Previous events

All previous events

How to successfully conduct staff appraisals in the insurance industry

  • Mon 23 May 12:00 pm – 1:00 pm
    • Alan Chandler

It is becoming increasingly difficult for Insurers, brokers, loss adjusters and IFA’s to recruit and retain quality staff. The reality is that at the moment the demand for qualified experienced quality staff in insurance far exceeds the availability of these staff in the marketplace, and so undertaking a great staff appraisal process is vital in ensuring you retain and motivate your staff. Even if you are not yet a team leader or manager, this presentation can be helpful, as it will explore how you can create realistic targets with your employer.

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A Plain English Introduction to Engineering insurance and inspection

  • Wed 11 May 12:00 pm – 1:00 pm
    • Alan Chandler

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.

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North East Insurance Institutes Webinar: Attracting New Professionals

  • Tue 10 May 12:00 pm – 1:00 pm
    • Vivine Cameron, Chartered Insurance Institute

What can be done to attract new talent to the profession? Join in the discussion to understand the talent deficit challenges and what can be done to tackle them.

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Annual General Meeting 2022 Remotely via Zoom

  • Tue 26 Apr 5:30 pm – 6:30 pm

We need you! (To get down to our AGM, that is...) Your council invites you to attend the 2022 Annual General Meeting of Insurance Institute of York. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. If you feel you could make a positive contribution, it is an ideal first step to becoming involved.

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A plain English overview of contractors insurance

  • Tue 05 Apr 12:00 pm – 1:00 pm
    • Alan Chandler

From small builder to plumbers through to large building firms there are an increasing number of contractors needing insurance often due to the fact that building firms now take on contractors rather than employees. These contractors need professional guidance on their insurance needs and this presentation will outline the main factors to be taken into account.

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North East Insurance Institutes Webinar: Managing General Agents and the Value Chain

  • Tue 22 Mar 1:00 pm – 2:00 pm

This webinar is aimed at enhancing understanding of the MGA market and the role that the MGAA plays in supporting this. The webinar is presented by the Insurance Institutes of the North East.

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Property insurance, dealing with under insurance and 15% + premium increases in 2022

  • Thu 17 Mar 12:00 pm – 1:00 pm
    • Alan Chandler

The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients need to take into account when settling Buildings sums insured. Alan will explore why under insurance is so common, the effects of under insurance for the client and why under insurance is an increasing cause of Professional Indemnity claims against brokers.

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"FCA Consumer Duty - what's that all about?"

  • Thu 10 Mar 12:00 pm – 1:00 pm
    • Branko Bjelobaba FCII, MIoD Chartered Insurance Practitioner

The FCA want to see a higher level of consumer protection in retail financial markets, where firms compete vigorously in the interests of consumers and they wish to drive a healthy and successful financial services system in which firms can thrive and consumers can make informed choices about financial products and services. They consider that firms are not consistently and sufficiently prioritising good consumer outcomes and this causes consumer harm and erodes consumer trust. They set out high-level proposals in their first consultation and have now revised those in light of feedback and are setting out their proposals in more detail with final rules due to be published by 31 July 2022.

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Utilizing Business Relief in Estate planning in a pandemic and post-pandemic world

  • Tue 15 Feb 12:00 pm – 1:00 pm
    • Matthew Kay, Foresight Group
    • Bernie Sporton FPFS, Foresight Group

WEBINAR: Pre pandemic, Foresight commissioned research, into why clients would pay IHT (approximately £5 billion per annum), when this could largely be avoided? The second most popular reason given was “inertia” at just over 30%. Facing up to a client’s own mortality, is a difficult issue, both for clients and advisers, and as a result, effective legacy and succession planning was often deferred, and in some cases, led to beneficiaries receiving large IHT bills. The pandemic has been challenging for everyone, but especially the older generation, all of whom, will have either, directly or indirectly, been impacted by Covid in a negative way. This has completely changed this generations view of their mortality, and has increased the priority, and therefore urgency, in the desire to effectively plan their legacies. The demand for IHT planning in general, and BR solutions in particular, has never been higher, and this reflects in the record levels of inflows that Foresight are experiencing. With that in mind, and with Foresights unique position within the estate planning market, we would like to invite you to a seminar, on the fundamental basics of business relief, business relief market as a whole, and then look at specific client profiles and opportunities.

