Previous events

All previous events

Webinar - MO5 Insurance Law intensive revision part 2

  • Sat 15 Aug 9:30 am – 12:30 pm
    • Alan Chandler

These two webinars are aimed at anyone studying for MO5 wherever you are on your MO5 journey. The second revision webinar will look at the second half of the syllabus covering the main principles of insurance.

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Webinar - An overview of Motor Trade insurance and why rates will continue to increase.

  • Thu 13 Aug 1:00 pm – 2:00 pm
    • Alan Chandler

The presentation will provide an overview of the main covers for a Motor Trader and where brokers make mistakes when setting up covers.

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Webinar - MO5 Insurance Law intensive revision part 1

  • Sat 08 Aug 9:30 am – 12:30 pm
    • Alan Chandler

These two webinars are aimed at anyone studying for MO5 wherever you are on your MO5 journey. The first revision webinar will look at the first half of the syllabus, covering the UK legal system, the law of tort, contract and agency.

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CII Golfing Society - Summer Meet

  • Fri 17 Jul 10:00 am – 6:30 pm
  • Bamburgh Castle Golf Club

Meet at 10:00am First tee 10:45am Format 4 Ball Better Ball Stableford Bamburgh Castle Golf Club

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Webinar - Are you ‘working from home’ or ‘living at work’?

  • Tue 14 Jul 12:00 pm – 1:15 pm
    • Katharine Jones

Whether you are thinking about yourself or your team, the challenges arising from lockdown are real and affecting our motivation at work. This session will go through the current challenges of maintaining team performance when the team are working in their own homes rather than the office.

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Webinar - Humanising Communication and Increasing Client interaction in an automated world

  • Fri 10 Jul 10:00 am – 11:00 am

In a business landscape that is becoming increasingly automated and in which interaction with clients is becoming less, it is more important than ever to understand the importance of client “touchpoints” and how to make the most of them.

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Webinar - Application Fraud: The Forgotten Frontline Battle

  • Tue 07 Jul 10:00 am – 11:00 am

The latest ABI statistics relating to insurance fraud show a rise in application fraud and the number of detected incidents far outweigh fraudulent claims. Yet, when we talk as an industry about fraud, the focus is all too often on claims and curiously application fraud is somewhat overshadowed. All insurance professionals are on the frontline in the battle against this scourge.

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Webinar - How to set the correct property sums insured

  • Thu 02 Jul 12:00 pm – 1:00 pm
    • Alan Chandler

It is estimated that 90% 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 avoiding the under insurance trap. The webinar will look at what clients actually need to take into when settling Buildings, Contents and Stock sums insured.

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Webinar - FCA Test Case on Business Interruption Insurance

  • Tue 30 Jun 2:00 pm – 3:00 pm
    • Branko Bjelobaba FCII

This comprehensive and interactive one hour webinar will focus solely on the ground-breaking test case at the High Court.

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Webinar - The Art of Disagreement

  • Fri 26 Jun 9:30 am – 10:30 am

Disagreements are inevitable and they are often perceived in a negative light. However, through more honest and constructive conversations, a disagreement can be positive and even result in you retaining or winning new business.

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Webinar - Ghost Broking: The not so Phantom Menace

  • Tue 23 Jun 9:30 am – 10:30 am

Ghost broking is a growing problem in the insurance industry. Ghost brokers prey on customers and insurance companies. It is not just the young and vulnerable who are victims of ghost broking. High net worth clients are also targeted. By looking at real-life cases we will examine what ghost broking is, typical tactics used, detection methods and strategies to counter this menace.

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Webinar - The Rise of Errors and Omission Claims Against Brokers and why Broker Pi premiums are soaring

  • Mon 15 Jun 1:00 pm – 2:00 pm
    • Alan Chandler

Alan Chandler who is widely regarded as one of the leading trainers and presenters within the UK will provide a number of examples of how the tide of litigation is turning against insurance brokers and what they need to do to mitigate their E&O risks.

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Webinar - Examination Techniques

  • Thu 11 Jun 9:00 am – 12:00 pm
    • Alan Chandler

This 3 hour workshop will aid all those who are taking CII examinations. This interactive course will deal with how to impress the examiner, looking at the different examination terminology and what the examiner expects when they use key phrases. The workshop will explore a range of study techniques to see which ones are most appropriate for you as well as looking at how to time manage both in respect of revision and the actual exam.

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Webinar - FCA general insurance changes in response to Covid 19

  • Thu 04 Jun 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

This comprehensive and interactive one hour webinar will focus on the long list of updates to rules and guidance now finalised by the FCA for the general insurance sector (published 1 May 2020) and us a one-stop-shop for knowing what has to be done in a compliant and timely manner.

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Annual Quiz 2020

  • Thu 07 May 7:00 pm – 11:00 pm
  • Shearers Sports Bar & Lounge

Join us for our Annual Quiz!

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Annual General Meeting 2020 - virtual meeting

  • Mon 20 Apr 5:30 pm – 7:30 pm

Whilst the Constitution states that members need to attend the AGM in person, due to the exceptional circumstances we find ourselves in, we have had to take a pragmatic approach and adapt to the situation as best we can. Whilst we are aware of it being unconstitutional, this years’ AGM will be held virtually.

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Webinar - The Supreme Court on Vicarious Liability. Have We Reached the Final Destination?

  • Fri 17 Apr 10:00 am – 11:00 am
    • Jeff Heasman, Jeff Heasman, Training & Consulting

In recent years, the law relating to vicarious liability has been in constant motion. What did the Supreme Court say in the Barclays and Morrisons judgments and how will this impact employers and insurance companies? Have we finally got some certainty in this area of law? This thought-provoking webinar will look at both sides of the argument and assess how best employers and the insurance industry can adapt to these recent developments.

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AF5 - Financial Planning Process Revision Day- 17/04/2020

  • Fri 17 Apr 9:00 am – 4:30 pm
  • MHA Tait Walker
    • Anthony O’Neill

The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the April 2020 exam.

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Webinar - What to say and how to say it: communicating with customers in difficult and uncertain times

  • Thu 16 Apr 12:30 pm – 1:30 pm
    • Jeff Heasman, Jeff Heasman, Training & Consulting

The spread of COVID-19 has created difficult and uncertain times for customers and the insurance industry. This webinar will provide a strategy on how to communicate with customers in the current climate in a way that will reduce anxiety, provide clarity and keep the customer on board.

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R06 - Financial Planning Practice Revision Day- 16/04/2020

  • Thu 16 Apr 9:00 am – 4:30 pm
  • MHA Tait Walker
    • Anthony O’Neill

The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the April 2020 exam.

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