Previous events

This month

R02 Full Day Exam Revision Workshop

  • Thu 21 Jan 9:30 am – 4:30 pm
  • Webinar
    • RM Advance

This one day session aims to bring together all your learning from R02 into a live event focussing on key areas and where maximum marks can be gained in the exam. The session assumes the learner has studied R02 and is not new to these units and the aim is for the delegate to have increased confidence when taking the exam and a vastly increased chance of passing the exam.

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Working Well: An Introduction to Mental Health Awareness (3 hours) Jan 2021

  • Mon 18 Jan 10:00 am – 1:00 pm
  • Webinar
    • Amber Cowburn, Working Well SW

Join this short course taught by national expert Amber Cowburn, to give you a thorough introduction to mental health awareness. You will learn about current mental health statistics, why mental health is of core importance to business, the continuum of mental health, how to proactively look after employee wellbeing, and how to support and signpost. Working Well provide sector leading mental health training that empowers participants, using expertise and enthusiasm. Their courses are packed with current research, to ensure comprehensive understanding and confidence to focus on employee wellbeing.

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ANNUAL CII & PFS AWARDS - 2020 SPECIAL AWARDS

  • Fri 15 Jan. 5:00 pm

Should we be celebrating you and your achievements this year? Do you know someone who deserves to win one of the awards below? If the answer is yes, then we invite you to submit your nomination.   - Customer Service Champion - Treating Customers Fairly Champion - Outstanding Study Achievement- CII/PFS student of the year in Plymouth or Cornwall - Work Wellbeing Champion - Service to the community during lockdown - Most engaged employer - As well as the annual Achiever and Young Achiever Awards. All nominations must be received by the Friday 15 January 2021 to be considered. The winners will be announced at the end of January and will receive a trophy plus a special gift. Click on Event details to see more.

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R01 Full Day Exam Revision Workshop

  • Thu 14 Jan 9:30 am – 4:30 pm
  • Webinar
    • RM Advance

This one day session aims to bring together all your learning from R01 into a live event focussing on key areas and where maximum marks can be gained in the exam. The session assumes the learner has studied R01 and is not new to these units and the aim is for the delegate to have increased confidence when taking the exam and a vastly increased chance of passing the exam.

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Business Interruption Insurance - all you need to know, explained in plain English. Three hours with a break.

  • Thu 07 Jan 1:00 pm – 4:00 pm
  • Webinar
    • Alan Chandler

Given all the challenges that occurred with BI cover in 2020 this is a most timely webinar, to aid members to ensure they set up correct coverage for policyholders in 2021. Applicable for brokers, underwriters, claims staff and loss adjusters and presented by Alan Chandler, one of the UK's most popular insurance presenters. Alan will take this opportunity to run through how business interruption insurance should be correctly set up. Alan will lift the myths away from BI and show how, in his easy to understand style, you can get this cover on a correct footing going forward. The presentation will include looking at how insurance gross profit differs from accounting gross profit, how sums insured should be correctly set, how to advise around indemnity periods, the difference between ICW and AICW as well as taking a journey through all the relevant BI extensions including a look at advanced loss of profits. The webinar will last three hours and will be split into two to allow for a break. The first half of the presentation will look at setting correct BI sums insured and the second half of the presentation will look at advising correctly on BI extensions.

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All previous events

Understanding the implications of policy exclusions following Covid-19

  • Tue 15 Dec 1:00 pm – 2:00 pm
  • Webinar
    • Alan Chandler

This highly topical and timely webinar is being delivered by Alan Chandler one of the most popular presenters in the UK. We know pretty much the whole market will apply some sort of pandemic exclusion for pandemics/covid-19, or more worryingly the words communicable diseases will be used; this starts bringing all sorts of extra scenarios that will be excluded for clients. How exclusions are worded will be incredibly significant, with some proposed wordings being very scary indeed. All insurance staff need to understand the law relating to exclusions. This webinar will take delegates on a plain English walk on how the law applies to policy exclusions and proximate cause, so that they can explain to clients clearly and confidently the implications of the differing communicable disease exclusions that will be applied to your policyholders' wordings.

