Home

How to successfully conduct staff appraisals in the insurance industry

It is becoming increasingly difficult for Insurers, brokers, loss adjusters and IFA’s to recruit and retain quality staff. The reality is that at the moment the demand for qualified experienced quality staff in insurance far exceeds the availability of these staff in the marketplace, and so undertaking a great staff appraisal process is vital in ensuring you retain and motivate your staff. Even if you are not yet a team leader or manager, this presentation can be helpful, as it will explore how you can create realistic targets with your employer.

Mon 23 May 12:00 pm – 1:00 pm

Alan Chandler,

Access a library of online CPD webinars and podcasts

Don't miss out!

Digital CPD

How to correctly advise your clients on setting correct indemnity periods under Business I

Brokers increasingly face Pi claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods. 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.

Wed 20 Jul 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!

Volunteers who help develop careers applauded

On the 17th May at the Ambassadors in Action conference, Jonathan Clark, CII interim CEO, and David Ross, Vice President of Local Institutes, handed out trophies and certificates to CII Local Institutes (LI) and PFS Regional Committee volunteers who have gone above and beyond in continuing to offer members professional development and networking opportunities.

Thu 19 May 2022

Help shape your institute

The more you can give, the more you gain

Are you in?

A Plain English Introduction to Engineering insurance and inspection

This is an hour’s presentation looking to provide a plain English overview of the Engineering insurance market which is often shrouded in mystery and badly understood. We will look at both the inspection and insurance cover elements of Engineering insurance.

Wed 11 May 12:00 pm – 1:00 pm

Alan Chandler,