Previous events

This month

The problem with Reg Data and how to solve it

  • Tue 03 Dec 2:00 pm – 3:00 pm
    • Jeremy Green, My Reg Data
    • Alexandra Vind, Chapter House Wealth Management Director of Beginnings

In this webinar, Jeremy and Alexandra will guide you through an example, demonstrating how software can simplify the process of completing a RegData return.

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All previous events

F1 Arcade Christmas Social and Networking

  • Thu 28 Nov 5:30 pm – 8:30 pm

Join us for our Christmas social and networking event at F1 Arcade, Birmingham

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Supporting Neurodiversity

  • Tue 26 Nov 12:00 pm – 1:00 pm
  • Online
    • Lysette Offley, Genius Material
    • Kate Keir Miller, Kate Keir VA Solutions

This webinar, we will explore the unique strengths and challenges faced by individuals with ADHD, dyslexia, and other neurodivergences, and why it’s crucial for both individuals and employers to recognise and support neurodiversity effectively, especially those taking CII examinations.

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BII Quiz Night

  • Thu 21 Nov 6:30 pm – 9:30 pm
  • Old Royal

Join us for the Birmingham Insurance Institute Quiz Night.

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Products Liability and Financial Loss

  • Thu 14 Nov 1:00 pm – 2:00 pm
  • Online
    • David Hole

Financial loss is one of the most widely misunderstood cover areas. This technical session looks at financial loss cover, when and where it is needed and the various cover options available.

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Tax & Estate Planning (Pain is inevitable: Suffering is Optional)

  • Thu 07 Nov 12:00 pm – 4:00 pm
  • Eighteen
    • Amish Chohan, Quilter Cheviot
    • David Denton, Quilter Cheviot
    • Matthew Quinn, Foresight Group
    • Gavin Hill, Evelyn Partners

Join us for an afternoon of CPD covering Tax & Estate Planning with guest speakers from Quilter Cheviot, Foresight Group and Evelyn Partners.

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Avoiding Claims Related Complaints

  • Thu 07 Nov 12:00 pm – 1:00 pm
  • Online
    • David Hole

Whilst it is imperative to have a prompt resource and efficient process to deal with complaints, this workshop focuses upon proactively reducing their number through retaining the initiative whilst moving a claim towards fulfilment.

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Business Networking with Will Kintish

  • Tue 29 Oct 5:30 pm – 8:00 pm
  • Eighteen
    • Will Kintish

This is your invitation to a very practical and entertaining networking skills presentation, to help you become a more effective and confident networker.

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Critical business interruption insurance learnings for brokers following the Infinity Reliance judgement

  • Mon 28 Oct 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

One of the most important judgements in recent times relating to BI insurance was made in the Infinity Reliance case, and brokers who fail to change their proceedings risk large PI claims against them going forward.

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BII and PFS Networking Drinks

  • Thu 24 Oct 4:00 pm – 9:00 pm
  • Eighteen

Join us at Eighteen, 103 Colmore Row, for BII/PFS networking drinks.

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Behavioural Finance/Investing

  • Thu 24 Oct 12:30 pm – 4:00 pm
  • Eighteen

Join us as we explore Behavioural Economics and an Introduction to Behavioural Biases within Investment Selection

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Birmingham Insurance Institute 2024 Awards Ceremony

  • Thu 17 Oct 6:00 pm – 9:00 pm
  • Birmingham Council House

Join us as we celebrate the success of our members achieving qualifications in the last 12 months.

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CPD & Networking Event

  • Wed 16 Oct 9:30 am – 3:30 pm
  • Mercure Telford Centre Hotel
    • Ian Wilkinson, Perspective Financial Group Limited
    • Nick Thomas, Nick Thomas & Associates
    • Branko Bjelobaba, BIBA
    • Peter Komolafe, Conversation of Money

Essential skills and networking for financial planners and general insurance professionals. Complimentary lunch included. Click through to access the booking link.

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Trust - building trustworthiness and trusted advisor status

  • Tue 15 Oct 1:00 pm – 2:00 pm
  • Online
    • Nick Thomas, Nick Thomas & Associates

This session focuses on the importance of Trust in prospect and client relationships, and how to build it.

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Planning and Time Management - Part 2

  • Tue 01 Oct 11:00 am – 12:00 pm
  • Online
    • Chris Abram, ACII, F Inst. SMM

A Series of two 1 hour webinars - please ensure you sign up to both. Anyone who has ever wished for more hours in the day will benefit from this interactive workshop designed to improve effectiveness in the workplace.

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Birmingham Insurance Institute Summer Networking Barbecue

  • Wed 25 Sep 6:30 pm – 11:30 pm
  • Birmingham Library

Following the success of our 2025 Institute Dinner which sold out pre-launch and in response to attendee’s request for further networking events open to the wider insurance and financial services community the Institute is organizing a summer charity barbecue networking event at the Iconic Library of Birmingham.

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PFS Autumn XCHANGE 2024 - Divorce, death and tax

  • Tue 24 Sep 8:45 am – 4:15 pm
  • The National Conference Centre

Welcome to Divorce, death and tax: effective planning for life’s key events – the third and final series of events within the 2024 XCHANGE programme. Join us this autumn at one of four locations across the UK for a deep dive into two of life's key events: divorce and death. You will gain essential guidance on current trends around the tax implications of divorce and death, ensuring you can provide expert guidance when it's needed most. Alongside this, we’ll equip you with fresh thinking on how best to communicate this effectively – ensuring you can build and maintain stronger relationships with your clients.

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Planning and Time Management - Part 1

  • Tue 17 Sep 11:00 am – 12:00 pm
  • Online
    • Chris Abram, ACII, F Inst. SMM

A Series of two 1 hour webinars - please ensure you sign up to both Anyone who has ever wished for more hours in the day will benefit from this interactive workshop designed to improve effectiveness in the workplace.

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Moving Beyond Labels: what wine can teach us about diversity and inclusion

  • Tue 10 Sep 5:00 pm – 8:30 pm
  • Beazley
    • Jeff Heasman, Insurance Upskill

Like labelling in society, people tend to make judgements about wines based on labels, but in fact wine tasting requires us to notice characteristics and to reflect on our experience and this is exactly the same strategy that helps to encourage diversity and inclusion.

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FCA focus on culture and behaviour in General Insurance

  • Tue 10 Sep 12:00 pm – 1:00 pm
  • Online
    • Branko Bjelobaba, Branko Ltd

This comprehensive online event will focus on the various FCA statements and publications setting out the revised supervisory agenda for general insurance intermediaries and will cover current FCA reporting requirements on non-financial misconduct, their expectations, press coverage (incl Bloomberg’s findings which still remain relevant), Dame Amanda Blanc’s views and then the assessment of culture, changing behaviour, the key role of senior managers, individual staff conduct rules and how chartered status can help.

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