Previous events
This month
Consumer Duty with James Tye & Nick Thomas
The FCA is determined to establish a consistent level for customer experiences and create better customer outcomes. The new rules came into force on the 31 July 2022 and were fully implemented by the 30 April 2023. This session is delivered by Nick Thomas with specialist claims consultant James Tye.
View event detailsInsurance in an Uncertain World
The Insurance Institute of Bolton is delighted to once again be able to hold their flagship full day event, which is free for members to attend. The event covers a variety of topics with key industry speakers with plenty of opportunities to debate the topics and network.
View event detailsAll previous events
Emerging Risks with Chris Abram & Nick Thomas
This session on Emerging Risks looks at some of the issues that are changing the insurance industry – in terms of ways of working, and new insurance solutions being developed.
View event detailsExceptional Communication Skills with Michael Quigley
In this high energy, informative half day training session with Michael from Kataholos, you will be given 4 key techniques that you can use in order to become an essential, world class communicator.
View event detailsOnline CPD webinar - 'Replacing the Lifetime Allowance' by Craig Muir of Royal London
Online CPD event by Craig Muir, Senior Pension Development and Technical Manager from Royal London. Craig will explain how the LTA protections operate post- March 2023's budget, the main Finance Bill 2023 changes, and how the removal of the LTA affects your clients from 6th April 2024. Craig joined the Life & Pensions industry straight from university in 1988, putting his degree in Biological Sciences to great use by joining Scottish Widows before moving to Royal London. He has held several roles, including proposition training and development officer for Royal London before finally putting his analyst degree to use when he moved to Marketing in 1997 where he specialised in market research and analysis. Craig became Chairman of LAMRA, an informal association of Life Assurance providers, in 2004 as he worked to improve marketing and market research standards within the Financial Services Industry. Taking up a new role as an Intermediary Development & Technical Manager at the start of 2011, Craig is a specialist in interpreting and explaining changes to the pension rules and regulation. Craig is involved in developing adviser facing content, presenting, writing articles and commenting for the press.
View event detailsPerimenopause, Menopause, Post Menopause: Nourish & Flourish
Join us on our webinar to learn and take awareness to the next level to empower all genders impacted by menopause to thrive!
View event details
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 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.
View event details
Dignity at Work - The Importance of Equality, Diversity & Inclusion in Business
What do we really understand about Equality, Diversity and Inclusion (EDI)? Interest in EDI has boomed in recent years – both in the wider political spheres of the Western world and in a more focused way in the workplace. The intense focus on EDI has facilitated open conversations around sensitive subjects – but often with little discussion about how to practically implement EDI policies and practices, as well as training for all your staff to ensure they are aware of their obligations too.
View event detailsThe Insurance Institute of Kendal Annual Dinner 2024
Bookings now open for our upcoming Annual Dinner 2024!
View event detailsDesk Based Yoga with Jade Allan
Led by Jade Allan, this desk based yoga event will focus predominantly on being super accessible (no sanskrit names, no chanting, no high impact/sweating) and giving people a mental break from the pressure and busyness of a typical work day. The chair session will require nothing except your usual desk chair (although if possible, we recommend not using one with wheels). We’ll offer movements and sequences that can be done any time through the day, even during meetings!
View event detailsOnline CPD Event - Insurance for Multi-Occupancy Buildings – Impact of FCA Review
Led by Diane Jenkins, this online CPD session will look at how insurance for multi-occupancy buildings will be affected by the FCA Policy Statement PS23/14. This session will cover the following content: • Review of findings in the FCA review. • Actions being taken by FCA and the new rules that must be implemented by 1/1/2024. • Impact on property owners’ insurance, for: o Brokers o Insurers o Property owners o Leaseholders
View event details
Cert CII Fast Track Remote Learning Programme
A FEW PLACES HAVE BECOME AVAILABLE DUE TO CANCELLATIONS - BOOK YOUR PLACE NOW The Insurance Institutes of the North-West, 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.
View event detailsDiploma in Insurance Online Training Programme
The Insurance Institutes of the North-West, 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.
View event detailsOnline CPD Event - Membership Benefits
This online CPD event will outline the benefits of being a member of the Chartered Insurance Institute and Personal Finance Society led by Phil Turner; Business Development Executive for the Chartered Insurance Institute. The Chartered Insurance Institutes and the Personal Finance Society are long established professional bodies for the insurance and finance industry. Many people view the respective institutes as an examination body and don’t think much more beyond that! The session will provide insights into the benefits of being a member and how it can absolutely be the focal point of your career progression in your chosen profession by offering a host of learning materials, resources and advice that can help you throughout your career. Phil Turner Bio: Phil managed a team of BDM’s looking after over 3,000 Post Offices across Northern England /Southern Scotland. (Insurance being a key product pillar along with Financial Services via Bank of Ireland). He managed global projects with Travelex – as Global retail channel managers – including global sales toolkit, rolling out a remittance product across Europe. New ordering process for downtown USA stores. Phil managed a global team as Vice President of sales with Lyca mobile. He is married with 2 kids (28/33!) and has even completed a stand-up comedy course, whilst also completing 3 series of an 80’s music podcast and have guested on numerous radio shows (talk sport etc).
View event detailsOnline CPD Event - The Cost of Dying Crisis
The cost of living in the UK is skyrocketing, mortgage rates and rent have shot up, whilst food, energy, fuel, and council tax bills are also increasing. It’s almost inevitable that when families look to tighten household expenditure, that protection policies come under the spotlight. So, while you may find yourself coming up against even more objections from clients when you discuss the cost of protection, then the current economic climate means that having a plan in place is even more essential than ever. If your client sadly died prematurely, became sick or had an injury how would they cope with having even more financial and emotional strains of not being able to work and at the same time trying to pay ever increasing prices in order to get by day-to-day? Join Royal London to consider the implications of not having cover in place and a range of tools and ideas to help clients understand the importance of protecting their home, their family and their lifestyle
View event detailsIn-person CPD event: Public speaking – How to appeal to your audience - Thursday 27th July 2023 - Financial Management Bureau, Kendal
In this engaging and interactive session with Michael Quigley of Kataholos you will learn to: Deal with nerves and form a plan to speak confidently Learn how to structure your speaking and talks to build rapport and impact an audience Top tips and approaches for speaking in a variety of public forms to a high standard Light lunch and networking after the training session.
View event detailsOnline CPD Event - Coaching Clients Through Economic Cycles
The Advice Value Proposition is changing & so are client expectations. Driven by regulatory/technological pressure & many other economic impacts, the adviser/client relationship has never been more important navigating clients through challenging times & coaching them to maintain discipline. Vanguard have long been a supporter of behavioral coaching and the value that this can add during the ever-uncertain economic cycles. With the rapid growth of the digital element, this human component/trust built up is a key differentiator of why clients would use adviser services. Angie Staunton will share Vanguard’s latest content and will help us focus on the things that matter to clients while encouraging us to think about how to better implement the coaching element of financial planning.
View event detailsWebinar: Rest, Recovery, Recharge - Ready for Productivity
The well-known phrase “I`ll sleep when I die” is old school. The number of hours worked DOES NOT correlate with performance. This session addresses the WHY, WHAT and HOW to rest, recover and recharge, so that you are ready to achieve!
View event details
Webinar: Building barriers to burnout and bridges to brilliance
Would you feed your Ferrari frogs? If the answer is a big fat “NO” then this course is for you. If you want to fuel your body for physical health, it is vital that you understand and apply the contents of this course.
View event details