Events
Previous events
Enabling Personal Success - One day in person workshop
Join us for the 'Enabling Personal Success' workshop, aimed at providing key personal development elements to set you up for success. The workshop is delivered by No. 1 Best Selling Co-Author of Determined to Rise and Leadership Coach & NLP Trainer at Enabling Wings, Caroline Martin.
This session has been delivered several times for local institutes with fantastic feedback as below and the Aberdeen institute are delighted to be able to provide this at a subsidised cost to members.
This session is suitable for all levels of development and suitable for both PFS and Insurance CII Members.
Thu 25 Apr 9:00 am – 5:00 pm
Caroline Martin, Enabling Wings
Commercial Property Inflation and Setting Correct Sums Insured
How to set correct property, stock and contents sums insured in a high inflation world.
It is estimated that at least 60% 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 avoid the under-insurance trap. Under insurance has been made considerably worse now that we are seeing UK inflation go into double digits, and this is something all insurance staff need to be aware of.
The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients actually need to take into account when settling Buildings, Contents and Stock sums insured. Alan will explore why under insurance is so common, the effects of under insurance for the client, and why the current environment of high inflation, leading to significant under insurance, is an increasing cause of Professional Indemnity claims against brokers. Unfortunately, high inflation is likely to be with us through most of 2024 due to continuing challenging global events, and clients need to make sure they get their sums insured right because they will get checked by loss adjusters in the event of a claim.
One of the problems is that the figures on the client’s balance sheet are not the same as those required for insurance purposes and Alan will point out the differences so that clients can be warned.
Thu 11 Apr 12:00 pm – 1:00 pm
Alan Chandler,
Annual General Meeting 2024
We need you! To get down to our AGM...
Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year.
If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved.
Book your place today.
Tue 19 Mar 4:00 pm – 5:00 pm
Aviva Insurance
WEBINAR: Leading sales conversations – uncovering client needs
This insightful webinar looks at the key factors required to be effective and impactful in our conversations with both prospects and clients, how we can uncover their needs, whilst balancing this with building the case for action, and establishing ourselves as a solution provider.
Finally, we examine the challenges of having these conversations in a virtual environment, and how we need to adapt to succeed.
Thu 14 Mar 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas + Associates
WEBINAR: The Five key Habits of a Trusted Advisor
Trust is at the centre of the client/advisor relationship in financial services. But how is trust built and maintained? What are the different levels of trust? What are the 5 key habits you need to practise to ensure someone views you as a trusted advisor?
In this session, relying on parts of his doctoral research into the concept of trust in financial services, Jeff Heasman will explore the building blocks of trust in client/advisor relationships and explore 5 key areas that is important to focus on in our relationships to ensure that our clients see us not just as any other advisor but rather as a trusted advisor.
Thu 08 Feb 11:00 am – 12:00 pm
Jeff Heasman, Insurance Upskill
WEBINAR: Behavioural Biases in the Insurance Customer Journey
This FCA stated in the Final Guidance to the new Consumer Duty that firms need to take account of how customers “transact in the real world”. Therefore, being able to identify and handle customer´s behavioural biases, as well as our own behavioural biases and biases embedded in product design and marketing, is key to avoiding potential customer harm.
The FCA has also placed group think bias at the heart of their consultation on diversity and inclusion. But what is this and can it impact how financial advisers provide services to their clients?
This 1 hour webinar will introduce you to the most common, though often difficult to spot, behavioural biases that can be encountered throughout the customer journey in insurance, from product design to claims settlement, as well as tips on how to handle them to avoid customer harm.
Tue 16 Jan 12:30 pm – 1:30 pm
Jeff Heasman, Insurance Upskill