Previous events

All previous events

(PFS) Online Revision RO1 - Two Day Course - Q1

  • Fri 03 Mar – Mon 06 Mar

The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

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Council meeting - March

  • Thu 02 Mar 6:00 pm – 8:00 pm
  • Freeths

Nottingham Insurance Institute Council meeting. If you are not a member of council and would like to attend, please contact our secretary to obtain more information and reserve your place. olivia.whiteley@russellscanlan.com

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General Knowledge Quiz 2023

  • Thu 23 Feb 5:30 pm – 9:00 pm
  • Bread & Bitter

BOOK YOUR PLACE NOW! We will be returning to face to face socials for our quiz night as will our quiz master Graham Chambers who has agreed to come out of retirement for this event. Entry is £10 per team member including entry in to the quiz, and includes food. Teams are a strict maximum of 4 members. We look forwards to seeing you!

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The Consumer Duty Toolkit

  • Thu 09 Feb 9:30 am – 2:00 pm
  • Nottingham Playhouse
    • Jeff Heasman, Insurance Upskill

DON'T MISS OUT ON THIS NEW KEY OUTCOME BASED REQUIREMENT OF THE FCA Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important. During this session, you will learn skills based around: ➢ working in an outcomes-based regulatory environment ➢ communicating in a way that aids accessibility and understanding ➢ checking understanding to facilitate informed decision-making ➢ recognising and handling behavioral biases throughout the customer journey ➢ recognising and dealing with vulnerable customers The session is interactive and includes exercises and simulations that will help you practice the skills learnt and how to evidence outcomes. It is aimed at those working within the UK insurance and financial services industry. Duration - 3 hours

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Annual Dinner 2023 - BOOK NOW

  • Fri 20 Jan 6:30 pm – 1:00 am
  • Crowne Plaza - Nottingham

We're back!!! We are delighted to announce the return of The Nottingham Insurance Institutes Annual Dinner which will take place on Friday 20th January 2023. Dust off those DJ's and posh frocks, its time to come together again to celebrate the local Insurance Industry.

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Regulation webinar - FCA GI Consumer Duty & Update

  • Tue 13 Dec 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

The FCA want to see a higher level of consumer protection where firms compete vigorously in the interests of consumers and they wish to drive a healthy and successful financial services system in which firms can thrive and consumers can make informed choices about financial products and services. They consider that firms are not consistently and sufficiently prioritising good consumer outcomes and this causes consumer harm and erodes consumer trust. With final rules published on 27 July 2022 this talk will update you as to what now will be needed over the next 12 months. This General Insurance focused session will also include an update on Product Value Assessments that had to be completed by 30 September (note the FCA have criticised insurers for their lack of progress with this) and have given brokers an extension of 90 days so as to prevent customer harm. Both brokers and insurers have an important role to play and this session will ensure you understand what it is you have to do and what changes need to happen in year two of the process to ensure it all gets done. We will also cover the current position on multi-occupancy insurances following intervention by the government (very much part of the product governance/value assessments) and an update on the FCA’s work on Appointed Representatives

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ACII FastTrack Programme - Register Your Interest

  • Thu 01 Dec – Thu 01 Dec

As an institute we are continually reviewing the needs of our members and over recent months we have been approached by some to inquire if we are considering running a Fast Track ACII programme as we did the Dip programme back in 2020. Before we can make a final decision on this we would like to hear from our members if this is something that would be of interest as we would need a minimum number of people to make this cost effective. The sessions would likely be run by webinar over an 18 month period covering 5 topics and would include tuition and guidance. The cost of the text books etc. would need to be met by the student or their employer and we would ask you to sign up to complete the whole course. You will need to be DIP CII qualified (or very nearly) to undertake the programme. If you have already started down the ACII track, you may still be able to join the programme - please email joanne.marriott@russellscanlan.com with details of what you have completed etc. for consideration if we go ahead with the course. If you think this is something you would be interested in, please let us know by clicking the Book Now button and registering your interest by the 1st December. Thank you

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Retaining Clients and adding value

  • Wed 30 Nov 2:00 pm – 3:00 pm
    • Max Eldred, Premium Credit Ltd

With it costing 5 times more to win a new client than keep an existing client, retaining and upselling has never been such a key focus as it is now, with tough market and economic conditions. This 1-hour course is a great way to learn some new skills and improve existing skills within the sales process, identifying and contacting key clients to cross / upsell products and increase your chances of retaining your clients year-on-year. With Product Value & Consumer Duty now in play, this webinar is an ideal refresher to help with your customers journey.

