Previous events

All previous events

Personal Lines endorsements, conditions and policy wordings and the importance of getting it right

  • Wed 30 Jun 1:00 pm – 2:00 pm
  • Zoom - Webinar
    • Alan Chandler, Alan Chandler Training

This webinar, delivered by Alan Chandler, one of the most popular presenters in the UK, takes a plain English view of how the law and the Financial Ombudsman Service interpret endorsements, conditions, warranties and policy wordings and why it is so important to get this right. What are endorsements? What are conditions and warranties? Why does a breach of condition have to relate to the claim in Personal lines? All the answers will be explained and made clear by Alan, who will include real life case law to provide additional understanding.

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FCA’s New GI Pricing Practices, Product Governance and Product Value

  • Wed 23 Jun 10:00 am – 11:00 am
  • Online
    • Branko Bjelobaba FCII

This webinar examines the long-awaited FCA policy statement 'General insurance pricing practices market study – Feedback to CP20/19 and final rules (PS21/5)'.

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Later Career Professionals Webinar: Peak Productivity - The Psychology of Designing Your Time & Getting More Done! 2-Session event

  • Fri 11 Jun – Fri 25 Jun
    • Andy Currie, Think Distinct

Sometimes work can seem like an endless avalanche of emergencies, distractions and interruptions. Work life balance might seem like a distant promise right now. But is it possible there is an easier way? This is a two-session workshop for later-career professionals.

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Early Career Professionals Webinar: Peak Productivity - The Psychology of Designing Your Time & Getting More Done! 2-Session event

  • Fri 11 Jun – Fri 25 Jun
    • Andy Currie, Think Distinct

Sometimes work can seem like an endless avalanche of emergencies, distractions and interruptions. Work life balance might seem like a distant promise right now. But is it possible there is an easier way? This is a two-session workshop for early-career professionals.

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FCA Business Interruption Insurance Test Case - FOS decisions

  • Thu 10 Jun 1:00 pm – 2:00 pm
  • Online
    • Branko Bjelobaba FCII

The one-hour webinar focuses on 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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Unlocking the Financial Power of Women

  • Tue 25 May 12:00 pm – 1:00 pm
  • Online
    • Stef Carpenter, FundsNetwork
    • Nick Illsey, FundsNetwork

This webinar explores the financial inequality in the investment and pensions industry and explains the challenges women face in unlocking their financial power.

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Financial Aspects of FCA Compliance for GI brokers

  • Thu 20 May 12:00 pm – 1:15 pm
  • Online
    • Branko Bjelobaba FCII, Branko Ltd

In this comprehensive and interactive webinar, Branko Bjelobaba FCII will focus on the critical financial aspects of FCA rules - overall business solvency (compliance with adequate resources Threshold Condition 2.4), professional indemnity requirements/limits/issues (including covid cover), and the onerous client money handling rules under CASS 5.

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Webinar: A Macroeconomic View of the Global Markets & The UK Economy

  • Thu 06 May 12:00 pm – 1:00 pm
    • Shamik Dhar, BNY Mellon

This is an opportunity to hear from BNY Mellon’s Chief Economist Shamik Dhar as he provides a macroeconomic review of global markets as the UK takes its first tentative steps to opening up the economy and building its path to recovery

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Webinar: The problems of under insurance in Personal Lines insurance products

  • Thu 29 Apr 1:00 pm – 2:00 pm
    • Alan Chandler

This webinar examines the challenge of making sure personal lines policyholders avoid under insurance.

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Webinar: Behavioural Bias in Investing.

  • Thu 29 Apr 12:30 pm – 1:30 pm
    • Jon Bell, Newton Investment Management

Join us for a session looking at behavioural biases in investing and how they can be overcome.

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Annual General Meeting 2021

  • Wed 28 Apr 12:15 pm – 1:00 pm
  • Online

We need you! (To get down to our AGM, that is...)

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Webinar: A Global Macro Economic View On Financial Markets in 2021 And Going Forward

  • Tue 27 Apr 12:00 pm – 12:45 pm
    • Nick Dougal, Fidelity FundsNetwork
    • James Bird, Fidelity FundsNetwork

Nick Dougal and James Bird of Fidelity FundsNetwork give a Macro Economic Presentation on Fidelity's view on Financial Markets for second half of this year and beyond.

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Webinar: Understanding Real Assets – Fake v Real Infrastructure

  • Tue 20 Apr 10:00 am – 11:00 am
    • Nick Scullion, Foresight

This webinar looks at the different ways in which clients can access infrastructure assets and why infrastructure is used as a diversifier in portfolios.

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Webinar: How Liability can arise in tort

  • Fri 16 Apr 2:30 pm – 3:30 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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Webinar: Peak Productivity Playbook - The Psychology of Designing Your Time & Getting More Done!

  • Tue 13 Apr 10:30 am – 11:30 am
    • Andy Currie, Think Distinct

Sometimes work can seem like an endless avalanche of emergencies, distractions and interruptions. Work life balance might seem like a distant promise right now. But is it possible there is an easier way?

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Webinar: Prevention over cure – mental health pandemic. What can employers do?

  • Thu 18 Mar 11:00 am – 12:00 pm
    • Dr Philip McCrea, BHSF

The ongoing COVID-19 pandemic has led to a range of challenges for all across the globe. Increasingly, mental health issues are causing concern, with people becoming ever more isolated and fearing for their personal and professional future. The world will never be as we knew it; so adapting to the new way is increasingly important.

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Webinar: How to successfully conduct staff appraisals in the insurance industry

  • Wed 10 Mar 4:00 pm – 5:00 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.

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Webinar: Professional Indemnity insurance - an overview - ADDITIONAL SESSION

  • Thu 25 Feb 3:00 pm – 4:00 pm
    • Alan Chandler

This presentation provides an overview of Professional Indemnity (PI) 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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Webinar: FCA Business Interruption Insurance Test Case – Supreme Court Appeal - THIRD SESSION

  • Mon 22 Feb 2:00 pm – 3:00 pm
    • Branko Bjelobaba

This comprehensive and interactive one-hour webinar will focus on the judgment of the Supreme Court following the appeal of the FCA’s ground-breaking test case at the High Court. The appeal concluded on 19 November and the judgment was handed down on 15 January 2021. Four days were spent setting out starkly differing views between the FCA and insurers.

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Webinar: Sales processes, planning and pipeline management – ‘hope is not a strategy’

  • Thu 18 Feb 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

Research demonstrates what we know intuitively to be true – sales outcomes are significantly enhanced when we have effective, well documented and understood sales plans and processes.

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