Previous events
All previous events
(PFS) Online Revision RO4 - Two Day Course - Q2
Dates: 2nd June & 5th June 2023 The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.
View event detailsSURE: a new technique to ensure clients have understood your advice
We naturally ask the client if there is anything they didn't understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice! That is why, in this session, Jeff Heasman will outline his SURE technique for insurance, legal and financial services professionals, based on concept checking, a method traditionally used in language teaching. Concept checking is designed to determine, with as much certainty as possible, that the client has understood the advice. Easy to apply to day-to-day interactions with clients, the SURE technique will help avoid misunderstandings now and in the future.
View event detailsAnnual General Meeting
Our local institute council will be holding its Annual General Meeting at the time and date shown (venue to be confirmed) If any member of the Nottingham Insurance Institute wishes to join the council or would like to chat with someone about what this would involve, please contact our Secretary, Olivia Whiteley email at : olivia.whiteley@russellscanlan.com We run a series of CPD events, sports and social events in the area throughout the year, as well as celebrating all of our member’s achievements at the annual dinner, which is held in January each year.
View event detailsAGM Invitation
Your council invites you to attend the 2023 Annual General Meeting of The Nottingham Insurance Institute. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. If you feel you could make a positive contribution, it is an ideal first step to becoming involved. This year members are invited to attend either in person or virtually via Teams. If you are not currently a Council Member and would like to come along, simply let us know by using the booking link and we will do the rest. Bookings will close on the 27th April 2023 to allow us sufficient time to provide all attendees with the relevant documentation ahead of the AGM. For further details: https://cms.localinstitutes.cii.co.uk/nottingham/home/events/2023/agm-invitation/
View event detailsBuilding Confidence & Shifting Your Emotional State
This Webinar comes highly recommended by other local institutes: Many people believe that their emotional state is entirely dictated by external factors over which they have no control. For example, how often do we hear people say, ‘You make me angry/happy/sad’? In the workplace many develop unconscious strategies that affect their emotional state and significantly affect their performance; typical examples include making telephone calls – particularly cold calls – and presenting or speaking in public. This empowering session shows delegates how to take control of their emotional state, shifting to the best possible state to achieve highly successful outcomes at work and at home
View event detailsCert CII - I10 Lunch Tuition
Certificate in Insurance. Free Lunch-Time Tuition starting Wednesday 3 May. Insurance Broking Fundamentals. Subject I10. In conjunction with The Leicester Insurance Institute we are offering a very limited number of places for an on-line course in subject I10. Insurance Broking Fundamentals. The course consists of six two-hour sessions starting on Wednesday 3 May. Some additional places have become available. If this might be of interest to you, read on To obtain the Certificate of Insurance, you have to pass three subjects. You don’t need to have passed any other examination to join this course. Whilst tuition is free, either you or your employer will need to purchase the 2023 study text. You will also need to pay for the assessment (examination). Tuition is by a professional tutor, Alison Cooper of ACT1. She is highly regarded and has run a previous course for Leicester CII. The sessions are held between noon and 2pm on a Wednesday. The schedule is 3 May, 17 May, 31 May, 14 June, 28 June and 12 July. You need to commit to attending. If you would like to be considered for the course, you need to act swiftly. Please: • Obtain your manager’s approval to your attending • Compete the application form found on our web page and send it to joanne.marriott@russellscanlan.com BEFORE 5pm tomorrow afternoon. You need to be a CII member to join the course. Due to time constraints applications can only be accepted if they are received BEFORE 5pm tomorrow (25/04/23). Spaces are limited so completing the application does not guarantee a place
View event details(PFS) Online Revision RO3 - Personal Taxation - Two Day Course - Q4
The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.
View event details(PFS) Online Revision RO2 - Two Day Course - Q1/Q2
The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.
View event details(PFS) Online Revision RO1 - Two Day Course - Q1
The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.
View event detailsCouncil meeting - March
Nottingham Insurance Institute Council meeting. If you are not a member of council and would like to attend, please contact our secretary to obtain more information and reserve your place. olivia.whiteley@russellscanlan.com
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General Knowledge Quiz 2023
BOOK YOUR PLACE NOW! We will be returning to face to face socials for our quiz night as will our quiz master Graham Chambers who has agreed to come out of retirement for this event. Entry is £10 per team member including entry in to the quiz, and includes food. Teams are a strict maximum of 4 members. We look forwards to seeing you!