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An overview of Motor Trade insurance

  • Wed 09 Dec 1:30 pm – 3:00 pm
  • Webinar
    • Alan Chandler

This webinar will be delivered by one of the UK's leading insurance presenters, Alan Chandler. The presentation will provide an overview of the main covers for a Motor Trader and where brokers make mistakes when setting up covers. Alan will explore the background as to why the motor trade market is hardening so badly and why rates will continue to rise. The presentation will also look into how a broker can help clients by getting motor traders to focus more on risk management.

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An overview of Motor Fleet insurance - all you need to know in a nutshell

  • Wed 09 Dec 11:30 am – 1:00 pm
  • Webinar
    • Alan Chandler

Motor Fleet Insurance – All you need to know in a nutshell. Alan Chandler, widely regarded as one of the leading trainers and presenters within the UK, in his usual engaging style will go through what fleet policies cover, how they are rated including what is meant by a vehicle year and explore important extras like occasional business use cover and how this differs from contingent liability. Alan will also explore why spotting claims trends and implementing risk management is so vital in the world of motor fleet coverage.

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Workshop - A Day of Motor Insurance: All you need to know in a nutshell

  • Wed 09 Dec 9:00 am – 3:00 pm
  • Webinar
    • Alan Chandler

Full Day Workshop on Motor Insurance This full day training course, being run for members of Plymouth & Cornwall Insurance Institute, is scheduled as follows. You can choose to sign up for the whole day by booking onto this event, or you can choose individual sessions to attend by clicking on the relevant links and booking on the respective event pages. 9 - 11am An overview of Motor insurance explaining the fundamentals of the different covers and the rating factors 11-11.30am Break 11.30 - 1pm An overview of Motor Fleet insurance 1-1.30pm Break 1.30 - 3pm An overview of Motor Trade insurance. Alan Chandler, widely regarded as one of the leading trainers and presenters within the UK, in his usual engaging style will discuss the learning objectives described under each session covering Motor insurance basics, Motor Fleet, Motor Trade.

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An overview of Motor insurance

  • Wed 09 Dec 9:00 am – 11:00 am
  • Webinar
    • Alan Chandler

An overview of Motor insurance - explaining the fundamentals of the different covers and the rating factors. Alan Chandler, widely regarded as one of the leading trainers and presenters within the UK, in his usual engaging style will go through the key component parts of a motor policy and it will include looking at what is actually covered under the main cover options. He will also explore how rating is evolving with big data which will transform the way motor insurance is rated.

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Later Life Lending Webinar: Equity Release in Focus

  • Wed 02 Dec 10:00 am – 11:00 am
  • Webinar
    • Pure Retirement Ltd

The use of equity release as a financial tool has gained significant momentum of the last 5 years and is showing no sign of slowing. Jane and Daniel from Pure Retirement Ltd will present a general introduction to the industry, providing the knowledge, contact and support to allow people to venture further into this space. This session will help alleviate some common misconceptions with equity release and showcase how viable it is as a financial consideration for you and your clients.

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How to maximise opportunities in a Hard market

  • Wed 18 Nov 2:00 pm – 3:00 pm
  • Webinar
    • Alan Chandler

"If you can keep your head when all about you are losing theirs and blaming it on you. If you can trust yourself when all men doubt you, then yours is the hard insurance market and all the distressed clients within in it" (an insurance version of Rudyard Kipling) There have been hard markets before, there have been recessions before, but never have the two emerged with such force at the same time. Policyholders desperate for savings will be receiving the unwelcome news of significant premium increases. The door of client inertia will be swung wide open, presenting fantastic new business opportunities, as well as offering serious threats to renewal books. This webinar is delivered by Alan Chandler and is a great follow on from his incredibly well-received presentation "The Perfect Storm" on why there will be a hard market.

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Pandemic Stress and the Importance of Workplace Wellness

  • Wed 11 Nov 1:00 pm – 1:30 pm
  • Webinar
    • The Soul Spa

Free taster session provided by Madeline Blackburn from Soul Spa Meditation. This will involve dealing with stress in the workplace. Optional donation to MIND charity (link to follow)

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Joint Professions’ Networking Group - Virtual Networking Event - Booking details below

  • Tue 10 Nov 5:00 pm – 7:30 pm
  • Webinar
    • David Ralph, CEO of the Heart of the South West Local Enterprise Partnership

The Joint Professions’ Networking Group (JPNG) is a group of professional organisations, drawn from around the region, offering an opportunity to meet and forge genuine connections with fellow professionals in a social environment. The group was formed in 2009, with 14 professional member organisations, with a mix of lawyers, accountants, surveyors, directors and property professionals, as well as members of the banking, insurance and investment sectors. This is a networking and CPD event arranged by JPNG and suitable for all PFS and CII professionals to attend.

