Previous events

This month

Regulation & Investment Lunch on Friday 23 Feb 2024 - The Grand, Station Rise, York YO1 6GD

  • Fri 23 Feb 12:30 pm – 2:00 pm
    • Richard Parkin, BNY Investment Management

BNY Mellon invite you to their Regulation & Investment Lunch on Friday 23 February 2024 BNY Mellon – Where next for retirement income advice?

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Lead up to the year ahead of a possible Labour Government - What can an individual do ahead of a possible Labour Government?

  • Thu 22 Feb 12:00 pm – 1:00 pm
    • Alan Kinnaird Chartered FSCI, Walker Crips Investment Management

In this presentation, Alan Kinnaird will review areas that an individual investor should consider ahead of a possible Labour Government.

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A plain English overview of reinsurance, including how reinsurance premiums affect the price charged to policyholders

  • Thu 15 Feb 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

Reinsurance premium increases have been one of the most significant causes of the current hard market for policyholders, and that is why it is essential that all brokers, underwriters, and claims staff have a basic overview of how reinsurance operates.

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Understanding the different types of Company structure.

  • Tue 13 Feb 12:00 pm – 1:00 pm

It is essential all insurance staff have a good understanding of the different types of way in which a company could be structured and failing to understand these structures could lead to wrong cover being put in place. This webinar, provided by Alan Chandler, will examine the difference between a sole trader, a partnership, a limited liability partnership, a private limited company and a public limited company. Alan will also explore the ways in which charities are formed. The leading case of Macaura v Northern insurance shows us that a policy will not respond if the insurance cover does not reflect the true structure of the company.

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A plain English overview of Builders performance bonds

  • Tue 16 Jan 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, will explain the difference between a bond and an insurance contract and show why brokers need to understand what a builders performance bond is. From time to time your clients, particularly those involved in the construction sector, will look for help in obtaining a bond and this presentation looks to provide an overview of what bonds are and why they are issued. Alan will look at different types of bond such as conditional and on demand but not James!

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How Contract Conditions can Change the Liability of an Insured and why Brokers must advise Clients on this.

  • Wed 10 Jan 12:00 pm – 1:00 pm

Many policyholders sign contracts without realising they are potentially exposing themselves to liabilities that are not covered by their insurances. Often these contracts are signed in order to either win business or obtain key supplies, either way they are extending their liability beyond the potential protection provided by the liability insurer. Alan Chandler, one of the most popular presenters in the UK, will explore what Public and Products liability policies normally cover and what the position is at law when the policyholder extends their liability beyond this by signing certain contracts. The webinar will include exploring the consequences of the Insurance Act 2015 for failing to make a fair presentation of risk with regards to contract conditions, and how failure to guide policyholders around this matter could lead to a claim being turned down and all cover cancelled.

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Household Insurance – endorsements, conditions, warranties and policy wordings and the importance of getting it right

  • Tue 12 Dec 12:00 pm – 1:00 pm

This webinar, delivered by Alan Chandler, takes a plain English view of how the law and the Financial Ombudsman Service interpret endorsements, conditions, warranties and policy wordings in household insurance and why it is so important to get this right. What are endorsements? What are conditions and warranties? Why does a breach of condition have to relate to the claim in Personal lines? All the answers will be explained and made clear by Alan, who will include real life case law to provide additional understanding.

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Webinar: Flooding: Risk, Resilience and Recoveries

  • Wed 06 Dec 1:00 pm – 2:00 pm
    • Richard Keightley, Hawkins & Associates

This webinar uses case studies to discuss factors that affect flood risk to existing properties and new developments, how flood risk can be reduced using property flood resilience (‘PFR’) measures, and how a forensic hydrologist / expert witness can assist in subrogated recoveries involving flood damage.

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How ETF’s work – a behind the scenes and what to avoid

  • Thu 23 Nov 12:30 pm – 1:30 pm
    • Alan Kinnaird Chartered FSCI, Walker Crips Investment Management

ETF's - how they work, how they are developing and what you need to know.

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Employers Liability, Public Liability and Products Liability overview

  • Tue 21 Nov 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

This webinar looks at providing an overview of the essential insurance covers of employers liability, public liability and products liability, what these policies cover and how a client could become legally liable. The presentation will be provided by Alan Chandler, one of the most popular presenters in the UK, and Alan will in his usual plain English style look to enable delegates to gain a full understanding of liability insurance and why current limits of indemnity may no longer be enough.

