Previous events

All previous events

How to Avoid Common Thinking Traps

  • Thu 25 May 10:30 am – 11:30 am
  • Online
    • Michael Quigley
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WEBINAR: Proximate Cause and Exclusions: the Court of Appeal provides further guidance

  • Tue 16 May 10:30 am – 11:30 am
    • Jeff Heasman, Insurance Upskill

In January 2023 the Court of Appeal delivered its judgment in the case of Brian Leighton (Garages) Ltd v Allianz Insurance Plc. The case provides further guidance as to what should be taken into account when considering scope of cover and especially proximate cause and exclusions. In this session, Jeff Heasman will examine the key aspects of the judgment and its impact on insureds and insurers.

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Outcomes-Based Regulation: understanding how to work in the new regulatory environment

  • Wed 19 Apr 10:30 am – 11:30 am
    • Jeff Heasman, Insurance Upskill

With the introduction of the new Consumer Duty, the FCA signalled a move towards an outcomesbased regulatory system. This session will address the following questions - What does this mean for firms? What differences will we see? How do we need to adapt the way we work to evidence compliance in this new regime?

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WEBINAR - FCA GI Consumer Duty and update, 30th March, 10am

  • Thu 30 Mar 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

The FCA has made it clear that "some firms may be further behind in their thinking and planning for the Duty. This brings a risk that they may not be ready in time, or they may struggle to embed the Duty effectively throughout their business." A recent review highlighted three key areas where firms should particularly focus their attention during the second half of the implementation period (to 31 July 2023):- 1) Effective prioritisation; 2) Embedding the substantive requirements; 3) Working with other firms (many firms need to work and share information with other firms in the distribution chain but some plans gave little focus to this area). A 13 page letter on 13 February 2023 makes things even clearer! This General Insurance focused session will also include an update on Product Value Assessments (note the FCA criticised insurers for their lack of progress with this). 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.

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WEBINAR: 5 Habits of Highly Effective Claims Handlers in Insurance

  • Wed 08 Feb 10:30 am – 11:30 am
    • Jeff Heasman, Upskill

Using his vast experience as a former litigation executive acting on behalf of claimants, as a senior liability adjuster acting on behalf of insurers, and now training claims handlers across the world, Jeff Heasman delivers this session in which he highlights what he has identified as the top 5 habits of highly effective claims handlers. The session looks at how these habits impact the performance of individual claims handlers, their teams, companies and also the experience of the customer. This session is valuable not only for claims handlers but everyone within the insurance industry.

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Unconscious Bias

  • Tue 07 Feb 10:30 am – 11:30 am
  • Webinar
    • Tom Flatau, Neuroscience for Business

An unconscious or cognitive bias is a systematic thinking error that causes us to make poor decisions and judgments, often taking the form of social stereotypes. To make sense of the infinite complexity of the world, our brain has to take short-cuts, like categorising people into groups with expected traits. The downside is the potential for prejudice which can ultimately lead to institutionalised racism and gender bias.

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WEBINAR: All Change: 2 years in which the Supreme Court transformed the way we and our clients do business

  • Thu 19 Jan 10:30 am – 11:30 am
    • Jeff Heasman, Upskill

From the FCA Test Case on business interruption to the Uber Test Case, the decisions on vicarious liability to the judgments on professional negligence, the Supreme Court has certainly had a busy and productive couple of years. The Supreme Court has handed down a series of judgments that not only significantly impact the way we work as an insurance industry but also the risk management advice we should always be considering when interacting with our clients. This webinar will provide an overview of the key judgments of the Supreme Court over the past two years and how they impact our industry and our clients.

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New Year Energy Booster Training Session

  • Thu 12 Jan 10:30 am – 11:30 am
  • Online
    • Michael Quigley, Kataholos

In this unique cpd training session with the ever-energetic and enthusiastic Michael you will learn:

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WEBINAR - Understanding the basics of regulation in the insurance industry

  • Wed 04 Jan 12:00 pm – 1:00 pm
    • Alan Chandler ACII

This webinar looks to provide an overview of the history of regulation within the UK insurance industry, who are the main regulators, how do they regulate and why regulation is so essential. The presentation will examine the principle-based approach to regulation put in place by the UK regulators and how this differs from rules based regulation in many other countries. it will also look at the main aspects of regulation including fair treatment for customer, ICOBS, training and competence requirements and solvency margins. All staff need to have an overview of how regulation applies to the insurance industry within which they work, and this presentation will provide this overview.

