Previous events
All previous events
“Le Beaujolais Nouveau Est Arrivé!”
Celebrate Beaujolais Nouveau Day With The Insurance Institute of Swansea & West Wales
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A Better Understanding of Flood Risk
We are very pleased to welcome Nic & Martin From Flood Consult in October to talk to us on the subject of flood risk.
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AGM
The Insurance Institute of Swansea and West Wales AGM - As a member you're welcome to attend, we'd be delighted to welcome you.
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GDPR - what you need to know
Join us for our February CPD session on GDPR - one of 2018's key topics
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CII Annual Dinner
The Insurance Institute of Swansea and West Wales 2017 Annual dinner. Sponsored by: Juno Moneta Wealth Management
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Bank of England Agency for Wales Outlook for the UK Economy
Ian Derrick, Bank of England Agency for Wales Outlook for the UK Economy Further information will follow
View event detailsCyber Risk & Cyber Crime
Village Hotel Geoff Hick , RSA Cyber Risk & Cyber Crime Further details to follow.
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AGM
The CII of Swansea hold their AGM on the 3rd May 2017 at the Village Hotel, Langdon Road, Swansea SA1 8QY. The AGM will start at 6pm and will run for approximately one hour.
View event detailsRebuild Cost Assessment
Rebuild Cost Assessment Nigel Raywood Director of Business Development and Sales at RiskStop Date - Wedenesday 26th April 2017 Time - 17:30 for an 18:00 start. Due to finish by 19:00 Venue - The Village Hotel, Langdon Road, Swansea SA1 8QY We are delighted that we have re-arranged last month's talk and look forward to welcoming Nigel from RiskStop to talk to us on Rebuild Cost Assessment. There is an increasing interest in RCA’s from both Brokers and Insurance companies with much talk of the ‘average’ clause being removed where the BSI is made equal to the RCA. This provides some interesting competitive differentiation as well as helping to meet TCF requirements etc. Nigel has spent the last 30 years working in or supplying services to the Insurance industry. Having started in the Life Industry, he then worked for Ernst & Young’s Insurance team (becoming Cap Gemini E&Y) His focused has been leading change and prior to joining the Board of RiskStop Group, he spent 10 years working for RSA in a variety of change roles which include leading Global Consulting (RSA’s Risk Consulting team). Nigel joined the Board of RiskStop Group in 2014 and is responsible for Business Development – RiskStop Group is an organisation dedicated to providing innovative Risk Management solutions in and around the Insurance Sector , based in Poundbury Dorchester RiskStop is the UK’s largest Independent provider of Risk Management Services to the UK Commercial Insurance Sector. Learning Objectives: At the end of this event, the delegate will be able to identify and apply the following : 1. To have reviewed and discussed the implications of rebuild cost assessment (RCA) under insurance 2. To have discussed VAT and other ‘costs’ relevant to successfully calculating a RCA 3. To have reviewed a cost efficient method of providing RCA’s to alleviate under insurance for policyholders assisting with TCF requirements and significantly increasing AP levels How to book Please email your name and CII/PFS pin number to jacqueline.hancock@prescott-jones.co.uk as soon as possible to secure your place at this event. Our talks are free of charge and are open to Institute members and non-members who are engaged in the Insurance Profession (General, PFS, Claims or Loss Adjusting). We meet at 5.30pm at the Hub on the first floor for complimentary tea/coffee with the talk commencing at 6.00pm til about 7.00pm in one of the adjacent meeting rooms. Please forward this e-flyer around to your colleagues who may wish to attend. We look forward to seeing you at this event
View event detailsSt. David's day Lunch
Meet at 13.30 for a 2pm start on the 3rd of March. Venue: La Braseria, Wind Street, Swansea City Centre. For further information or to book a seat please contact; charlotte.gwenter@thomas-carroll.co.uk
View event detailsThe Long & Winding Road ~ Motor Market Update
The Long & Winding Road ~ Motor Market Update Faye Fishlock Partner at DAC Beachcroft Date - Tuesday 21st February 2017 Time - 17:30 for an 18:00 start. Due to finish by 19:00 Venue - The Village Hotel, Langdon Road, Swansea SA1 8QY We are delighted to welcome Faye from DAC Beachcroft in Newport to talk to us this month with an update on the Motor Market. Faye joined DAC Beachcroft in 2001 as a paralegal. She has experience of defending a wide variety of Motor, Employers Liability, Public Liability and Industrial Disease claims. She qualified in 2008 via the CiLEX route, becoming an Associate in 2011 and Partner in 2015. She currently runs the Motor Injury tam in our Newport office and specialises in handling chronic pain and fatal claims. She instigated and developed the Motor Way training programme and regularly leads seminars. Learning Objectives: At the end of this event, the delegate