Previous events

All previous events

FCA’s NEW GI Pricing Practices, Product Governance and Product Value Webinar

  • Thu 16 Sep 12:00 pm – 1:00 pm
    • Branko Bjelobaba FCII

The FCA has published the long-awaited policy statement General insurance pricing practices market study – Feedback to CP20/19 and final rules (PS21/5). These wide-ranging rules address what has been described as the ‘loyalty penalty’ paid by existing general insurance product customers and aim to ensure that customers receive fair value in the insurance products they buy.

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Webinar: An Introduction to Parametric Insurance

  • Wed 01 Sep 10:00 am – 11:00 am
    • Nick Thomas and Diane Jenkins

This introduction to parametric insurance is an excellent opportunity for delegates to develop their understanding of this type of insurance. Parametric insurance is not new but is being developed for SMEs and provides options for previously uninsurable risk, such as flood. • What is parametric insurance? Various product examples, and how they can be utilised • How parametric solutions differ from other insurance solutions • The potential of parametric solutions for SMEs

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Plymouth Fireworks Championship Boat Cruise

  • Wed 18 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 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: £15 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: 20-68-15 ACCOUNT NO: 23555798

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Establishing Priorities and Boundaries

  • Thu 12 Aug 11:00 am – 12:00 pm
  • Webinar
    • Michael Quigley, Kataholos

Are you finding yourself time poor at the moment? Are you struggling to know what to prioritize in both the short and the long term? Would you like some help in dealing with the challenging behaviour you may be experiencing from clients?

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Soul Spa - Generate your own Positive Vibes

  • Wed 21 Jul 1:30 pm – 2:00 pm
  • Webinar
    • Soul Spa
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Soul Spa - Discover the Treasures of your Unconscious Mind

  • Wed 14 Jul 1:00 pm – 1:30 pm
  • Webinar
    • Soul Spa
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Webinar - How Liability can arise in tort

  • Thu 08 Jul 2:00 pm – 3:00 pm
    • Alan Chandler ACII

How Liability can arise in tort We sell many different liability insurance policies to customers every day; Motor, Employers Liability, Public Liability, Products liability, D&O, Professional Indemnity, Cyber Liability and more - what are we protecting the customers against, well it is largely being protected against being sued in the law of tort. Therefore, brokers, underwriters and claims staff alike should understand the law of tort, as failure to understand this means protections may be inadequate and a fair presentation of risk may not occur. This webinar, presented by Alan Chandler, one of the most popular presenters in the UK, will in Alan's usual plain English way provide an overview of the law of tort. All the main torts will be explored: negligence, nuisance, trespass, defamation, strict liability, statutory liability, and vicarious liability. Alan will include the main case law that applies to each tort and importantly he will make this very practical by explaining how your customers could be sued in each one of these torts, with practical examples, so that a good understanding of these torts can be achieved resulting in better presentations of risk by brokers, and more accurate underwriting and claims handling by insurers. This webinar will be suitable for brokers, underwriters and claims staff as well as anyone studying for MO5 insurance law. Learning Objectives Delegates will be able to: • Understand how the law of tort applies to insurance covers. • Understand the main principles and case law behind negligence, nuisance, trespass, defamation, strict liability, statutory liability, and vicarious liability. • Be able to explain to policyholders how they could be sued in the law of tort.

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Soul Spa - Teach yourself to Sleep

  • Wed 07 Jul 1:30 pm – 2:00 pm
  • Webinar
    • Soul Spa
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Soul Spa - A Gentle Journey to Inner Peace

  • Wed 30 Jun 1:00 pm – 1:30 pm
  • Webinar
    • Soul Spa
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Understanding Company structures

  • Thu 24 Jun 2:00 pm – 3:00 pm
    • Alan Chandler ACII

WEBINAR on understanding the different types of Company structure. It is essential all insurance staff have a good understanding of the different types of way in which a company could be structured and failing to understand these structures could lead to wrong cover being put in place. This webinar, provided by Alan Chandler one of the most popular presenters in the UK, will examine the difference between a sole trader, a partnership, a limited liability partnership, a private limited company and a public limited company. Alan will also explore the ways in which charities are formed. The leading case of Macaura v Northern insurance shows us that a policy will not respond if the insurance cover does not reflect the true structure of the company. Learning Objectives. Delegates will be able to: • Understand the structure of a sole trader • Understand the structure of a partnership and how a limited liability partnership differs • Understand the structure of a limited company and how a private limited company differs from a private limited company • Understand how charities are formed

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Soul Spa - Breathing for Creativity

  • Wed 23 Jun 1:30 pm – 2:00 pm
  • Webinar
    • Soul Spa
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Soul Spa - Your Mind is as Vast as the Ocean

