Previous events

This month

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 1 of 10, Tuesday 10th December 2024

  • Tue 10 Dec 10:00 am – 4:00 pm
  • Investec Wealth & Investment, Bournemouth

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 1: Wills/Intestacy & Introduction to Trusts

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Financial awareness – a plain English overview for all insurance staff

  • Wed 04 Dec 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

Understanding clients’ accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives, account handlers and underwriters will need to understand the main terminology.

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AF8 (Retirement Income Planning) Preparation Tester Event, Wednesday 4th December 2024 - online distance learning event

  • Wed 04 Dec 10:00 am – 4:00 pm
  • Online

The objective is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement. This session is recorded and a copy is sent out to all delegates.

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All previous events

Proximate Cause & Exclusions: the Court of Appeal provides further guidance

  • Tue 19 Nov 11:00 am – 12:00 pm
  • Online
    • Jeff Heasman, Insurance Upskill

In January 2023 the Court of Appeal delivered its judgment in the case of Brian Leighton (Garages) Ltd v Allianz Insurance Plc. The case provides further guidance as to what should be taken into account when considering scope of cover and especially proximate cause and exclusions. In this session, Jeff Heasman will examine the key aspects of the judgment and its impact on insureds and insurers.

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Effective Communication in the Hybrid World

  • Wed 13 Nov 10:30 am – 11:30 am
  • Online
    • Nick Thomas, Nick Thomas & Associates

Human beings evolved to communicate and interpret communication in a face-to-face environment. Away from in person interactions we lose the ability to fully interpret the communication of others. The current virtual environment of remote working and trading has only accentuated the need to develop impactful and tailored skills across different communication media if we want to succeed in the business world.

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Joint Learning and Development (CPD) Conference

  • Thu 17 Oct 8:45 am – 4:00 pm
  • Lingfield Park Resort

Our annual Learning and Development Conference takes place on Thursday 17 October and is once again hosted jointly by the Insurance Institute of Sussex and North Downs Insurance Institute. Delivering 5 hours of quality CPD, the event will be of interest to all general insurance professionals and will cover the following range of topics: artificial intelligence; brokers' professional indemnity insurance; modern marine risks; terrorism; cyber; emerging climate risks and opportunities

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A Guide to Understanding Policy Wordings

  • Thu 03 Oct 10:30 am – 11:30 am
  • Online
    • Alan Tickner, Nick Thomas & Associates

Recent litigation has demonstrated the importance of understanding the policy contract wording. This webinar explains how policy wordings are constructed and may be interpreted. It will address the following: • why understanding policy wordings matters • the structure, functions, and contents of an insurance contract, including the schedule • contract certainty • policy wording conventions • the legal background and the law governing policy wordings in UK • the meanings of warranties, conditions, representations, and exclusions

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The Power of Questions

  • Wed 25 Sep 10:30 am – 11:30 am
  • Online
    • Nick Thomas, Nick Thomas & Associates

‘The wise man doesn't give the right answers, he poses the right questions.’ (Claude Levi-Strauss) Asking the right questions of ourselves, as much as of others, is one of the keys to success in our business and personal lives. This virtual training programme helps us to understand why questions are so important and how powerful they can be in leading us to the outcomes we want to achieve. This type of learning is applicable at all levels across the insurance industry, whether in sales, negotiation, claims, underwriting, broking or simply working collaboratively in teams or meetings. The session will explore the following: • the limitations of language and using questions to recover lost information – ‘transderivational search’ • directing focus in ourselves and others • building awareness, accountability, and responsibility – psychological ownership and action • questions vs statements, giving vs seeking • building empathy and rapport • skilful questioning techniques in Sales and Client work – exploring SPIN sales questions

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Burning Questions - A CPD event with Networking Buffet

  • Wed 11 Sep 5:30 pm – 8:30 pm
  • The Birch Hotel
    • Anna Knight, Hawkins
    • Ian Major, Hawkins
    • Niralee Casson, Hawkins

Join us for our free CPD and networking evening at the Birch Hotel in Haywards Heath, We will be welcoming experts from Hawkins & Associates who will present on a multi-disciplinary fire investigation, from origin to recovery. This event will followed by a networking buffet. During the evening, - Anna Knight will share her expertise in fire investigation from the initial instruction, investigating the scene and identifying root cause; - Ian Major undertakes investigations into the cause and spread of fires and will discuss how the extent of fire damage is influenced by poor design or construction; and - Niralee Casson will discuss potential building defects and how she can ascertain where the responsibility lies and if there are prospects for recovery.

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Mastering Self-Confidence - a 1-2-1 Workshop

  • Mon 09 Sep – Thu 31 Oct
    • Lizzy Modi, Discover Beyond

Self-confidence is a real issue for many people of all ages and life stages, especially if they are returning to work after a career break, seeking employment after redundancy or consider themselves stuck in a rut and lacking the self-belief and impetus to move forward. Over two sessions, this free 1-2-1 coaching program will explore what is holding you back in the workplace and empower you to take proactive and lasting steps to address the situation.

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Visit to Lloyd's

  • Tue 16 Jul 3:00 pm – 4:15 pm
  • Lloyd's

Members of the Insurance Institute of Sussex are invited to join us for a one-hour visit to the internationally renowned Lloyd's building to provide an introduction to Lloyd's and how the Lloyd's market works. The visit has been arranged for us by Lloyd's and will include a tour of the building led by one of their expert guides. It will also feature a talk on the history of Lloyd's. the Lloyd's market and its operation, the structure of the market, how business is placed, globalisation and distribution regulation and Lloyd's in the world insurance market.

