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This month

Menopause: What Everyone Needs to Know

  • Thu 23 May 12:00 pm – 1:00 pm
    • Claire Russell, Mental Health in Business

The aim of the session is to raise awareness on menopause, to empower women and those that love them, and to share practical guidance on supporting someone (or yourself) through menopause. Claire has over 20 years business ownership and corporate leadership experience, having established, run, sold and managed several businesses in the financial services sector.

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CPD Webinar: Creating Constructive Conversation

  • Wed 22 May 12:30 pm – 1:30 pm
    • Tom Flatau, TWI

Research shows that diverse groups perform better than homogenous ones. Yet by its very nature diversity is often a trigger for conflict and stress. So how do you create an environment where it is “safe” for everyone to speak up? In this webinar, we explore the mindsets, habits and behaviours of constructive conversations.

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Annual General Meeting 2024 (Online meeting)

  • Tue 23 Apr 5:30 pm – 6:30 pm

We need you! To get down to our AGM... Your local institute council invites you to attend their 2024 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. Book your place today.

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Legal issues surrounding the use of AI in the Financial Services Sector

  • Tue 23 Apr 12:30 pm – 1:30 pm
    • Christopher Connell, Blacks Solicitors LLP

We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the final session of a trilogy of legal webinars provided by Blacks Solicitors.

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In Person CPD Event: Networking - A Professional Approach

  • Tue 23 Apr 12:30 pm – 1:30 pm
  • AMP
    • Nick Thomas, Nick Thomas & Associates

Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam. This session, presented by Nick Thomas, emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers.

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Wealth Preservation & Private Wealth and Succession

  • Thu 11 Apr 12:30 pm – 1:30 pm
    • Nick Rhodes, Blacks Solicitors LLP

We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the second of a trilogy of legal webinars provided by Blacks Solicitors. The final webinar in this trilogy is: Legal issues surrounding AI 23rd April 2024 Separate information and booking details will be sent and in the meantime, please book this second event and encourage your work colleagues to join the webinar, it is open to all.

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Understanding the market cycle

  • Tue 09 Apr 12:00 pm – 1:00 pm
    • Alan Chandler, Chartered Insurer, Alan Chandler Training

What causes a market cycle and are we heading into a soft market in 2024? Hard markets usually last around a maximum of three years and this latest one started in 2020. This presentation, delivered by Alan Chandler one of the UK’s most popular presenters, looks at what causes market cycles in the insurance industry and what is likely to occur in 2024.

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Understanding Suicide: Opening up the Conversation

  • Wed 03 Apr 12:00 pm – 1:00 pm
    • Claire Russell, Mental Health in Business

This empowering session explores the complexity of suicide and breaks down some of the stigma that surrounds it. Claire has over 20 years business ownership and corporate leadership experience, having established, run, sold and managed several businesses in the financial services sector.

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Wealth Preservation & Family Law

  • Thu 28 Mar 12:30 pm – 1:30 pm
    • Paul Lancaster, Blacks Solicitors LLP

We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the first of a trilogy of legal webinars provided by Blacks Solicitors.

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CII Examination Techniques

  • Thu 21 Mar 1:30 pm – 4:30 pm

This three hour workshop (including an opportunity for Q&A) will aid all those who are taking CII examinations. This interactive course delivered by Alan Chandler, will deal with how to impress the examiner, looking at the different examination terminology and what the examiner expects when they use key phrases. The workshop will explore a range of study techniques to see which ones are most appropriate for you. The workshop will include how to best tackle the CII diploma examinations which include multiple choice and coursework and the advanced diploma examinations which are now usually coursework only. We will also explore how and where are the best places to reference and how to manage the word count, what constitutes too little and too much. There will be an opportunity for questions and answers at the end and Alan will stay for a little while after to answer any further queries you may have on all things CII.

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Men: It's OK to Talk (and other ways to process difficult stuff)

  • Wed 20 Mar 12:00 pm – 1:00 pm
    • Steve Heath, Mental Health in Business

The aim of the session is to shine a light on why some men find it difficult to open up, to explore ways to support men when they are struggling and to share some alternative ways to process difficult stuff, for those who really don’t like talking. Steve is a director and one of the co-founders of MHIB - and his vision is to lead a global shift in mental health in the workplace. He is passionate about helping businesses to create meaningful and impactful wellbeing programmes.

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Understanding how the three different Ogden rates in the UK have so significantly increased liability claims settlements.

  • Wed 13 Mar 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

Broker staff, if you do not understand the long-term implications of a negative Ogden in the marketplace then you will be failing your clients – this presentation will help you understand why parliament’s decision to create and stick with a negative Ogden rate has an impact on ALL major liability injury claims. Even the traditional EL limit of £10m is now looking too small let alone PL limits of £2m.

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CPD Webinar: An Introduction to Marine Cargo Insurance

  • Wed 13 Mar 12:00 pm – 1:00 pm
    • Alan Hornby, Chartered Insurance Practitioner

Despite marine insurance being one of the oldest classes of business, for many in our profession it is not something they come across on a regular basis. This one-hour webinar provided by Alan Hornby is Part 1 of 3 of the webinar series on Marin Cargo Insurance. This session is aimed at those new to insurance or who want to refresh their knowledge of this important but often overlooked class of business.

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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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