Previous events
All previous events
Webinar: Understanding the different types of Company structure
It is essential all insurance staff have a good understanding of the different types of way in which a company could be structured and failing to understand these structures could lead to wrong cover being put in place. This webinar, provided by Alan Chandler one of the most popular presenters in the UK, will examine the difference between a sole trader, a partnership, a limited liability partnership, a private limited company and a public limited company. Alan will also explore the ways in which charities are formed. The leading case of Macaura v Northern insurance shows us that a policy will not respond if the insurance cover does not reflect the true structure of the company.
View event detailsAnnual Dinner 2023 - Save the Date!
Our President, Sally Hendricks, is delighted to invite you to the Insurance Institute of Swansea & West Wales prestigious Annual Dinner, which aims to fundraise for our President's nominated charity. Date: 10th November 2023 (6.30pm for 7.00pm) Venue: The Village Hotel, Langdon Rd, Swansea SA1 8QY
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Webinar: Trust, Transparency & Visibility: Striking the Right Balance in the Workplace
This thought-provoking webinar addresses the key question: is there a link between trust, transparency, visibility and performance in the workplace? There is a perceived disconnect with some people now working back in the office, whilst others continue to work remotely. The relationship between trust, transparency and visibility is crucial to deliver the best possible levels of performance. An employer needs to adapt their employee engagement to each individual whilst at the same time taking into account operational risks and strategies. It requires a level of transparency between employee and employer and self-discipline irrespective of where the workplace is located.
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Webinar: The cost of living and effects on Insurance
The cost of living has affected us all in one way or another, along with forecasted market trends to consider. Whether that is the price of food or the price of energy. But what’s the cause? And most importantly, how are businesses affected? This course will explore the key areas that brokers and insurers need to take into account when understanding the insured’s needs. It will also explore the importance of ensuring that the right levels of cover are in place
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PFS Event - Royal Mint Experience & an Introduction to Gold Bullion Investment
The PFS South Wales region invite you to a special event at the Royal Mint Experience. The event begins with a 1-hour seminar giving an introduction to gold bullion investment, followed by a complimentary tour of The Royal Mint Experience.
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Webinar: 7 Top Tips on How to be a More Effective and More Efficient Learner When Studying For Professional Qualifications
ABOUT THE SESSION This practical and interactive webinar is perfect for candidates studying towards professional qualifications with either an exam or coursework element. With often limited, or sometimes no tutor support, it is extremely difficult to balance home, work and study. This webinar will teach you key skills of how to get started with your studies, how to research assignments, read as much as possible in the least amount of time and deal with issues such as procrastination and mental blocks, as well as how to avoid overlearning. We will also look at how to plan your assignment and structure your writing.
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Webinar: A plain English Overview of Builders Performance Bonds
This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, will explain the difference between a bond and an insurance contract and show why brokers need to understand what a builders performance bond is. From time to time your clients, particularly those involved in the construction sector, will look for help in obtaining a bond and this presentation looks to provide an overview of what bonds are and why they are issued. Alan will look at different types of bond such as conditional and on demand but not James!
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Webinar: The Power of Questions
‘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
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Webinar: Broker E&O claims - why they are increasing and how these can be mitigated
Broker Professional Indemnity premiums are in many cases doubling which reflect the fact that Pi underwriters believe the possibility of claims against brokers has never been higher. This presentation will explore why the number of errors and omission claims against brokers are on the increase and how these can potentially be mitigated. Various new pieces of legislation including the brokers' duty under the Insurance Act 2015, GDPR and the Insurance Distribution Directive are making brokers more vulnerable than ever, which coupled with increased litigation in society, increased client expectations and ever higher regulatory demands mean that brokers cannot continue to do what they have always done, far more proactivity is required.
View event detailsWebinar: 5 Habits of Highly Effective Claims Handlers in Insurance
Using his vast experience as a former litigation executive acting on behalf of claimants, as a senior liability adjuster acting on behalf of insurers, and now training claims handlers across the world, Jeff Heasman delivers this session in which he highlights what he has identified as the top 5 habits of highly effective claims handlers. The session looks at how these habits impact the performance of individual claims handlers, their teams, companies and also the experience of the customer. This session is valuable not only for claims handlers but everyone within the insurance industry.