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North East Insurance Institutes Webinar: Collaboration and succession – A blessing or a curse?

  • Tue 08 Feb 10:00 am – 11:00 am
    • Stephen Wilkinson, Charles Wilkinson Financial Planning Ltd

Are people working in our profession viewed as swashbucklers or thoughtful risk takers? Are we perceived as able to plan our own as well as our clients future and security? Is there collaboration between insurance and financial services and with other professions to address all our clients financial needs?

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Building a sustainable investment strategy for retirement

  • Thu 27 Jan 12:00 pm – 1:00 pm
    • Ankul Daga, Vanguard Europe
    • Nick Davis, Vanguard
    • Angie Staunton, APFS, MCSI, Vanguard Asset Management

Although yields increased recently, they are likely to remain relatively subdued over the medium to long term. That means building a retirement portfolio to deliver a stable income over an investor’s lifetime presents a considerable & very real challenge. Vanguard research suggests advisers can add significant value in retirement planning by shaping appropriate investment & spending strategies for clients in the low-return environment. Register for this webinar to learn about the findings of Vanguard’s research & how advisers can help clients meet their retirement goals & the fund solutions Vanguard have to help. Get the answers to this and more!

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North East Institutes Webinar: Building Resilience and Sustainability in the 21st Century

  • Tue 07 Dec 10:30 am – 12:00 pm
    • Dr Jim Glockling, RISCAuthority
    • Ian Gibbs, Sedgwick
    • Matt Barker, RAB Consultants Ltd

This webinar explores what the terms Resilience and Sustainability mean in an Insurance related context, including an overview of current legislation as it relates to building resilience and sustainability and an introduction to the imminent Building Safety Act. We also look at today’s housing stocks, current resilience measures (pre and post incident damage), and current innovative thinking.

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FCA Business Interruption Insurance Test Case - FOS decisions

  • Thu 25 Nov 12:00 pm – 1:00 pm
    • Branko Bjelobaba FCII, MIoD Chartered Insurance Practitioner

The one-hour webinar aims to be comprehensive and interactive and will focus on a number of various decisions made on complaints referred to the FOS following claims that have been turned down by insurers with the FOS considering the judgment of the Supreme Court in its decisions.

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FCA’s NEW GI Pricing Practices, Product Governance and Product Value Webinar

  • Tue 09 Nov 12:00 pm – 1:00 pm
    • Branko Bjelobaba FCII, MIoD Chartered Insurance Practitioner

The FCA has published the long-awaited policy statement General insurance pricing practices market study – Feedback to CP20/19 and final rules (PS21/5). These wide-ranging rules address what has been described as the ‘loyalty penalty’ paid by existing general insurance product customers and aim to ensure that customers receive fair value in the insurance products they buy.

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How Liability can arise in tort

  • Thu 28 Oct 12:00 pm – 1:00 pm
    • Alan Chandler

We sell many different liability insurance policies to customers every day; Motor, Employers Liability, Public Liability, Products liability, D&O, Professional Indemnity, Cyber Liability and more - what are we protecting the customers against,?

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Diploma in Insurance Online Training Programme

  • Fri 22 Oct – Mon 05 Dec
    • Alan Chandler

The Insurance Institutes of the North East, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 14 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Understanding the different types of Company structure

  • Mon 18 Oct 12:00 pm – 1:00 pm
    • Alan Chandler

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.

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Changes in Buy to Let Taxation

  • Thu 30 Sep 2:00 pm – 3:00 pm
    • Anne Slater-Brooks MBA,BA (Hons), FPFS, TEP, Triplepoint

Changes in BTL taxation • How have the rules for BTL taxation changed • Identifying the return on investment of the BTL portfolio • How can increased taxation be mitigated?

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InsurED & Financial Planning Day 2021

  • Wed 29 Sep 8:45 am – 5:00 pm

InsurED 2021

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An overview of commercial package insurance

  • Tue 28 Sep 1:00 pm – 2:00 pm
    • Alan Chandler

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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