Previous events

All previous events

R06 Financial Planning Practice April 2024

  • Tue 16 Apr 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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Quiz Evening

  • Thu 21 Mar 5:30 pm – 8:15 pm
  • The Brewhouse and Kitchen, Horsham

It's time to dust off your brain cells as our Annual Quiz and Networking event returns on Thursday 21 March 2024. This year, the fun will start promptly at 6.00pm (with gathering from 5.30pm onwards) and will take place at the Brewhouse and Kitchen in Horsham. It will be hosted by our own quizmaster extraordinaire, Ian Sadler, with questions covering a wide range of general knowledge and the obscure! To encourage a return to face to face networking opportunities, this event is free of charge and includes one drink (from selected beers and soft drinks) and food. A cash bar will also be available throughout the evening and a raffle will be held in aid of The Insurance Charities. This event is free to all members and their guests and teams of up to 4 people are all welcome. Don't worry if you cannot get a team together, reserve your place anyway and we will add you to a team on the night.

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FCA GI Consumer Duty and Multi-Occupancy update

  • Wed 13 Mar 11:00 am – 12:00 pm
  • ZOOM WEBINAR
    • Branko Bjelobaba, Branko Ltd

Consumer Duty has been live for over six months now, and the FCA has urged firms to get on with it! Sheldon Mills, Executive Director of Consumers and Competition, warned that firms who ignore it or who pose the most harm can expect swift action. With 52 million financial services consumers in the UK relying on our sector to deliver good outcomes, they should be even better protected from harm, particularly in these challenging economic times. The Duty means that consumers should receive communications they can understand, products and services that meet their needs/provide evidenced fair value, and get the customer support they need, when they need it. During this webinar, Branko will also cover - the new rules on multi-occupancy insurances that came into effect from 1 January 2024 following intervention by the government and - the Leasehold and Freehold Reform Bill which will see the ban of commission sharing, plus what insurers have been doing to implement these rules.

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Understanding how a director can be personally sued in tort under the Companies Act and why D&O insurance is so essential for all directors

  • Wed 28 Feb 12:00 pm – 1:00 pm
  • ZOOM WEBINAR
    • Alan Chandler

The Companies Act 2006 puts very clear and onerous duties on directors. The presentation explores this Act, and how a D&O (Directors’ & Officers’) policy can respond to this liability. For broking staff advising on D&O, gaining a full understanding of directors’ personal duties under the Companies Act will enable them to more clearly identify why no director can afford to be without D&O cover. For company directors, this webinar will serve as a useful guide to the importance of D&O insurance to your business.

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AF4 Investment Planning Revision February 2024

  • Wed 28 Feb 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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AF7 Pension Transfers February 2024

  • Thu 22 Feb 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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An Introduction to Allyship

  • Tue 20 Feb 10:30 am – 11:30 am
  • Online
    • Dawn Jackson, The Clear Company

This webinar is intended to increase your awareness, build knowledge, and give you practical skills to support a more inclusive workplace and your becoming an ally in and out of the office. The session will explore the link between inclusion, equity, and allyship and describe the importance of allyship in the workplace. We will explore practical ways allies behave in the workplace, show you how to identify opportunities to be an ally as well as discuss some misconceptions about allyship. The session concludes with some final takeaways and a call to action to support the development of an inclusive culture in the insurance and financial services sectors.

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Managing your career

  • Mon 19 Feb 12:30 pm – 1:30 pm
  • Webinar
    • Claire Shepherd, Empower Development

Research tells us that career progression is not just about technical expertise, your presence and exposure also play crucial roles. This course provides the opportunity for individuals to reflect on their own career to encourage a proactive approach to career development and set a meaningful career plan.

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An Introduction to Blockchain and Cryptocurrency and the impact on Insurance

  • Thu 08 Feb 12:00 pm – 1:00 pm
  • ZOOM WEBINAR
    • Gary Nuttall, Distlytics Ltd

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 (NFTs) 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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AF5 Financial Planning Process February 2024

  • Mon 05 Feb 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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AF1 Personal Tax and Trust Planning Revision February 2024

  • Thu 01 Feb 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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5 Skills of a Future-Proofed Adviser in Insurance and Financial Services

  • Tue 30 Jan 11:00 am – 12:00 pm
  • ZOOM WEBINAR
    • Jeff Heasman, Insurance Upskill

The way we work as professional advisers is changing at a rapid pace. With the growth of Generative AI, automated processes and decision-making, we need to understand how we must adapt to ensure we remain a valuable asset to our clients as a trusted adviser. This session will examine current market trends, advances in technology and changes in the way people now work in professional services. Using his vast experience as an international trainer, and drawing on his research into artificial intelligence and its role in insurance and financial services, Jeff Heasman will provide us with what he considers to be the top five skills of a future-proofed adviser.

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Annual Dinner

  • Fri 26 Jan 6:30 pm – 11:59 pm
  • Shelter Hall

Plans are already underway for our next Annual Dinner, which will be taking place on Friday 26 January 2024 at an exciting new venue - Shelter Hall in Brighton. So make sure you don't miss out and save the date now for you and your guests! Further information will be shared over the coming weeks, but if you would like to reserve your place, find out more, or discuss possible sponsorship packages, please click on the "Book Now" button or email Lizzy at annual-dinner@sussexcii.org.uk.

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AF4 Investment Planning Remote Study Course Q1 2024

  • Tue 23 Jan. 9:30 am
  • ZOOM WEBINAR
    • John Trayner
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RO6 Financial Planning Practice January 2024

  • Tue 16 Jan 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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JO2 Trusts January 2024

  • Tue 09 Jan – Wed 10 Jan
  • ZOOM WEBINAR
    • John Trayner
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Hawkins Webinar - Finding Evidence of Fraud & Deliberate Fire Setting

  • Thu 07 Dec 9:30 am – 10:15 am
  • Online
    • Russ Smith, Hawkins

Russ will cover the identification of physical evidence that identifies fires as being started deliberately, alongside evidence that identifies where fires and other peril claims are potentially fraudulent.

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Mock Trial

  • Thu 30 Nov 12:15 pm – 4:00 pm
  • University of Sussex
    • Kelvin Farmaner, Trethowans LLP
    • Sarah Wheadon, Trethowans LLP
    • Gabriel Farmer, Guildhall Chambers

This event will show how the process works and what to expect if a claim ends up in court proceedings. It will simulate a real-life personal injury claim that went to court recently. It involves an accident in which a person was leading a horse up a country lane and claimed that the driver of a tractor was negligent in failing to stop/turn off his engine, causing the horse to be spooked and bolt and cause her serious injuries. It is a trial on liability for the accident. As in most real-life disputes, the law will be important, but the core of the disagreement will be about the facts. Some witnesses will be more credible than others. Both parties will have their strong points and their weak points. Ultimately, it will be up to the Judge to decide.

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Hawkins - Corrosion in the Power Industry

  • Thu 30 Nov 9:30 am – 10:15 am
  • Online
    • Dr Giuseppe Scatigno, Hawkins

Giuseppe will focus on two widespread corrosion mechanisms that routinely lead to large business interruption claims in the power industry: Corrosion Under Insulation, and Microbiologically Induced Corrosion. He will discuss causes of these degradation mechanisms, as well as how to recognise and prevent them.

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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.