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Annual General Meeting 2025

Your local institute council invites you to attend their 2025 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.

Tue 22 Apr 5:30 pm – 6:30 pm

Novotel York

Access a library of online CPD webinars and podcasts

Don't miss out!

Digital CPD

An overview of commercial package insurance

This webinar will provide a practical look into the various sections of a typical commercial package insurance policy, what is covered and what protection a commercial customer actually obtains, so that brokers, underwriters and claims staff alike can be confident when explaining the different sections of cover.

Fri 25 Apr 1:00 pm – 2:00 pm

Alan Chandler Chartered Insurer, Alan Chandler Training

Part 1 - Explore Problems & Build Your Creative Muscles (29 April 2025)

Are you coping with the fast-moving pace of insurance? Do you have the skills to innovate to solve the tough challenges you, your team and your organisation are facing? Join this three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better. Hosted by Harvey Wade, an award-winning innovator and ex-innovation lead at Allianz and Cisco, he works with insurance organisations to make them better at innovating.

Tue 29 Apr 12:00 pm – 1:00 pm

Harvey Wade, Innovate21

How to correctly advise clients on setting correct indemnity periods under BI insurance

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.

Fri 02 May 12:00 pm – 1:00 pm

Alan Chandler Chartered Insurer, Alan Chandler Training

RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 7th May 2025

Through its interactive and engaging instructor-led sessions, the RO1 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

Wed 07 May 9:30 am – 4:30 pm

Online

Forthcoming events

Part 2 – Learn Idea Techniques & Make Ideas Pop (15 May 2025)

Thu 15 May 2025 12:00 pm

Underinsurance part 2 - Memorabilia: Passing Phase or Appreciating Asset?

Tue 20 May 2025 12:00 pm

RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 21st May 2025

Wed 21 May 2025 9:30 am

Online

View all events

President's Message

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 events 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 events, not only to increase professional knowledge but as an opportunity to network with fellow professionals. Details of our events 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 customer.serv@cii.co.uk or call +44 (0)20 8989 8464.

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 sharon@illingworths.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 sharon@illingworths.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 do hope you can join us at our forthcoming events and I invite you to spread the word!

The Insurance Institute of York has now set up a donation page to The Insurance Charity so all donations can now be made online using this link https://wonderful.org/charities/206860

The Insurance Charity Awareness Week – Get Involved!

The Insurance Charity's annual awareness week will run from 23-27 June with the aim to highlight the Charity does to ensure that no current or former insurance employee who is struggling due to challenging circumstances misses out on the support it can offer.

Wed 16 Apr. 2025

Help shape your institute

The more you can give, the more you gain

Are you in?

RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 15th April 2025

Through its interactive and engaging instructor-led sessions, the RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the April 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

Tue 15 Apr 9:30 am – 4:30 pm

Online