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Council Meeting - November

  • Tue 22 Nov 6:00 pm – 8:00 pm
  • Freeths

Nottingham Insurance Institute Council meeting. If you are not a member of council and would like to attend, please contact our secretary to obtain more information and reserve your place. olivia.whiteley@russellscanlan.com

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WEBINAR: An Introduction to Blockchain and Cryptocurrency and the impact on Insurance

  • Wed 09 Nov 12:00 pm – 1:00 pm
    • Gary Nuttall

Blockchain, Distributed Ledger Technology, Bitcoin and cryptocurrencies in general keep appearing in the news. Whether it’s about ransomware, the dark web, money laundering or fraud, it tends to have only bad stories written about it. There’s also a lot of hype too as Bitcoin keeps going up in price, “DeFi” is the next big thing and Non-Fungible Tokens (NFT’s) are the latest craze. The digital artist known as Beeple recently raised $69 Million from the auction of an NFT. The technology is full of buzzwords which makes it difficult to appreciate that it does offer some radical alternatives to how businesses operate and could have a transformative effect – particularly in insurance. The session is intended for those who wish to gain an understanding of blockchain core concepts, use cases and relevance to insurance. It is designed to be business, rather than technical, focused and no prior knowledge of Blockchain is required.

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(PFS) Online Revision R04 - Two Day Course - (Qtr4)

  • Fri 04 Nov – Mon 07 Nov

The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

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(PFS) Online Revision R03 - Two Day Course - (Qtr4)

  • Fri 21 Oct – Mon 24 Oct

The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

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(PFS) Online Revision R02 - Two Day Course - (Qtr4)

  • Fri 07 Oct – Mon 10 Oct

The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

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Inflation and the business insurance considerations

  • Thu 06 Oct 1:15 pm – 2:15 pm
    • Nick Thomas & Associates

This session on inflation considers what affect increasing inflation has on business insurance – what clauses and cover issues brokers and insurers need to consider for various classes of cover

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An Evening of Celebration - Nottingham Castle (Free to NII Members)

  • Fri 23 Sep 6:00 pm – 9:00 pm

This year we’re doing something a little different and are excited to invite you to come join us at Nottingham Castle on Friday 23rd for our Evening of Celebration. We want to show our appreciation for the support the NII members have shown us, and each other, since lock down began in March 2020, to celebrate coming back together and to recognise our members who despite such challenging times have succeeded in achieving their Dip CII, ACII or FCII. We think there’s a lot to celebrate and we hope you do too. As our way of thanking all the Nottingham Insurance Institute members, we are delighted to offer this event free of charge to you (our NII members) – simply enter your CII membership number during the booking process. For the first time ever we are also delighted to extend the invitation for you to bring along an additional guest (partners, friends, family etc.) so that they too can share in the History of the Castle and see what a fantastic group the local insurance industry is. There will be a nominal charge of £15 for any guests &/or any non NII members. A huge thank you to our Event Sponsor, Russell Scanlan Ltd & Exam Awards Sponsor - Lorega Ltd

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(PFS) Online Revision R01 - Two Day Course - (Qtr4)

  • Fri 23 Sep – Mon 26 Sep

The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

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Combining CPD with wine tasting - what could be better?

  • Wed 17 Aug 5:30 pm – 7:30 pm
  • Nottingham Playhouse
    • Jeff Heasman

4 LAST MINUTE SPACES AVAILABLE DUE TO CANCELLATION Combining CPD with wine tasting - what could be better? Are you ready to get back to face to face CPD events? Enjoy the odd glass of wine? Then join us at The Nottingham Playhouse for something guaranteed to be a little different. Through tasting five different Spanish wines, each with a unique character, this fun & unique session will relate these characteristics to the five essential characteristics of a good communicator, from preparation through to the execution of a message, and you still get a CPD certificate! Limited availability so book now to avoid disappointment! The event will be free to our members.

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(PFS) Online Revision R04 - Two Day Course - (Qtr3)

  • Fri 22 Jul – Mon 25 Jul

The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

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Council Meeting - July

  • Tue 19 Jul 6:00 pm – 8:00 pm
  • Freeths

Nottingham Insurance Institute Council meeting. If you are not a member of council and would like to attend, please contact our secretary to obtain more information and reserve your place. olivia.whiteley@russellscanlan.com

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(PFS) Online Revision R03 - Two Day Course - (Qtr3)

  • Fri 15 Jul – Mon 18 Jul

The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

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