Previous events

This month

St David's Day Lunch (1)

  • Fri 01 Mar 1:30 pm – 4:00 pm
  • The Madeira

The ever popular St David's Day lunch is back again this year. It is always a great social event for CII members and non-members alike. Come along and meet your industry peers, catch up with old friends or just sample some great food and drink! The venue this year will be: The Madeira Restaurante 46 The Kingsway Swansea SA1 5HG The table is reserved for 1.30pm. You can stay for a few hours or stretch the lunch into the early evening - the choice is yours.

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All previous events

Considering Socio-economic background and creating inclusive environments

  • Thu 22 Feb 9:30 am – 10:30 am
  • Online
    • Jess Woodford, Inclusive Futures

Despite not being one of the 9 protected characteristics under the Equality Act, people from lower socio-economic backgrounds experience bias, discrimination and significant inequality of opportunity. Working with Rose Sellman-Leava and Jess Woodsford, Executive Directors of Inclusive Futures CIC, this session will explore the challenges relating to socio-economic backgrounds, and why this is important to consider in a work context. We will look at the concept of Inclusive Leadership and the importance of creating inclusive environments. You will have the opportunity to explore and discuss how you can apply these principles to your own workplace.

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Webinar: How to be Positively Disruptive

  • Thu 08 Feb 9:30 am – 10:30 am
  • Online
    • Susan Heaton-Wright, Superstar Communicator

We are trained to pass exams; to fit in; to ‘be good and keep our head down and work’. However, we are living in a changing world. In the last 3 years we have seen the world of work change for ever, and this has involved people challenging how we work; the systems we have in place to work in a hybrid work environment.Having the ability to challenge existing norms; to identify opportunities and bring these to the workplace are invaluable for companies. But is a fine line between being Disruptive and a positive disruptor. In this topic we will discover how to avoid being mediocre: but a positively disruptive, invaluable member of your team.

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Webinar: Introduction to Engineering

  • Thu 25 Jan 9:30 am – 10:30 am
  • Online
    • Jennifer Yeates, Zing 365

Engineering insurance is one of those things that you’ve probably heard of, but do you really know what it is, or even have an understanding of how it works? If not, then this live learning is for you! This course aims to explore the different varieties of engineering insurance, how each one works and the relevant laws in place enforcing such covers. Finally, we will look and understand the importance factors of underwriting when incepting / renewing these types of covers.

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Webinar: Household policy wordings and endorsements

  • Mon 08 Jan 2:00 pm – 3:00 pm
  • Online
    • Alan Chandler

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.

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Webinar: An overview of Motor Trade insurance

  • Tue 12 Dec 2:00 pm – 3:00 pm
  • Online
    • Alan Chandler

The presentation, provided by Alan Chandler one of the most popular insurance presenters in the UK, will provide an overview of the main covers for a Motor Trader and show where brokers make mistakes when setting up covers. Alan will explore the background as to why the motor trade market is hardening so badly and why rates will continue to rise. The presentation will also look into how a broker can help clients by getting motor traders to focus more on risk management.

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PFS South Wales Autumn Conference

  • Wed 22 Nov 8:45 am – 3:00 pm
  • Hensol Castle
    • James Bird, Fidelity
    • Andy Woollon, Zurich
    • John Corbyn, Quilter
    • Karl Steadman, JUST
    • Dean Swindell, PortfolioMetrix
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Social Event: Beaujolais Nouveau Lunch

  • Thu 16 Nov 1:00 pm – 6:00 pm
  • Bar St James

Beaujolais Nouveau Day is one of the highlights of the Swansea social calendar and The Insurance Institute of Swansea and West Wales have decided to celebrate! It's great to get out, so come along and meet your industry peers, catch up with old friends and sample some great food and drink! (You don't have to drink the wine!) Venue: Private function room at Bar St James, Uplands Date:| Thursday 16th November Time: 1.00 pm Cost: £25 per person Buffet provided by Food by Sean. The Menu details will follow.. As with all our social events this is open to Institute members and non-members who are engaged in the Insurance Industry, bring along your family and friends.

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Webinar: Understanding the different types of Company structure

  • Tue 14 Nov 9:00 am – 10:00 am
  • Online
    • Alan Chandler

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.

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Annual Dinner 2023 - Save the Date!

  • Fri 10 Nov. 7:00 pm
  • The Village Hotel Swansea

Our President, Sally Hendricks, is delighted to invite you to the Insurance Institute of Swansea & West Wales prestigious Annual Dinner, which aims to fundraise for our President's nominated charity. Date: 10th November 2023 (6.30pm for 7.00pm) Venue: The Village Hotel, Langdon Rd, Swansea SA1 8QY

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Webinar: Trust, Transparency & Visibility: Striking the Right Balance in the Workplace

  • Thu 02 Nov 9:30 am – 10:30 am
  • Online
    • Jeff Heasman, Insurance Upskill

This thought-provoking webinar addresses the key question: is there a link between trust, transparency, visibility and performance in the workplace? There is a perceived disconnect with some people now working back in the office, whilst others continue to work remotely. The relationship between trust, transparency and visibility is crucial to deliver the best possible levels of performance. An employer needs to adapt their employee engagement to each individual whilst at the same time taking into account operational risks and strategies. It requires a level of transparency between employee and employer and self-discipline irrespective of where the workplace is located.

