Previous events

All previous events

FCA Consumer Duty - what's that all about?

  • Tue 15 Mar 12:00 pm – 1:00 pm
  • Online
    • Branko Bjelobaba

The new Consumer Duty aims to bring about a fairer, more consumer-focused and level playing field; in which firms are consistently placing consumers’ interests at the centre of their businesses and delivering good outcomes for consumers.

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Property insurance. Understanding why there will be 15% + rate increases in 2022 - 2nd Date!

  • Mon 14 Mar 5:00 pm – 6:00 pm
  • Online
    • Alan Chandler

This webinar looks at the major issue of under insurance in the UK property insurance market, why it is getting worse and how to help your clients avoid the under-insurance trap.

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The “purpose of duty” and a major new approach to professional negligence claims from the Supreme Court

  • Thu 03 Mar 1:00 pm – 2:00 pm
  • Online
    • Jeff Heasman, Insurance UpSkill

In 2021 the Supreme Court, consisting of seven justices, handed down judgment in two cases (Manchester Building Society v Grant Thornton UK LLP and Khan v Meadows). These are two major decisions that will have a major impact on anyone who provides professional services and how claims should be approached. The Supreme Court has created a new roadmap and provided guidance on this area of law that will have major ramifications. This session will take you through the decisions of the Supreme Court and provide guidance on how providers of professional services should be taking steps now to mitigate the risk of claims being made against them, as well as looking at how the decisions will impact claims.

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Brexit - the multiple implications across insurance classes

  • Wed 02 Mar 1:15 pm – 2:15 pm
  • Online
    • Diane Jenkins BA (Hons), ACII, Chartered Insurance Broker

Brexit has implications for all businesses, and their insurance arrangements. This session looks at the post- Brexit implications across a range of insurance classes, providing practical guidance.

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Essential Questioning Skills for Insurance and Financial Services Professionals

  • Tue 01 Mar 12:30 pm – 1:30 pm
  • Online
    • Jeff Heasman

Jeff Heasman is a leading international trainer who specialises in communication skills within the insurance and financial services sector. This event aims to help you recognise the importance of understanding a question; and provide strategies to respond effectively.

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Commercial Property Insurance – What is actually covered in an All Risks wording??

  • Mon 28 Feb 5:00 pm – 6:00 pm
  • Online
    • Alan Chandler

This presentation explores what is covered in an 'All risks' Commercial Property wording which is not as wide as the title suggests!

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The Highway Code Changes 2022 and their Implications for Motor Insurance

  • Wed 23 Feb 12:00 pm – 1:00 pm
  • Online
    • Bernie Thornton

On 29 January 2022 some significant alterations were made to the Highway Code. This webinar will be of value to everyone using a public road. Specifically it will be of value to insurance personnel dealing with Motor underwriting, claims or client facing in any way.

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Making the most of Microsoft Teams

  • Thu 17 Feb 1:00 pm – 2:00 pm
  • Online
    • Glyn Brooks, Brooklyn Education

This webinar is aimed at new Teams users or those with experience, but are keen to further their knowledge of additional features. The session will provide an overview of the platform and its core features.

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Commercial Property Insurance – What is actually covered in an All Risks wording?

  • Wed 16 Feb 5:00 pm – 6:00 pm
  • Online
    • Alan Chandler

This presentation explores what is covered in an 'All risks' Commercial Property wording which is not as wide as the title suggests!

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How to write assignments

  • Tue 15 Feb 2:00 pm – 3:00 pm
  • Online
    • Alan Chandler

This webinar will explain how best to construct your coursework assignments, providing examples and answers relevant to the question being asked. The session will also explore referencing and how to differentiate between key words to make the most of your word count.

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How contract conditions can change the liability of an insured and why brokers must advise clients on this

  • Fri 11 Feb 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

Many policyholders sign contracts without realising they are potentially exposing themselves to liabilities that are not covered by their insurances. The webinar will include exploring the consequences, and how failure to guide policyholders around this matter could lead to a claim being turned down and all cover cancelled.

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Property insurance. Understanding why there will be 15% + rate increases in 2022

  • Wed 02 Feb 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This webinar looks at the major issue of under insurance in the UK property insurance market, why it is getting worse and how to help your clients avoid the under-insurance trap.

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CANCELLED - AF5 (Financial Planning Process) Pre-Exam Training, Tuesday 1st February 2022 - online distance learning event

  • Tue 01 Feb 9:30 am – 4:30 pm

The course will cover in detail the factfind issued by the CII and help prepare the candidate for the AF5 exam in February 2022.

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AF7 (Pension Transfers) Pre-exam Training Friday 28th January 2022 - online distance learning event

  • Fri 28 Jan 9:30 am – 4:30 pm

The course covers pension transfers both from money purchase and final salary arrangements. Main features of a DB scheme. Cash Equivalent Transfer Value (CETV). Factors that must be taken into account to ensure that advice is appropriate. Income in drawdown, the key factors and features.

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Be the Best You Can Be - 6 Steps To Success

  • Wed 26 Jan 12:30 pm – 1:30 pm
  • Online
    • Sandro Forte, Forte Financial LLP

The Young Professionals Committee of the Insurance Institute of Guildford is delighted to invite members to join a free webinar: As one of the UK’s most respected and successful financial professionals Sandro Forte shares six key principles to success in growing a financial services business, even in challenging times. Sandro will focus on the importance of a strong mind-set; generating new business opportunities, dealing with common objections and building a world class service proposition to create business sustainability.

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JO5 (Pension Income Options) Pre Exam Training, Tuesday 25th January 2022 - online distance learning event

  • Tue 25 Jan 9:30 am – 4:30 pm

The course will cover the main sources of later life income using both pension and non-pension assets. The options available on the death of the member for both crystallised and uncrystallised funds. Income drawdown investment strategies. Final Salary Scheme benefits. State Pension benefits.

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