Events
Forthcoming
Webinar - Critical BI Insurance learnings following the Infinity Reliance Judgement
One of the most important judgements in recent times relating to BI insurance was made in the Infinity Reliance case, and brokers who fail to change their proceedings risk large PI claims against them going forward.
This case has shown brokers are very exposed to the following three areas:
If indemnity wordings are used rather than declaration linked.
Any broker guidance note must reflect the actual policy wording.
AICOW must be discussed when there are unusual exposures.
Average was applied by Aviva to the BI claim following a large loss, and the broker was held liable for most of the shortfall, which was nearly £3m, due to their failure on the above three points.
Tue 10 Dec 12:00 pm – 1:00 pm
Alan Chandler,
Mental Health Recharge: Revitalise Your mental Wellbeing for a Renewed You
Mental Wellbeing is one of the most valuable resources we have, and underpins happiness, success and resilience in all areas of life.
This brand new session looks at ways that we can revitalise mental wellbeing and establish new, healthy practices that will support long term mental wellness.
Wed 15 Jan 12:00 pm – 1:00 pm
Jay Unwin,
Previous events
Building rapport in the hybrid world webinar Tuesday 26 November
Good rapport is essential in both our
business and personal lives. But how
do we build rapport when we lack
real face to face interaction? What
are the challenges to building
rapport in the virtual world, and how
do we adjust to mitigate these
challenges and to grasp the
opportunities?
Tue 26 Nov 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas & Associates
Pool Tournament Thursday 14 November 2024
Our Pool Tournament is back for 2024 on Thursday 14 November. Email Simon Allman simona@rawlinsinsurance.co.uk to book your place.
Thu 14 Nov 5:45 pm – 9:30 pm
Plaza Pool and Snooker
Quiz at The Crow's Nest, Newcastle
One of our Council members, Kate Barnard, has a small pub in Newcastle and is organising a quiz for us. Snacks will be provided. Numbers are limited so get your place booked as quick as you can.
Thu 24 Oct 6:00 pm – 9:00 pm
Crow's Nest Pub
Webinar 22 Oct 2024 Puma Investments
During this session we will look at why Inheritance Tax is becoming a growing issue for a number of clients, and how Business Relief can complement existing options to mitigate IHT. We will take an in depth look at how Puma can provide one of the most liquid Business Relief plans whilst providing one of the most consistent returning products over the last 10 years, and the main types of client profiles they see utilising Business Relief.
Tue 22 Oct 12:00 pm – 1:00 pm
Phil Payandee, Puma Investments
CPD & Networking Event, Wednesday 16th October 9:30am - 3:30pm, Mercure Hotel Telford
Essential skills and networking for financial planners and general insurance professionals. Complimentary lunch included. Click through to access the booking link.
Wed 16 Oct 9:30 am – 3:30 pm
Ian Wilkinson, Perspective Financial Group Limited
Annual Dinner Friday 13 September 2024
Our Annual Dinner will be held on Friday, 13th September 2024 at Doubletree by Hilton Hotel, Festival Park, Stoke on Trent (formerly known as Moat House Hotel).
This year’s dinner will again follow the traditional format including a 3 course meal followed by our President's Address, Guest Speaker - Ian Callaghan, President of The Chartered Insurance Institute, Young Achiever Award and Disco. Dress code is black tie and evening dress.
Fri 13 Sep 6:30 pm – 12:30 am
Doubletree by Hilton Stoke-on-Trent Hotel