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WEBINAR - Understanding how insurers calculate a motor fleet rate

  • Wed 21 Dec 12:00 pm – 1:00 pm
    • Alan Chandler ACII

This presentation will look at how Insurers compile a motor fleet history and why brokers need to be aware of the cut-off date used. The webinar will explore the way in which underwriters look at fleet claims trends, and how they go about adding in expenses to obtain the quotation they offer your client. Very importantly, the presentation also looks at fleet risk management improvements that could be put in place by a client, and why it is so essential that a broker proactively brings these to the attention of an insurer.

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Webinar - The legal principles of insurance - 12-1pm Friday 9 December

  • Fri 09 Dec 12:00 pm – 1:00 pm
    • Alan Chandler ACII

The Legal Principles of Insurance This webinar will provide a plain English overview of the main legal principles of insurance, which are: 1. Insurable interest 2. Proximate cause 3. Indemnity 4. Subrogation 5. Contribution 6. The duty not to misrepresent/ Fair presentation of risk All staff working in the insurance industry should have a practical working knowledge of these principles and this one-hour webinar delivered by Alan Chandler, one of the most popular insurance presenters in the UK, will provide the practical knowledge of these very important pillars that underpin our industry. This one-hour webinar will be useful for all brokers, underwriters, and claims staff and as they form the main basis of the Cii exams very useful for anyone studying subjects such as IF1 and MO5.

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Webinar - PFS - Value of Added Value Benefits to a Life Plan

  • Wed 30 Nov 9:30 am – 10:30 am
    • Lisa Aggett, Scottish Widows

The Exeter Council are pleased to welcome Lisa Aggett of Scottish Widows for this PFS webinar training session. Session Overview: The second in a series of protection sessions provided by Scottish Widows for PFS members available online. The event joining link will be sent out by Theresa Atal the day before the webinar. PLEASE COPY AND PASTE LINK IN ORDER TO BOOK: https://www.localinstitutes.cii.co.uk/exeter/home/events/2022/webinar-pfs-value-of-added-value-benefits-to-a-life-plan/ If any issues or questions, please contact Exeter Insurance Institute. This is a CPD event arranged by Exeter Insurance Institute (not your local institute) and suitable for all PFS members

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Webinar - Inflation and the insurance considerations - Nov 30, 2022 09:15 AM

  • Wed 30 Nov 9:15 am – 10:15 am
    • Nick Thomas, Nick Thomas and Associates

This session on inflation considers what affect increasing inflation has on business insurance – what clauses and cover issues brokers and insurers need to consider for various classes of cover

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Critical Illness Insurance - PFS Webinar - Making it simple but comprehensive - Booking details below

  • Wed 23 Nov 9:30 am – 10:30 am
  • Webinar
    • Lisa Aggett, Scottish Widows

The Exeter CII have arranged 2 protection sessions by Scottish Widows for PFS members prior to the year end. • Learning Objectives: o Clarification around the structure of a Scottish Widows Protect Critical Illness Cover Plan; o Demonstrate how we simplified our cover but also widened the scope of our conditions covered at the same time; o Discussion around our strategy and how we are helping to shape the critical illness protection market focusing on what matters and offering comprehensive cover; o A look at how our approach is performing against the wider market. This is a CPD event arranged by Exeter Insurance Institute (not your local institute) and suitable for all PFS and CII professionals who advise on and sell critical illness cover to attend.

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Annual Black Tie Dinner

  • Fri 04 Nov. 7:00 pm

It’s been a long 3 years, and we cannot wait to welcome you back to the Duke of Cornwall Hotel for a night of centenary celebrations as 2022 marks 100 years of the Plymouth Insurance Institute. The band has been booked and the drinks are on ice. Tickets are available for £60per person or a book a table of 10 to receive a 5% discount. To book your seat, please email venetia.hallam@thmarch.co.uk We also have a great selection of Sponsorship packages this year. Please see below/attached/ link. The Duke of Cornwall are also offering preferential rates for guests attending the dinner, starting from just £90 Bed and Breakfast. Please contact the hotel directly to book (01752 275862).

