Previous events
All previous events
Vulnerable Customers
Alan Chandler, Chartered Insurer, will look at how firms have been treating customers unfairly including some disturbing case studies. The presentation will include how the FCA defines vulnerable customers, the measures all firms are expected to put in place and how the requirements on all firms have changed to make sure the most vulnerable are protected going forward.
View event detailsFestive Quiz
Start the festivities early this year by joining our annual quiz night. Bring your friends, family and colleagues. All welcome. Teams of 5 £10, Teams of 10 £20. Buffet included. Don't miss out. Book your team place now!
View event detailsCOP26, ESG, Greenwashing and the bigger picture of social stewardship
This informal seminar is aimed at both PFS and CII general members, with an interest in ESG, Climate Change and Sustainability. Identifying, understanding, and managing risks are at the core of the insurance and financial service profession. All risks have various dimensions, but the environmental, social and governance (ESG) profile of a risk is a dimension that has only recently found its way into risk analysis in the industrial insurance segment.
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Utility extensions - a repeat of the pandemic expectation issues
The FCA Test case showcased the range of different perceptions about the scope of disease cover. There are residual issues that are likely to litigate but we broadly know where we stand on the core issues. But misunderstandings about business extensions are not limited to disease covers – in particular, utility failure cover is provided generally on two fundamentally different bases (with a hybrid variant for good measure), threatens aggregation over a wide area if there were to be an extensive power outage, and would inevitably reveal misunderstandings about the extent to which the loss of internet sales might or might not be covered. In the light of the above, this session will explore aspects of a power outage scenario and highlight the potential for further disputes mirroring that over covid-19.
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Managing Conflict
This session is designed for all employees, particularly those with customer service and customer care facing roles, and will cover techniques and approaches to manage conflict.
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M92 Revision Course - Business & Finance in Insurance
This M92 course is limited to 20 members and will be delivered over 2x three hour revision sessions which will cover all the main aspects of the CII diploma subject M92 business and finance module.
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MO5 Revision Course: Insurance Law
This MO5 remote course is limited to 20 members and will be delivered over 2 three hour revision sessions which will cover all the main aspects of the CII diploma subject MO5 insurance law module.
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How to Identify Potential Recoveries & Not Miss an Opportunity - a Legal Perspective
Whilst working within a busy insurance industry it is all too easy for a recovery to be missed, evidence disposed of and the opportunity to recover money for insurers to be lost. This webinar will explain the legal bases required in order to pursue a successful claim and what you need to look out for in order to identify whether there is a potential recovery.
View event detailsIntergenerational Planning for Tax & Trust Practitioners & Chartered Planners CANCELLED DUE TO LIMITED DEMAND
This workshop-based roundtable meeting is aimed at PFS/chartered members and for those with an interest in intergenerational planning for their clients. This will be the first of a series of peer-to-peer based workshops where we look as a group professional practitioners to raise collective knowledge and practical application for clients on a range of advanced planning areas . The format will a look through some real life case studies of various client scenario with an objective of having some consensus agreed solutions for different client scenarios.
View event detailsWomen’s Forum: Don’t be a passenger in your own career, take the driving seat
Do you pay attention to the opportunities around you? Do you ever feel discouraged to take a risk? Are you unsure of your career and what to do next? Do you seek change? Join Sandra Llewin for this insightful webinar to learn more about yourself and how to take the lead in your career.
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Cyber Security and Counter Fraud Controls
This webinar is aimed at SMEs within the financial services and insurance sectors looking to improve their own cyber security and counter fraud controls. It will also be of interest to individuals that manage cyber security policies and claims on behalf of their customers and clients.
View event detailsFCA Pricing Practices: Product Governance and Auto Renewals
Following member feedback, we are delighted to welcome back Jill Hambley, Insurance Compliance Services to provide two further updates on the FCA's Pricing Practices. This session will focus on the pricing requirements, but also concentrate on Product Governance, the changes taking effect from 1st October 2021 and what this means for manufacturers and distributors.
View event detailsFCA Pricing Practices: Pricing & Reporting
Following member feedback, we are delighted to welcome back Jill Hambley, Insurance Compliance Services to provide two further updates on the FCA's Pricing Practices. This session will focus on the Pricing Rules and associated reporting requirements, which are due to come into force from 1st January 2022.
View event detailsIF1 Revision Course - Insurance Legal and Regulatory
This interactive training course, delivered in two sessions, will provide an opportunity for participants to build their insurance knowledge and practice multiple choice questions. THIS COURSE IS FULLY BOOKED, PLEASE CONTACT julie.hicks@cii.co.uk if you wish to be added to a reserve list.
View event detailsGetting over your live video fear so that you can thrive on camera
There’s no denying it, live video is not going anywhere soon - It’s here to stay! If you’ve struggled to show up consistently on video from a marketing perspective, you are not alone and Live video, in particular, can be awkward, scary, and at times, a technical pain! In this strategy-packed session, you’ll discover tips and techniques to embrace video with a more personal, casual approach, while creating a stress-free, seamless experience that attracts your perfect audience.
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FCA New Rules for Pricing Practices
The FCA has released its Policy Statement and final rules on general insurance pricing practices. The FCA has largely implemented the policy as set out in its earlier Consultation Paper but has made some concessions around reporting and timings having received over 100 responses to the Consultation.
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Vacant Properties
In a vacant property any damage is likely to be exacerbated by the length of time it takes for the damage to be noticed and repaired. Covid-19 and the introduction of national lockdowns meant that 2020 saw a dramatic increase in the number of buildings being left vacant for an extended period, with little or no warning and time to prepare and has meant that de-commissioning of the building and services were not undertaken.
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Women's Forum: Julie Page, CEO Aon
Join us to hear and learn from Julie's professional journey - the challenges along the way, and how she faced and overcame them to become a leader in a male dominated industry.
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WEBINAR: Water Damage the Basics
This webinar, from Polygon, provides an introduction into water damage - the basics of the survey process, mitigation, moisture measurement and drying techniques.
View event detailsYPG WEBINAR: Developing Assertiveness
Aimed at young professionals or those new to the profession, this webinar provides hints and tips on developing your assertiveness in the workplace.
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