Previous events

All previous events

Managing Anxiety through Change

  • Wed 06 Jul 10:00 am – 11:00 am
  • Webinar
    • Claire Russell/Steve Heath, MHIB

This webinar will explore anxiety, what it is, how and why it shows up in the workplace and what can be done to reduce the impact of anxiety on wellbeing and performance.

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Webinar: Human v Automated Decision-Making: have we gone too far in insurance and financial services?

  • Wed 06 Jul 10:00 am – 11:00 am
    • Jeff Heasman, Insurance Upskill

We have reached a critical crossroads in the digitisation and automation of processes within insurance and financial services. Some say that we have already gone too far and the human element is being continuously eroded, whereas others believe we have not gone far enough and that insurance and financial services continues to lag behind other professions. There is a fine balance to be struck. This thought-provoking webinar will examine both sides of the debate and suggest a way forward to ensure the best possible outcome for the profession and for our clients.

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Commercial Property Insurance – Clauses and conditions

  • Mon 27 Jun 12:00 pm – 1:00 pm
    • Alan Chandler ACII

The webinar will cover the main clauses and conditions found in a Commercial property wording. Alan Chandler, one of the most popular presenters in the UK, will explore why clauses can be important in adding or clarifying cover and why conditions must be carefully observed by the policyholder. The webinar will also explore the fact that the use of terminology by an insurer in conditions such as a claims notification condition, can transform the way the condition is interrupted at law. Target audience: brokers, underwriters, claims staff and loss adjusters, plus anyone taking the diploma subject M93 commercial property and BI.

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Building Resilience

  • Thu 23 Jun 10:00 am – 11:00 am
  • Webinar
    • Claire Russell/Steve Heath, MHIB

Resilience is fundamental to good mental health and success in business/work and life.

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Webinar: The New Consumer Duty: are you ready for a “paradigm shift”?

  • Thu 23 Jun 10:00 am – 11:00 am
    • Jeff Heasman, Insurance Upskill

The FCA has referred to the new consumer duty as a paradigm shift in their expectations. As we move ever closer to outcomes-based regulation, the FCA is increasingly focusing on the need for firms to embed conduct and cultural changes throughout the customer journey. This session will help you to understand the FCA´s expectations and the practical steps you can take now to ensure that you and your firm are prepared for this paradigm shift in the way we work.

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ANNUAL CII & PFS AWARDS - 2022 SPECIAL AWARDS

  • Fri 10 Jun – Tue 02 Aug

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 - As well as the annual Achiever and Young Achiever Awards. All nominations must be received by the 2 August 2022 to be considered. The winners will be announced at the Plymouth Firework Championships and will receive a trophy plus a special gift. Click on Event details to see more.

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Managing Stress & Avoiding Burnout

  • Thu 09 Jun 10:00 am – 11:00 am
  • Webinar
    • Claire Russell/Steve Heath, MHIB

There is considerable evidence that high levels of persistent stress, can lead to mental ill-health, reduced performance at work and more absenteeism.

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Webinar: Commercial Property Insurance – What is actually covered in an All Risks wording?

  • Wed 08 Jun 1:00 pm – 2:00 pm
    • Alan Chandler ACII

This presentation explores what is covered in an 'All risks' Commercial Property wording which is not as wide as the title suggests! Alan Chandler, one of the most popular presenters in the UK explores how each peril covered could actually cause a loss and what is excluded under each peril. Brokers use the term ‘All Risks’ every single day but rarely stop to think about the full coverage they are offering. This webinar will enable staff to get under the bonnet of an All Risks wording and have more confidence in advising on this cover going forward.

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Webinar: How contract conditions can change the liability of an insured and why brokers must advise clients on this.

  • Fri 27 May 12:00 pm – 1:00 pm
    • Alan Chandler ACII

Many policyholders sign contracts without realising they are potentially exposing themselves to liabilities that are not covered by their insurances. Often these contracts are signed in order to either win business or obtain key supplies, either way they are extending their liability beyond the potential protection provided by the liability insurer. Alan Chandler, one of the most popular presenters in the UK, will explore what Public and Products liability policies normally cover and what the position is at law when the policyholder extends their liability beyond this by signing certain contracts. The webinar will include exploring the consequences of the Insurance Act 2015 for failing to make a fair presentation of risk with regards to contract conditions, and how failure to guide policyholders around this matter could lead to a claim being turned down and all cover cancelled.

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Webinar - The Rise of Errors and Omission Claims Against Brokers and why Broker PI premiums are soaring

  • Fri 06 May 12:00 pm – 1:00 pm
    • Alan Chandler ACII

Broker Professional Indemnity premiums are in many cases doubling which reflect the fact that Pi underwriters believe the possibility of claims against brokers has never been higher. This presentation will explore why the number of errors and omission claims against brokers are on the increase and how these can potentially be mitigated. Various new pieces of legislation including the brokers' duty under the Insurance Act 2015, GDPR and the Insurance Distribution Directive are making brokers more vulnerable than ever, which coupled with increased litigation in society, increased client expectations and ever higher regulatory demands mean that brokers cannot continue to do what they have always done, far more proactivity is required. Alan Chandler who is widely regarded as one of the leading trainers and presenters within the UK will provide a number of examples of how the tide of litigation is turning against insurance brokers and what they need to do to mitigate their E&O risks.

