Previous events
All previous events
February 2019 CPD Event -Tuesday 26 February 2019 - A presentation by Peter Smith Professor of Economics & Finance, University of York
The UK pensions industry is, like those of a number of countries, transforming from one dominated by Defined Benefits (DB) to Defined Contributions (DC) schemes. The transfer of investment and longevity risk to individuals is a challenge for all. The impact of these developments has been amplified by the ‘pensions freedoms’. Amongst the investment risks, sequence risk is an under-discussed issue. Addressing this source of risk opens the door to a durable and sustainable approach to the design of DC schemes in both accumulation and decumulation..
View event detailsFebruary 2019 CPD Event -Tuesday 19 February 2019 - A presentation by Mick Husband - Round the World Yacht Race crew member
From Underwriter to round the world yachtsman, Mick is an inspiration to all. Could you take on a challenge?
View event detailsJanuary 2019 CPD Event - Tuesday 22 January 2019 A presentation by Fiona Andrews, Dementia forward
Dementia is a condition which has touched many of us, both personally and professionally. In this engaging and educational presentation, Fiona Andrews of local charity Dementia Forward will provide a greater understanding of the complexities of Dementia, allowing all attendees to be better informed about the difficulties and sensitivities that surround this subject.
View event detailsNovember 2018 CPD Event - Tuesday 20 November 2018 - A presentation by Sharon Richardson
Lasting Powers of Attorney. Problems & Pitfalls Digital LPAs - a step too far?
View event detailsOctober 2018 CPD Event - Tuesday 16 October 2018 - A presentation by Justin Urquhart Stewart
Justin Urquhart Stewart will highlight some of the major issues around investment and especially when put against today’s global economy and world indices.
View event detailsSeptember 2018 CPD Event - Tuesday 18 September 2018 - A presentation by Maina Wagiciengo MSc ACMA
This presentation will cover an overview of key components of a BI claim and using recent cash examples highlight some of the challenges that arise during quantification of claims.
View event detailsJuly 2018 CPD Event - Tuesday 24 July 2018 - A presentation by Craig McPherson, Sanlam Financial Services
RETIREMENT IS AN INDVIDUAL AFFAIR: DOES A ONE-SIZE-FITS-ALL INVESTMENT PROPOSITION ALWAYS FIT THE CLIENT? It’s no secret that the advisory landscape in general has evolved beyond recognition in recent years and investing in retirement is no exception. A myriad of forces are changing the very nature of retirement with ‘pension freedoms’ and wider demographic and societal change all playing their part. Retirement is no longer a single event with a limited product/investment solution and client expectations of their retirement experience have never been greater. However you look at it, retirement has become a very individual affair.
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June 2018 CPD & Supper Evening with Professor Trevor Williams
We're delighted to welcome back Professor Trevor Williams following his successful presentation in 2017 - join us for more candid and insightful views on the UK economy as Brexit looms closer.
View event detailsMay 2018 CPD Event - Tuesday 15 May 2018 - Commercial Catering Fires - Policy Conditions and Warranties
The presentation will cover the common causes and fire spread issues in commercial catering fires with a focus on the typical policy conditions relating to commercial kitchens and frying ranges.
View event detailsApril, 2018 AGM & Wine Tasting Evening - Tuesday 24 April 2018
Come and join us at our AGM, which will be followed by a short presentation by the Yorkshire Wine School where you can enjoy wine tasting and canapés.
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April 2018 CPD Event - Tuesday 17 April 2018 - Cyber Insurance
This presentation is being hosted by Hiscox Insurance and will take place in their office at The Hiscox Building, Peasholme Green, York YO1 7PR
View event detailsMarch, 2018 CPD event - Pool Re and terrorism cover - a dynamic risk - Tuesday 20th March, 2018
Steve will cover why the Pool Re scheme still exists and how it is changing to meet the modern threat. He will explain how to go about underwriting a risk that can’t be approached in a conventional manner and how this differs from other low probability, high severity events. The event will also cover how terrorism might further develop in the future and how Pool Re is responding to the changing nature of the threat.
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February, 2018 CPD event - Directors' & Officers'/Charity Trustees' Insurance Tuesday 27th February, 2018
Directors’ and Officers’/Charity Trustees’ liability insurance covers the cost of compensation made against an organisations directors/ officers/trustees and their managers for any actual or alleged wrongful acts. As a D&O/CTI underwriting consultant, Phil will provide an overview of the product, its place in the insurance market and discuss where claims may arise from as an introduction to this topical subject.
View event detailsJanuary, 2018 CPD Event - Tax Year End Planning
A tax year end planning presentation by Edward Grant from Technical Connection. • Identifying current advice alpha planning opportunities • Understanding the impact of the Patient Capital Review • Professional Nudge – maximising the value of Techlink
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November, 2017 CPD event - Added Value Products - Friend or Foe?
The market for the use and distribution of Added Value Products (so called "add ons") faces considerable uncertainty as the FCA takes greater interest in their role within the insurance market. This lecture aims to provide attendees with an insight into the current regulatory position, supported by case studies, and also to outline strategies for the ongoing use of these products.
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October, 2017 CPD event - Business protection for the Self Employed
Business protection for the Self Employed
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North East Institutes' Seminar: The Challenges Ahead
The insurance institutes of the North East Region present their annual half-day technical seminar, providing comprehensive and engaging CPD sessions plus networking opportunities.
View event detailsSeptember, 2017 CPD event - How to Have Challenging Conversations
Helping professionals to communicate more effectively
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The Insurance Charites Golf Day 12 September, 2017
Insurance Charities Golf Day 2017
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