Previous events

All previous events

How to advise correctly on Business Interruption extensions and advanced loss of profit

  • Mon 19 Jun 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

One of the many things the Covid-19 pandemic has taught the insurance industry is the importance of going through the various Bi extensions with clients and documenting these discussions. Failure to do this could leave the broker wide open to a PI claim against them.

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How a director can be personally sued under the Companies Act and why D&O is so essential for all directors

  • Wed 14 Jun 4:00 pm – 5:00 pm
  • Online
    • Alan Chandler

The Companies Act 2006 puts very clear and very onerous duties on directors, and this presentation explores this act, and how a D&O policy can respond to this liability.

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Motivating Individuals and the Team

  • Thu 25 May 12:00 pm – 1:30 pm
  • Online
    • Katherine Jones

When faced with the day-to-day pressures of work and management, keeping individuals and teams motivated can be a daunting challenge, especially when working remotely. This session provides a range of approaches that will help you understand what motivates each person and how you can use this knowledge to inspire them in their work.

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Employers Liability, Public Liability and Products Liability overview

  • Wed 17 May 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This webinar looks at providing an overview of the essential insurance covers of employers liability, public liability and products liability, what these policies cover and how a client could become legally liable.

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RO4 (Pensions and Retirement Planning) Pre Exam Training - online distance learning event

  • Tue 16 May 9:30 am – 4:30 pm
  • Online

This course covers the main topics covered in the RO4 syllabus and exam. The session is recorded and a copy is sent out to all delegates.

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RO3 (Personal Taxation) Pre Exam Training - online distance learning event

  • Wed 10 May 9:30 am – 4:30 pm
  • Online

This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.

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Annual General Meeting 2023

  • Thu 27 Apr 6:00 pm – 7:30 pm
  • G-Live, Guildford

We need you! To get down to our AGM... Your local institute council invites you to attend their 2023 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. Book your place today.

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Stress and Stress Management

  • Tue 25 Apr 12:30 pm – 1:30 pm
  • Online
    • Jen Clay, Oakleaf Enterprise

Stress – we all experience it!

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

  • Tue 18 Apr 4:00 pm – 5:00 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.

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Use of Drones within Insurance

  • Thu 06 Apr 12:30 pm – 1:30 pm
  • Online

The event will cover the introduction of drones, how and where they are being used, in what industries, to what effect and the different uses including Insurance (Claims and Risk), Agriculture (Claims, Risk and crop health) and Environmental (data outputs). The event will also cover how best to employ drones and when.

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Hawkins Webinar - The Use of Drones to Inspect Fire-Damaged Buildings

  • Thu 30 Mar 9:30 am – 10:15 am
  • Online
    • Darren Cook, Hawkins

This session will look at how drones can overcome the challenges of restricted access and assist in the production of comprehensive illustrated reports.

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Understanding how insurers calculate a motor fleet rate

  • Wed 29 Mar 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

This presentation will look at how Insurers compile a motor fleet history and why brokers need to be aware of the cut-off date used.

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Hawkins Webinar - The Need for Speed: Estimating speed in collision investigations

  • Thu 16 Mar 9:30 am – 10:15 am
  • Online
    • Gavin Dunn, Hawkins

This session will cover methods in which an expert might estimate vehicle speeds, including a discussion on their reliability and limitations.

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Understanding the basics of regulation in the UK insurance industry

  • Fri 10 Mar 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.

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Guildford Insurance Institute Annual Dinner 2023

  • Thu 09 Mar. 6:30 pm
  • The Mandolay Hotel & Conference Centre
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The Power of Mindset

  • Tue 07 Mar 1:00 pm – 2:00 pm
  • Online
    • Nick Thomas

This webinar will help you understand research on the nature of talent and the importance of mindset. You will appreciate how a growth mindset can lead to greater success, happiness, and resilience. You’ll also learn how to adopt a growth mindset in our own lives and how to develop and foster it in the lives of others.

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Hawkins Webinar - MEWPs on Construction Sites: A Lower Risk Option

  • Thu 02 Mar 9:30 am – 10:15 am
  • Online
    • Jon Watkins, Hawkins

This session will look at the types of Mobile Elevated Working Platforms available including: - training and qualifications required - potential hazards - examples of MEWP related incidents

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AF7 (Pension Transfers) Pre-exam Training Tuesday 28th February 2023 - online distance learning event

  • Tue 28 Feb 9:30 am – 4:30 pm

This course covers the main topics of the AF7 syllabus and the exam. This session is recorded and a copy is sent out to all delegates.

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STEP Financial Services Certificate Course Information Only

  • Thu 23 Feb 1:00 am – 1:05 am

STEP (Society of Trust and Estate Practitioners) Certificate Course. This 10 day FACE to FACE course over 9 months will prepare the candidate for the STEP Financial Services Certificate Exam on 7th November 2023. To express your interest in this course, please register. If we have sufficient numbers we will run the course.

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AF5 (Financial Planning Process) Pre-Exam Training, Friday 17th February 2023 - online distance learning event

  • Fri 17 Feb 9:30 am – 4:30 pm

To review the factfind issued by the CII in February 2023, in preparation for the AF5 exam on 28th February 2023. This session is recorded and a copy is sent out to all delegates.

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