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Cert CII Fast Track Remote Learning Programme

  • Fri 29 Apr – Wed 10 Aug
    • Alan Chandler

The Insurance Institutes of the South West, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 14 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Emotional Intelligence

  • Thu 28 Apr 10:30 am – 11:30 am
  • Webinar
    • Michael Quigley, Kataholos

Emotional intelligence is the ability to understand, use, and manage your own emotions in positive ways to relieve stress, communicate effectively, empathize with others, overcome challenges and defuse conflict. This is an introduction to emotional intelligence- the key to building great relationships

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Webinar on How to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies.

  • Wed 27 Apr 1:00 pm – 2:00 pm
    • Alan Chandler ACII

Brokers increasingly face PI claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods. Recently a broker was successfully sued for failing to give any guidance around indemnity periods to a manufacturer who had a twelve-month indemnity period. Nothing was ever recorded by the broker about the fact that twelve months was almost certainly inadequate, in fact it was the Loss adjuster after the fire took place that educated the client on setting correct indemnity periods, unfortunately too late for all concerned. This webinar looks to make sure this does not happen to you or your staff. This one-hour webinar provided by Alan Chandler, one of the most popular presenters in the UK, will examine all the different factors a client needs to take into account when setting an indemnity period. The presentation will include guiding clients who are on a Gross Profit Bi basis, a Gross Revenue or Fees basis and will also include how an Increased Cost of working only policy should deal with prospective losses over 12 months.

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Diploma in Insurance Online Training Programme

  • Tue 26 Apr – Fri 21 Jul
    • Alan Chandler

The Insurance Institutes of the South West, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 15 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Webinar - LV Moments of Truth

  • Wed 20 Apr 9:30 am – 10:30 am
    • Paul Dewick, LV

Run through some scenarios of where personal protection can play a part in life events, looking at budget and skiing downhill.

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Directors' and Officers Liability in a hard market - making the case for clients

  • Thu 07 Apr 1:30 pm – 2:30 pm
    • Diane Jenkins BA(Hons), ACII, Chartered Insurance Broker, Nick Thomas and Associates

D&O can be a difficult class of business for clients to understand and insurers/brokers to sell (especially in the current hard market). This session looks at these issues and suggests some practical solutions. The session includes: - Brief overview of cover and benefits for clients. The cyber risk – impact of cyber incidents on D&O exposures and claims. - Impact of hard market – rate increases, reductions in cover, sub-limits, insurers exiting the market, importance of risk presentation to insurers. - Tips on overcoming client objections to purchasing cover.

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POSTPONED - Through the Grapevine - What wine can teach us about being a better communicator

  • Thu 31 Mar 6:00 pm – 7:00 pm
  • Copthorne Hotel

The characteristics of a good wine can teach us a lot about the characteristics of a good communicator. Each wine is unique in its character and so too is each person. However, there are common ingredients and methods that go in to producing the finished article, whether it be a good wine or a good communicator. Through tasting five different Spanish and Portuguese wines, each with a unique character, this session will relate these characteristics to the five essential characteristics of a good communicator, from preparation through to the execution of a message.

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New CPD Webinar - The Highway Code Changes and their Implications for Insurance

  • Tue 15 Mar 1:00 pm – 2:00 pm
    • Bernard Thornton FCII

On 29 January 2022 some significant alterations were made to the Highway Code, known and trusted for many decades as the ‘Road Users’ Bible’. This new edition changes many common perceptions as to the rules and etiquette of the road, for instance, priorities at junctions, awareness, spacing and the creation of a ‘hierarchy’ of road users. 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. One aspect of concern over the new rules is a perceived lack of publicity and hence a possible knowledge gap on the part of road users. 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. The webinar will be of value to everyone using a public road. Specifically it will be of value to insurance personnel dealing with Motor underwriting, claims or client facing in any way.

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WEBINAR: FCA Consumer Duty – what’s that all about?

  • Mon 07 Mar 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

The FCA want to see a higher level of consumer protection in retail financial markets, 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. They set out high-level proposals in their first consultation and have now revised those in light of feedback and are setting out their proposals in more detail with final rules due to be published by 31 July 2022. The new Consumer Duty aims to bring about a fairer, more consumer-focused and level playing field in which:- • firms are consistently placing consumers’ interests at the centre of their businesses and extending their focus beyond ensuring narrow compliance with specific rules, to focus on delivering good outcomes for consumers  • competition is effective in driving market-wide benefits, with firms competing to attract and retain customers based on high standards and innovate in pursuit of good consumer outcomes, and  • consumers get products and services which are fit for purpose, provide fair value, that they understand how to use and are supported in doing so

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An Introduction to Cyber Insurance

  • Thu 24 Feb 1:30 pm – 2:30 pm
    • Diane Jenkins BA(Hons), ACII, Chartered Insurance Broker, Nick Thomas and Associates

Cyber risk is a growing issue for all businesses, so brokers and insurers need to understand the risks and insurance cover available. No two cyber policies are the same so this can be a complex area for insurers, brokers, and their clients to understand the cover offered. This session reviews the cyber risk insurance solutions available in this rapidly changing class. It includes: Coverage found in a typical cyber policy – data breach, BI, cyber liability, cyber-crime, issues of retro dates, social engineering limitations, industrial control systems, definition of BI indemnity periods and limit calculation. Market developments - hardening of rates, additional security and protection requirement, ransom payment issues., concern about group actions, implications of Lloyd v Google Supreme Court action. Market innovation - parametric, stand-alone breach support, wrap policies, industry specific policies.

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