Previous events

City Centre Walking Treasure Hunt (How Observant are you?)

• Thu 29 Jun – Fri 30 Jun
• St Andrews Brew House

Join us for our walking city centre treasure hunt. Starting at St Andrews Brew House and making your way back for a buffet at the end of the evening. Teams of 2-6 £10.00 per person.

Psychology of Leadership

• Tue 13 Jun 12:30 pm – 1:45 pm
• National Skills Academy, Norwich

Based on Transactional Analysis developed by Psychologist Eric Berne, this keynote session gives detailed insight into how to use different influencing styles, leadership styles, engagement methods, communication channels, recognition of needs, motivational drivers to deliver change, motivate others and embed teams. 'This is the best course I have ever been on. I thoroughly encourage all managers & leaders to go on this course as I learnt more in one day than I have done in the last 20 years in management with how to deal with people. I cannot recommend how good Clayton was at his delivery and understanding’ - Stephen Proctor, Senior Manager

Driverless Cars

• Tue 09 May 12:30 pm – 1:45 pm
• National Skills Academy, Norwich

The session will cover the Government backed consortia, look at the ongoing government consultation and how it may impact the regulatory timetable, and the wider implications of European restrictions / opportunities. Data will be a key area going forward and we will look at the issues in that regard, together with the wider work carried out by Thatcham and the ABI ADIG (Autonomous Driving Group). It will also look at the potential impact on insurance risks and products in a future of connected and autonomous vehicles, and speculate as to how quickly we will see these vehicles on UK roads. There will be a brief overview of the implications for the commercial vehicle space (it’s not just cars!) and particularly the UK haulage industry.

Quiz 'n' Chips Night

• Thu 20 Apr 7:30 pm – 10:00 pm

This is a General Knowledge Quiz - teams of 4 to 8 people, competing for the Cathy Woodbine Trophy. Tickets are £10.00 to include a Chicken or Fish & Chip Supper - please bring your own condiments, drinks, cups & cutlery etc! A vegetarian option is also available. We will be holding our usual charity raffle in aid of the Insurance Charities and our local charity. All welcome Bring your friends and family!

Insurance Institute of Norwich- Annual General Meeting

• Tue 11 Apr 5:30 pm – 6:30 pm
• Marsh Ltd.

Annual General meeting to elect council officers for the presidential year 2017/2018

Renewable Energy

• Tue 11 Apr 12:30 pm – 1:45 pm
• National Skills Academy, Norwich

Renewable Energy by Daniel Maskell, HSB Engineering By attending this event, delegates will be able to identify: The various technology types How they work Potential issues and common points of failures Loss examples and Government incentives

Young Professionals Networking Event

• Thu 30 Mar – Fri 31 Mar
• St Andrews Brew House

Join us on the Thursday 30th March 2017 for our Young Professionals Networking Event, a great chance to meet with peers from the insurance industry. We are hosting a beer tasting event at St Andrews Brew House at 18:00 - 24:00. There will be light nibbles throughout the evening.

Budget Update

• Tue 14 Mar 12:30 pm – 1:45 pm
• National Skills Academy, Norwich

An Update on the new Budget. The learning objectives for this session: · To provide attendees with a good understanding of the tax changes announced in the Budget. · To give specific examples of the impact of any major tax changes announced in the Budget, and how they may affect certain business sectors. · To offer a view on the impact of the Budget to the local business community. · To update attendees on other topical tax changes that are due to take effect from April 2017.

CII Mixed Assessments

• Thu 23 Feb 9:30 am – 10:30 am
• National Skills Academy, Norwich

The new focus for the CII General Insurance Diploma units. Key points to be covered: • CII study resources & Revisionmate; • Short cuts to effective study & revision; • Multiple choice questions & multiple response; • Coursework – what does it entail? • How course work differs from written exams. Alison Cooper FCII is an independent training specialist, with over 20 years experience within the insurance industry. Alison has an enthusiasm for delivering insurance subjects, which is reflected in the successful pass rates achieved by many of her delegates sitting the CII exams. This seminar is designed to focus on Mixed Assessment, the new approach by the CII for Diploma units. With recent experience as a Marker, Alison will highlight key points to consider.

