Previous events

All previous events

Annual General Meeting 2022

  • Wed 04 May 6:00 pm – 7:00 pm
  • The Village Hotel Swansea

We need you! (To get down to our AGM, that is...) Your council invites you to attend the 2022 Annual General Meeting of Swansea and West Wales. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. If you feel you could make a positive contribution, it is an ideal first step to becoming involved.

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Cert CII Fast Track Remote Learning Programme

  • Fri 29 Apr – Wed 10 Aug
    • Alan Chandler

The Insurance Institutes of the South West, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 14 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Webinar: How to create and manage a safe psychological work environment in person and virtually

  • Wed 27 Apr 10:00 am – 11:00 am
  • Online
    • Susan Heaton-Wright, SuperStar Communicator

There is significant evidence that individuals’ performance is negatively impacted when they feel unsafe or frightened. This could be caused by micro aggressions; a toxic work environment; bullying or even individuals being ignored or constantly interrupted. We want talent to thrive not leave! And sadly I have heard of incredible talent leaving organisations due to the negative environment. Whilst these environments need to change, we can only change ourselves and how we respond to these situations. We can make a more informed choice about how we respond, if we understand what happens neuroscientfically. once we are consciously aware of what is happening we can start to respond differently, as well as identify when others are being affected by the situation. Using our training and knowledge of neuroscience and expertise in spoken communication, we have created a unique and invaluable course to support talent.

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Diploma in Insurance Online Training Programme

  • Tue 26 Apr – Fri 21 Jul
    • Alan Chandler

The Insurance Institutes of the South West, 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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Webinar: How to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies.

  • Fri 22 Apr 12:00 pm – 1:00 pm
  • Online

The Insurance Institute of Cardiff invite you to a webinar on How to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies. About the session: Brokers increasingly face Pi claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods, and with all the unfortunate events occurring in the world at the moment, making rebuild materials very scare, never has there been a better opportunity to engage your policyholders on this subject. Recently a broker was successfully sued for failing to give any guidance around indemnity periods to a manufacturer who had a twelve-month indemnity period. Nothing was ever recorded by the broker about the fact that twelve months was almost certainly inadequate, in fact it was the Loss adjuster after the fire took place that educated the client on setting correct indemnity periods, unfortunately too late for all concerned. This webinar looks to make sure this does not happen to you or your staff. This one-hour webinar provided by Alan Chandler, one of the most popular presenters in the UK, will examine all the different factors a client needs to take into account when setting an indemnity period. The presentation will include guiding clients who are on a Gross Profit Bi basis, a Gross Revenue or Fees basis and will also include how an Increased Cost of working only policy should deal with prospective losses over 12 months.

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The Art of Unknowing: learning how to rethink and unlearn to make better

  • Wed 06 Apr 9:30 am – 10:30 am
  • Online
    • Jeff Heasman, Insurance Upskill

We live in an ever-changing world in both our personal and professional lives. Despite this situation, we often hesitate to rethink and instead try to rely on past experiences or our own domain experience to find solutions. However, one of the most important cognitive skills in a world full of noise and data that is ever-changing, is to be able to rethink our assumptions, put aside experience when necessary, and find novel solutions. Through learning to rethink our assumptions and learning to unlearn we are able to make better strategic decisions for ourselves and our clients, create more collaborative cultures and harness creativity. This webinar will teach you how to find wisdom and happiness through new ways of thinking.

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Webinar: Cyber Risk and Insurance

  • Thu 24 Mar 10:00 am – 11:00 am
  • Online
    • Nick Thomas, Nick Thomas Associates

Cyber risk is a growing issue for all businesses, so brokers and insurers need to understand the risks and insurance cover available. No two cyber policies are the same so this can be a complex area for insurers, brokers, and their clients to understand the cover offered. This session reviews the cyber risk insurance solutions available in this rapidly changing class. It includes: Coverage found in a typical cyber policy – data breach, BI, cyber liability, cyber-crime, issues of retro dates, social engineering limitations, industrial control systems, definition of BI indemnity periods and limit calculation. Market developments - hardening of rates, additional security and protection requirement, ransom payment issues., concern about group actions, implications of Lloyd v Google Supreme Court action. Market innovation - parametric, stand-alone breach support, wrap policies, industry specific policies.

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Webinar: The Highway Code Changes 2022 And Their Implications For Motor Insurance

  • Tue 15 Mar 10:00 am – 11:00 am
  • Online
    • Bernard Thornton FCII

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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Webinar: Renewable Energy

  • Wed 09 Mar 9:30 am – 10:30 am
  • Online
    • Paul McGonagle, CEng, MIET, Rimkus Consulting Ltd

The growth of renewable energy and the challenges for the energy industry are an increasing demand, especially with respect to claims management and preventative measures. This presentation examines the risk evaluation of renewables to better enable the participants’ understanding. The presentation features interactive elements, a question-and-answer session, and real-life case study examples with digital footage.