  • Wed 16 Jun 1:00 pm – 1:30 pm
  • Webinar
    • Soul Spa
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Personal lines – endorsements and policy wordings importance of getting it right

  • Tue 01 Jun 1:00 pm – 2:00 pm
    • Alan Chandler

Personal lines – endorsements, conditions, warranties and policy wordings and the importance of getting it right This webinar, delivered by Alan Chandler, one of the most popular presenters in the UK, takes a plain English view of how the law and the Financial Ombudsman Service interpret endorsements, conditions, warranties and policy wordings and why it is so important to get this right. What are endorsements? what are conditions and warranties? why does a breach of condition have to relate to the claim in Personal lines? – all the answers will be explained and made clear by Alan, who will include real life case law to provide additional understanding. Learning outcomes: Delegates will be able to understand: • How policy wordings are set up and what contract law takes into account in respect of the interpretation of wordings. • How endorsements operate. • How the law views insurance policy exclusions, conditions and warranties. • How the Consumer Rights Act and Unfair Contract Terms Act respond in respect of exclusions, conditions and warranties. • What is the difference between joint and composite insured and why an underwriter has to be careful covering the latter.

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General Insurance market update – issues and implications

  • Tue 25 May 12:00 pm – 1:00 pm
  • Webinar
    • Diane Jenkins BA (Hons), ACII, Chartered Insurance Broker, Nick Thomas & Associates

The last 12 months have seen huge changes in the insurance market and the wider world, to include Brexit, Covid-19 lockdowns, the BI Supreme court judgement, and a hardening insurance market. This practical and impactful session provides an overview of general UK market issues, developments and their implications for Insurers and Brokers alike

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Building Rapport in the Virtual World

  • Tue 04 May 10:00 am – 11:00 am
    • Nick Thomas, Nick Thomas & Associates

Rapport building Why? Key skill in building trust and mutual influencing How? Pacing and leading, matching and mirroring. The ‘neurological levels’ of rapport – pacing and leading at each level. The four principles of rapport – empathy, authenticity, similarity, shared experience The practical differences and challenges of virtual rapport building vs. F2F. How to adjust across the neurological levels to achieve the four principles, using written word, social media, spoken word and virtual meeting media. Learning Objectives: • Understand the pivotal importance of rapport in personal and business interactions to mutually influence and achieve objectives. • Understand how to build and use rapport – pacing and leading. • Understand how the virtual world challenges the ability to build and maintain rapport. • Understand new skills and how to adjust and build

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The problems of under insurance in Personal Lines insurance products

  • Wed 21 Apr 3:00 pm – 4:00 pm
  • Webinar
    • Alan Chandler

This webinar, delivered by Alan Chandler, one of the most popular presenters in the UK, examines the challenge of making sure personal lines policyholders avoid under insurance. Where the insured has to provide a building sum insured, only 10% of policyholders in the UK get this correct, we can therefore see there is a major issue of under insurance. Alan will look at what needs to be taken into account in respect of setting the correct buildings and contents sums insured, including personal possessions away from the home. The webinar will then explore the consequences for the policyholder for failing to insure adequately.

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Adapting Communication for a Virtual World

  • Wed 07 Apr 11:00 am – 12:00 pm
  • Webinar
    • Diane Jenkins BA (Hons), ACII, Chartered Insurance Broker, Nick Thomas Associates

Human beings evolved to communicate and interpret communication in a face-to-face environment. Away from in person interactions we lose the ability to fully interpret the communication of others. The current virtual environment of remote working and trading has only accentuated the need to develop impactful and tailored skills across different communication media if we want to succeed in the business world.

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Annual General Meeting 2021

  • Tue 06 Apr 5:15 pm – 6:15 pm

We need you! (To get down to our AGM, that is...) To reserve your "seat" and obtain log in details, please click through to the booking page or contact the Secretary for more details steven.clemence@thmarch.co.uk

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Joint Professions’ Networking Group - Virtual Event Mar 2021 - Booking details below

  • Tue 09 Mar 5:00 pm – 6:30 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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How to Perfect your LinkedIn Profile

  • Tue 09 Mar 12:00 pm – 1:15 pm
  • Webinar
    • Christina Robinson, www.green-umbrella.biz

HOW TO PERFECT YOUR LINKEDIN PROFILE LinkedIn is the ultimate tool when it comes to building and nurturing business relationships - and as we all know, first impressions really do count! So, let me ask you a question... When did you last take the time to look at your LinkedIn profile? In this very practical webinar, you'll be walked through a 10-point checklist which will allow you to make the most of your LinkedIn profile and leverage the opportunity to present yourself as the only choice when it comes to insurance products and financial planning services.

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