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Webinar: A Plain English Introduction to Engineering insurance and inspection

  • Tue 20 Sep 3:00 pm – 4:00 pm
    • Alan Chandler ACII

This is an hour's presentation looking to provide a plain English overview of the Engineering insurance market which is often shrouded in mystery and badly understood. We will look at both the inspection and insurance cover elements of Engineering insurance. Because engineering as a product is so misunderstood, there are enormous amounts of equipment across the UK that have no explosion cover despite the client having an 'All Risks' wording! The same problem applies to inspection where clients are often breaking the law by not getting an item inspected but do not realise this. For brokers this is a missed income opportunity and a significant professional indemnity exposure. This webinar, delivered by Alan Chandler one of the most popular presenters in the UK, is very appropriate for brokers, underwriters, claims staff and loss adjusters as well as anyone else who wishes to gain a greater understanding of the insurance marketplace.

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Hack Your Circadian Rhythum

  • Thu 15 Sep 10:30 am – 11:30 am
  • Webinar
    • Ollie, Nick Thomas & Associates

Your sleep/wake cycle is your secret weapon to fight off disease, optimise energy, build focus, and realise your potential. In this session, they will share some illuminating tips to work with your circadian rhythm. - Build understanding of circadian rhythm and its importance to energy, performance, and wellbeing - To understand how circadian rhythm impacts every aspect of life - To identify some simple and tailored actions to improve health and performance

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Webinar: BI covid claims – where are we now?

  • Thu 18 Aug 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

This webinar will provide an update post the Supreme Court Appeal judgment of 15 January 2021 and will focus on a number of various decisions made on complaints referred to the FOS, insurer statistics on claims payments, courts cases including: Corbin & King v AXA (which they have decided not to appeal), Stonegate pub chain action, Greggs and several others. The FCA originally considered some 370,000 insureds have bought this cover from around 60 different insurers and the FOS does not appear to be over-stretching the reach of the judgment (but there is an interesting 26 page decision over an Allianz insured with a covid on the premises claim having been allowed). At the same time it will remind brokers, all of whom will have arranged these policies for clients, to encourage them to robustly reassess their advice process under ICOBS and their overriding professional duty to clients thus ensuring they are not blamed for having sold policies that have not fully catered for the needs of clients (and it is clear that a number of brokers have faced negligence actions incl a current one against Pound Gates). Plus we will look at whether you need covid to be covered under your PI policy going forward and what could happen if you don’t.

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Plymouth Fireworks Championship Boat Cruise

  • Wed 17 Aug 7:30 pm – 10:30 pm

Join us on the Plymouth Venturer for a great night of unrivalled views of the first displays! This event is open to your friends and family too. We will also be delivering our Annual CII & PFS awards! The boat is fully equipped with a licensed bar and toilet facilities, heated saloon area and comfortable seating. There is also plenty of room to stroll around the open front, rear and large upper deck. Prices; Adult: £16 Child 5 - 15: £10 Child under 5: Free Please note that this event is non refundable. If you are unable to attend on the day, tickets are transferrable upon prior agreement with us. Children must be accompanied by an adult. Snacks and refreshments will be available to be purchased from the onboard bar. To make payment, please send the payment via bank transfer using the details below and putting your full name followed by fireworks as the reference: Account Name: THE INSURANCE INSTITUTE OF PLYMOUTH AND CORNWALL SORT CODE: 54-41-12 ACCOUNT NO: 53172353

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Webinar - Business Interruption extensions – post-Covid litigation

  • Wed 17 Aug 10:00 am – 11:00 am
    • Diane Jenkins BA(Hons), ACII, Chartered Insurance Broker, Nick Thomas and Associates

This Business Interruption insurance session looks at how the main extensions to a BI policy apply and the wording issues that have led to the Covid claim litigation. Key BI extensions – what they cover, how they ‘fit’ with wording, underwriting issues • Suppliers • Customers • Loss of attraction(murder/suicide) • Third party premises • Utilities/Terminal ends • Prevention of access – damage/non-damage • Fines/damages Limits and Post-Covid litigation

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