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Cancelled - Annual Black Tie Dinner

  • Fri 06 Nov 7:00 pm – 1:00 am
  • Duke of Cornwall Hotel

Cancelled - BUT see our virtual event December 4th and make your nominations now!

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Directors' & Officers' Insurance and Employment Practices Liability in a plain English nutshell

  • Wed 04 Nov 1:00 pm – 2:30 pm
  • Webinar
    • Alan Chandler

This session 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! The trainer for this session, Alan Chandler, 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. Alan Chandler, widely regarded as one of the leading trainers and presenters within the UK, in his usual engaging style will help provide a plain English overview on D & O and EPL insurance suitable for all those in the insurance industry.

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Financial awareness: a plain English overview for all insurance staff

  • Tue 27 Oct 9:30 am – 12:30 pm
  • Webinar
    • Alan Chandler

Covid-19 has forced the UK into a recession and understanding clients accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives, account handlers and underwriters will need to understand the main terminology. This presentation looks to provide a plain English understanding of what is in a balance sheet, Profit and Loss account, a cash flow statement and how these can be read easily by non accountants. The webinar will also include an overview of the main financial ratios again explained in a plain English way aimed at non accountants. Alan Chandler, widely regarded as one of the leading trainers and presenters within the UK, in his usual engaging style will help provide a plain English overview for financial awareness suitable for all those in the insurance industry.

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Professional Indemnity insurance - an overview

  • Thu 08 Oct 1:00 pm – 2:00 pm
  • Webinar
    • Alan Chandler

This presentation provides an overview of professional indemnity insurance. It looks at the main case law underpinning the PI market, why the PI market is expanding in terms of number of policyholders needing the cover yet at the same time the capacity is decreasing. It explores the problems posed by a claims made wording and the difficulty clients have going into retirement without adequate run off cover. The presentation also looks at ensuring the correct limits of indemnity are set. Alan Chandler, widely regarded as one of the leading trainers and presenters within the UK, in his usual engaging style will help provide an overview of Professional Indemnity suitable for all those in the insurance industry.

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Working Well: An Introduction to Mental Health Awareness (3 hours)

  • Thu 01 Oct 1:00 pm – 4:00 pm
  • Webinar
    • Amber Cowburn, Working Well SW https://www.workingwellsw.com/

Join this short course taught by national expert Amber Cowburn, to give you a thorough introduction to mental health awareness. You will learn about current mental health statistics, why mental health is of core importance to business, the continuum of mental health, how to proactively look after employee wellbeing, and how to support and signpost. Working Well provide sector leading mental health training that empowers participants, using expertise and enthusiasm. Their courses are packed with current research, to ensure comprehensive understanding and confidence to focus on employee wellbeing.

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FCA Business Interruption Test Case - the judgment

  • Fri 25 Sep 12:00 pm – 1:00 pm
  • Webinar
    • Branko Bjelobaba FCII, http://branko.org.uk/about/

Branko Bjelobaba FCII delivers this comprehensive and interactive one-hour webinar, which will focus on the judgment following the FCA’s ground-breaking test case at the High Court. The hearing concluded on 30th July and the judges have agreed to hand down their judgment for mid-September. Eight days have been spent analysing countless policy wordings and individual words and their everyday meanings. The FCA consider some 370,000 insureds have had payments denied as insurers have interpreted wordings only to suit themselves and each of the eight insurers’ counsel has presented evidence and argument as to why their interpretation is correct and why the FCA has got this wrong. This case will be momentous and will set clear precedent as to the clarity of wordings and what needs to happen to ensure future cover is clear and understood by all parties. At the same time it will highlight the exposure for insurance brokers all of whom will have arranged these covers for clients (and some will be classed as co-manufacturers under PROD) and encourage them to robustly reassess their advice process under ICOBS and their overriding professional duty to clients thus ensuring their own professional indemnity costs remain reasonable (clearly not knowing how the case will go at the time of advertising this session!).

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