Previous events

All previous events

Commercial Property Insurance – Clauses and conditions

  • Mon 12 Feb 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This webinar will cover the main clauses and conditions found in a Commercial All Risks wording. Alan Chandler, one of the most popular presenters in the UK, will explore why clauses can be important in adding or clarifying cover and why conditions must be carefully observed by the policyholder. The webinar will also explore the fact that the use of terminology by an insurer in conditions such as a claims notification condition, can transform the way the condition is interrupted at law. Target audience: brokers, underwriters, claims staff and loss adjusters, plus anyone taking the diploma subject M93 commercial property and Bi.

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Trip to Lloyds of London?

  • Thu 08 Feb 2:00 pm – 4:00 pm
  • Lloyds Of London
    • Sarah Dotchin

The Bristol Institute is planning a trip to Lloyds of London. The trip into Lloyds itself would be paid by the institute and will take approximately 1 hour in the afternoon, times to be confirmed. The cost to get to London will be down to the individual but we are anticipating the majority will be travelling by Train and will create and email group for the attendees to discuss meeting up. Or alternatively you could just enjoy a day in London before the visit and just meet us there. This is only open to members of the institute.

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IDD – Bribery Act

  • Mon 05 Feb 12:30 pm – 1:30 pm
  • Online
    • Kerris Earle

An examination of the 2010 Bribery Act as it applies to General Insurance Intermediaries

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Financial Stress & Mental Health

  • Wed 24 Jan 12:00 pm – 1:00 pm
  • Online
    • Steve Heath

Financial strain is recognised as being one of the key stress factors for adults, and it can be a major risk factor for poor mental health. It is not uncommon for people to neglect their mental health, specifically when they are experiencing financial stress. This can lead to significant problems in the long term and even worsen the existing financial stress. In this session, we will explore the relationship between financial stress and health - and attendees will leave with practical tools to help them combat financial stress, and stay well.

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Suicide Awareness

  • Wed 17 Jan 12:00 pm – 1:00 pm
  • Online
    • Steve Heath

Suicide really does affect us all - each suicidal death is a public health concern with a profound impact on those around them. By raising awareness, reducing the stigma around suicide, and encouraging well-informed action, we can reduce instances of suicide around the world and create suicide-safe communities and workplaces. Attendees will leave this session with greater confidence to have conversations about suicide.

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Understanding Personal Lines Claims Handling

  • Mon 15 Jan 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

The webinar explores the importance of early notification of claim by the policyholder, what information a Personal Lines claims handler will typically seek and when they will use an outsourcer. The presentation will also explore the insurers obligations under the Enterprise Act 2016 and why they must settle promptly. Finally, we will explore when a policyholder can approach the FOS over a claim.

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Webinar on how to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies.

  • Thu 11 Jan 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

Brokers increasingly face Pi claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods, and with all the unfortunate events occurring in the world at the moment, making rebuild materials very scare, never has there been a better opportunity to engage your policyholders on this subject.

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Professional Indemnity

  • Wed 10 Jan 12:00 pm – 1:00 pm
    • Matt Own, Zing365

Covering liability is probably a cover that you sell on every policy, particularly Public & Employer’s Liability. But, what about those businesses who are liable who provide professional advice? If Professional indemnity isn’t something that you deal with frequently, it can be quite difficult to get your head around the core mechanics of how these policies work. In this course, we will look at the core fundamentals of Professional indemnity, including the mechanics, legal remedies and underwriting factors. The course will end with some key consideration to look out for in a Professional Indemnity (PI) policy wording.

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Aviation Insurance

  • Mon 08 Jan 12:30 pm – 1:30 pm
  • Online
    • Zing 365

The aviation industry has unique and specialised requirements when it comes to insurance placements. The purpose of this course is to get an understanding of the risks associated with this industry, and how insurance policies provide the cover. The session will look at the covers available with the insurance market, underwriting questions and typical terms and conditions that can be expected to be found, before looking at emerging, risks that the industry faces.

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Financial awareness

  • Wed 20 Dec 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

Understanding clients’ accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives, account handlers and underwriters will need to understand the main terminology. The way accountants record financial information is often different from what insurers need and understanding the difference can help you ensure your clients get their sums insured right.

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Womens Mental Health

  • Wed 13 Dec 12:00 pm – 1:00 pm
  • Online
    • Claire Russell

This powerful session looks at mental health through a female lens - focussing on prevention, early intervention and health promotion. Social and economic factors can put women at greater risk of poor mental health than men. Around one in five women have a common mental health disorder, such as depression and anxiety. While there can be many reasons why these develop, some specific risk factors affect many women, including life events including pregnancy and menopause. When women find it hard to talk about difficult feelings, they tend to internalise them. This can lead to certain common mental health disorders. In this session, we will explore some of the specific risk factors and protective factors that can influence women’s mental health. Attendees will leave with some practical tools that will help support them to improve their mental health and wellbeing. This session is aimed at women - and at anyone who has women and girls that they care about, and live or work with.

