Previous events

All previous events

WEBINAR: Humanising Communication & Increasing Client Interaction In An Automated World

  • Tue 21 Jul 12:00 pm – 1:00 pm
    • Jeff Heasman

This fun and interactive session will teach the essential skills of how to create “touchpoints”, humanise interaction and communication and so enhance the client journey to create a win-win situation for businesses and clients.

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RO3 Online Revision Course

  • Mon 06 Jul 9:00 am – 4:45 pm
    • John Traynor

This one day course aims to significantly improve delegates’ chances of passing the exam by developing an understanding of the key technical points that are likely to be tested.

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WEBINAR: FCA Business Interruption Test Case

  • Thu 02 Jul 2:00 pm – 3:00 pm
    • Branko Bjelobaba, Branko Ltd

This comprehensive and interactive one hour webinar will focus on the FCA’s ground-breaking test case at the High Court. Whilst the full hearing won’t begin until 20 July 2020 we have already had a day of initial arguments (and this will happen again on 26 June 2020) and some of the insurers’ counsel have made interesting responses to the issues being raised by the FCA.

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WEBINAR: The Perfect Storm - how capacity is disappearing fast from the UK insurance market

  • Mon 22 Jun 3:00 pm – 4:00 pm
    • Alan Chandler

This presentation entitled the Perfect Storm, will be exploring why capacity is draining out of the UK insurance market and why we are moving into a very hard market where niche covers will be difficult to place.

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WEBINAR: Communicating with Customers in Difficult and Uncertain Times

  • Thu 04 Jun 2:00 pm – 3:00 pm
    • Jeff Heasman

This webinar will provide a strategy on how to communicate with customers in the current climate in a way that will reduce anxiety, provide clarity and keep the customer onboard.

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WEBINAR: FCA new temporary rules for General Insurance (in response to Coronavirus)

  • Wed 03 Jun 2:00 pm – 3:00 pm
    • Branko Bjelobaba

This comprehensive and interactive one hour webinar will focus on the long list of updates to rules and guidance now finalised by the FCA for the general insurance sector (published 1 May 2020) and is a one-stop-shop for knowing what has to be done in a compliant and timely manner.

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WEBINAR: How general insurance can cope financially as a result of coronavirus

  • Fri 22 May 10:00 am – 11:00 am
    • Branko Bjelobaba, Branko Ltd

This comprehensive and interactive one hour webinar will focus on the critical financial aspects of riding this storm - overall business solvency, (compliance with adequate resources COND 2.4), looking at key areas of the business, revised requirements of senior managers, reviewing expenditure, reliance on key clients, HMRC help, furloughing, cutting unnecessary spending and looking ahead.

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RO3 Revision Day

  • Tue 19 May 9:00 am – 4:45 pm
  • Hadlow Manor Hotel
    • John Trayner

This one day course aims to significantly improve delegates’ chances of passing the exam by developing an understanding of the key technical points that are likely to be tested.

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WEBINAR - How to correctly advise policyholders on the Policy coverage gaps caused by the Covid-19 lockdown - A MUST FOR ALL BROKING STAFF

  • Thu 07 May 4:00 pm – 5:00 pm
    • Alan Chandler

The Covid-19 lockdown has created far more gaps in covers than most brokers realise, and this webinar takes a look at where these coverage gaps arise and how best to advise your clients on these issues.

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Annual General Meeting

  • Mon 27 Apr 6:30 pm – 7:30 pm

Notice is hereby given that the Annual General Meeting of The Insurance Institute of Royal Tunbridge Wells will be held on Monday 27th April.

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Medical Malpractice

  • Wed 08 Apr 6:30 pm – 7:30 pm
  • The Royal Wells Hotel
    • Ed Gooda

One hour seminar covering key aspects of medical malpractice.

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WEBINAR: A plain English explanation of how to answer the most common question of the moment: 'does my BI policy cover Covid-19?'

  • Wed 08 Apr 1:45 pm – 2:45 pm
    • Alan Chandler, Insurance Trainer

Alan Chandler, who is well known to our members having delivered a number of well received presentations, will be presenting a thirty minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid-19?'.

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RO1 Revision Day POSTPONED

  • Thu 02 Apr 9:00 am – 4:45 pm
  • Hadlow Manor Hotel
    • John Trayner

This one day course aims to significantly improve delegates’ chances of passing the RO1 exam by developing an understanding of the key technical points that are likely to be tested.

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CII Networking Event @ The Shufflehouse POSTPONED

  • Wed 25 Mar 6:30 pm – 8:30 pm
  • The Shufflehouse

Come and join us for a fun filled evening learning the rules of Shuffleboard!

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Kent Conference 2020

  • Wed 11 Mar 8:45 am – 4:00 pm
  • Mercure Great Danes Hotel

Discover the Difference for Tomorrow - Book your place(s) now for our next Kent Conference

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RO3 Revision Session

  • Thu 20 Feb 1:00 pm – 4:30 pm
  • Hadlow Manor Hotel
    • John Trayner

FREE introductory training session for unit RO3 - Personal taxation

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RO1 Revision Session

  • Thu 20 Feb 9:00 am – 12:30 pm
  • Hadlow Manor Hotel
    • John Trayner

FREE introductory training session for unit RO1 - Financial services, regulation & ethics

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Wine Evening

  • Wed 11 Dec 7:00 pm – 9:30 pm
  • The Secret Cellar, Tunbridge Wells

Relax and enjoy a special line up of wines for Christmas in the comfort of the bar at Secret Cellar in Tunbridge Wells.

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Senior Management and Certification Regime

  • Wed 19 Jun 12:30 pm – 2:00 pm
  • The Royal Wells Hotel
    • Branko Bjellobaba FCII MIoD, Branko Ltd

In response to the 2008 banking crisis and significant conduct failings such as the manipulation of LIBOR, Parliament set up the Parliamentary Commission for Banking Standards (PCBS) to recommend how to improve standards in the banking sector. PCBS recommended a new accountability framework focused on senior management. It also recommended that firms take more responsibility for employees being fit and proper, and that there be better standards of conduct at all levels in banking firms. Based on these recommendations, Parliament passed legislation in December 2013, leading to the FCA and Prudential Regulation Authority applying the SM&CR to the banking sector. Parliament made further changes to legislation in May 2016, requiring the FCA to extend the regime to all FSMA authorised firms. Significant changes are being proposed that will now take effect from 9 December 2019 with conduct rules applying for the first time ever to ALL staff - do you know what changes you will have to make?

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Dealing with Complaints

  • Wed 24 Apr 12:30 pm – 2:00 pm
  • The Royal Wells Hotel
    • Mamunul Wahid, Clarke Willmott LLP

At some point an advisor is likely to receive a complaint for one thing or another. This seminar will focus on how best to avoid receiving a complaint, effectively dealing with a client’s complaint, timeframes and liaising the Financial Ombudsman Service (should a complaint get that far).” Learning Objectives:- What constitutes a complaint? How best to avoid receiving a complaint? How to deal with a complaint? Liaising with the Financial Ombudsman Service should a complaint get that far. What is limitation and the importance of the Limitation Act 1980? What else should I be doing?

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