Previous events

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,?

SME Cyber Risks

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

An outline of the types of risks to data that SMEs are exposed to. In particular we examine the different methods are used to take data from an organisation, with particular reference to small business. We then go on to examine the methods used within insurance to combat this both from a pro-active and a re-active perspective as well as how this will change with the introduction of European legislation this year. Finally, we will look at the barriers to sale of a cyber insurance policy and some good examples of questions that need to be asked of small businesses when they’re examining their insurance need.

Questioning & Information Gathering Techniques for Insurance Professionals - Jeff Heasman

• Tue 24 May 12:15 pm – 1:45 pm
• National Skills Academy, Norwich

Please note this lecture is 1.5 hours and will begin at the earlier time of 12:15pm. A light lunch will be served from 12:00 noon.

Young Professionals Cocktail Masterclass

• Thu 19 May – Wed 20 Apr
• Be at One

Insurance Institute of Norwich Young professionals Cocktail making event. Be at One- Thursday 19th May at 18:00 Free to CII members under 35 years of age.

Negativity in the Workplace - Impact, Challenges and Solutions

• Tue 12 Apr 12:30 pm – 1:45 pm

Donoghue v Stevenson – what the law textbooks didn’t tell you! by Jeff Heasman, The Pyramid Group

• Tue 15 Mar 12:30 pm – 2:00 pm
• National Skills Academy, Norwich

Donoghue v Stevenson – what the law textbooks didn't tell you!

Marine Insurance

• Tue 09 Feb – Mon 08 Feb
• National Skills Academy, Norwich

With over 80% of international trade, by volume and 70%, by value, requiring overseas carriage of goods by sea (according to UNCTAD), insurance is an essential global risk management tool for those involved in, or using the services of, the commercial maritime industry.

The Products and Benefits of Nobel Fire Suppression Systems in Relation to Risk Management

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

The presentation will demonstrate how risks can be modulated and protected with active fire suppression systems so that savings can be made on capital costs, fire damage, facility and plant downtime, coupled to reduced environmental impact.

Risk and Insurance within the Energy Industry by Max Oppenhein, Vice President, Marsh

• Tue 10 Nov 12:30 pm – 2:00 pm
• National Skills Academy, Norwich