Previous events

This month

RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 7th May 2025 - online distance learning event

  • Wed 07 May 9:30 am – 4:30 pm
  • Online

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.

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How to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies.

  • Fri 02 May 12:00 pm – 1:00 pm
    • Alan Chandler Chartered Insurer, Alan Chandler Training

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.

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All previous events

Part 1 of a three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better.

  • Tue 29 Apr 12:00 pm – 1:00 pm
    • Harvey Wade, Innovate21

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.

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An overview of commercial package insurance

  • Fri 25 Apr 1:00 pm – 2:00 pm
    • Alan Chandler Chartered Insurer, Alan Chandler Training

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.

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Annual General Meeting 2025

  • Tue 22 Apr 5:30 pm – 6:30 pm
  • Novotel York

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.

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RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 15th April 2025 - online distance learning event

  • Tue 15 Apr 9:30 am – 4:30 pm
  • Online

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.

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CPD Webinar: Contractors Insurance Masterclass - Advanced

  • Tue 08 Apr 12:00 pm – 1:00 pm
    • Alan Tickner FCII, FIRM, Nick Thomas Associates

This is the 3rd and final part of our Masterclass sessions on Contractors Insurance. This session studies claims and cases that have determined the legal interpretation of policy wordings. In doing so, it summarises and builds on the learnings of our two earlier webinars enabling policyholders/clients to operate within a highly contractual environment

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Financial awareness – a plain English overview for all insurance staff on how to understand clients’ accounts and how an accountants figures differ from what insurers need. (1)

  • Fri 04 Apr 11:00 am – 12:00 pm
    • Alan Chandler Chartered Insurer, Alan Chandler Training

Understanding clients’ accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives, account handlers and underwriters will need to understand the main terminology.

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Professional Indemnity insurance – How claims can arise

  • Thu 27 Mar 1:00 pm – 2:00 pm
    • Alan Chandler Chartered Insurer, Alan Chandler Training

This presentation provides an overview of professional indemnity insurance. It looks at the main case law underpinning the PI market, why the PI market is expanding in terms of number of policyholders needing the cover yet at the same time the capacity is decreasing.

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Why underinsurance in home contents is so prevalent and practical tips/tools to address it

  • Thu 20 Mar 12:00 pm – 1:00 pm
    • Rachel Doerr, Doerr Dallas Valuations

Underinsurance is a major issue in the industry – many reports suggest that around 2/3 of homes are underinsured. Unfortunately, the same is often true for the contents in those homes. Why is this, and what can insurers and brokers do about it?

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The Forensic Examination of Photovoltaic Systems - Hawkins Forensic Investigation

  • Thu 20 Mar 9:30 am – 10:15 am
  • Online

Join Forensic Fire Investigator Dr Nick Carey, as he explains the basics of photovoltaic installations, the electrical safety risks of fires scenes involving them, and typical faults/damage which can lead to fires or other failures.

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Drone Insurance

  • Tue 18 Mar 1:00 pm – 2:00 pm
    • Alan Tickner, Nick Thomas & Associates

This is an emerging class of insurance driven by the increasing use of drones by businesses. The session provides a comprehensive exploration into the safe operation of drones and the relevant insurance, risk and regulatory issues.

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Mindset and motivation: fuelling your success

  • Tue 18 Mar 12:00 pm – 1:00 pm
    • Melissa Kidd, Motem Ltd

Every individual, team and organisation has the potential to improve. But high performance is dependent on having the right mindset. Drawing on Carol Dweck’s research, this webinar shows how adopting the right mindset can help to increase your intelligence, success and tenacity.

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CPD Webinar: Contractors Insurance Masterclass - Intermediate

  • Tue 18 Mar 12:00 pm – 1:00 pm
    • Alan Tickner FCII, FIRM, Nick Thomas Associates

This is the second part of 3 in our Masterclass sessions on Contractors Insurance. This session examines how the standard Joint Contracts Tribunal contract has influenced the Contractors' insurance product, where and to whom the building contract imposes responsibility for insurance and the main classes affected

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CPD Webinar: Farm Essentials

  • Wed 12 Mar 12:00 pm – 1:00 pm
    • Jane Carr, Zing 365

The farming and agriculture industry has quite a unique requirement when it comes to insurance. There is material damage, livestock, farming equipment, various degrees of liability, environmental facts, the list goes on! The purpose of this course is to get an understanding of the risks associated with this industry, and how insurance policies provide the cover.

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Introduction to Engineering insurance

  • Wed 12 Mar 12:00 pm – 1:00 pm
    • Alan Tickner, Nick Thomas & Associates

Engineering insurance can be a difficult area for brokers and insurers to understand. This introduction to engineering insurance session looks at the main covers and helps brokers and insurers identify key risk areas.

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The Ogden Rate - Highly topical - how liability rates will significantly fall in 2025 due to the recent Ogden rate reduction

  • Fri 07 Mar 1:00 pm – 2:00 pm
    • Alan Chandler Chartered Insurer, Alan Chandler Training

The Ogden rate may sound an obscure thing, but it has massive implications both positively and negatively on liability settlements. All brokers, underwriters and claims staff should have a good understanding of the Ogden rate in order to explain rating changes to policyholders and understand why large liability claims will now be reducing.

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Illicit Cultivation & Processing of Cannabis - Hawkins Forensic Investigation

  • Thu 06 Mar 9:30 am – 10:15 am
  • Online

Ian Tatner will discuss methods used during the illicit cultivation of cannabis plants and subsequent processing of the crop and how such activities can lead to extensive property damage and danger to life.

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Lithium-Ion Battery Fire - A Forensic Insight - Hawkins Forensic Investigation

  • Thu 20 Feb 9:30 am – 10:15 am
  • Online

Electrical Engineer Richard Heath will explain the science behind these incidents, the techniques used to mitigate the risks, and how modern forensic investigation techniques can shed light on the causes of battery failures. He will also include a review of the problems that everyday consumers face regarding lithium-ion batteries and discuss the challenges an investigator might encounter when conducting such investigations.

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CPD Webinar: Contractors Insurance Masterclass - Introduction

  • Tue 18 Feb 1:05 pm – 2:05 pm
    • Alan Tickner FCII, FIRM, Nick Thomas Associates

This is the first of our 3 Masterclass sessions on Contractors Insurance. This session examines Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover

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