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Drawdown - what lessons have we learned?

This session will focus on challenges faced by advisers, in the current climate, for clients nearing and entering drawdown - or for those already there with an upcoming review. Whether active in the DB space or not, I think we can all agree that the Finalised Guidance on DB transfers published in March contained some very interesting and useful insights around what the regulator are looking for when it comes to processes. The majority of risks associated with DB Transfers apply to drawdown clients - regardless of where they are on their journey. What are your thoughts on this? How do your processes stand up to the test? Have you considered your current framework and checked this against the guidance provided from the regulator?

Thu 27 May 12:00 pm – 1:00 pm

Kirsty Anderson DipPFS, Prudential

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Digital CPD

A trilogy of one hour webinars on Household Insurance - Webinar ONE

Webinar ONE - The problems of under insurance in Household insurance products Date Thursday 3 June 12-1

Thu 03 Jun 12:00 pm – 1:00 pm

Alan Chandler,

A trilogy of one hour webinars on Household Insurance - Webinar TWO

Webinar TWO - Household insurance – endorsements, conditions, warranties and policy wordings and the importance of getting it right Date Tuesday 8 June 12-1

Tue 08 Jun 12:00 pm – 1:00 pm

Alan Chandler,

A trilogy of one hour webinars on Household Insurance - Webinar THREE

Webinar THREE - Understanding Household Claims Handling Date Friday 11 June 12-1

Fri 11 Jun 12:00 pm – 1:00 pm

Alan Chandler,

President's Message

In consideration of the current situation regarding Covid-19, all CPD presentations will be by webinar until further notice.

Welcome to the Insurance Institute of York - the home of the Chartered Insurance Institute and Personal Finance Society in York.

The Chartered Insurance Institute and the Personal Finance Society are the flag bearers of professionalism in both the Insurance and Financial Services professions. Here in York, we have a rich and well respected representation in both professions, from the very largest names, to some of the best smaller brokerage and advisory firms in the region.Our main role as a local Institute is to provide our members with a high quality educational programme which will help them with their ongoing professional duties. We do this by delivering CII/PFS Accredited evening lectures and seminars on a range of topics, all of which count towards structured CPD and most of which are free to attend. We encourage all members (and non-members who are thinking of joining) to attend our lecture evenings and seminars, not only to increase professional knowledge but as an opportunity to network with fellow professionals in York. Details of our lectures and seminars can be found via the Events page, our LinkedIn page and via our e-mails; if you are not receiving these e-mails and would like to, please contact Chartered Insurance Institute, 42-48 High Road, South Woodford, London E18 2JP Tel: +44 (0)20 8989 8464 Email: customer.serv@cii.co.uk to update your preferences.

As an Institute, we are keen to be as inclusive as we possibly can, we are, after all, here to serve you, our members! With that in mind, if you have an idea for a CPD topic, or for a social event, please send it across to us either via our Contact page or direct to our Secretary at stephenwilkinson1@hotmail.co.uk. Of course, if you’d like to get more involved with the Institute, we are always happy to welcome new members on to our Council, again, please e-mail stephenwilkinson1@hotmail.co.uk for more details of how to join. I hope you find this website useful and any feedback you may have is greatly appreciated. I look forward to seeing you at the forthcoming CPD and social events and invite you to spread the word!

Save the date - 21-25 June 2021 Insurance Charities Awareness Week!

Insurance Charities Awareness Week will take place between 21-25 June 2021 Please put this in your diary nd look out for further updates on the Insurance Charities social media channels, website and special ebulletins as more details become available.

Thu 25 Mar. 2021

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Professional Indemnity insurance - an overview

This presentation provides an overview of professional indemnity insurance. It looks at the main case law underpinning the PI market, why the PI market is expanding in terms of number of policyholders needing the cover yet at the same time the capacity is decreasing.

Mon 26 Apr 3:00 pm – 4:00 pm

Alan Chandler,