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Webinar: The cost of living and effects on Insurance

  • Thu 19 Oct 9:30 am – 10:30 am
  • Online
    • Matt Owen-James, Zing 365

The cost of living has affected us all in one way or another, along with forecasted market trends to consider. Whether that is the price of food or the price of energy. But what’s the cause? And most importantly, how are businesses affected? This course will explore the key areas that brokers and insurers need to take into account when understanding the insured’s needs. It will also explore the importance of ensuring that the right levels of cover are in place

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PFS Event - Royal Mint Experience & an Introduction to Gold Bullion Investment

  • Tue 10 Oct 8:30 am – 11:00 am
  • Royal Mint Experience
    • Steven Jones, Chartered MCSI, Royal Mint

The PFS South Wales region invite you to a special event at the Royal Mint Experience. The event begins with a 1-hour seminar giving an introduction to gold bullion investment, followed by a complimentary tour of The Royal Mint Experience.

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Webinar: 7 Top Tips on How to be a More Effective and More Efficient Learner When Studying For Professional Qualifications

  • Tue 26 Sep 9:30 am – 10:30 am
  • Online
    • Jeff Heasman, Insurance Upskill

ABOUT THE SESSION This practical and interactive webinar is perfect for candidates studying towards professional qualifications with either an exam or coursework element. With often limited, or sometimes no tutor support, it is extremely difficult to balance home, work and study. This webinar will teach you key skills of how to get started with your studies, how to research assignments, read as much as possible in the least amount of time and deal with issues such as procrastination and mental blocks, as well as how to avoid overlearning. We will also look at how to plan your assignment and structure your writing.

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Webinar: A plain English Overview of Builders Performance Bonds

  • Fri 22 Sep 9:00 am – 10:00 am
  • Online
    • Alan Chandler

This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, will explain the difference between a bond and an insurance contract and show why brokers need to understand what a builders performance bond is. From time to time your clients, particularly those involved in the construction sector, will look for help in obtaining a bond and this presentation looks to provide an overview of what bonds are and why they are issued. Alan will look at different types of bond such as conditional and on demand but not James!

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Webinar: The Power of Questions

  • Tue 05 Sep 9:30 am – 10:30 am
  • Online
    • Nick Thomas, Nick Thomas Associates

‘The wise man doesn't give the right answers, he poses the right questions.’ Claude Levi-Strauss. Asking the right questions of ourselves, as much as of others, is one of the keys to success in our business and personal lives. This virtual training programme helps us to understand why questions are so important and how powerful they can be in leading us to the outcomes we want to achieve. This type of learning is applicable at all levels across the insurance industry, whether in sales, negotiation, claims, underwriting, broking or simply working collaboratively in teams or meetings

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Webinar: Broker E&O claims - why they are increasing and how these can be mitigated

  • Tue 25 Jul 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler, Alan Chandler Training

Broker Professional Indemnity premiums are in many cases doubling which reflect the fact that Pi underwriters believe the possibility of claims against brokers has never been higher. This presentation will explore why the number of errors and omission claims against brokers are on the increase and how these can potentially be mitigated. Various new pieces of legislation including the brokers' duty under the Insurance Act 2015, GDPR and the Insurance Distribution Directive are making brokers more vulnerable than ever, which coupled with increased litigation in society, increased client expectations and ever higher regulatory demands mean that brokers cannot continue to do what they have always done, far more proactivity is required.

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Webinar: 5 Habits of Highly Effective Claims Handlers in Insurance

  • Tue 04 Jul 9:30 am – 10:30 am
  • Online
    • Jeff Heasman, Insurance Upskill

Using his vast experience as a former litigation executive acting on behalf of claimants, as a senior liability adjuster acting on behalf of insurers, and now training claims handlers across the world, Jeff Heasman delivers this session in which he highlights what he has identified as the top 5 habits of highly effective claims handlers. The session looks at how these habits impact the performance of individual claims handlers, their teams, companies and also the experience of the customer. This session is valuable not only for claims handlers but everyone within the insurance industry.

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Through The Grapevine: What Wine Can Teach Us About Being a Better Communicator!

  • Thu 29 Jun 6:30 pm – 8:30 pm
  • Swansea Male Choir Hall
    • Jeff Heasman, Insurance Upskill

The characteristics of a good wine can teach us a lot about the characteristics of a good communicator. Each wine is unique in its character and so too is each person. However, there are common ingredients and methods that go in to producing the finished article, whether it be a good wine or a good communicator. Through tasting five different Spanish and Portuguese wines, each with a unique character, this session will relate these characteristics to the five essential characteristics of a good communicator, from preparation through to the execution of a message.

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Webinar: Understanding how insurers calculate a motor fleet rate

  • Tue 30 May 3:00 pm – 4:00 pm
  • Online
    • Alan Chandler, Alan Chandler Training

This presentation will look at how Insurers compile a motor fleet history and why brokers need to be aware of the cut-off date used. The webinar will explore the way in which underwriters look at fleet claims trends, and how they go about adding in expenses to obtain the quotation they offer your client. Very importantly, the presentation also looks at fleet risk management improvements that could be put in place by a client, and why it is so essential that a broker proactively brings these to the attention of an insurer

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