Previous events

All previous events

Understanding insurance claims handling

  • Mon 17 Jul 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 claims handler will typically seek and when they will use an outsourcer. The presentation will also explore both the insured and insurers obligations in respect of a claim and why insurers must settle promptly.

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Summer Networking Event

  • Thu 13 Jul 5:00 pm – 9:00 pm
  • Revolution Bristol

Following last year's success, the IIB invites you to our second annual Summer Networking Event, (hopefully) enjoying a drink in the sun! We have reserved both indoor and outdoor spaces at Revolution Bristol. Welcome drinks are provided and entry is free, but there is limited space so please RSVP.

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Motor Claims

  • Mon 03 Jul 12:30 pm – 1:30 pm
  • Online
    • Zing365

Nobody knows the true value of an insurance policy, until a claim comes in. If the right covers aren’t in place, it’s too late! Motor insurance is one of the faster developing insurance products in the 20th and 21st century, and in today’s technology led world, insurers are looking at more ways to handle and settle claim. During this course, we will look at process of handling claims for damages to vehicles, and identify the parties involved during the claims process. We will also be exploring fraud and mis-representation. Finally, this course will give a forecast on the trends happening with the industry at the moment relating to motor claims.

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Seminar: Handling Price Objections

  • Tue 27 Jun 5:30 pm – 6:30 pm
  • Bristol Harbour Hotel
    • Matt Owen-James, Zing365

Insurance is one of those things that people buy because they need it. A budget will be set in their minds, and they will want it as cheap as possible. Sometimes, the price of the product may not meet their expectations, resulting in objections. During this course, we will be looking at strategies for overcoming objections when they are presented by the purchaser. In today’s climate, price has become the forefront on most people’s minds. We will be exploring commonly raised objections and provide the skills needed to help determine whether an objection is a genuine concern. Finally, the course discovers how to approach the objection in a way to overcome it.

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How to set correct property, stock and contents sums insured in a high inflation world. (1)

  • Fri 23 Jun 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

It is estimated that at least 80% of policies have incorrect sums insured! This presentation looks at the major issue of under insurance in the UK property market and how to help your clients avoid the under-insurance trap. Under insurance has been made considerably worse now that we are seeing UK inflation go into double digits, and this is something all insurance staff need to be aware of.

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M05 Insurance law – Online Revision Day

  • Fri 23 Jun 9:30 am – 4:30 pm
  • Online
    • Rod Smith

This online workshop is ideal for anyone taking this compulsory CII Diploma subject by mixed assessment and multiple-choice exam, or for anyone who wants to refresh their knowledge of insurance law generally. The course is open to both starters and more advanced students.

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The Lion King 2023

  • Thu 15 Jun. 7:30 pm
  • Bristol Hippodrome

The Social Committee of the Insurance Institute of Bristol is delighted to offer discounted seats for the Lion King at the Bristol Hippodrome. Tickets are £50 per person - rows S or T in the stalls.

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Wine and Wellbeing: what wine tasting can teach us about how to develop sensory awareness for better mental wellbeing

  • Thu 15 Jun 6:00 pm – 8:00 pm
  • Bristol Harbour Hotel
    • Jeff Heasman MABP, LL.B (Hons), LL.M, Insurance Upskill

We often take our senses for granted and yet greater sensory awareness enables us to focus on the present, reduce anxiety and improve our emotional reactions to things that occur around us. Sensory awareness is also a fundamental part of wine tasting. In this fun and entertaining CPD session, through using sensory awareness techniques to taste 5 different wines from Spain and Portugal, we will learn what sensory awareness is and how it can be used to improve our mental wellbeing.

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How to successfully conduct staff appraisals in the insurance industry

  • Mon 12 Jun 12:00 pm – 1:00 pm
  • Online
    • 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, and so undertaking a great staff appraisal process is vital in ensuring you retain and motivate your staff.

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Part 2 - The Consumer Duty Skills Toolkit (1)

  • Thu 08 Jun 10:00 am – 11:30 am
  • Online
    • Jeff Heasman

Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important.

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Marine Cargo Insurance

  • Mon 05 Jun 12:30 pm – 1:30 pm
  • Online
    • Zing365

Products get made all over the world. Once that a product is made, it needs to be transported to the retailer to be sold. This course will explore the element of marine cargo insurance, and how contracts are formed between the seller and the buyer of the goods. It will explore the insurable interest principle and how it differs to a general insurance product due to the nature and operation of this industry.

