Events
Forthcoming events
CPD Webinar: SURE: A new technique to ensure clients have understood your advice
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!!
Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice!
That is why, in this session, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.
Concept checking is designed to determine, with as much certainty as possible, that the client has understood the advice. Easy to apply to day-to-day interactions with clients, the SURE technique will help avoid misunderstandings now and in the future.
Wed 10 Jul 12:00 pm – 1:00 pm
Jeff Heasman, Insurance Upskill
A plain English overview of contractors insurance
From small builder to plumbers through to large building firms there are an increasing number of contractors needing insurance, often due to the fact that building firms now take on contractors rather than employees. These contractors need professional guidance on their insurance needs, and this presentation will outline the main factors to be taken into account. As an example, would a small building firm really understand the difference between labour-only and bona-fide sub-contractors, if they do not have a broker they are in big trouble, as the Insurance Act 2015 says they must make a fair presentation of risk, without help how do they do this?
Tue 23 Jul 12:00 pm – 1:00 pm
Alan Chandler, Alan Chandler Training
Business Interruption Insurance - all you need to know, explained in plain English
Presented by Alan Chandler, one of the UK's most popular insurance presenters. Alan will take this opportunity to run through how business interruption insurance should be correctly set up.
Mon 05 Aug 1:00 pm – 2:00 pm
Alan Chandler,
Financial awareness – a plain English overview for all insurance staff on how to understan
Understanding clients’ accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives, account handlers and underwriters will need to understand the main terminology.
Tue 13 Aug 12:00 pm – 1:00 pm
Alan Chandler, Alan Chandler Training
In Person CPD Event: Building rapport in a hybrid world
Building Rapport is critical in business. It’s your tool for nurturing strong relationships whilst
sharpening your capacity to influence others.
Whether we are working with prospects, existing clients, the insurance market, co-workers, or
other stakeholders it is essential that we can quickly establish [and reestablish] rapport.
Rapport also plays a role in building a wider
relationship of trust.
Wed 28 Aug 12:00 pm – 1:30 pm
Nick Thomas, Nick Thomas & Associates
Motor Insurance - all you need to know in a nutshell
We all purchase motor insurance for ourselves, and most brokers place it for their clients in some shape way or form, but how much do we really know about motor insurance. It has become so automated that many broker and insurer staff have forgotten the details of the cover, and some have never even been taught about the coverage, well this is opportunity to refresh and learn about this essential cover!
Tue 03 Sep 12:00 pm – 1:00 pm
Alan Chandler, Alan Chandler Training
Previous events
How to set correct business interruption sums insured in a high inflation world
Presented by Alan Chandler, one of the UK's most popular insurance presenters. Alan will take this opportunity to run through how business interruption insurance should be correctly set up. Alan will lift the myths away from Bi and show how, in his easy to understand style, you can get this cover on a correct footing going forward.
Tue 18 Jun 12:00 pm – 1:00 pm
Alan Chandler, Alan Chandler Training
CPD Webinar: Intermediate Marine Cargo Insurance
If you participated in the marine cargo introductory session in March, then hopefully you will be sleeping better knowing the different Incoterms and the Institute Cargo Clauses (ICC).
Building on that session, we will now delve deeper into the wonderful world of marine cargo insurance by examining the factors involved in the assessment of risk.
We then move to analysing the cover in more detail by examining a policy wording looking at conditions, extensions and exclusions
This one-hour webinar provided by Alan Hornby is Part 2 of 3 of the webinar series on Marine Cargo Insurance. This session is aimed at those who wish to expand on the knowledge gained from the first session or those who wish to expand their knowledge of this important but often overlooked class of business.
Wed 12 Jun 12:00 pm – 1:00 pm
Alan Hornby, Chartered Insurance Practitioner,
FCA GI Consumer Duty and Multi-Occupancy update
Soon we will have had Consumer Duty for a year and firms will be preparing for their first annual board reports.
The session will cover the updates and the new rules that are effective from 1 January 2024 on multi-occupancy buildings insurances following intervention by the government – these new rules impact over 5 million leaseholders who are defined as stakeholders and firms have to act in their best interests. Insurers and brokers will also need to provide information about policies to leaseholders, including details of all remuneration and placement. We will also cover the Leasehold and Freehold Reform Act which has banned commission sharing.
Thu 30 May 12:00 pm – 1:00 pm
Branko Bjelobaba FCII MIoD, Branko Ltd
Menopause: What Everyone Needs to Know
The aim of the session is to raise awareness on menopause, to empower women and those that love them, and to share practical guidance on supporting someone (or yourself) through menopause.
Claire has over 20 years business ownership and corporate leadership experience, having established, run, sold and managed several businesses in the financial services sector.
Thu 23 May 12:00 pm – 1:00 pm
Claire Russell, Mental Health in Business
CPD Webinar: Creating Constructive Conversation
Research shows that diverse groups perform better than homogenous ones.
Yet by its very nature diversity is often a trigger for conflict and stress. So how
do you create an environment where it is “safe” for everyone to speak up?
In this webinar, we explore the mindsets, habits and behaviours of constructive conversations.
Wed 22 May 12:30 pm – 1:30 pm
Tom Flatau, TWI
Annual General Meeting 2024
We need you! To get down to our AGM...
Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on the formation of the institute and its future activities as well as to vote on the appointment of 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.
Mon 20 May 7:00 pm – 8:00 pm
Victorian Craft Beer Cafe