Insurance History: Past & Present
Join Howard Benge from the Insurance Museum for a quick journey through the history of insurance and take a look at what an insurance museum can do today.
Mon 20 May 12:00 pm – 1:15 pm
Howard Benge, Museum & Heritage Professional, The Insurance Museum,
SURE: A new technique to ensure clients have understood your advice
We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!!
Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice!
Wed 22 May 12:00 pm – 1:00 pm
Jeff Heasman, Insurance Upskill
Behavioural Biases in the customer journey: How to identify and handle them to avoid custo
This FCA stated in the Final Guidance to the new Consumer Duty that firms need to take account of how customers “transact in the real world”. Therefore, being able to identify and handle customer´s behavioural biases, as well as our own behavioural biases and biases embedded in product design and marketing, is key to avoiding potential customer harm.
Tue 11 Jun 12:00 pm – 1:00 pm
Jeff Heasman, Insurance Upskill
Networking - a professional approach
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 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.
Tue 18 Jun 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas & Associates
Champagne and Strawberries Pride Event
The Insurance Institute of Cardiff are pleased to invite you to our annual Champagne and Strawberries event to include a three course meal, complimentary champagne along with live coverage of the Royal Ascot Races and an In-House Tote betting facility.
There will be additional entertainment provided after 4.30pm in conjunction with the weekend's Pride Celebrations. Feel free to wear your brightest and most colourful raceday outfit in support.
Click on the booking link to secure your space today!
Fri 21 Jun 12:30 pm – 5:00 pm
The Pontcanna Inn
Understanding how a director can be personally sued in tort under the Companies Act
The Companies Act 2006 puts very clear and very onerous duties on directors, and this presentation explores this act, and how a D&O policy can respond to this liability. For broking staff advising on D&O, gaining a full understanding of directors personal duties under the Companies Act will enable them to more clearly identify why no director can afford to be without D&O cover.
Tue 25 Jun 12:00 pm – 1:00 pm
Alan Chandler,
Previous event
IT’S BACK – THE INSTITUTE’S FAMOUS BEAUJOLAIS NOUVEAU DAY!
BOOKINGS NOW OPEN!
We will be celebrating Beaujolais Day at the Pontcanna Inn, Cathedral Road, Cardiff, CF11 9LL.
A 3-course gourmet lunch plus half a bottle of Beau Nou at a cost of only £55 per person.
Please click on the link to reserve your space now.
Thu 16 Nov 12:00 pm – 5:00 pm
The Pontcanna Inn