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Harrogate Summer Roadshow

Precision planning & protection perfection How well are your clients able to articulate their financial goals? When did you last go back to basics and consider how protection features in your clients’ plans? Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.

Tue 24 Jun 8:30 am – 4:00 pm

The Pavilions Great Yorkshire Events Centre

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Digital CPD

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 23 Jul 1:00 pm – 2:00 pm

Alan Chandler Chartered Insurer, Alan Chandler Training

Human V Automated Decision-Making: Have We Gone Too Far?

We have reached a critical crossroads in the digitisation and automation of processes within insurance and financial services. Some say that we have already gone too far and the human element is being continuously eroded, whereas others believe we have not gone far enough and that insurance and financial services continue to lag behind other professions. There is a fine balance to be struck. This session is a pre-seminar webinar for our Flagship event "The Evolving Workplace in the 21st Century" happening on Thursday 9 October, Novotel, Leeds.

Thu 31 Jul 12:00 pm – 1:00 pm

Jeff Heasman, Insurance Upskill

The Evolving Workplace in the 21st Century - North-East Regional Flagship Event

We are delighted to announce the return of the CII/PFS North East Regional Forum flagship event, taking place on Thursday 9 October 2025 at the Novotel, Leeds city centre. This year’s theme, “The Evolving Workplace in the 21st Century”, will explore the changing landscape of work and its impact on professionals in the insurance and financial services profession. Join us for a day of thought-provoking discussions, interactive sessions, and valuable networking opportunities.

Thu 09 Oct 9:00 am – 3:00 pm

Novotel Leeds

President's Message

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

I am very proud and indeed privileged, to have been elected as your new President and look forward to carrying on the good work of my predecessor, Claire Harper.

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 participate in 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 do so, 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 me at David.Codling@uk-claims-consulting.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 David.Codling@uk-claims-consulting.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!

Insurance Charity Awareness Week – Supporter Toolkit now available!

Life is challenging for many at the moment, and insurance people are no exception. The Insurance Charity needs your support to reach more people in the industry.

Tue 10 Jun. 2025

Help shape your institute

The more you can give, the more you gain

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RO5 (Financial Protection) Pre Exam Training, Wednesday 18th June 2025

Through its interactive and engaging instructor-led sessions, the RO5 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 18 Jun 9:30 am – 4:30 pm

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