Previous events

All previous events

AF7 Pension Transfers February 2023

  • Wed 22 Feb 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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Behavioural Bias – Consumer Duty and Better Client Outcomes with Joe Wiggins

  • Tue 21 Feb 9:00 am – 12:30 pm
  • Hylands House, Chelmsford
    • Joe Wiggins, Fundhouse

The FCA’s Consumer Duty specifically says firms must understand and take account of how behavioural biases can impact consumer needs and decision-making.

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AF5 Financial Planning Process February 2023

  • Mon 20 Feb 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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Hawkins Webinar - BLEVEs: The Hidden Dangers of Back Boilers

  • Thu 16 Feb 9:30 am – 10:15 am
  • Online
    • Dr Tom Peat, Hawkins

This session will cover the risks associated with domestic back boilers, and how environmental factors and incorrect decommissioning can result in catastrophic damage to property.

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Insuring non-tangible assets

  • Wed 15 Feb 10:00 am – 11:00 am
  • Online
    • Diane Jenkins, Nick Thomas and Associates

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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Hawkins Webinar - Crane Safety - Not just torquing nuts! A review of the Carol Anne crane collapse

  • Thu 02 Feb 9:30 am – 10:15 am
  • Online
    • John Holland, Hawkins

A review of a fatal crane accident that occurred on the Carol Anne workboat off Mull in 2015 including: - the mechanics of the incident - the complexity of crane mounting - the benefits of investigating at an early stage

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Setting yourself up for success

  • Thu 26 Jan 12:00 pm – 1:00 pm
  • Online
    • Caroline Martin, Enabling Wings

Join us for this interactive session to help to set you up for success! This session is a live workshop on zoom and is suitable for all levels of development

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Hawkins Webinar - Over-Fired Air (OFA) in Industrial Boilers

  • Thu 19 Jan 9:30 am – 10:15 am
  • Online
    • Dr Paul Moody, Hawkins

Paul will discuss how pollution control technology can cause a loss of steam and/or power generation.

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Escapes of Water

  • Wed 07 Dec 1:00 pm – 2:00 pm
  • Online
    • Neville Tranter, Hawkins

This webinar will cover common causes of escapes of water and how Regulations, Standards and Manufacturer’s guidance can be used to achieve a recovery.

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Kids Inspire Christmas Appeal 2022

  • Wed 07 Dec.

Kids Inspire Christmas Appeal 2022

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Women’s Forum Christmas Crafting Evening in aid of Mind - Tuesday 6th December

  • Tue 06 Dec 5:00 pm – 7:30 pm
  • The Chelmsford Club

Join us for a festive evening making Christmas Tree decorations. There will be a welcome drink and mince pies whilst we craft and further drinks available at the bar. We will be holding a raffle on the evening in aid of Mind so please bring some cash if you would like to take part.

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Inflation and the insurance considerations

  • Wed 30 Nov 10:30 am – 11:30 am
  • Online
    • Diane Jenkins BA [Hons], ACII, Chartered Insurance Broker, Nick Thomas and Associates

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 · Be aware of the affect that inflation has on insurance · Know which covers help provide clients with protection against effects of inflation · Be able to identify claims issues caused by inflation

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Annual Dinner 2022

  • Thu 24 Nov 6:00 pm – 11:59 pm
  • Orsett Hall

The Insurance Institute of Chelmsford and South Essex are excited to announce our annual dinner at Orsett Hall on Thursday 24th November 2022. Tickets are £800 for a table of 10 however we currently have an early bird discount available until 31st July 2022 for £700 a table. We can accommodate tables of less than 10 guests if needed. If you’re interested in tickets or would like more information please contact one of our Dinner Secretaries:- Brett Wexler Email: Brett.Wexler@pib-insurance.com Tel:- 07904809237 Matthew Waters Email: mwaters@harrisonholgate.com

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IF1 Insurance, Legal & Regulatory – Face to Face revision day!

  • Wed 23 Nov 9:00 am – 5:00 pm
  • The Chelmsford Club
    • Alison Cooper FCII DIP PFS, Act One Training Ltd

The training will focus on the IF1 CII Certificate subject unit, which is a compulsory unit. The Revision Day will be interactive & will build a foundation of insurance knowledge, with the aim of encouraging the delegates to feel more confident about sitting & passing their online exam. Students must have already registered for this topic and have the study materials to access.

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Wind induced failures of buildings & Reducing flood risk during remedial works

  • Thu 17 Nov 1:00 pm – 2:00 pm
  • Online
    • Ian Major, Hawkins
    • Richard Keightley, Hawkins

In this webinar Ian Major will discuss wind induced failures of buildings and structures with some case studies to show how they are investigated. This will be followed by a discussion from Richard Keightley about property flood resilience (‘PFR’): what it is, how it works, and the benefits of ‘building back better’ after a flood.

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Enabling Personal Success - Full Day Event

  • Tue 15 Nov 9:00 am – 5:00 pm
  • The Chelmsford Club
    • Caroline Martin, Enabling WIngs

Back by popular demand! After the success of this event in September and feedback received from members that couldn't attend the last date we have decided to run this again! Join us for this full day of face to face training to Enable your Personal Success! This is a full day of face to face CPD and is suitable for all levels of development.

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PFS Workshop - Using Trusts for Estate and Inheritance Tax Planning

  • Thu 10 Nov 9:00 am – 1:00 pm
  • Hylands House, Chelmsford
    • Paul Lucas FPFS - Chartered Financial Planner, Columbia Threadneedle Investments

In this very practical and interactive workshop, Paul Lucas provides a thorough summary of the different types of Trusts that can be used for Estate and Inheritance Tax planning. He’ll review the tax treatment of each of the main Trust types and consider the pros and cons for various client scenarios. Paul will use realistic case studies to demonstrate the practical application of Trusts for IHT mitigation.

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SURE: a new technique to ensure clients have understood your advice

  • Wed 09 Nov 1:00 pm – 2:00 pm
  • Online
    • Jeff Heasman, Insurance Upskill

We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! That is why, in this webinar, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.

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Diploma in Insurance Online Training Programme

  • Wed 09 Nov – Mon 12 Feb
    • Alan Chandler

The Insurance Institutes of Anglia, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 15 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Cert CII Fast Track Remote Learning Programme

  • Tue 08 Nov – Mon 27 Mar
    • Alan Chandler

The Insurance Institutes of Anglia, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 14 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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