Previous events

All previous events

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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Webinar: Property insurance. understanding why there will be 15% + rate increases in 2022

  • Fri 18 Feb 12:00 pm – 1:00 pm
    • Alan Chandler ACII

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! Imports of sawn wood increased by 73% during 2021, steel sections by 60%, the current inflation rate for rebuilding materials is 20.3% which is a record 40 year high. Policyholders MUST understand why this is happening and whether it will continue. This presentation will provide the answers. Given the rebuild cost inflation is so high, the already significant worry of property under insurance in the UK is going to get worse. It is estimated that over 80% of policies have incorrect property sums insured and that is before the 2022 rebuild cost increases. This webinar looks at the major issue of under insurance in the UK property insurance market, why it is getting worse and how to help your clients avoid the under-insurance trap. The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, is a must for brokers, underwriters and claims staff alike.

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Webinar PFS CPD Event - Understanding Business Relief (BR), VCT's, Protection and Inheritance Tax Solutions

  • Wed 16 Feb 9:30 am – 11:00 am
    • Oliver Wilde, Foresight

Planned Learning Objectives  Understand Business Relief (BR), Protection and Inheritance Tax Solutions  Consider the application of BR in tax planning for clients  Considering the FCA guidance for selecting providers  Ways to identify BR opportunities within your client bank  Why Foresight

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Health and Wellbeing in the Remote and Hybrid Environment

  • Thu 10 Feb 10:00 am – 11:00 am
  • Webinar
    • Nick Thomas, Nick Thomas Associates

In March 2020 organisations and their employees had to shift rapidly and unexpectedly from primarily office-based working, to working remotely from home. Whilst many have enjoyed avoiding tortuous commutes and have found extra time for personal and work pursuits, these changes have also led to concerns about employee health and wellbeing, and organisations’ ability to monitor these areas in a remote context.

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An Introduction to Cyber Insurance

  • Tue 18 Jan 12:00 pm – 1:00 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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Hard Talk: how to communicate with customers about price rises and other impacts of a hard market

  • Tue 11 Jan 12:00 pm – 1:00 pm
    • Jeff Heasman, Insurance Upskill

As we enter a hard market, so our conversations with clients become harder. Trying to communicate price rises and potentially narrower cover creates significant challenges, and if not handled well, can significantly impact the relationship with customers not only now but in the future. This webinar will provide you with communication strategies that will enable you to communicate with clients in a way that keeps them onboard now and for the future.

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Christmas Quiz and Cocktails 2021

  • Mon 20 Dec 5:00 pm – 7:30 pm

Tis the season to be jolly! Join us for a virtual Christmas Quiz and Cocktails! 20 December 2021 at 5pm For cocktails, = required £2 donation for our chosen Homeless Charities - St Petrocs and Shekinah, and then we will send out some cocktails to you! To make the donation, please visit https://www.justgiving.com/crowdfunding/insuranceinstitute RSVP by 6th December theinsuranceinstituteofplymouthandcornwall@outlook.com

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FCA’s new supervision strategy for GI brokers

  • Tue 14 Dec 12:00 pm – 1:00 pm
    • Branko Bjelobaba FCII

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:- 1. Firms’ response to covid; 2. Governance and oversight; 3. Bedding in of SMCR to incl Conduct Rules for all staff; 4. Incentive arrangements incl remuneration for firm and staff; 5. Business models incl distribution chains, product oversight and design, sales and renewals, conflicts of interest and ARs; 6. 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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The Court of Cards: the Supreme Court, Casinos & Insurance Fraud

  • Wed 08 Dec 2:00 pm – 3:00 pm
    • Jeff Heasman, Insurance Upskill

It feels like the law relating to insurance fraud is in constant motion. The courts have been grappling with tests such as “fundamental dishonesty”. But could it be that a case involving alleged cheating in a game of baccarat in a casino in London has brought some clarity to how the courts will deal with the test of fundamental dishonesty in insurance claims?