View event detailsThe Consumer Duty Toolkit
DON'T MISS OUT ON THIS NEW KEY OUTCOME BASED REQUIREMENT OF THE FCA Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important. During this session, you will learn skills based around: ➢ working in an outcomes-based regulatory environment ➢ communicating in a way that aids accessibility and understanding ➢ checking understanding to facilitate informed decision-making ➢ recognising and handling behavioral biases throughout the customer journey ➢ recognising and dealing with vulnerable customers The session is interactive and includes exercises and simulations that will help you practice the skills learnt and how to evidence outcomes. It is aimed at those working within the UK insurance and financial services industry. Duration - 3 hours
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Annual Dinner 2023 - BOOK NOW
We're back!!! We are delighted to announce the return of The Nottingham Insurance Institutes Annual Dinner which will take place on Friday 20th January 2023. Dust off those DJ's and posh frocks, its time to come together again to celebrate the local Insurance Industry.
View event detailsRegulation webinar - FCA GI Consumer Duty & Update
The FCA want to see a higher level of consumer protection where firms compete vigorously in the interests of consumers and they wish to drive a healthy and successful financial services system in which firms can thrive and consumers can make informed choices about financial products and services. They consider that firms are not consistently and sufficiently prioritising good consumer outcomes and this causes consumer harm and erodes consumer trust. With final rules published on 27 July 2022 this talk will update you as to what now will be needed over the next 12 months. This General Insurance focused session will also include an update on Product Value Assessments that had to be completed by 30 September (note the FCA have criticised insurers for their lack of progress with this) and have given brokers an extension of 90 days so as to prevent customer harm. Both brokers and insurers have an important role to play and this session will ensure you understand what it is you have to do and what changes need to happen in year two of the process to ensure it all gets done. We will also cover the current position on multi-occupancy insurances following intervention by the government (very much part of the product governance/value assessments) and an update on the FCA’s work on Appointed Representatives
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ACII FastTrack Programme - Register Your Interest
As an institute we are continually reviewing the needs of our members and over recent months we have been approached by some to inquire if we are considering running a Fast Track ACII programme as we did the Dip programme back in 2020. Before we can make a final decision on this we would like to hear from our members if this is something that would be of interest as we would need a minimum number of people to make this cost effective. The sessions would likely be run by webinar over an 18 month period covering 5 topics and would include tuition and guidance. The cost of the text books etc. would need to be met by the student or their employer and we would ask you to sign up to complete the whole course. You will need to be DIP CII qualified (or very nearly) to undertake the programme. If you have already started down the ACII track, you may still be able to join the programme - please email joanne.marriott@russellscanlan.com with details of what you have completed etc. for consideration if we go ahead with the course. If you think this is something you would be interested in, please let us know by clicking the Book Now button and registering your interest by the 1st December. Thank you
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Retaining Clients and adding value
With it costing 5 times more to win a new client than keep an existing client, retaining and upselling has never been such a key focus as it is now, with tough market and economic conditions. This 1-hour course is a great way to learn some new skills and improve existing skills within the sales process, identifying and contacting key clients to cross / upsell products and increase your chances of retaining your clients year-on-year. With Product Value & Consumer Duty now in play, this webinar is an ideal refresher to help with your customers journey.
View event detailsCouncil Meeting - November
Nottingham Insurance Institute Council meeting. If you are not a member of council and would like to attend, please contact our secretary to obtain more information and reserve your place. olivia.whiteley@russellscanlan.com
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WEBINAR: An Introduction to Blockchain and Cryptocurrency and the impact on Insurance
Blockchain, Distributed Ledger Technology, Bitcoin and cryptocurrencies in general keep appearing in the news. Whether it’s about ransomware, the dark web, money laundering or fraud, it tends to have only bad stories written about it. There’s also a lot of hype too as Bitcoin keeps going up in price, “DeFi” is the next big thing and Non-Fungible Tokens (NFT’s) are the latest craze. The digital artist known as Beeple recently raised $69 Million from the auction of an NFT. The technology is full of buzzwords which makes it difficult to appreciate that it does offer some radical alternatives to how businesses operate and could have a transformative effect – particularly in insurance. The session is intended for those who wish to gain an understanding of blockchain core concepts, use cases and relevance to insurance. It is designed to be business, rather than technical, focused and no prior knowledge of Blockchain is required.
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(PFS) Online Revision R04 - Two Day Course - (Qtr4)
The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.
View event details(PFS) Online Revision R03 - Two Day Course - (Qtr4)
The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.
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