Previous events

All previous events

Stoke CII Bitesize 3

  • Thu 26 May 2:00 pm – 3:00 pm

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.

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AGM 2022

  • Tue 26 Apr 12:00 pm – 1:00 pm

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 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 by 9th April 2022. Sue Spruce President and Secretary of The Insurance Institute of Stoke-on-Trent

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The Highway Code Changes and their Implications for Insurers - March 31st 2022 13:00

  • Thu 31 Mar 1:00 pm – 2:30 pm
    • Bernard Thornton

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.

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Bitesize 2 - 24th February 2022

  • Thu 24 Feb 1:00 pm – 2:30 pm

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”

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The FCA Are Coming!

  • Wed 02 Feb 1:00 pm – 2:30 pm

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.

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Gingerbread Centre Stoke's Hidden Gem

  • Thu 16 Dec 12:00 pm – 1:30 pm
    • Chris Belyavin, Gingerbread Centre

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.

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Managing Stress and Avoiding Burnout

  • Tue 30 Nov 12:00 pm – 1:30 pm
    • Claire Russell, Mental Health in Business

During this 1-hour webinar, participants will learn about the effects of stress, how to manage stress, the link between burnout and mental health and how to avoid burnout. The session is a mix of slides and interactive discussions designed to ensure effective learning in a short timeframe within an online environment.

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"FCA's NEW GI Pricing Practices, Product Governance and Product Value"

  • Thu 18 Nov 12:00 pm – 1:30 pm

New rules came into force affecting Product Governance on 1 October 2021 and these rules apply to commercial and personal lines insurances. The rules are wide-ranging and also seek to 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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Stoke CII Bitesize

  • Thu 30 Sep 12:00 pm – 1:30 pm

Bookings are now open for our first webinar of 2021/2022 our first webinar is a bite size event with three speakers giving a high level overview on a current hot insurance topic • Nola Craig will give an overview about Apprenticeships and Qualifications on Level 2 FS Customer Adviser; L3 Insurance Practitioner and L4 Insurance Professional • Emily Small will talk about “How employers can be provide pension support for staff reaching retirement” Retiring can be a very emotional time. With nearly all employees having a workplace pension this can add to the confusion, with many of those retiring not understanding the new rules. Emily will give a snapshot of how employers can support staff without the risk of giving advice, with pointers to the right tools. • Mark Bailey will talk about “Cyber Insurance – Helping reduce the risks and maybe the costs!” M&M Information Technologies will give a brief insight into why Cyber Insurance is something everybody should have and the opportunity it presents for the Insurance Industry especially if standards like Cyber Essentials can be of benefit. Also an insight as to why Cyber Essentials is a great way to become less vulnerable to an extensive, and growing, range of malicious attacks and thereby minimize loss (in every sense!).

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InsurED & Financial Planning Day 2021

  • Wed 29 Sep 8:45 am – 5:00 pm

InsurED 2021

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Are Terrorism and Pandemic the only systemic risk we should be concerned about?

  • Thu 27 May 12:00 pm – 1:30 pm
    • Steve Coates, Pool Re

Stephen Coates, ACII and I am Chief Underwriting Officer for Pool RE. I sit on the Executive and am responsible for all aspects of underwriting, modelling, pricing, claims and actuarial activities. I have been with Pool Re for 8 years prior to which I was Head of UK Property & Casualty at Allianz, who I worked for for 11 years. Prior to that I had 9 years at Independent, latterly as UK Property Underwriting manager. I started my career at Eagle Star in 1983. I am a former President of the London BI Association and am also an expert witness in insurance matters. Learning objectives; 1. Understand some of the implications of COVID19 2. Why systemic risks are different and how they challenge traditional insurance principles 3. What other risks might be out there 4. How can we respond and what mechanisms are available

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Resilience and Coping with Difficult Situations

  • Tue 02 Mar 12:00 pm – 1:00 pm
    • Susan Heaton- Wright, Superstar Communicator

