Previous events
All previous events
The “purpose of duty” and a major new approach to professional negligence claims from the Supreme Court
The “purpose of duty” and a major new approach to professional negligence claims from the Supreme Court
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Taking care of business - helping you to engage with your business protection clients
In this webinar, Adrian Bates of Royal London will demonstrate how to engage effectively with business owners on the subject of business protection. The content of this webinar is intended for those advisers new to the business protection market or who have had some experience in it but want to get more involved.
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Trade Credit Insurance - Helping Your Clients Protect Against Bad Debt
This session is an introduction to trade credit insurance and will include an overview of : • Who are CMR • What is Trade Credit Insurance • How does it work • Why is it important • What is required • The process • Policy Types • Benefits to CII members
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Personal lines – Endorsements, Conditions, Warranties and Policy Wordings and the Importance of Getting it Right
Personal lines – endorsements, conditions, warranties and policy wordings and the importance of getting it right. This webinar, delivered by Alan Chandler, one of the most popular presenters in the UK, takes a plain English view of how the law and the Financial Ombudsman Service interpret endorsements, conditions, warranties and policy wordings and why it is so important to get this right.
View event detailsIHT Planning using Business Property Relief
Steve Godfrey is an Executive BDM at Octopus Investments, the UK’s largest provider of investments that qualify for IHT relief. We will begin with an introduction to Business Property Relief - the legislation, how it has evolved, the risks and the benefits. We will then look a range of client planning opportunities using BPR, before covering off the different types of Octopus products and their the underlying investments. Aims and Objectives: 1. Understanding Business Property Relief (BPR). 2. Identifying clients who could benefit from BPR. 3. Understanding the various planning opportunities. 4. Exploring the underlying investments
View event detailsWhat are the challenges involved in historic buildings claims and how to respond?
In this IIL claims webinar, Chris Buesnel talked about the challenges in handling claims involving historic buildings and the practical matters to be considered. In this session the speaker drew on his experience to discuss practical issues that can be encountered when considering insurance of historic buildings and the specific requirements and challenges that can arise in the subsequent claim environment. By the end of this webinar members would have gained an insight into: - Understanding the protections in place associated with historic buildings including ancient monuments with reference to the statute law and resultant responsibilities that such properties attract - To understand factors that will need to be taken into consideration in the insurance of historic buildings - Specific considerations that arise when considering losses associated with historic buildings Places are limited (100) and will be allocated on a first come, first served basis. This webinar will be hosted on Microsoft Teams. Please familiarise yourself with their T&Cs and Privacy Statement.
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Virtual Generic study skills and exam techniques for CII exams
Virtual Generic study skills and exam techniques for CII exams This generic talk is suitable for both general insurance and financial planning professionals studying for their CII exams. Learning objectives: • How to study & prepare for the CII exams; • Short cuts to effective study & revision; • How to think like a CII Examiner; • Common mistakes made by candidates; • Preparing for remote invigilation. The lunchtime talk is for 60 minutes and will be delivered via Zoom. Please familiarise yourself with their terms and conditions. Presenter ACT One Training Services Ltd was established in 1998 ... ACT being an acronym referring to Alison Cooper Training. Alison is qualified to teach and focuses on active learning techniques for CII qualifications. Alison has over 30 years’ experience within the insurance industry. She is a past Senior CII Examiner and has achieved Fellowship (FCII) of the CII, the pinnacle CII designation and is currently a Vice President of the Insurance Institute of London (IIL). Alison is a CII education champion.
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Webinar on the insurance implications of Brexit
Webinar on the insurance implications of Brexit Despite dominating much of press coverage for many years, due to the occurrence of Covid-19 around the globe Brexit is now getting far less press coverage, and there is a danger the insurance industry has slipped into 2021 without fully considering the impact of Brexit. The UK have left the EU and there will be implications for insurance contracts. Whilst there is a chance of something being negotiated on financial services the FCA are preparing for all eventualities and so far the trade deal is largely around goods not services– so what will the future look like? This webinar, presented by Alan Chandler, one of the most popular presenters in the UK will run through a brief history of how the EU has changed insurance, before exploring how the insurance industry could change from January. There will be Implications for nearly all classes of business including motor insurance, travel insurance, commercial insurance and marine insurance which will be explored as well as exploring what will be the position on insurers who passported into the UK. Learning Outcomes Delegates will be able to: • Understand the history of how the EU has changed the insurance industry • Understand the potential implications of Brexit on insurance policies • Understand the potential implications of future passporting
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How becoming an Education Champion can bring rewards to you!
Presented by Darren Amos Dip PFS In this workshop Darren Amos will explain how the CII and PFS are bringing financial education into schools by recruiting suitably qualified advisers to deliver workshops to groups of students. You will learn about the various workshops that are being made available, and the benefits to you of engaging with the process. Learning outcomes You will learn about the skills training program that you will undergo in order to present the workshops and how it will help you to improve your own communication skills You will learn about the content of the 4 separate workshops, and how to explain this to younger, inexperienced students You will learn about our special interactive board game, played by large groups and how it links with your knowledge, presentation skills and technology About the speaker Darren works for a locally based IFA firm Anstee & Co. As an Independent Financial designer. He has a great deal of experience in both personal and corporate finance advice. In recent years he has focused on the Later life arena, including Pensions and Later life lending. After many years in the financial services industry he is now keen to pass on the knowledge and experience he has gained, to both his colleagues in the industry and to the wider public. Becoming an Education Champion is part of that commitment and he has already delivered these workshops to several schools, where they were very well received.
