Forthcoming events

All forthcoming events

The Insurance Product Information Document

  • Thu 13 Sep 12:30 pm – 2:00 pm
  • Peterborough United Football Club
    • Jeff Heasman, Jeff Heasman Training & Consulting

Overview: The Insurance Distribution Directive (IDD) will become law in the UK in October 2018. A cornerstone of the Directive is the new Insurance Product Information Document (IPID). The law will require that an IPID is produced for every existing and new non-life policy. This session will take you through the relevant sections of the implementing regulations and the new prescribed format for the IPID. This will be followed by tips on how to navigate through the fog of insurance gobbledygook to ensure that the IPID is written in plain language and be jargon free. At the end of the talk, participants will be able to: • Recognise the key provisions of the IDD, so far as they relate to the IPID. • Understand the need to follow the prescribed format for the IPID and know who is responsible for producing and distributing the IPID. • Apply the key principles of plain language drafting to ensure the IPID complies with the legal requirement to be jargon free. Please note that this event will be held in the Noel Cantwell Suite which is located in the ABAX Stadium's South Stand. Due to limited parking near the South Stand entrance, we recommend that you park near the Main Reception and walk around the stadium to access the venue. This event is free to members and non-members. Buffet lunch included.

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Make Yourself Memorable

  • Thu 01 Nov 12:30 pm – 2:00 pm
  • Peterborough United Football Club
    • Melissa Kidd, Motem Ltd

Overview: Ensure key people remember you and the value you create. This session is for professionals who often get glazed looks when describing what they do. It is for those who want to be able to give a more interesting answer than say, ‘I’m in accountancy/insurance/banking/financial planning’. By the end of this event, delegate will have learnt some key principles for making themselves more memorable including: • Use 3 concise, clear and conversational introductions so that people are more interested in finding out more. • Illustrate their work through stories which demonstrate credibility. • Recognise how to avoid being remembered for the wrong reasons. Please note that this event will be held in the Noel Cantwell Suite which is located in the ABAX Stadium's South Stand. Due to limited parking near the South Stand entrance, we recommend that you park near the Main Reception and walk around the stadium to access the venue. This event is free to members and non-members. Buffet lunch included.

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Financial Resilience for Women

  • Thu 15 Nov 12:30 pm – 2:30 pm
  • Peterborough United Football Club
    • Alison Cooper FCII Dip PFS, ACT One Training Services Ltd

Overview: This talk follows the theme of the new CII initiative, Insuring Women’s Futures. The talk is geared towards women & to financial planning professionals, who are interested in learning more about the key issues for women & their future financial resilience. The talk is designed to highlight what women need to know on their quest for Financial Independence. The seminar objectives are: • To increase women’s awareness of financial resilience. • To identify key moments that matter in girls/women’s lives. • To highlight perils & pitfalls that aggregate in these moments that matter. • To appreciate the importance/need for Women’s Financial independence. • To discuss & share experiences. • To provide food for thought & hopefully some lightbulb moments. Please note that this event will be held in the Noel Cantwell Suite which is located in the ABAX Stadium's South Stand. Due to limited parking near the South Stand entrance, we recommend that you park near the Main Reception and walk around the stadium to access the venue. This session is also scheduled to run from 12:30pm until 14:30pm. This event is free to members and non-members. Buffet lunch included.

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Insurance and Risk Management in 2018 & Beyond

  • Thu 17 Jan 12:30 pm – 2:00 pm
  • Peterborough United Football Club
    • Jeff Heasman, Jeff Heasman Training & Consulting

Overview: This thought-provoking and interactive session will provide an overview of the current opportunities and threats that are trending in the global insurance industry. The industry has never been more ripe for disruption. Customer needs and demands are evolving more rapidly than ever before and businesses need to adapt to these changes, whilst also considering associated risk management issues. Against a backdrop of regulatory change, a redefining of insurance distribution methods and new product opportunities, artificial intelligence, big data and the growth of the Internet of Things present exciting challenges but also threats. How a company develops its business model to adjust to new and evolving areas such as cyber security and crime, for example, will determine its short term and long term success. This session will provoke discussion as to how current and predicted trends fit in to the local context. From data analytics to the future of underwriting, pricing and claims handling, this is a seminar for staff at all levels. By the end of the event, participants will be able to: • Understand the nature and importance of risk management. • Recognise current and predicted trends in the global insurance industry. • Apply the current and predicted trends to a local context. • Create local solutions that will maximise opportunities and minimise risk. Please note that this event will be held in the Noel Cantwell Suite which is located in the ABAX Stadium's South Stand. Due to limited parking near the South Stand entrance, we recommend that you park near the Main Reception and walk around the stadium to access the venue. This event is free to members and non-members. Buffet lunch included.

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