Overview: Many of us are used to working with others in an office or 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 being changed drastically, we need to look after our physical wellbeing even more – and that of our families. This is focused on your physical, emotional and mental wellbeing. This is an interactive workshop with a workbook and a chance to ask questions and share good practice. Learning Objectives: The aim of this course is that you will go away with knowledge and practical ways to improve your resilience in these challenging times. This includes: 1. Explore what causes you stress and the effects it has on you. 2. Share ideas and practices to protect you from the effects of stress, balance with feel good chemicals and to ‘recharge your batteries’. 3. Techniques to access positive thoughts and emotions to develop your energy and resourcefulness 4. Accessing exercise and hobbies virtually in our current world. 5. What you can do to help and support others

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Effective Communication in a Virtual world

  • Wed 17 Feb 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

• Understand the importance of rapport building in relationship building and influencing • Understand how to build and use rapport – pacing and leading • Understand that much of our belief and feeling about what someone says is interpreted through their body language. Techniques to adapt to the loss of the body language aspect in the virtual world

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FCA Business Interruption Insurance Test Case – Supreme Court Appeal -

  • Tue 26 Jan 2:00 pm – 3:00 pm
    • Branko Bjelobaba FCII, MIoD, Chartered Insurance Practitioner, Branko Ltd

Learning objectives - by the end of this webinar delegates will gain insights into: • The Test Case and why brought; • The appeal - what has been decided; • The threat to brokers in terms of the advice process; • ICOBS and how to ensure your sales process is robust.

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‘Credit Hire – The What? When? How? and Who?

  • Tue 08 Dec 12:00 pm – 1:00 pm

This webinar looks at the development of credit hire, the legalities, and how the current market operates. It also includes some significant case studies and how the concept might develop in the future. Learning Objectives At the end of this event, the delegate will be able to identify and understand: • The background and development of the credit hire market • Important test cases which have steered its operation • The ABI General Terms of Agreement and how it works in practice • The approach to replacement vehicles by different players • Ideas for client communication

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Pension Planning For All

  • Thu 05 Nov 12:00 pm – 1:00 pm
    • Emily Small, Richard Jacobs Pension & Trustee Services Ltd
    • Emily Small, Richard Jacobs Pension & Trustee Services Ltd

Refresh on the ongoing legislative requirements for workplace pensions Providing additional support to employees The impact of Covid 19 on pension funds How much should we be saving? Current key issues in pensions The future of pensions

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FCA BI Test Case Judgment

  • Thu 22 Oct 2:00 pm – 3:00 pm
    • Branko, Branko Ltd

This comprehensive and interactive one-hour webinar will focus on the judgment following the FCA’s ground-breaking test case at the High Court. The hearing concluded on 30 July and the judgment was handed down on 15 September. Learning Objectives • The Test Case and why brought; • The judgment - what has been decided; • The threat to brokers in terms of the advice process; • ICOBS and how to ensure your sales process is robust.

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Diploma in Insurance Face to Face Training Programme

  • Thu 26 Mar – Wed 28 Jul
  • Zurich
    • Alan Chandler

The Insurance Institute of Stoke on Trent, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 15 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Managing Work Related Road Safety - why we can't afford to get this wrong

  • Thu 16 Jan 12:00 pm – 1:30 pm
    • Adrian hide

Managing the risks associated with a businesses on-road driving activities is a legal requirement and, as a responsible employer, it’s the right thing to do for their staff. That said, most businesses struggle to manage driver risk in a way that would be expected by the Health & Safety Executive, not because they choose not to, more likely because they lack internal expertise and staff resources. Adrian’s presentation will focus on what ‘good’ looks like from a management of risk standpoint, the learning outcomes being why driver risk management is a legal requirement for business - what businesses typically have in place, or don't! - what the Health & Safety executive say should be in place

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Pool Competition

  • Tue 12 Nov 5:30 pm – 11:00 pm
  • Players Pool and Snooker Lounge

Snooker Competition Players Pool and Snooker Lounge 4 Queens Court Newcastle -Under-Lyme ST5 1RW £5 per player Contact our Sports & Social Secretary Simon Allman on 01782753040 or

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This years Snooker Competition is fast approaching

This year we're holding a Snooker Tournament at Players Pool and Snooker Lounge on Tuesday 11th December.

Start time is 5pm and the venue is at 4 Queens Court, Newcastle-under-Lyme ST5 1RW.

Entrance fee is just £5 per player.

Please contact our Sports & Social Secretary, Simon Allman, on 01782 753040 or to secure your place.