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The Three Wise Insurance Execs: an Insurance Christmas Story
This amusing and fun webinar will look at the magic of the Christmas story through the eyes of The Three Wise Insurance Execs, as they set out on their camels to reach The Lloyd´s Building in London, above which a guiding star shines brightly. The story will be narrated by Jeff Heasman, using specially commissioned artwork. 2020 has been challenging but this will be a story with an underlying message of positivity and hope! Just like the original Christmas story. So, let´s sign off our 2020 CPD programmes on a positive note with some serious learning but in a fun and amusing way … through the eyes of The Three Wise Insurance Execs in An Insurance Christmas Story. On: Tuesday 15 December at 12.30 - 13.30 Session Objectives: By the end of this webinar, participants will be able to identify key events over the past year, how the insurance industry has adapted and the positives of the past year. understand how these adaptations will influence the way we operate from 2020 onwards. implement a strategy to deal with sudden and unexpected change.
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Selling Commercial Insurance in a Hardening Market
Selling Commercial Insurance in a hard market by Max Eldred Capability Manager - Premium Credit Overview of Event Principally driven by the London insurance market but heavily influenced by global market conditions – the UK insurance landscape is currently undergoing a hard market cycle across the majority of insurance classes. The impact of a hardening market has a profound effect on both large and small businesses in the UK, especially when preparing for renewal. In this webinar we explore the best ways of keeping your clients in a difficult environment. Session Objectives: By the end of today’s market briefing, delegates will be able to: List a minimum of three characteristics that constitute to the hardening market; Demonstrate ways to communicate to their client’s specific personality type; Present a finance package to their brokers, highlighting the benefits that this can have for their client.
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Hot work fire
A review of hot work fires. The session will consider what hot work is, how and why fires arise from hot work, the policy position including hot work warranties, hot work permits, preventitive and risk mitigation options as well as illustrations as to the devastating consequences when things go wrong Session Objectives: Those attending this webinar will gain an understanding as to What comprises hot work What are the risks of hot work Recommended prevention methods Hot work permits and their effectivness Hot work policy warranties Third Party recoveries involving hot work fires
View event detailsFacilitating and contributing to conference calls and meetings (1)
Conference calls and virtual meetings are now the norm. It is an opportunity for individuals to raise their credibility by facilitating and managing meeting effectively, as well as contributing in an impactful way. We all have experiences of conference calls that haven’t been run well or efficiently. We can change this!
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Taking Care of Mental Health During The Pandemic
In this session Claire will be looking at how some of the issues that have arisen out of the pandemic, that are affecting our individual and collective mental health. She will be providing some guidance on self-care during this time and how we can begin preparing mentally and emotionally for a transition back in to the workplace as restrictions lift further. Session Objectives: • To understand where we are now with regard to Mental Health in the workplace • To understand what we mean by mental health • To understand the mental health impact of a transition back in to the workplace • To learn about self-care practices
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Inheritance Tax Planning and Estate Planning
Martin Perrett from Blackfinch Investments will be providing a 45 minute CPD qualifying presentation on Inheritance Tax Planning and Estate Planning over a lunch time webinar session on Tuesday 21st July 2020. Learning Outcomes • Look at the current IHT position in the United Kingdom including the Residence Nil Rate Band • Compare the current IHT solutions available on the market • Look at the main rules relating to Business Relief • Know the main risks associated with investing in tax efficient products • Review the main suitability considerations for clients wishing to use tax efficient investments
View event detailsDirectors and Officers insurance in a plain English nutshell - a must for all in General insurance
Alan Chandler will briefly explain the history and how the D&O market place is changing, including the fact that many more directors are being sued individually and also the fact that the amount of HSE prosecutions have trebled against individual directors since 2015. This is no longer a cover that ANY director can ignore, and ironically if a director refuses D&O without consulting their fellow directors they have massively increased their own personal D&O exposure! Too many brokers are saying to their clients that the maximum limit a company should set for D&O is the sum total of all the directors personal assets - this is wrong and will lead to a PI claim against that broker! Alan runs his own training and consultancy business, so does not come with any agenda for promoting a specific insurer's wording. This presentation will be focusing on how to make it easy to understand the main purpose of this valuable cover.
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SIPP, SSAS and Commercial Property Purchase
The presentation looks at the differences between SIPP and SSAS and goes in to more detail in looking at some of the main features of SSAS, including the loanback facility. It also examines the pros and cons of commercial property purchase in a SIPP/ SSAS and some of the main points to consider when looking at this.
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The Perfect Storm - how capacity is disappearing fast from the UK insurance market
This presentation entitled the Perfect Storm, will be exploring why capacity is draining out of the UK insurance market and why we are moving into a very hard market where niche covers will be difficult to place. It is difficult to imagine a worse start to a year for the UK insurance market than 2020, and the problem is that the market was already in all sorts of trouble coming into 2020 !! The presentation will be delivered by Alan Chandler who is one of the most popular presenters in the UK insurance market. Alan will explore how Solvency II, the recent stock market crash,Ogden, Soft rating , Floods and now Bi and Covid-19 have all combined to create the perfect storm and how rates will have to significantly increase with many high risk businesses facing the prospect of getting no alternative quotes.
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