Previous events

All previous events

Annual General Meeting 2023

  • Wed 03 May 6:00 pm – 7:00 pm
  • The Village Hotel Swansea

We need you! To get down to our AGM... Your local institute council invites you to attend their 2023 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.

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Webinar: Manufacturing sector - insurance issues and guidance

  • Mon 17 Apr 10:00 am – 11:00 am
  • Online
    • Nick Thomas, Nick Thomas & Associates

This session on manufacturing is looking at sector specific contemporary insurance related issues, and offering practical guidance for dealing with them. Content and Learning: • Key risk issues • Property/BI cover issues • Liability/motor cover issues

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Webinar: The Consumer Duty Skills Toolkit - Part II

  • Tue 04 Apr 9:30 am – 11:00 am
  • Online
    • Jeff Heasman, Insurance Upskill

This session is being run in two webinars of one and half  hours each.  This is the second webinar, the first was scheduled on 8th March 2023. Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important. During this session, you will learn skills based around: ➢ working in an outcomes-based regulatory environment ➢ communicating in a way that aids accessibility and understanding ➢ checking understanding to facilitate informed decision-making ➢ recognising and handling behavioural biases throughout the customer journey ➢ recognising and dealing with vulnerable customers The session is interactive and includes exercises and simulations that will help you practise the skills learnt and how to evidence outcomes. It is aimed at those working within the UK insurance and financial services industry.

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Webinar: Understanding the basics of regulation in the UK insurance industry

  • Tue 21 Mar 4:00 pm – 5:00 pm
  • Webinar
    • Alan Chandler

This webinar looks to provide an overview of the history of regulation within the UK insurance industry, who are the main regulators, how do they regulate and why regulation is so essential. The presentation will examine the principle-based approach to regulation put in place by the UK regulators and how this differs from rules based regulation in many other countries. it will also look at the main aspects of regulation including fair treatment for customer, ICOBS, training and competence requirements and solvency margins. All staff need to have an overview of how regulation applies to the insurance industry within which they work, and this presentation will provide this overview.

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CII Charity Quiz Nght

  • Thu 16 Mar 7:00 pm – 11:00 pm
  • Morriston Golf Club

The 'Annual' Quiz is back!! We are pleased to be holding the CII Quiz again for the first time since 2019. Cost: £12.00 per person (inc food). There is a maximum of 6 persons per team. Quiz Prizes and Raffle Prizes to be won! Our charity for the quiz this year is the Morriston Food Bank. All profits from the night will be donated to the Food Bank and we are asking everyone to bring a food donation (tin of soup, packet of biscuits etc) As with all our social events the quiz 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: The Consumer Duty Skills Toolkit

  • Wed 08 Mar 9:30 am – 11:00 am
  • Online
    • Jeff Heasman, Insurance Upskill

Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important. During this session, you will learn skills based around: ➢ working in an outcomes-based regulatory environment ➢ communicating in a way that aids accessibility and understanding ➢ checking understanding to facilitate informed decision-making ➢ recognising and handling behavioural biases throughout the customer journey ➢ recognising and dealing with vulnerable customers The session is interactive and includes exercises and simulations that will help you practise the skills learnt and how to evidence outcomes. It is aimed at those working within the UK insurance and financial services industry. This session will be run in two webinars of one and half  hours each.  The second webinar is scheduled for 4th April.

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St David's Day Lunch

  • Fri 03 Mar 1:00 pm – 4:00 pm

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 Belle Vue Bistro, 8 Belle Vue Way, Swansea, SA1 5BY The table is reserved for 1.00pm. You can stay for a few hours or stretch the lunch into the early evening - the choice is yours.

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Webinar: Business Interruption – calculating an insurable gross profit sum insured

  • Tue 28 Feb 9:30 am – 10:30 am
  • Online
    • Nick Thomas, Nick Thomas Associates

Business Interruption insurance can be a difficult area for brokers and especially calculating the correct gross profit sum insured This introduction level BI insurance session looks at the main issues of calculating the insurable gross profit sum insured and common pitfalls faced.

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Webinar: Commercial Property Insurance - Clauses and conditions

  • Thu 16 Feb 4:00 pm – 5:00 pm
  • Online

This presentation will go through all the main conditions and clauses that can be found in a Commercial Property wording, what is their purpose and when should they be included. The presentation will also explore what happens if a broker fails to bring certain conditions to the attention of the policyholder and why underwriters need to think carefully about the clauses conditions they use. There are many different wordings in the market place, and explaining coverage clearly to policyholders is where a broker can add significant value compared to direct offerings.

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Webinar: Sales Mastery

  • Tue 31 Jan 9:30 am – 10:30 am
  • Online

Boost your sales with evidence-based methods, poise and confidence. We know more than ever before about the human brain and how we make decisions – but most of us are still unaware of how to apply these new insights to selling. Most sales methods have not adapted to today’s selling climate. 60% of the buying cycle is complete before the salesperson even enters the frame. The focus therefore moves from transaction to partnership, with the emphasis on customer retention, cross-selling and referrals to maximise your customers’ lifetime value.

