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The "hunt" is over: rewrapping client wealth

The "hunt" is over: rewrapping client wealth. This is a webinar presentation by Kirsty Anderson, Chartered Financial Planner Retirement and Tax Specialist, Quilter Plc.

Thu 21 Nov 12:00 pm – 1:00 pm

Kirsty Anderson, Chartered Financial Planner, Quilter Plc

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Digital CPD

Understanding the basics of general insurance regulation in the UK insurance industry.

This webinar looks to provide an overview of the history of regulation within the UK non-life 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.

Mon 25 Nov 12:00 pm – 1:00 pm

Alan Chandler, Alan Chandler Training

Vulnerable Customers

The FCA have found following a thematic review that vulnerable customers are often not treated fairly. In fact, many Insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurer has loaded rates at renewal. Some of the UK's largest institutions have been guilty of proactively targeting these individuals and the regulator has had enough of Insurers and brokers balancing their books on the most vulnerable in our society. Alan Chandler, Chartered Insurer, who is widely regarded as one of the top insurance trainers in the UK will look at how firms have been treating customers unfairly including some disturbing case studies. The presentation will include how the FCA define vulnerable customers, the measures all firms are expected to put in place and how the requirements on all firms are changing to make sure the most vulnerable are protected going forward. This continues to be a hot topic for the regulator and failure to comply leaves firms open to disciplinary measures from the regulator.

Thu 09 Jan 12:00 pm – 1:00 pm

Alan Chandler, Alan Chandler Training

President's Message

Welcome to the Insurance Institute of York - the home of the Chartered Insurance Institute and Personal Finance Society in York.

The Chartered Insurance Institute and the Personal Finance Society are the flag bearers of professionalism in both the Insurance and Financial Services professions. Here in York, we have a rich and well respected representation in both professions, from the very largest names, to some of the best smaller brokerage and advisory firms in the region.Our main role as a local Institute is to provide our members with a high quality educational programme which will help them with their ongoing professional duties. We do this by delivering CII/PFS Accredited events on a range of topics, all of which count towards structured CPD and most of which are free to attend. We encourage all members (and non-members who are thinking of joining) to attend our events, not only to increase professional knowledge but as an opportunity to network with fellow professionals. Details of our events can be found via the Events page, our LinkedIn page and via our e-mails; if you are not receiving these e-mails and would like to, please contact customer.serv@cii.co.uk or call +44 (0)20 8989 8464.

As an Institute, we are keen to be as inclusive as we possibly can, we are, after all, here to serve you, our members! With that in mind, if you have an idea for a CPD topic, or for a social event, please send it across to us either via our Contact page or direct to our Secretary at sharon@illingworths.co.uk Of course, if you’d like to get more involved with the Institute, we are always happy to welcome new members on to our Council, again, please e-mail sharon@illingworths.co.uk for more details of how to join. I hope you find this website useful and any feedback you may have is greatly appreciated. I do hope you can join us at our forthcoming events and I invite you to spread the word!

The Insurance Institute of York has now set up a donation page to The Insurance Charities so all donations can now be made online using this link https://wonderful.org/charities/206860

Introducing seven newly Chartered corporate firms

The Chartered Insurance Institute (CII) has announced that seven insurance and financial planning firms have achieved Chartered status over September and October.

Fri 8 Nov. 2024

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CPD Webinar: Leadership and motivation in the insurance market

This presentation will look from an insurance perspective at the key areas of leadership and motivation. The topics covered will be: To look at what motivates an insurance team and its members To evaluate the attributes of a successful team To practice performance management and appraisal of a team To look at how the management concepts put forward by Hertzberg apply in insurance To explore leadership in insurance This presentation, delivered by Alan Chandler one of the most popular speakers in the UK, is appropriate for all members. Underwriters, claims staff, brokers, Loss Adjusters, IFA’s and anyone else who employs staff.

Mon 18 Nov 1:00 pm – 2:00 pm

Alan Chandler, Alan Chandler Insurance Training and Consultancy