Previous events
All previous events
Understanding Company structures
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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Personal lines – endorsements and policy wordings importance of getting it right
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.
View event detailsGeneral Insurance market update – issues and implications
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
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
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
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
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
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.
View event detailsHow to Perfect your LinkedIn Profile
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.
View event details5 Types of Motivation with Michael Quigley from Kataholos
"The 5 types of motivation" with Michael Quigley from Kataholos. Michael has helped to motivate and inspired thousands of different people from both the public and private sector over the past 10 years, and now created a unique model for how to motivate yourself, no matter what is going on around you. Learn about 1. His unique motivation model - The 5 types of motivation 2. How to motivate yourself in a way that is unique and personal to you 3. How to move from motivation as an infrequent feeling to a repeatable process.
View event detailsBINGO! and more.... Join us for Virtual Games Night - Booking details below
We would love for you to join us on 18th February from 17:00 - 18:00 for our VIRTUAL GAMES NIGHT! It is just £2 to take part and this will automatically enter you into a prize draw to win some exciting prizes! The £2 entry fee will be going straight towards local charities in Cornwall and Devon that support people who are homeless. The games will be: Bingo Play your cards right Beat the Chaser
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Examination Techniques Workshop Feb 2021
LIMITED SPACES! This 3 hour workshop will aid all those who are taking CII or PFS examinations. 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. Alan Chandler, one of the most popular insurance presenters in the UK, has been both tutor and examiner for many different CII subjects and is perfectly placed to provide us with a useful and generic overview of exam techniques.
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FCA Business Interruption Insurance Test Case – Supreme Court Appeal
Gain insights into: - The Supreme Court judgment - Disease and Prevention of access clauses, Causation, Trends clauses, Pre-trigger losses and the Orient Express case; - What insurers now have to do; - Is there a threat to brokers? It is relevant to general insurance brokers/intermediaries, their insurers, and any other market participants Branko Bjelobaba FCII has worked for 33 years across the sector and latterly at PwC and GISC and has led his own consultancy practice for 17 years. He works closely with BIBA (and has published its compliance manual since 2004) and the CII and has provided many well-received (even entertaining…) training events throughout the UK. He is a recipient of the Thomson Reuters Compliance Personality of the Year Award and the London Market People Award for Legal and Compliance.
View event detailsResilience and looking after yourself in challenging times
Many of us were used to working with others in an office, visiting clients face to face, having a daily routine and being able to live fulfilling lives meeting others and participating in hobbies. As our working and home lives are now changed drastically, we need to look after our physical wellbeing even more – and that of our families. This session is focused on your physical, emotional and mental wellbeing. Susan Heaton-Wright returns to our local institute with an interactive webinar and a chance to ask questions and share good practice. The aim of this course is for attendees to go away with the knowledge and practical ways to improve their resilience in these challenging times.
View event detailsR02 Full Day Exam Revision Workshop
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
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.
View event detailsR01 Full Day Exam Revision Workshop
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.
View event detailsBusiness Interruption Insurance - all you need to know, explained in plain English. Three hours with a break.
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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