Previous events

All previous events

Online Event - Why property premiums are increasing and how to set sums insured correctly to account for inflation.

  • Mon 26 Feb 12:00 pm – 1:00 pm
    • Alan Chandler

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 with UK inflation going into double digits and this webinar explores where inflation is heading next. One of the problems is that the figures on the client’s balance sheet are not the same as those required for insurance purposes and Alan will point out the differences so that clients can be warned.

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Online Event - Introduction to Professional Indemnity

  • Wed 21 Feb 9:30 am – 10:30 am
    • Matthew Owen-James, Zing 365

Covering your client’s liability is probably a cover that you sell on each and every policy, particular Public & employer’s Liability. But what about those business who are liable based on the professional advice they provide?

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Online Event - Multi-Occupancy buildings - impact of FCA review

  • Thu 15 Feb 1:15 pm – 2:15 pm
    • Diane Jenkins BA [Hons], ACII, Chartered Insurance Broker – technical insurance trainer, Nick Thomas & Associates

This session will look how insurance for multi-occupancy buildings will be affected by the FCA Policy Statement PS23/14. Multi-occupancy building insurance Feedback to CP23/8** and final rules.

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Online event: What causes market cycles in the insurance industry and what is likely to occur in 2024.

  • Thu 01 Feb 12:00 pm – 1:00 pm
    • Alan Chandler

Alan correctly called the hard market in 2020, providing a presentation on the seven reasons why the market would harden. Rates have now got much higher; investment returns are now at very healthy levels and underwriting in the UK looks a lot better proposition than it did back in 2020. New entrants will be attracted to the market and existing players will look to expand capacity to take advantage of the current favourable investment conditions.

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Online event - ESG and Insurance - The Challenges and Opportunities

  • Thu 18 Jan 12:00 pm – 1:00 pm
    • Kerris Earle, Zing 365

Environmental, Social & Governance (ESG) regulation is on the rise globally with many new requirements for companies to report on how they are managing ESG risks, and what actions they are taking to prevent negative impacts on the environment, improve Social Responsibility and operate ethically.

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Online Event - The rise of errors and omission claims against brokers and how these can be mitigated.

  • Fri 12 Jan 1:00 pm – 2:00 pm
    • Alan Chandler

This presentation will explore why the amount of errors and omission claims against brokers are on the increase. Various new pieces of legislation including the brokers duty under the Insurance Act 2015, GDPR and the Insurance Distribution Directive are making brokers more vulnerable which coupled with increased litigation in society, increased client expectations and ever higher regulatory demands mean that brokers cannot continue to do what they have always done, far more proactivity is required.

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Face to Face - Innovation, Competition & Consumer Behaviours: what we can learn from sparkling wines.

  • Thu 11 Jan 6:00 pm – 8:00 pm
  • Big Moose Coffee Co
    • Jeff Heasman, Insurance Upskill

When it comes to disruption, increased competition and changing consumer behaviours in the wine industry, champagne has experienced it all in recent years as new world and old world wineries have begun to produce top quality wines to challenge the traditional producers. There are parallels with the insurance and financial services industries, which have also been experiencing similar trends in respect to the services and products we offer in light of changing consumer behaviours.

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A Review of The Last Year And The Year To Come In Insurance And Financial Services

  • Thu 07 Dec 6:00 pm – 8:00 pm
    • Jeff Heasman, Insurance Upskill

There are lots of parallels between the world of wine and the past year in insurance and financial services. There are also some lessons that we can take from the world of wine in terms of how we can harness potential for the year to come, based on predicted trends.

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Online Event - A Plain English Introduction to Engineering insurance and inspection

  • Wed 06 Dec 1:00 pm – 2:00 pm
    • Alan Chandler

This is an hour's presentation looking to provide a plain English overview of the Engineering insurance market which is often shrouded in mystery and badly understood. We will look at both the inspection and insurance cover elements of Engineering insurance.