Getting to grips with the Residence Nil Rate Band (RNRB)

• Tue 14 Feb – Mon 13 Feb
• National Skills Academy, Norwich

We are now two months away from the introduction of the new Residence Nil Rate Band (RNRB). Despite considerable criticism regarding the complexity of the rules and eligibility criteria, a last minute U turn appears unlikely. In order to support your knowledge in this area, we are very pleased to invite you to a workshop focused specifically on the Residence Nil Rate Band. The workshop is aimed at all practitioners who advise on Inheritance Tax matters. This workshop will include worked examples and case studies to provide you with an understanding of the following: Description: Description: Description: * The definitions of “Qualifying Residential Interest” and “Closely Inherited” Description: Description: Description: * The transferability rules for spouses and civil partners Description: Description: Description: * The impact of the Taper Threshold and planning considerations Description: Description: Description: * Downsizing / disposal rules Description: Description: Description: * Impact on IHT planning with the main residence * Will & Trust Issues The workshop will be delivered by Sam Jermy APFC IMC.

Estate administration – What’s involved and the opportunity for financial advisers

• Tue 10 Jan 9:00 am – 10:30 am
• National Skills Academy, Norwich

Estate administration can be a complex legal process, particularly for clients with a portfolio of assets and investments. This hour long seminar will explain the various stages of the estate administration process, the legal and tax work involved and the typical timescales. The session will also explore the commercial opportunities that estate administration poses for financial advisers from a business development and asset retention perspective.

Trusts and their use in Estate Planning

• Tue 13 Dec 9:00 am – 10:00 am
• National Skills Academy, Norwich

This hour long seminar will explain the key role that trusts can play in the estate planning process. It will outline the risks and benefits of using them and will explore the different types available, how they work and the impact of them being used incorrectly. We will also consider their impact on the estate administration process after death.

The FOS: a kangaroo court or free and fair access to justice?

• Tue 15 Nov – Mon 14 Nov
• National Skills Academy, Norwich

This lecture is split into three parts as follows: 1) Trends, themes and statistics- speaker: Claire Loveday 2) Examples: Bad law and inconsistent decisions- speaker: Matthew Wilson 3) Advice for managing claims- speaker: Sue Surridge Learning Objectives: Increase awareness of FOS complaints trends. Increase awareness of the importance of handling complaints correctly. An understanding of Treating Customers Fairly An update on recent case law and the availability of information to assist and inform complaints handling.

Quiz 'n' Chip Night

• Thu 03 Nov 7:30 pm – 10:00 pm
• City of Norwich School

This is a General Knowledge Quiz - teams of 4 to 8 people, competing for the Cathy Woodbine Trophy. Tickets are £10.00 to include a Chicken or Fish & Chip Supper - please bring your own condiments, drinks, cups & cutlery etc! A vegetarian option is also available. We will be holding our usual charity raffle in aid of the Insurance Charities and our local charity 'About with Friends'. All welcome Bring your friends and family!

What is Negligence anyway?

• Tue 11 Oct 12:30 pm – 1:45 pm
• National Skills Academy, Norwich

Most professionals would have some understanding of the term “negligence” but what does it actually mean? When has the court found in favour of the claimant and when has it not? Is there really a compensation culture and are there any steps you can take to protect yourself from spurious claims?

Annual Dinner

• Fri 07 Oct 6:30 pm – 11:30 pm
• Sprowston Manor Hotel, Norwich

Insurance Institute of Norwich Annual Meal

Insurance Institute of Norwich Annual Meal

• Fri 07 Oct – Sat 08 Oct

Study & Exam Techniques

• Wed 14 Sep 9:30 am – 11:00 am
• National Skills Academy, Norwich

This session is suitable for CII and PFS exams and will cover: how to study and prepare for the CII/PFS exams short cuts to effective study and revision how to think like a CII examiner common mistakes by candidates Coffee and pastries will be available at 9am with the hour long workshop commencing at 9.30 am.

Insurance Act

• Tue 13 Sep – Mon 12 Sep
• National Skills Academy, Norwich

A discussion of the key provisions of the Insurance Act and how these impact on risks faced by brokers and insurers. Learning points include the following: · A refresher on the key changes introduced by the Insurance Act 2015. · Information about impending changes to insurance law found in the Enterprise Act 2016. · Practical worked examples on how the Insurance Act applies.

Inheritance Tax

• Tue 12 Jul 12:30 pm – 1:45 pm
• National Skills Academy, Norwich

We will demystify the rules of the Finance (No 2) Act 2015 which introduced the residence nil rate band which, if satisfied, enables individuals to pass an additional £175,000 to the next generation tax free. Delegates will be taken through worked examples to see how the legislation applies. Particularly tricky areas such as the downsizing provisions and taper relief will be considered. Learning outcomes: Delegates will be equip with knowledge of the RNRB to enable them to have meaningful conversations with clients about tax planning using the RNRB. Finally, the seminar will highlight the practical points delegates should bear in mind when giving tax planning advice using the RNRB. What lifetime planning can clients do now to secure the relief? On death, how can clients ensure their estate will qualify for the relief,?