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Cii Examination techniques

  • Wed 08 Dec 9:30 am – 12:30 pm
    • Alan Chandler ACII, Alan Chandler Insurance Training and Consultancy

Overview This three hour workshop (which will include a break) will aid all those who are taking CII or PFS examinations. It is a generic overview delivered by Alan Chandler, who is one of the most popular insurance presenters in the UK, and who has been both tutor and examiner for many different CII subjects. This interactive course will deal with how to impress the examiner, looking at the different examination terminology and what the examiner expects when they use key phrases. The workshop will explore a range of study techniques to see which ones are most appropriate for you, as well as looking at how to time manage both in respect of revision and the actual exam.

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WEBINAR - The 5 Types of Motivation

  • Thu 25 Nov 11:00 am – 12:00 pm
  • Webinar
    • Michael Quigley, Kataholos
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RESCHEDULED TO 23/11 Joint Professions’ Networking Group - Bank of England update & Virtual Networking Event

  • Tue 23 Nov 5:30 pm – 7:00 pm
  • Webinar
    • Malindi Myers, Agent (Bank of England) - South West

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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For Better or for Worse: cases that shaped our professional lives

  • Tue 09 Nov 1:00 pm – 2:00 pm
    • Jeff Heasman, Insurance Upskill

This thought-provoking session will provide an insight into some of the more bizarre cases that have had an impact on the insurance industry, from the curious case of the snail in the ginger beer bottle, through to cannibals in a boat and many more. It will focus on how these cases have thrown up the practical and ethical issues the law has grappled with and how ultimately this has impacted on the evolution of the insurance industry over the years. This is a must for anyone with an interest in the historical development of the insurance industry and how it adapts to judicial decisions.

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WEBINAR: Restoring Trust in Insurance by Improving Customer Service

  • Wed 27 Oct 1:00 pm – 2:00 pm
    • Bernard Thornton FCII

Overview of presentation At a time when the public image of insurance has never been in a more intensive spotlight, this webinar looks at the importance of customer service, both within the profession and to the outside world. Poor service is guaranteed to alienate customers at the best of times and recent events in the insurance world have served only to magnify problems in the eyes of many customers. With almost 50 years of insurance experience to draw on, Bernard Thornton looks at how businesses and individuals can distinguish themselves from the standard perceptions, using time-honoured principles of customer service and applying them to the modern-day technical world of insurance. Case studies and examples are included to bring the principles to life.

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The Inner Game of Leadership - Insights from Neuroscience **LIVE with Tom Flatau**

  • Wed 20 Oct 11:00 am – 12:00 pm
  • Webinar
    • Tom Flatau, TWI Neuroscience for Business

At a time where we're all trying to figure out how best use our limited brain power for the most good, it's more crucial than ever before that leaders don't get caught up in myths and misconceptions. The past year shifted everyone’s expectations: People don’t want to go back to pre-pandemic norms. Companies who want to attract and retain top talent must look forward to an entirely new way of working: a flexible model that fundamentally reimagines not just where but also when and how people work. This soft skills CPD event is suitable for all CII & PFS members

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WEBINAR - Understanding Personal Lines Claims Handling

  • Wed 06 Oct 2:30 pm – 3:30 pm
    • Alan Chandler ACII

This webinar delivered by Alan Chandler one of the leading presenters in the UK looks at what a personal line claims handler would look for in the event of a claim. The webinar explores the importance of early notification of claim by the policyholder, what information a Personal Lines claims handler will typically seek and when they will use an outsourcer. The presentation will also explore the insurers obligations under the Enterprise Act 2016 and why they must settle promptly and finally we will explore when a policyholder can approach the FOS over a claim

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A Guide to Understanding Policy Wordings

  • Tue 28 Sep 10:00 am – 11:00 am
    • Nick Thomas

Recent litigation has demonstrated the importance of understanding the policy contract wording. This webinar explains how policy wordings are constructed and may be interpreted

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