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Cii examination techniques (1) (1)

  • Tue 12 Dec 9:00 am – 12:00 pm
  • Online
    • Alan Chandler

This three-hour workshop (which will include a break) will aid all those who are taking CII or PFS examinations. It is a generic overview delivered by Alan Chandler, who is one of the most popular insurance presenters in the UK, and who has been both tutor and examiner for many different CII subjects. This interactive course will deal with how to impress the examiner, looking at the different examination terminology and what the examiner expects when they use key phrases. The workshop will explore a range of study techniques to see which ones are most appropriate for you, as well as looking at how to time manage both in respect of revision and the actual exam.

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Christmas Networking Seminar. The Three Wise Insurance Execs: an Insurance Christmas Story

  • Wed 06 Dec 6:30 pm – 11:55 pm
  • Armada House
    • Jeff Heasman, Insurance Upskill

Join us for a festive Seminar and Networking event at Armada House. This amusing and fun session will look at the magic of the Christmas story through the eyes of The Three Wise Insurance Execs, as they set out on their camels from a small village in Somerset to reach The Lloyd´s Building in London, above which a guiding star shines brightly. The story will be narrated by Jeff Heasman, using specially commissioned artwork. 2023 has been another year of change and there have been many challenges, but this will be a story with an underlying message of positivity and hope! Just like the original Christmas story. So, let´s sign off our 2023 CPD programmes on a positive note with some serious learning but in a fun and amusing way … 2023 and the future through the eyes of The Three Wise Insurance Execs in An Insurance Christmas Story and with carefully selected wines bringing some of the key learning points to life. Following the hour long seminar the IIB will be hosting a networking event where drinks and food will be provided. Event details: * Seminar will begin at 18:30 and will conclude at 19:30. The event will continue after the seminar ends to give the opportunity to network and will conclude at midnight. * Canapes and refreshments will be available after the seminar * Business attire (Although festive attire is to be encouraged) * Walking distance to the train station and harbourside bus stops.

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Cyber – The Challenges of Cyber

  • Mon 04 Dec 12:30 pm – 1:30 pm
  • Online
    • Zing 365

This live on-line interactive insurance webinar aims to discuss cyber insurance in today’s insurance market. We will look at how it has developed in reaction to increasingly sophisticated and complex attacks on all types of business and what the global insurance market is doing to counter this form of threat, mitigate loss and generally meet the challenges of this class of business. We will also take the opportunity to explain some of the terminology used within the cyber insurance market.

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Commercial Property Insurance – What is actually covered by an All Risks wording?

  • Fri 24 Nov 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This presentation explores what is covered by an 'All risks' Commercial Property wording which is not as wide as the title suggests! Alan Chandler, one of the most popular presenters in the UK explores how each peril covered could actually cause a loss and what is excluded under each peril. Brokers use the term ‘All Risks’ every single day but rarely stop to think about the full coverage they are offering. This webinar will enable staff to get under the bonnet of an All Risks wording and have more confidence in advising on this cover going forward.

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Men's Mental Health

  • Wed 22 Nov 12:00 pm – 1:00 pm
  • Online
    • Steve Heath

This powerful session looks at mental health through a male lens - focussing on prevention, early intervention and health promotion. The rate of male suicide is alarmingly high: 3 out of 4 suicides in the UK are by men. This session considers how we can work towards a world where men take action to be mentally well, and are supported by those around them; and where men and boys are comfortable having conversations about the big things in life. This session is aimed at men - and at anyone who has men and boys that they care about, and live or work with.

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PFS Bristol and Cheltenham Autumn Conference

  • Tue 21 Nov 8:45 am – 3:00 pm
  • Ashton Gate Stadium - Conference Centre
    • James Bird, Fidelity
    • Andy Woollon, Zurich
    • John Corbyn, Quilter
    • Karl Steadman, JUST
    • Dean Swindell, Portfolio Metrix
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How EL/PL and Products claims can arise

  • Fri 17 Nov 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

All broking staff should have a clear understanding of how liability can arise if they are to correctly advise their clients. Liability can arise in three main ways, tort, statute and contract. Policyholders need to understand their Employers liability, Public liability and Products Liability exposure to tort, statute and contract, so that they can make sure that the cover they are purchasing properly meets their needs. To ensure this happens broking staff must acquire a full understanding of how liability can arise in the three areas of tort, statute and contract and this presentation, delivered by Alan Chandler one of the most popular presenters in the UK, will enable broking staff to achieve this understanding.

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An evening with Sarah Stephenson-Hunter, a disability and LGBTQ+ advocate

  • Wed 08 Nov 5:30 pm – 7:00 pm
  • Bristol Harbour Hotel
    • Sarah Stephenson-Hunter

Sarah is a highly experienced and dedicated disability and LGBTQ+ advocate, campaigner, trainer and podcaster. She has over 20 years’ experience of empowering disabled people to receive the support and adjustments they require within education and employment. She currently works for the University of Oxford as their interim Head of Equality and Diversity and Staff Disability Advisor.

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Telephone Skills for Insurance & Financial Services Professionals

  • Wed 08 Nov 12:00 pm – 1:30 pm
  • Online
    • Jeff Heasman

The power of talk is important. The power of active listening is equally important. This is impossible to achieve through email and therefore it is crucial to ensure that when using the telephone, appropriate skills are applied, whether you are making the call, or someone else is calling you. There are various dynamics taking place during a phone call that need to be understood and handled appropriately.

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