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Household Insurance - Dealing with Under Insurance

  • Mon 20 Nov 12:00 pm – 1:00 pm

This webinar, delivered by Alan Chandler, one of the most popular presenters in the UK, examines the challenge of making sure personal lines policyholders avoid under insurance. Where the insured has to provide a building sum insured, only 10% of policyholders in the UK get this correct, we can therefore see there is a major issue of under insurance. Challenges also exist in bedroom rated policies. Inner limits are often not taken into account leaving a policyholder badly under insured at point of claim. Alan will look at what needs to be taken into account in respect of setting Household policy cover on the correct footing.

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PFS Yorkshire Specialist Regional Roadshow | Accumulation & Investment | 2023

  • Wed 08 Nov 8:45 am – 2:40 pm
  • Tankersley Manor Hotel
    • Amy Henderson, TIME
    • George Rolls, M&G
    • Ben Moxon, Orbis
    • George Fox, Jupiter
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Understanding how insurers calculate a motor fleet rate

  • Thu 19 Oct 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

This presentation will look at how Insurers compile a motor fleet history and why brokers need to be aware of the cut-off date used. The webinar will explore the way in which underwriters look at fleet claims trends, and how they go about adding in expenses to obtain the quotation they offer your client. Very importantly, the presentation also looks at fleet risk management improvements that could be put in place by a client, and why it is so essential that a broker proactively brings these to the attention of an insurer.

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In-person Conference - Insuring the future: Modern methods of construction, the underwriting of modular buildings, and impacts on claims

  • Thu 12 Oct 9:30 am – 4:00 pm
  • Wetherby Racecourse
    • Dave Hill, Corroventa
    • Kerry Smith, McLarens
    • James Clarke, Hawkins
    • Jack Corden, Davis French & Associates
    • Colin Kite, Polygon

Join us for our annual in-person conference, organised by the insurance institutes of the North-East. Industry experts come together to explore modern methods of construction in an interactive case-study based format.

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PFS Yorkshire Autumn Conference

  • Tue 10 Oct 8:45 am – 3:00 pm
  • Wetherby Racecourse
    • Elliott Date, Fidelity
    • Andy Woollon, Zurich
    • Ash Kapasi, Quilter
    • Karl Steadman, JUST
    • Jim Clay, PortfolioMetrix
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Webinar: Inflation Goes High, We Go Low

  • Tue 03 Oct 12:00 pm – 1:00 pm
    • Simoney Kyriakou

Are you in charge of the UK economy? Do you work for the Bank of England? If the answers to these are 'no', then you may be forgiven for thinking there's not much you can do about inflation. But financial advice professionals are very much at the front line when it comes to helping clients navigate what inflation means for them and their finances.

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  • Thu 21 Sep 6:00 pm – 8:30 pm

ICAEW |York and The Insurance Institute of York invite you to their collaborative BUSINESS OF WINE-MAKING EVENT Thursday 21 September 18.00–20.30 Dunesford Vineyard, Howe Field Road, Upper Dunsforth, North Yorkshire YO26 9RU

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Understanding insurance claims handling

  • Thu 14 Sep 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

This webinar delivered by Alan Chandler one of the leading presenters in the UK, looks at what a claims handler would look for in the event of a claim. The webinar explores the importance of early notification of claim by the policyholder, what information a claims handler will typically seek and when they will use an outsourcer. The presentation will also explore both the insured and insurers obligations in respect of a claim and why insurers must settle promptly.

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Restoring Trust In Insurance By Improving Customer Service

  • Thu 14 Sep 11:00 am – 12:00 pm
    • Bernard Thornton FCII

At a time when the public image of insurance has never been in a more intensive spotlight, this webinar looks at the joint issues of customer service and trust – inextricably linked and vital to the future prosperity of the insurance sector.

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The Rise of Errors and Omission Claims Against Brokers and why Broker Pi premiums are soaring

  • Tue 08 Aug 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

Broker Professional Indemnity premiums are in many cases doubling which reflect the fact that Pi underwriters believe the possibility of claims against brokers has never been higher. This presentation will explore why the number of errors and omission claims against brokers are on the increase and how these can potentially be mitigated.

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