will be able to identify and apply the following : • Understand the current position in the motor market & potential impact of Reform Programme • Horizon spotting - what are the potential issues in the motor market for the future • How can you assist motor customers with their risk portfolio from a claims perspective? How to book Please email your name and CII/PFS pin number to jacqueline.hancock@prescott-jones.co.uk as soon as possible to secure your place at this event. Our talks are free of charge and are open to Institute members and non-members who are engaged in the Insurance Profession (General, PFS, Claims or Loss Adjusting). We meet at 5.30pm at the Hub on the first floor for complimentary tea/coffee with the talk commencing at 6.00pm til about 7.00pm in one of the adjacent meeting rooms. We look forward to seeing you at this event The Insurance Institute of Swansea & West Wales's CPD events are accredited by the CII and delegates can record them as CPD activity should they consider them relevant to their professional development. The Insurance Institute of Swansea & West Wales
View event detailsAnnual CII quiz
Annual CII quiz to be held at Morriston Golf club. For further information please contact; jacqueline.hancock@prescott-jones.co.uk
View event detailsKings Court Trust - Advising vulnerable clients
Advising Vulnerable Clients Nigel Merchant Technical Sales Manager at Kings Court Trust We are delighted to welcome Nigel Merchant from Kings Court Trust to talk to us this month. At some point in your professional career you are likely to be engaged with clients who could be deemed to be in a vulnerable state. This hour long seminar will introduce some of the key issues that professionals need to be aware of when dealing with individuals whose judgement may be affected by mental or emotional influences. It will also suggest guidance to help you mitigate the risks involved whilst still delivering sound advice. Nigel has over 35 years experience working in financial services and legal sectors. He joined Midland Bank/HSBC from school and spent 27 years working in client and business facing roles across their branch network, culminating in a role as Branch Manager. In 2006, he joined Kings Court Trust as an office based client adviser. Within 12 months, Nigel’s professional and empathetic approach to customer service saw him promoted to the role of Regional Estate Consultant. Nigel met with and helped bereaved families to understand the options available to them regarding estate administration and probate. He went on to manage the national team of consultants and was responsible for the overall performance of this team. Nigel became Kings Court Trust’s Technical Sales Manager in 2015 with responsibility for delivering training and educational content to their nationwide network of business partners. He works with financial advisers across the country to help them develop the skills, knowledge and expertise. Learning Objectives: At the end of this event, the delegate will be able to identify and apply the following : • What constitutes a vulnerable person • The importance of testamentary capacity • Best practice and professional standards • Ways of mitigating the professional risks of advising vulnerable clients How to book Please email your name and CII/PFS pin number to jacqueline.hancock@prescott-jones.co.uk as soon as possible to secure your place at this event. Our talks are free of charge and are open to Institute members and non-members who are engaged in the Insurance Profession (General, PFS, Claims or Loss Adjusting). We meet at 5.30pm at the Hub on the first floor for complimentary tea/coffee with the talk commencing at 6.00pm until about 7.00pm in one of the adjacent meeting rooms. We look forward to seeing you at this event
View event detailsPhilippa Hann (Clarke Willmott) FinTech: The struggle between innovation and regulation – the regulation of Fintech in the UK
Philippa Hann (Clarke Willmott) FinTech: The struggle between innovation and regulation – the regulation of Fintech in the UK . We are delighted to welcome Philippa Hann who will be providing an insight into whether robo-advice is really a threat to financial firms and if there are lessons to be learnt from this market development. Philippa is a partner in the Financial Services and Technologies team at Clarke Willmott LLP Solicitors. She advises both financial and technology firms on regulatory issues and is a regular guest speaker to financial services professionals about technology in the finance sector. She is the instigator of the Bristol Fintech event, one of the first major fintech events outside of London Learning Objectives: At the end of this event, the delegate will be able to identify and apply the following : • Explore the recent leaps in technology affecting the finance sector • Examining where those innovations might be relevant to the day to day life of an IFA • Considering what the future of tech innovations is and what finance professionals might want to use in their businesses. How to book Please email your name and CII/PFS pin number to jacqueline.hancock@prescott-jones.co.uk as soon as possible to secure your place at this event.
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