Events

May sees us return to the bitesize format for our webinar on this occasion we are joined by two brilliant and knowledgeable experts from Vitality Invest. Prima Sohun - will talk on Environmental, Social and Corporate Governance (ESG investments) - Prema joined Vitality Invest in 2018 where her current role plays a key part in leading the intermediary technical marketing function for the Vitality Invest proposition, combining market and product knowledge to develop product positioning and insights across distribution channels. Before joining, Prema has worked in the investment management industry since 2013 where she has held numerous positions in sales, primarily responsible for developing advisory relationships across Scotland. Prema holds the Investment Management Certificate (IMC) and a BSc in Economics from Reading University. Hayley Morris - will talk on Critical Illness Protection - Hayley Joined Vitality in 2017 as a Business Consultant. Her role is to work with advisers across the Vitality Life, Vitality Health and Vitality Invest propositions, to help support advisers in positioning these product ranges to their clients. It also involves working with them to grow their business through the expansion of their services. Before Joining Vitality Hayley has worked in the Financial Services industry as a Regional Sales Manager within the General Insurance sector since 2005 where the role was very similar just focusing specifically on the General Insurance market.

Notice of Annual General Meeting 2022 To all members of The Insurance Institute of Stoke-on-Trent Notice is hereby given that the Annual General Meeting of The Insurance Institute of Stoke-on-Trent will be held on: Tuesday 26th April 2022 at: midday via: Zoom Run by local volunteers, your institute delivers an annual programme of CPD and member engagement initiatives. The Annual General Meeting gives you the opportunity to discover what we offer, including first-hand reports on all our activities. View the agenda and book your place at https://www.localinstitutes.cii.co.uk/stoke/home Join our council Enhance your career, meet new people and develop new skills If you feel you could make a positive contribution, our Annual General Meeting is an ideal first step to becoming involved. We would be pleased to welcome any new members wishing to join council. This year we are particularly interested in recruiting a Charities Officer and Communications/Publicity Officer. Being a council member brings with it an array of benefits including the opportunity to network with senior figures from the industry, develop your own personal skills and raise your profile within the local market. To find out more, please contact the institute secretary at stokeciisue@outlook.com by 9th April 2022. Sue Spruce President and Secretary of The Insurance Institute of Stoke-on-Trent

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.

Our webinar of 24/02/2022 sees us return to the bitesize format where we invite three local experts in their fields to talk on three of the hot topics of the day Vicky Pearce - will be speaking on "Compliance for Financial Advisors and General Insurers" - Vicky is a highly qualified compliance professional, holding Advance Financial Planning Certificate and the designation Chartered Financial Planner. Her 20 years’ experience in the financial services sector started as a cashier in a small building society, working her way up the ladder to become a mortgage advisor and financial planner within the bank assurance world, before changing focus towards compliance. Kate Barnard - Will be speaking on “An explanation of Individual Savings Accounts (ISAs)” - Kate has been a Director at Richards Jacobs Pension and Trustee Services Limited since 2000 and is the business manager as well as being a director. Kate specialises in self invested personal pensions. Pete Oakes - Will be speaking on "The Increase in Fraud Because Of Covid" - “A counter fraud specialist with over 20 years experience, Peter is recognised as a market leader in the development of counter fraud, strategies and intelligence led fraud investigation”

Our first webinar of 2022 is the FCA are Coming! at 1pm on Wednesday 2nd February 2022 our Guest Speaker is Mamunal Wahid of Clarke Wilmott Solicitors This seminar will focus on the supervision process including how the FCA supervises its firms and what happens should a firm or individual be referred to the Enforcement Division. Learning Objectives By attending this event, delegates will be able to describe: How the FCA supervises its firms. The supervision process and the FCA’s powers. What happens in the Enforcement Division and what powers does the FCA have? Liaising with the FCA’s Enforcement Division pre and post investigation.” Mamunul is an Associate in the Financial Services Litigation Team based in the Bristol office. He is instructed by financial advisers and private clients, as both claimant and defendant, on a range of complex disputes. He has first-hand knowledge of the inner workings of financial institutions having spent nine months at a leading wealth management practice as part of his training. He now uses this experience to deliver practical and commercial solutions for his clients. and is also a member of the Chartered Institute of Insurers and the Personal Finance Society. He is also studying towards the CII Diploma in Regulated Financial Planning. Mamunul is advising financial services institution on the FCA's new rules on general insurance pricing practices Mamunul is part of the team currently acting for numerous individuals, including over 1000 steel workers, who were advised to transfer from final salary pensions into private arrangements. It is relevant to General Insurance Brokers/Intermediaries, Their Insurers,Financial Advisors and any other market participants. Joining instructions will be sent out shortly before the Zoom webinar begins and all participants will receive a copy of the presentation after the talk.

The content will look at the current homeless situation and the role that The Gingerbread Centre has in helping to alleviate the position in Stoke and the surrounding area. Chris will also cover some feedback from families who have been helped by Gingerbread and why corporate partnerships are so important to us and how we can work with local businesses to mutual benefit.