UK insurance market than 2020, and the problem is that the market was already in all sorts of trouble coming into 2020 !! The presentation will be delivered by Alan Chandler who is one of the most popular presenters in the UK insurance market. Alan will explore how Solvency II, the recent stock market crash,Ogden, Soft rating , Floods and now Bi and Covid-19 have all combined to create the perfect storm and how rates will have to significantly increase with many high risk businesses facing the prospect of getting no alternative quotes.

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How general insurance can cope financially as a result of coronavirus

  • Fri 15 May 12:00 pm – 1:00 pm

This comprehensive and interactive one hour webinar will focus on the critical financial aspects of riding this storm - overall business solvency, (compliance with adequate resources COND 2.4), looking at key areas of the business, revised requirements of senior managers, reviewing expenditure, reliance on key clients, HMRC help, furloughing, cutting unnecessary spending and looking ahead. It is a one stop shop for knowing what has to be done in a compliant and timely manner.

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2020 How to Perfect Your LinkedIn Profile

  • Tue 12 May 12:30 pm – 1:30 pm
  • Webinar
    • Christina Robinson, Green Umbrella

LinkedIn is the ultimate tool when it comes to building and nurturing business relationships - and as we all know first impressions really do count! So let me ask you a question… When did you last take the time to look at your LinkedIn profile? In this webinar, you'll be walked through a 10 point checklist which will allow you to make the most of your LinkedIn profile.

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2020 How to advise policyholders on the policy coverage gaps caused by Covid-19 17:00 Repeat

  • Mon 27 Apr 5:00 pm – 6:00 pm
  • Webinar
    • Alan

The Covid-19 lockdown has created far more gaps in covers than most brokers realise, and this webinar takes a look at where these coverage gaps arise and how best to advise your clients on these issues.

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2020 How to advise policyholders on the policy coverage gaps caused by Covid-19

  • Mon 27 Apr 1:00 pm – 2:00 pm
  • Webinar
    • Alan

The Covid-19 lockdown has created far more gaps in covers than most brokers realise, and this webinar takes a look at where these coverage gaps arise and how best to advise your clients on these issues.

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2020 112th Northampton Insurance Institute AGM

  • Wed 22 Apr – Wed 01 Apr
  • Conference Call

We will be hosting the 112th AGM by conference call, a first for the local institute. Join us!

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2020 The Supreme Court on Vicarious Liability. Have We Reached the Final Destination?

  • Thu 09 Apr 1:15 pm – 2:15 pm
  • Webinar
    • Jeff Heasman

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.

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2020 Does my BI policy cover COVID-19 16:00

  • Fri 20 Mar 4:00 pm – 5:00 pm
  • Webinar
    • Alan Chandler

Webinar presentation on a plain English explanation of how to answer the most common question of the moment: 'does my Bi policy cover Covid-19?'

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2020 Does my BI policy cover COVID-19 12:00

  • Fri 20 Mar 12:00 pm – 1:00 pm
  • Webinar
    • Alan Chandler

Webinar presentation on a plain English explanation of how to answer the most common question of the moment: 'does my Bi policy cover Covid-19?'

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2019 Vulnerable Customers

  • Tue 10 Mar 12:15 pm – 1:30 pm
  • Old Northamptonians
    • Alan Chandler
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2020 The Power of Capability to Help Grow Your Business

  • Tue 18 Feb 12:15 pm – 1:30 pm
  • The Marriott Hotel
    • Emma Thomas, Premium Credit
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