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St David's Day Lunch - Friday 4th March 2022

  • Fri 04 Mar 12:30 pm – 3:00 pm
  • The Madeira

It's time to get out and about again! The ever popular St David's Day lunch is back. 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 in The Kingsway, Swansea. The table is reserved for 12.30pm. The set lunch is £13.95 for 2 Courses; You can stay for a few hours or stretch the lunch into the early evening - the choice is yours. Please forward your £10 deposit and menu choice as soon as you can. Contact Sally Hendricks on 01792 484351 or email Sally.hendricks@towergate.co.uk We look forward to seeing you there!

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Webinar : Time Management

  • Thu 24 Feb 10:00 am – 11:00 am
  • Online
    • Susan Heaton-Wright, Superstar Communicator

We are all time poor; and are expected to deliver more work for others. “I have too much to do” and “I don’t have time” are complaints we are all hearing. Being able to manage your time and work more effectively and efficiently is a skill we all need to acquire. In this interactive workshop, we will share practical ways to manage your time and work more efficiently.

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Webinar: Ghost Broking - Not So Phantom Menace

  • Thu 10 Feb 9:30 am – 10:30 am
  • Online
    • Jeff Heasman

Ghost broking is a growing problem in the insurance industry. They prey on customers and insurance companies. It is not just the young and vulnerable who are victims of ghost broking. High net worth clients are also targeted. By looking at real-life cases we will examine what ghost broking is, typical tactics used, detection methods and strategies to counter this menace.

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Through the Grapevine

  • Wed 01 Dec 5:30 am – 7:00 pm
    • Jeff Heasman

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 execution of a message.

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Webinar: Financial Resilience for Women (1)

  • Wed 24 Nov 9:30 am – 11:00 am
  • Online
    • Alison Cooper, ACT One Training Services Ltd

This talk follows and builds on the theme of the CII initiative, Insuring Women’s Futures. The talk is geared towards women and to financial planning professionals, who are interested in learning more about the key issues for women and their future financial resilience. The talk is designed to highlight what women need to know on their quest for Financial Independence. Due to interaction, numbers are capped at a maximum of 25 people.

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Beaujolais Nouveau Lunch

  • Thu 18 Nov 1:00 pm – 4:00 pm
  • Brewstone Bar & Restaurant

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 has been a while since we have been out so come along and meet your industry peers, catch up with old friends and sample some great food and drink!

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Webinar: Products Liability and Financial Loss

  • Thu 21 Oct 2:30 pm – 3:30 pm
  • Online
    • Diane Jenkins and Nick Thomas, Nick Thomas Associates

Financial loss is one of the most widely misunderstood cover areas. This technical session looks at financial loss cover, when and where it is needed and the various cover options available. The session includes: What is ‘financial loss’ and how does liability for it arise? Types of financial loss cover available. Explanation of various financial loss exclusions, their importance, and issues to consider including contractual liability exclusions. Financial loss extensions. The businesses that need to buy financial loss cover.

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Online Event - Network for Success

  • Thu 14 Oct 10:00 am – 11:00 am
    • Susan Heaton-Wright

Networking is an essential skill if you wish to raise your profile professionally and/or move your business forward, yet it is something many people dread. Being able to create and maintain a strong network is crucial. This interactive virtual masterclass provides the audience essential skills in face to face and online networking. Including meeting strangers, having interesting conversations, when to move on, following up and keeping in touch with your network. This masterclass will focus on virtual networking.

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Webinar: How Liability Can Arise in Tort

  • Wed 06 Oct 9:30 am – 10:30 am
  • Online
    • Alan Chandler, Alan Chandler Training

The presentation will be very appropriate for almost everyone working within the broking, underwriting and claims functions, as almost all policies have an element of liability protection and this presentation explores how a client can be held liable in the law of tort. This presentation will give brokers more confidence when discussing their liability needs. There will be a brief overview of the different types of the main torts including negligence, nuisance, strict liability and statutory liability and how each of the main covers of EL,PL, and Products looks to cover these liabilities. The increasing costs of damages is also explored and why many brokers could face hefty professional indemnity claims for failing to advise their clients on increasing their liability limits. This presentation will be delivered by Alan Chandler who is widely regarded as one of the leading insurance trainers and presenters within the UK.

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InsurED & Financial Planning Day 2021

  • Wed 29 Sep 8:45 am – 5:00 pm

InsurED 2021

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Webinar: Introduction to Parametric Insurance

  • Wed 22 Sep 2:30 pm – 3:30 pm
  • Online
    • Diane Jenkins and Nick Thomas, Nick Thomas Associates

This introduction to parametric insurance is an excellent opportunity for delegates to develop their understanding of this type of insurance. Parametric insurance is not new but is being developed for SMEs and provides options for previously uninsurable risk, such as flood. The session includes: What is parametric insurance? Various product examples, and how they can be utilised. How parametric solutions differ from other insurance solutions. The potential of parametric solutions for SMEs.

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