Previous events
This month
December 10 webinar Alan Chandler Business Interruption
One of the most important judgements in recent times relating to BI insurance was made in the Infinity Reliance case, and brokers who fail to change their proceedings risk large PI claims against them going forward. This case has shown brokers are very exposed to the following three areas: If indemnity wordings are used rather than declaration linked. Any broker guidance note must reflect the actual policy wording. AICOW must be discussed when there are unusual exposures. Average was applied by Aviva to the BI claim following a large loss, and the broker was held liable for most of the shortfall, which was nearly £3m, due to their failure on the above three points.
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November 26 Nick Thomas Building rapport in the hybrid world
Good rapport is essential in both our business and personal lives. But how do we build rapport when we lack real face to face interaction? What are the challenges to building rapport in the virtual world, and how do we adjust to mitigate these challenges and to grasp the opportunities?
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Pool Tournament Thursday 14 November 2024
Our Pool Tournament is back for 2024 on Thursday 14 November. Email Simon Allman simona@rawlinsinsurance.co.uk to book your place.
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Quiz at The Crow's Nest
One of our Council members, Kate Barnard, has a small pub in Newcastle and is organising a quiz for us. Snacks will be provided. Numbers are limited so get your place booked as quick as you can.
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October 22 2024 webinar Phil Payandee Puma Investments
During this session we will look at why Inheritance Tax is becoming a growing issue for a number of clients, and how Business Relief can complement existing options to mitigate IHT. We will take an in depth look at how Puma can provide one of the most liquid Business Relief plans whilst providing one of the most consistent returning products over the last 10 years, and the main types of client profiles they see utilising Business Relief.
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CPD & Networking Event
Essential skills and networking for financial planners and general insurance professionals. Complimentary lunch included. Click through to access the booking link.
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Annual Dinner 13 September 2024
Our Annual Dinner will be held on Friday, 13th September 2024 at Doubletree by Hilton Hotel, Festival Park, Stoke on Trent (formerly known as Moat House Hotel). This year’s dinner will again follow the traditional format including a 3 course meal followed by our President's Address, Guest Speaker - Ian Callaghan, President of The Chartered Insurance Institute, Young Achiever Award and Disco. Dress code is black tie and evening dress.
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Webinar Tuesday 10 September - FCA focus on culture and behaviour in General Insurance
Hopefully you are enjoying some Summer weather. Thinking ahead to our new Syllabus season our first webinar will be on Tuesday 10 September.
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Darts Competition 8 August 2024
A Darts competiton has been arranged for Thursday 8 August, start time 6.30pm. Entry cost is £5.00 per person and the venue is The Pioneer Bar, Chetwynd Street, Smallthorne, Stoke-on-Trent ST6 1PP. There will be Singles and Doubles competitions. Please contact Simon Allman simona@rawlinsinsurance.co.uk to book your place
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Young Achiever of the Year Award 2024
We are pleased to announce that the President's Young Achiever of the Year Award 2024 is now open for nominations/applications. Do you have someone in your organisation who could follow in the footsteps of our 2023 winner, Dan Bassett? The award is to publicly recognise and celebrate outstanding achievements of young professionals in the local insurance and financial services market. Please click on the heading above for entry, judging criteria and the nomination form. Completed nomination/application forms should be emailed to stokeontrentinstitute@cii.co.uk Finalists selected by the panel will be invited to attend the Institute’s Annual Dinner as a guest of the institute. On the night the President will present two awards; the Highly commended finalist with their £75 prize and the Young Achiever overall winner with their £200 prize and trophy. The closing date for entries is Friday 19th July 2024 Good luck! Nola Craig, Education Secretary, The Insurance Institute of Stoke-on-Trent
View event detailsMay 8 Face to Face with Katie Beardmore
We're getting FACE-TO-FACE. Join us for a buffet lunch,networking, and this presentation by Katie May Beardmore. Katie will take you through lots of different ways you can easily, and within all budgets, bring Well-being Initiatives into your business to elevate your culture and improve productivity.
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Annual General Meeting webinar 23 April 2024
We need you! To attend our AGM on Zoom... Your local institute council invites you to attend, on Zoom, 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.
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Professional Indemnity webinar - Wednesday 6 March 2024
Our March webinar is on the topic of Professional Indemnity Insurance. This session will provide an outline of professional indemnity insurance cover and market issues. How professional liability arises • Professional indemnity policy • claims made considerations • specialist policies • Market issues
View event details2024 Snooker Tournament
Our annual Snooker tournament is arranged for the evening of Wednesday 28 February. Gather together a few of your mates (they don't have to be CII members) and compete for bragging rights. Entrance fee is £5 per person. Meet at the Plaza in King Street, Fenton ST4 3NA at 17.45 for 18.00hours start. Email Simon Allman (simona@rawlinsinsurance.co.uk) to book your place. Booking through the website is not available.
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Jargon Buster Webinar - Demystifying Investments
Following on from discussions with your financial advisor and decisions made on how to save, in pensions, ISAs and other vehicles, what actually happens to the money you place in these products? Pacific Asset Management will be demystifying all of the jargon surrounding investments and how investments are chosen and managed.
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Criminal Minds - Cyber Security Principles
A “general” cyber security presentation on the main pillars of passwords and accounts, to back up , resilience etc. Three parts, Education, Exercise, Message– 1 hour session.
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12 December 2023 webinar The Three Wise Insurance Execs
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 from a small village in Wales 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. 2023 has been another year of change and there have been many challenges, 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 2023 CPD programmes on a positive note with some serious learning but in a fun and amusing way … 2023 and the future through the eyes of The Three Wise Insurance Execs in An Insurance Christmas Story.
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30 November 2023 Emerging Risks webinar
This session on Emerging Risks looks at some of the issues that are changing the insurance industry – in terms of ways of working, and new insurance solutions being developed. Content and Learning · Use of AI - Implications for insurers - Use of AI by insurers · Autonomous vehicles - Insurance implications · ESG issues - Climate Change – new insurance solutions, reporting and mitigation - Well-being – employees, diversity - Social responsibility - Geo-political issues – effect on insurance
View event detailsManaging Stress & Avoiding Burnout
During this 1-hour webinar, participants will learn about the effects of stress, how to manage stress, the link between burnout and mental health and how to avoid burnout. The session is a mix of slides and interactive discussions designed to ensure effective learning in a short timeframe within an online environment.
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2023 Annual Dinner Friday 15 September 2023
SOLD OUT Our Annual Dinner will be held on Friday, 15th September 2023 at Double Tree by Hilton, Festival Park, Stoke on Trent (formerly known as Moat House Hotel). This year’s dinner will be in the traditional format, including a 3 course meal followed by our President's Address, Guest Speakers, Young Achiever Award and Disco.
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