Previous events
This month
An Introduction to Parametric Insurance
This introduction to parametric insurance is an excellent opportunity for delegates to develop their understanding of this type of insurance. Parametric insurance is not new but is being developed for SMEs and provides options for previously uninsurable risk, such as flood
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Understanding insurance claims handling
This webinar delivered by Alan Chandler one of the leading presenters in the UK, looks at what a claims handler would look for in the event of a claim. 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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A plain English overview of understanding an insurance policy wording
This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English walk through what makes up an insurance policy wording. One of the learnings of the Bi and Covid-19 court battles is the fact that you ignore the construction of policy wordings at your peril. All brokers, underwriters and claims staff should have a good grasp of the component parts of an insurance policy wording and this presentation will provide this understanding.
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Trust - building trustworthiness and trusted advisor status
In the insurance industry, in particular, we often focus on developing our technical skills, and our product and service knowledge in the belief that this alone will be all we need to win new clients, and then provide great service to existing clients. But of course if the prospect does not ‘trust’ us sufficiently we are unlikely to be appointed in the first place, and if our clients don’t trust us, it will be more difficult for us to bring value, and our position will be constantly under threat. This session focuses on the importance of Trust in prospect and client relationships, and how to build it.
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Webinar: Law of Tort In A Nutshell - Lunch & Learn
All too often we overthink principles of tort law and we get confused by the raft of cases that exist in this area of law. In turn, we confuse ourselves and our customers in the way we explain and apply those principles of law. In this session, we will strip the law of torts back to basics and demystify the confusion. We will learn how to explain the law in a simple and clear way and how to apply the case law to real-life scenarios.
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Introduction to Sustainability for the Insurance Industry
Mike Wrathall of Wrathall Consulting will be guiding attendees through an introduction to sustainability, with a focus on the insurance industry. Mike will be talking through what sustainability is and how if will affect the insurance industry, how to guard against reputational risk around sustainability endeavours, regulations and much more
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Confidence and shifting your emotional state
Many people believe that their emotional state is entirely dictated by external factors over which they have no control. For example, how often do we hear people say, ‘You make me angry/happy/sad’? In the workplace many develop and unconscious strategies that affect their emotional state and significantly affect their performance; typical examples include making telephone calls – particularly cold calls – and presenting or speaking in public. This empowering session shows delegates how to take control of their emotional state, shifting to the best possible state to achieve highly successful outcomes at work and at home.
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Financial awareness – a plain English overview for all insurance staff on how to understand clients’ accounts and how an accountants figures differ from what insurers need.
Financial awareness – a plain English overview for all insurance staff on how to understand clients’ accounts and how an accountants figures differ from what insurers need. 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. This presentation, provided by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English understanding of what is in a balance sheet, Profit and Loss account and a cash flow statement and how these can be read easily by non-accountants.
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Critical business interruption insurance learnings for brokers following the Infinity Reliance judgement
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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Contractors All Risks - An Introduction
This session examines Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover
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A quick overview of the history of insurance
Howard Benge, Director of the Insurance Museum, will give a quick history of insurance and look at how the Insurance Museum intends to engage different audiences with these stories.
View event detailsEnabling Womens Careers - 19th June - Managing Stress
This session will be live online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.
View event detailsEnabling Womens Careers - 8th May - The Heroine's Journey
Join us for this months Enabling Women's Careers Session. An exploration into the heroine's journey, This session will be live online on Zoom. It will not be recorded as we aim to create an environment as close to an in person session as possible which is safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage each other. Please allow up to 90 minutes for this session and have your camera on to be able to interact with the group.
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Annual General Meeting 2024
We need you! To get down to our AGM... Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. If you wish to know more about the roles on Council and are interested in joining, please email our President mark@moneyology.co.uk by no later than 26th March 2024. Book your place today.
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Inflation and the insurance considerations - Rerun
Following a technical error, we are rerunning this session. This session on inflation considers what affect increasing inflation has on business insurance – what clauses and cover issues brokers and insurers need to consider for various classes of cover
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Enabling Womens Careers - 10th April - How to Escape Lifes Drama
Join us for this months Enabling Women's Careers Session. How to escape lifes Drama - An introduction to transactional analysis This session will be live online on Zoom. It will not be recorded as we aim to create an environment as close to an in person session as possible which is safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage each other. Please allow up to 90 minutes for this session and have your camera on to be able to interact with the group.
View event detailsWhat causes a market cycle and are we heading into a soft market in 2024?
This presentation, delivered by Alan Chandler one of the UK’s most popular presenters, looks at what causes market cycles in the insurance industry and what is likely to occur in 2024. Rates will not crumble over night, but Alan predicts 2024 will see a change in demand and supply, where Insurers will have to start having to fight more for business, and there will need to be a change in the way insurers operate, which may result in home working underwriters actually answering the phone to brokers! Alan will also explore how brokers and underwriters can be successful in a softening market. Brokers have a fiduciary duty, and this means insurers cannot ask brokers to be loyal without also providing genuine benefits at renewal for the policyholder.
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Enabling Womens Careers - 6th March - International Women's Day
Join us in Celebration of International Women's Day - Inspire Inclusion! This session will be live online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. Please have your camera on so that we can make the experience as close to in person as possible. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.
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Defined Benefit Pension Advice External CPD Event with Peter Lawlor of Expert Pensions
Join Peter Lawlor for this face to face event where he will discuss Defined Benefit Pension
View event detailsInsuring non-tangible assets
In the modern business world, many businesses have valuable but non-tangible assets. Purchasing adequate insurance for such assets can be difficult. This session looks at the main types of intangible assets and the current insurance position for these
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