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Webinar: Inflation and the implications for insurance

  • Wed 07 Dec 9:30 am – 10:30 am
  • Online
    • Nick Thomas

This session on inflation considers what affect increasing inflation has on business insurance – what clauses and cover issues brokers and insurers need to consider for various classes of cover.

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Webinar: An introduction to co-opetition and how it applies to insurance and financial services

  • Wed 30 Nov 9:30 am – 10:30 am
  • Online
    • Jeff Heasman

This webinar was originally scheduled for 22nd November, but due to ill health it will now be Wednesday 30th. We hope you can join us. Co-opetition is the combination of co-operation and competition. From negotiations to business growth and working effectively as an intermediary or with intermediaries, the strategy of co-opetition will be a valuable tool that you will be able to implement in your day-to-day work. This webinar will show you how instead of creating a winner takes all environment, you will be able to move towards an environment in which the end results benefit everyone and so people are happier, more successful and more profitable. This webinar will also demonstrate how differences of opinion can actually make it easier to reach an agreement, therefore helping you during the sales process or any other type of negotiation.

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Annual Dinner 2022

  • Fri 11 Nov. 7:00 pm
  • The Dragon Hotel

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, The Fire Fighters Charity. Date: 11th November 2022 (6.30pm for 7.00pm) Venue: The Dragon Hotel, The Kingsway, Swansea

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Webinar: Public Speaking Skills

  • Tue 01 Nov 2:00 pm – 3:00 pm
  • Online

Public Speaking is an essential skill for any ambitious individual. Individuals who speak at events have the opportunity to demonstrate their knowledge and credibility to a wider audience and to raise your profile internally and to your industry. Yet many, many people avoid public speaking as they are scared. In this virtual workshop Susan shares the secrets of Public Speaking “Superstar Communicator” style

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Face-to-Face CPD: The Outlook for the UK Economy

  • Thu 20 Oct 8:30 am – 10:00 am
  • The Village Hotel Swansea
    • Ian Derrick, Bank of England Agency for Wales

We are very much looking forward to having a face-to-face meeting for members - Coffee/tea and breakfast rolls will be provided! The highly interesting and fascinating presentation will provide a summary of the Bank of England's Monetary Policy Committee's latest projection for growth and inflation in the UK. The information provided at this talk is strictly 'off the record'. To this end only attendees registered in advance will be allowed admission and the content is not for circulation after the event.

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Webinar: Commercial Property insurance - Setting correct property, stock and contents sums insured in a high inflation world

  • Tue 04 Oct 2:00 pm – 3:00 pm
  • Online
    • Alan Chandler, Alan Chandler Training

It is estimated that at least 80% of policies have incorrect sums insured! This presentation looks at the major issue of under insurance in the UK property market and how to help your clients avoid the under-insurance trap. Under insurance has been made considerably worse now that we are seeing UK inflation go into double digits, and this is something all brokers, underwriters, claims staff and loss adjusters need to be aware of.

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Swansea & West Wales Young Achievers Award 2020 - 2022

  • Mon 22 Aug.

It has been a very difficult two years in our industry and we are pleased to give this award to Young Achievers for their work and efforts during this time. WHAT IS THE YOUNG ACHIEVER’S AWARD? A cash prize of £250 together with a trophy awarded by the Insurance Institute of Swansea & West Wales to publicly recognise the outstanding achievement of younger professionals in the Insurance and Financial Services industry within our area. The award is open to employees from General Insurance and Personal Finance Society.

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Webinar: The Death of the Orient-Express: a new train of thought on proximate cause?

  • Tue 28 Jun 9:30 am – 10:30 am
    • Jeff Heasman

On 15 January 2021, the Supreme Court held in the FCA Test Case that the Orient-Express Hotels case had been wrongly decided. Proximate cause has long been an issue that the courts have grappled with and as a result this has caused confusion and uncertainty throughout the insurance industry.

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Webinar: Introduction to Engineering Insurance

  • Tue 07 Jun 10:00 am – 11:00 am
  • Online
    • Nick Thomas, Nick Thomas Associates

Engineering insurance can be a difficult area for brokers and insurers to understand. This introduction to engineering insurance session looks at the main covers and helps brokers and insurers identify key risk areas. It will cover: Overview Broker Models – Global, Consolidator, Network, Alliances, Independents, Community For Each Model – overview financial model, ownership, challenges it creates and behaviours that flow from this Wider Broker challenges – overview Focus on Brokers and the Hard Market – new business and client retention Broker hard market challenges

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Webinar: Finding the Right Movement for You

  • Thu 12 May 10:00 am – 11:00 am
  • Online
    • Nick Thomas and Ollie Martin, Nick Thomas Associates

Many people feel they ‘should’ exercise more, or ‘should’ exercise in a certain way. In truth, we are all different and will benefit and enjoy different sorts of movement at different times. Using Ollie’s innovative ‘Movement motivational grid’ and the latest research on movement we help you put together an effective plan that motivates you to build the optimal movement into your lifestyle. This session offers a fresh and practical approach to the escalating problems of both under-exercising and over-exercising, and how they relate to your performance at work and in life.

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