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Part 2 - The Consumer Duty Skills Toolkit

  • Thu 25 May 12:30 pm – 2:00 pm
  • Online
    • Jeff Heasman

Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important.

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Seminar: FCA GI Consumer Duty and update

  • Wed 24 May 12:00 pm – 2:00 pm
  • Bristol Harbour Hotel
    • Branko Bjelobaba FCII

The FCA has made it clear that "some firms may be further behind in their thinking and planning for the Duty. This brings a risk that they may not be ready in time, or they may struggle to embed the Duty effectively throughout their business." A recent review highlighted three key areas where firms should particularly focus their attention during the second half of the implementation period (to 31 July 2023):- 1) Effective prioritisation; 2) Embedding the substantive requirements; 3) Working with other firms (many firms need to work and share information with other firms in the distribution chain but some plans gave little focus to this area). A 13 page letter on 13 February 2023 makes things even clearer and on 19 March 2023 a survey was sent by the FCA to 600 firms to check progress. This General Insurance focused session will also include an update on Product Value Assessments where both brokers and insurers have an important role to play. We will also cover the current position on multi-occupancy insurances following intervention by the government and the FCA’s new requirements that were published on 21 April 2023. Under the proposals, leaseholders would be defined as customers of buildings insurance and firms will have to act in leaseholder’s best interests and a ban on selling policies based on commission or remuneration levels. Insurers and brokers will also need to provide more information about policies to leaseholders, including detail of any commission paid.

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Would you like a trip to Lloyds of London?

  • Thu 18 May 2:45 pm – 3:45 pm
    • Sarah Dotchin

The Bristol Institute is planning a trip to Lloyds of London in May. Before we book, we thought we would get a gage on how many people would be interested. The trip into Lloyds itself would be paid by the institute and will take approximately 1 hour between 14.15 and 15.15. We are currently looking on either the 16th or 18th May 2023. 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. Booking a place now is not committing to this. This is just working out how many people would like to go and the logistics of the trip. This is only open to members of the institute. We will close the booking in 2 weeks and will email the interested people directly in regards to the trip.

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Part 1 - The Consumer Duty Skills Toolkit

  • Thu 18 May 12:30 pm – 2:00 pm
  • Online
    • Jeff Heasman

Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important.

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Understanding the basics of regulation in the UK insurance industry.

  • Wed 17 May 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

This webinar looks to provide an overview of the history of regulation within the UK insurance industry, who are the main regulators, how do they regulate and why regulation is so essential. The presentation will examine the principle-based approach to regulation put in place by the UK regulators and how this differs from rules based regulation in many other countries. it will also look at the main aspects of regulation including fair treatment for customer, ICOBS, training and competence requirements and solvency margins.

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An Introduction to Cyber insurance

  • Wed 10 May 12:30 pm – 1:30 pm
  • Online
    • Matt Owen-James, Zing365

Cyber Insurance is fast becoming an essential insurance cover for those who run a business. This course aims to demystify some of the language used and look at the kind of events that can happen. We will take a look at the elements of cover that fall within this subject as well as some of the underwriting concerns. We will use real life examples of what can go wrong and how a cyber insurance policy can offer both protection & peace of mind This is an introduction course which will be suitable for anyone who wants to understand more about the subject in order to feel confident in discussing with their clients.

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Cii Examination techniques (1)

  • Wed 26 Apr 1:00 pm – 4:00 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.

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Cost of Living Crisis and it's Effect on Insurance

  • Fri 21 Apr 12:30 pm – 1:30 pm
    • Matt Owen-James, Zing365

The cost of living has affected us all in one way or another, along with forecasted market trends to consider. whether that is the price of food or the price of energy. But what’s the cause? And most importantly, how are businesses affected? This course will explore the key areas that brokers and insurers need to take into account when understanding the insured’s needs. It will also explore the importance of ensuring that the right levels of cover are in place.

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How to set correct property, stock and contents sums insured in a high inflation world.

  • Wed 19 Apr 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

It is estimated that at least 80% of policies have incorrect sums insured! This presentation looks at the major issue of under insurance in the UK property market and how to help your clients avoid the under-insurance trap. Under insurance has been made considerably worse now that we are seeing UK inflation go into double digits, and this is something all insurance staff need to be aware of.

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