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Financial Stress & Mental Health

  • Wed 10 Jul 10:00 am – 11:00 am
  • Online
    • Jay Unwin, Mental Health in Business

Financial strain is recognised as being one of the key stress factors for adults, and it can be a major risk factor for poor mental health. It is not uncommon for people to neglect their mental health, specifically when they are experiencing financial stress. This can lead to significant problems in the long term and even worsen the existing financial stress. In this session, we will explore the relationship between financial stress and health - and attendees will leave with practical tools to help them combat financial stress, and stay well.

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Insurance Institute of Sussex Croquet Evening

  • Wed 03 Jul 5:30 pm – 9:00 pm
  • Sussex County Croquet Club

There is still time to book your place for this year's annual Croquet Tournament which will take place on Wednesday 3 July 2024 at the Sussex County Croquet Club, who will be our hosts for the evening. This is a great opportunity to enjoy a light-hearted, competitive game of croquet and network with other insurance and financial services professionals over a tasty ploughman's supper. The evening costs just £15 per person and is open to all members who may each bring one guest if they wish. No experience is necessary as full training will be given on the night, so book your places today and see if you can be the winner of our Centenary Trophy by mastering this seemingly gentle sport!

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UK healthcare liability insurance: 3 hot topics for 2024

  • Tue 25 Jun 11:00 am – 12:00 pm
  • Online
    • Will Marshall, Altea Insurance

In this casualty webinar, Will Marshall provides insurance professionals working with clients in the health and care sectors with insights into some of the key reforms and developments currently affecting these hugely important and rapidly evolving sectors. This presentation focuses on three specific areas where we are seeing particularly important changes: the new licensing scheme for aesthetic practitioners; the CQC’s new single assessment framework; and the clinical, legal and insurance implications of the continuing rapid growth of AI in healthcare.

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Men: It’s OK to Talk (and other ways to process difficult stuff)

  • Tue 11 Jun 11:00 am – 12:00 pm
  • Online
    • Jay Unwin, Mental Health in Business

Talking is good for us. We all know that and yet some of us find it hard to talk about how we feel, especially when we aren’t feeling good. This session is aimed at men and those who would like to support the men in their lives. The aim of the session is to shine a light on why some men find it difficult to open up, to explore ways to support men when they are struggling and to share some alternative ways to process difficult stuff, for those who really don’t like talking. In this interactive session, attendees will develop an understanding of some of the challenges facing men today and will take away some helpful ways to support men (or themselves) through difficult times.

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Burning Questions

  • Thu 23 May 5:30 pm – 8:30 pm
  • The Birch Hotel
    • Anna Knight, Hawkins
    • Ian Major, Hawkins
    • Niralee Casson, Hawkins

Join us for our Burning Questions CPD Panel Discussion, where we will be hosting an immersive timeline of a multi-disciplinary fire investigation, from origin to recovery. This face to face event will followed by a networking buffet and there will also be an opportunity to examine exhibits from cases that Hawkins have investigated previously. During the evening, - Anna Knight will share her expertise in fire investigation from the initial instruction, investigating the scene and identifying root cause; - Ian Major undertakes investigations into the cause and spread of fires and will discuss how the extent of fire damage is influenced by poor design or construction; and - Niralee Casson will discuss potential building defects and how she can ascertain where the responsibility lies and if there are prospects for recovery.

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Happiness at Work

  • Tue 21 May 10:00 am – 11:00 am
  • Online
    • Claire Russell, Mental Health in Business

Mental Health in Business believes that happiness at work should be a top priority for all organisations, big and small, national and international. That’s why they have developed this session, especially for the International Happiness at Work Week (23 – 27 September, 2024), the International Week of Happiness at Work.

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What causes a market cycle and are we heading into a soft market in 2024?

  • Tue 23 Apr 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This presentation, delivered by Alan Chandler, one of the UK industry's most popular presenters, looks at what causes market cycles in the insurance industry and what is likely to occur in 2024. Alan correctly called the hard market in 2020 and is now predicting 2024 will see a change in demand and supply, where insurers will have to start to fight more for business, with a resultant change in the way they operate. Whilst many people will not want to see the hard market end, history tells us it will - and not mentioning it will not stop a soft market from starting. This presentation will equip you for the change in the market which is on the way.

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Annual General Meeting 2024

  • Mon 22 Apr 6:00 pm – 6:30 pm
  • AMEX Stadium - Mansell McTaggart Lounge

We need you! To get down to our AGM... Your local institute council invites you to attend its 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. Our Annual General Meeting will be taking place both in person and remotely again this year. Please let us know you are joining us by booking your place today!

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Why underinsurance in home contents is so prevalent, and practical tips/tools to address it

  • Thu 18 Apr 11:00 am – 12:00 pm
  • Online
    • Rachel Doerr, Doerr Dallas Valuations

Underinsurance is a major issue in the industry – many reports suggest that around 2/3 of homes are underinsured. Unfortunately, the same is often true for the contents in those homes. Why is this, and what can insurers and brokers do about it? This webinar is for brokers and insurers who handle home contents insurance. It may also be of interest to insurers and brokers who insure significant assets such as art, silverware, trophies and wine for commercial customers (e.g. restaurants, hotels, charities, sports clubs, offices).

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Details of all of our planned events are shown above. Please click on the links for further information and online booking.

If you would like information about events being run by other local institutes, please click here to view the CII Events page or visit our neighbouring local institute websites for North Downs and Royal Tunbridge Wells.