Previous events
All previous events
(PFS) Online Revision R01 - Two Day Course - (Qtr2)
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 R02 - Two Day Course - (Qtr2)
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 R04 - Two Day Course - (Qtr1)
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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The Power of an Attorney
Many more people have applied for and registered Power of Attorney’s in the last few years, a wise thing to do. But when it comes to the rules that Attorney’s need to adhere to and how far their ‘powers’ can go, how many of them truly understand what they are able to do when it comes to looking after the finances and assets of the Donor. Should they invest funds languishing in a bank account? Are they allowed to take into account the potential beneficiaries of the Donors estate? How much risk is acceptable? This session will look to answer these pertinent questions and many more.
View event details(PFS) Online Revision R03 - Two Day Course - (Qtr1)
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 detailsProperty insurance - understanding why there will be 15% + rate increases in 2022
This webinar will explore the root causes of rebuilding inflation and why large premium hikes are inevitable. This will be highly topical for both brokers and insurers alike. A combination of higher materials and labour costs will mean insurers are likely to need 9.6% increases just to cover rebuild cost inflation in the UK. However, given most need additional rate strength of around 6% to balance their loss-making property books, this will mean policyholders looking at rate increases of around 15% in 2022 on top of the 2021 increases!
View event detailsThe Highway Code Changes 2022 And Their Implications For Motor Insurance
On 29 January 2022 some significant alterations were made to the Highway Code, known and trusted for many decades as the ‘Road Users’ Bible’ Not only are these amendments of fundamental importance to any road user, they will undoubtedly have a bearing on many RTA liability decisions affecting everyone from pedestrians to HGV drivers. This webinar goes into detail on the provisions of the new Code and how they can be communicated to clients. It also looks at how they are likely to affect different classes of Motor insurance.
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Council Meeting - February
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
View event details(PFS) Online Revision R01 - Two Day Course - (Qtr1)
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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(PFS) Online Revision Course RO2 - Two Day Course - (Qtr1)
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 detailsACII FastTrack (Leicester)
The Insurance Institute of Leicester has kindly offered Nottingham members one/two places on their new FastTrack ACII programme to begin in January 2022. Contact joanne.marriott@russellscanlan.com for further details BEFORE midday 06/12/21 (applications will be considered in order of receipt)
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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 ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R04 examination.
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Business Protection webinar
Join us for this webinar covering the range of business protection options available when advising clients. If they are a limited company, LLP, partnership or sole trader, this is a complex area and in this session, we hope to make it clearer as to how to provide them with the right cover and in the best way.
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WEBINAR: The FCA’s new Consumer Duty of Care
The FCA introduced its proposal for a new consumer duty of care in consultation CP21/13. The FCA’s aim is to shift firms’ culture and behaviours to a focus on customer outcomes and putting the customer in a position in which the customer can act and make decisions that are in the customer’s best interests. The one-hour session will focus on the following: • an overview of the proposed new principle, rules and guidance; • how the new duty will be implemented; • how the duty interacts with existing principles, rules and guidance and the FCA’s other areas of focus (such as vulnerable customers); • how the FCA proposes to regulate and enforce the new duty; and • the steps that firms should be taking to ensure compliance with the new duty, rules and guidance.
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
View event details(PFS) Online Revision R02 - Two Day Course (Qtr4)
The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R02 examination.
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Workplace Pensions - Taking on…….Salary Exchange
As business start to embark upon a post-COVID recovery, employer costs will be front and centre. As the pensions scheme is likely to be the next biggest cost to the employer after payroll, their costs can be considerable, however so are the annual savings gained by using salary exchange. It is an ideal time to discuss these potential savings with your employer clients. To help with these discussions we are holding an adviser CPD webinar focusing on this topic.
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 ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R03 examination.
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WEBINAR: FCA’s new supervision strategy for GI brokers
In the FCA’s Dear CEO letter of 4 September 2020 they set out a new supervision strategy for GI brokers as they believe customers are buying unsuitable or poor value products and that insufficient or unclear information is being provided at point of sale and inappropriate sales tactics are the biggest contributors of customer harm. Whilst the letter covers everything below the one hour event will focus on the following:- Firms’ response to covid; Governance and oversight; Bedding in of SMCR to incl Conduct Rules for all staff; Incentive arrangements incl remuneration for firm and staff; Business models incl distribution chains, product oversight and design, sales and renewals, conflicts of interest and ARs; Uncertainty brought about by the BI court case and handling of claims, complaints and ongoing communications; With new requirements around vulnerable customers, pricing and consumer duty it is clear that a lot more work is to come for brokers and insurers alike.
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