Previous events
All previous events
Estate administration – What’s involved and the opportunity for financial advisers
Estate administration can be a complex legal process, particularly for clients with a portfolio of assets and investments. This hour long seminar will explain the various stages of the estate administration process, the legal and tax work involved and the typical timescales. The session will also explore the commercial opportunities that estate administration poses for financial advisers from a business development and asset retention perspective.
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Trusts and their use in Estate Planning
This hour long seminar will explain the key role that trusts can play in the estate planning process. It will outline the risks and benefits of using them and will explore the different types available, how they work and the impact of them being used incorrectly. We will also consider their impact on the estate administration process after death.
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The FOS: a kangaroo court or free and fair access to justice?
This lecture is split into three parts as follows: 1) Trends, themes and statistics- speaker: Claire Loveday 2) Examples: Bad law and inconsistent decisions- speaker: Matthew Wilson 3) Advice for managing claims- speaker: Sue Surridge Learning Objectives: Increase awareness of FOS complaints trends. Increase awareness of the importance of handling complaints correctly. An understanding of Treating Customers Fairly An update on recent case law and the availability of information to assist and inform complaints handling.
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Quiz 'n' Chip Night
This is a General Knowledge Quiz - teams of 4 to 8 people, competing for the Cathy Woodbine Trophy. Tickets are £10.00 to include a Chicken or Fish & Chip Supper - please bring your own condiments, drinks, cups & cutlery etc! A vegetarian option is also available. We will be holding our usual charity raffle in aid of the Insurance Charities and our local charity 'About with Friends'. All welcome Bring your friends and family!
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What is Negligence anyway?
Most professionals would have some understanding of the term “negligence” but what does it actually mean? When has the court found in favour of the claimant and when has it not? Is there really a compensation culture and are there any steps you can take to protect yourself from spurious claims?
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Study & Exam Techniques
This session is suitable for CII and PFS exams and will cover: how to study and prepare for the CII/PFS exams short cuts to effective study and revision how to think like a CII examiner common mistakes by candidates Coffee and pastries will be available at 9am with the hour long workshop commencing at 9.30 am.
View event detailsInsurance Act
A discussion of the key provisions of the Insurance Act and how these impact on risks faced by brokers and insurers. Learning points include the following: · A refresher on the key changes introduced by the Insurance Act 2015. · Information about impending changes to insurance law found in the Enterprise Act 2016. · Practical worked examples on how the Insurance Act applies.
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Inheritance Tax
We will demystify the rules of the Finance (No 2) Act 2015 which introduced the residence nil rate band which, if satisfied, enables individuals to pass an additional £175,000 to the next generation tax free. Delegates will be taken through worked examples to see how the legislation applies. Particularly tricky areas such as the downsizing provisions and taper relief will be considered. Learning outcomes: Delegates will be equip with knowledge of the RNRB to enable them to have meaningful conversations with clients about tax planning using the RNRB. Finally, the seminar will highlight the practical points delegates should bear in mind when giving tax planning advice using the RNRB. What lifetime planning can clients do now to secure the relief? On death, how can clients ensure their estate will qualify for the relief,?
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SME Cyber Risks
An outline of the types of risks to data that SMEs are exposed to. In particular we examine the different methods are used to take data from an organisation, with particular reference to small business. We then go on to examine the methods used within insurance to combat this both from a pro-active and a re-active perspective as well as how this will change with the introduction of European legislation this year. Finally, we will look at the barriers to sale of a cyber insurance policy and some good examples of questions that need to be asked of small businesses when they’re examining their insurance need.
View event detailsQuestioning & Information Gathering Techniques for Insurance Professionals - Jeff Heasman
Please note this lecture is 1.5 hours and will begin at the earlier time of 12:15pm. A light lunch will be served from 12:00 noon.
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Young Professionals Cocktail Masterclass
Insurance Institute of Norwich Young professionals Cocktail making event. Be at One- Thursday 19th May at 18:00 Free to CII members under 35 years of age.
View event detailsDonoghue v Stevenson – what the law textbooks didn’t tell you! by Jeff Heasman, The Pyramid Group
Donoghue v Stevenson – what the law textbooks didn't tell you!
View event detailsMarine Insurance
With over 80% of international trade, by volume and 70%, by value, requiring overseas carriage of goods by sea (according to UNCTAD), insurance is an essential global risk management tool for those involved in, or using the services of, the commercial maritime industry.
View event detailsThe Products and Benefits of Nobel Fire Suppression Systems in Relation to Risk Management
The presentation will demonstrate how risks can be modulated and protected with active fire suppression systems so that savings can be made on capital costs, fire damage, facility and plant downtime, coupled to reduced environmental impact.
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