Previous events
All previous events
End of Summer BBQ - Thursday 29th September 2022
Insurance Institute of Chelmsford and South Essex Summer BBQ - hosted by the Young Professionals Group but open to everyone! Fed up of Zoom meetings? Let's escape the house and start re-connecting with people! Thursday 29th September 2022 at the Bay Horse Chelmsford
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FCA Consumer Duty and Product Governance update for GI
The FCA want to see a higher level of consumer protection in retail financial markets, where firms compete vigorously in the interests of consumers and they wish to drive a healthy and successful financial services system in which firms can thrive and consumers can make informed choices about financial products and services. They consider that firms are not consistently and sufficiently prioritising good consumer outcomes and this causes consumer harm and erodes consumer trust. With final rules published on 27 July 2022 this talk will update you as to what now will be needed.
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Quantum & Delay: Scope, cost, methodology and duration of building repairs
The scope and methodology of building repairs directly impacts the cost and duration of any repair. This webinar will look at how we assess these, as well as provide some case examples.
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Enabling Personal Success
New School Year - Refreshed Focus! 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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Qualification pathway to ACII
Fast track your future. This session is intended for anyone currently studying a CII general insurance qualification at any level up to ACII. The focus of the content will be on what comes next after the CERT, with particular emphasis on coursework.
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BI covid claims – where are we now?
This webinar will provide an update post the Supreme Court Appeal judgment of 15 January 2021 and will focus on a number of various decisions made on complaintsreferred to the FOS, insurer statistics on claims payments, courts cases including: Corbin & King v AXA (which they have decided not to appeal), Stonegate pub chain action, Greggs and several others.
View event detailsWomens Forum Online Relauch
It was great to see some of our ladies for a glass of fizz at our face to face Womens Forum relaunch. We recognise that not everyone was able to attend and so we would like to invite you to a zoom session to share your thoughts on how we should take the forum forward as we settle into our new working patterns.
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PFS: Pensions - Planning Death Benefits for Minors and other Dependents
This session uses a real case study to highlight the importance of knowing your client’s family and when good advice isn’t necessarily best advice.
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The cost of poor acoustics in building, industry & environment
Acoustic design is not something most people think about until a problem is identified. Errors in design, construction, or simply failure to consider acoustics can lead to annoyance, loss of privacy, and, in some cases, increased risk to health and safety. This webinar will address some of the common issues we investigate, with a particular focus on noise in the built environment.
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Womens Forum Relaunch
As we settle into the new normal we are revitalising our offering in the Women's Forum to ensure it remains valuable for our members. Please join us over lunch to discuss what direction to take now working patterns and our training needs have changed.
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Managing Anxiety through Change
This webinar will explore anxiety, what it is, how and why it shows up in the workplace and what can be done to reduce the impact of anxiety on well-being and performance. Attendees will get practical tools and techniques to help them manage anxiety and to thrive at work and in life.
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Insurance Considerations for the Digital Asset Industry
Insurance Considerations for the Digital Asset Industry provides participants with an explanation of digital asset currencies and NFTs – what they are and what insurance coverages are available. The session brings this to life through public claims scenarios and offers a ‘check list’ of good risk management practices that underwriters can look out for.
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PFS: Legal Matters and Trust Registration for Financial Planners
This in-person workshop focuses on three key topics: lasting powers of attorneys, trust registration matters and pension death benefits for minors. Come and support your local PFS committee and Chelmsford insurance institute, as they offer a return to face to face events.
View event details*NEW DATE* Annual Quiz *NEW DATE*
It's time to have some fun - together! The institute's Young Professionals are hosting their Annual Quiz in March at The Breakfast Club, Chelmsford and invite you to join in. Bring friends, family, colleagues, the more the merrier!
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A Practical Guide to Successful Retirement
Retirement is a major life transition. It is likely to last many years. While for many it is the reward for years of hard work, for a significant proportion retirement is not the positive experience they expected. This workshop uses an evidenced based approach to explore the key challenges and adjustments required, and identifies what we need to do, beyond the financial planning, to ensure a fulfilling future.
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Public and Environmental Liability
The aim of this webinar is to identify the key issues of Environmental Impairment Liability and to take away some of the mystery or misunderstanding that is commonly found with this complex area of claims.
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Annual General Meeting 2022
We need you! (To get down to our AGM, that is...) Your council invites you to attend the 2022 Annual General Meeting of The Insurance Institute of Chelmsford & South Essex. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. If you feel you could make a positive contribution, it is an ideal first step to becoming involved.
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Young Professionals: How to Demonstrate and Develop Credibility
This webinar, aimed at young professionals, explores the characteristics of credibility and how to use it in an authentic way in business conversations. It also explores the importance of presence and confidence in credibility, even when not speaking. The aim of this webinar is for delegates to identify the knowledge and practical solutions on how to use gravitas and personal impact authentically.
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Creating and Claiming Value in negotiation
This masterclass in negotiation focuses on how to create and claim value in a negotiation. A critical skill in a hard market. We will look at how to ensure the negotiation does not become focused around price and premium by discussing how to create value in a negotiation through identifying interests. We will focus on how to identify distributive interests (win-lose), integrative interests (win-win) and common interests. We will then build on this by looking at how you create a strategy for placing a value on these interests for you and your negotiation partner and then how you present proposals in which value is created for all but in a way that you end up claiming the lion's share.
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PFS: 10 mistakes financial advisers and planners make with their website
Your website is your shop window. It’s where potential clients start to decide whether you are the right adviser or planner for them. And, you have no right to reply. That means you’ve got to get it right. Unfortunately, many advisers and planners make basic mistakes on their websites.
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