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Online Event - The Power of Questions’

  • Tue 05 Dec 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

This virtual training programme helps us to understand why questions are so important and how powerful they can be in leading us to the outcomes we want to achieve. This type of learning is applicable at all levels across the insurance industry, whether in sales, negotiation, claims, underwriting, broking or simply working collaboratively in teams or meetings

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PFS South Wales Autumn Conference

  • Wed 22 Nov 8:45 am – 3:00 pm
  • Hensol Castle
    • James Bird, Fidelity
    • Andy Woollon, Zurich
    • John Corbyn, Quilter
    • Karl Steadman, JUST
    • Dean Swindell, PortfolioMetrix
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Novus Social Event - Beaujolais Day at The Ivy

  • Thu 16 Nov 2:00 pm – 5:30 pm

Celebrate one of the biggest and best days of the year in Wales, at The Shearwater Room in The Ivy, Cardiff’s all-day private dining space. Its polished parquet floor and beautiful Art Deco-style brass lighting set a stunning stage for artwork that references the variety and range of the local area, from Cardiff Castle to The Welsh Dragon and The Hayes.

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Online event - Managing and Handling Change

  • Thu 16 Nov 12:30 pm – 1:30 pm
    • Matthew Owen-James, Zing 365

This module explores how we can plan and implement change in a managed and sustainable way. The programme will look at planning for change and then how we plan to roll out and implement the change. The session will look at the typical difficulties and challenges created by change and how we can deliver in a positive and effective manner.

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2023 Beaujolais Nouveau Day

  • Thu 16 Nov 12:00 pm – 5:00 pm
  • The Pontcanna Inn

BOOKINGS NOW OPEN! We will be celebrating Beaujolais Day at the Pontcanna Inn, Cathedral Road, Cardiff, CF11 9LL. A 3-course gourmet lunch plus half a bottle of Beau Nou at a cost of only £55 per person. Please click on the link to reserve your space now.

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Online Event - A Plain English overview of reinsurance, including how reinsurance premiums affect the price charged to policyholders.

  • Wed 08 Nov 1:00 pm – 2:00 pm
    • Alan Chandler

Reinsurance premium increases have been one of the most significant causes of the current hard market for policyholders, and that is why it is essential that all brokers, underwriters, and claims staff have a basic overview of how reinsurance operates. This webinar will be presented by Alan Chandler, one of the most popular speakers in the UK. Alan will explain why reinsurance is so essential, the different types of reinsurance and how reinsurance can significantly affect policyholders premium and cover.

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2023 Annual Quiz

  • Thu 26 Oct 5:30 pm – 10:00 pm
  • Sandringham Hotel, Cardiff

The Insurance Institute of Cardiff invites you to enter our Annual Quiz! At a cost of £6 per person to include buffet food. Get a team (of up to 6) together and come test your general knowledge. Please book your places asap for catering purposes. Individuals and smaller groups can join together on the night. We hope to see you there!

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Online Event - Understanding and addressing buyer influences'

  • Thu 19 Oct 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas Associates

How often do we lose an existing account, or fail to win a sales pitch despite having what we think is clearly the best proposition? The most common reason that this happens is that we fail to identify, understand, and address the decision making dynamic and wider buying influences at our prospect or client. This session demonstrates a step-by-step methodology to make sure you cover all the bases and are not left scratching your head after another unexplained failure.

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Webinar on Motor Claims

  • Tue 10 Oct 8:30 am – 9:30 am
    • Jennifer Yeates, Zing 365

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.

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PFS Event - Royal Mint Experience & an Introduction to Gold Bullion Investment

  • Tue 10 Oct 8:30 am – 11:00 am
  • Royal Mint Experience
    • Steven Jones, Chartered MCSI, Royal Mint

The PFS South Wales region invite you to a special event at the Royal Mint Experience. The event begins with a 1-hour seminar giving an introduction to gold bullion investment, followed by a complimentary tour of The Royal Mint Experience.

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Online Event - Banana Skins – Risks facing the Insurance Industry

  • Thu 05 Oct 10:00 am – 11:00 am
    • Branko Bjelobaba FCII, MIoD

What are the risks facing the global insurance industry right now and how are these impacting UK insurers and brokers? The sector appears to be rather relaxed regarding corporate governance but the failure to attract and retain the right talent is now rated in the top five risks. Will the wider impact of macro-economic factors continue to impact in terms of coverage, price/value and overall service delivery?

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