View event detailsThrough The Grapevine: What Wine Can Teach Us About Being a Better Communicator!
The characteristics of a good wine can teach us a lot about the characteristics of a good communicator. Each wine is unique in its character and so too is each person. However, there are common ingredients and methods that go in to producing the finished article, whether it be a good wine or a good communicator. Through tasting five different Spanish and Portuguese wines, each with a unique character, this session will relate these characteristics to the five essential characteristics of a good communicator, from preparation through to the execution of a message.
View event detailsWebinar: Understanding how insurers calculate a motor fleet rate
This presentation will look at how Insurers compile a motor fleet history and why brokers need to be aware of the cut-off date used. The webinar will explore the way in which underwriters look at fleet claims trends, and how they go about adding in expenses to obtain the quotation they offer your client. Very importantly, the presentation also looks at fleet risk management improvements that could be put in place by a client, and why it is so essential that a broker proactively brings these to the attention of an insurer
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Annual General Meeting 2023
We need you! To get down to our AGM... Your local institute council invites you to attend their 2023 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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Webinar: Manufacturing sector - insurance issues and guidance
This session on manufacturing is looking at sector specific contemporary insurance related issues, and offering practical guidance for dealing with them. Content and Learning: • Key risk issues • Property/BI cover issues • Liability/motor cover issues
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Webinar: The Consumer Duty Skills Toolkit - Part II
This session is being run in two webinars of one and half hours each. This is the second webinar, the first was scheduled on 8th March 2023. 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 behavioural biases throughout the customer journey ➢ recognising and dealing with vulnerable customers The session is interactive and includes exercises and simulations that will help you practise the skills learnt and how to evidence outcomes. It is aimed at those working within the UK insurance and financial services industry.
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Webinar: Understanding the basics of regulation in the UK insurance industry
This webinar looks to provide an overview of the history of regulation within the UK insurance industry, who are the main regulators, how do they regulate and why regulation is so essential. The presentation will examine the principle-based approach to regulation put in place by the UK regulators and how this differs from rules based regulation in many other countries. it will also look at the main aspects of regulation including fair treatment for customer, ICOBS, training and competence requirements and solvency margins. All staff need to have an overview of how regulation applies to the insurance industry within which they work, and this presentation will provide this overview.
View event detailsCII Charity Quiz Nght
The 'Annual' Quiz is back!! We are pleased to be holding the CII Quiz again for the first time since 2019. Cost: £12.00 per person (inc food). There is a maximum of 6 persons per team. Quiz Prizes and Raffle Prizes to be won! Our charity for the quiz this year is the Morriston Food Bank. All profits from the night will be donated to the Food Bank and we are asking everyone to bring a food donation (tin of soup, packet of biscuits etc) As with all our social events the quiz is open to Institute members and non-members who are engaged in the Insurance Industry, bring along your family and friends.
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Webinar: The Consumer Duty Skills Toolkit
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 behavioural biases throughout the customer journey ➢ recognising and dealing with vulnerable customers The session is interactive and includes exercises and simulations that will help you practise the skills learnt and how to evidence outcomes. It is aimed at those working within the UK insurance and financial services industry. This session will be run in two webinars of one and half hours each. The second webinar is scheduled for 4th April.
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St David's Day Lunch
The ever popular St David's Day lunch is back again this year. It is always a great social event for CII members and non-members alike. Come along and meet your industry peers, catch up with old friends or just sample some great food and drink! The venue this year will be: The Belle Vue Bistro, 8 Belle Vue Way, Swansea, SA1 5BY The table is reserved for 1.00pm. You can stay for a few hours or stretch the lunch into the early evening - the choice is yours.
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Webinar: Business Interruption – calculating an insurable gross profit sum insured
Business Interruption insurance can be a difficult area for brokers and especially calculating the correct gross profit sum insured This introduction level BI insurance session looks at the main issues of calculating the insurable gross profit sum insured and common pitfalls faced.
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