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RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 7th May 2025

Through its interactive and engaging instructor-led sessions, the RO1 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

Wed 07 May 9:30 am – 4:30 pm

Online

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Digital CPD

Part 2 – Learn Idea Techniques & Make Ideas Pop (15 May 2025)

Are you coping with the fast-moving pace of insurance? Do you have the skills to innovate to solve the tough challenges you, your team and your organisation are facing? This is the second of the three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better. Hosted by Harvey Wade, an award-winning innovator and ex-innovation lead at Allianz and Cisco, he works with insurance organisations to make them better at innovating.

Thu 15 May 12:00 pm – 1:00 pm

Harvey Wade, Innovate21

Underinsurance part 2 - Memorabilia: Passing Phase or Appreciating Asset?

Collecting things is something humans have always done – from interesting pebbles to glamorous diamonds! It’s a natural urge that many of us experience. Collecting memorabilia has become very fashionable, and can be very lucrative. But what is valuable, and what advice and guidance should a client be offered?

Tue 20 May 12:00 pm – 1:00 pm

Rachel Doerr, Doerr Dallas Valuations

RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 21st May 2025

Through its interactive and engaging instructor-led sessions, the RO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

Wed 21 May 9:30 am – 4:30 pm

Online

The Rise of Errors and Omission Claims Against Brokers and how these can be mitigated

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. Ask a PI solicitor which PI claims are the easiest to deal with, and they nearly always say broker PI claims because you just must settle! Brokers time and again fail to professionally train staff and record key things in a correct manner, meaning that when these claims go to court there is often no defence.

Tue 27 May 1:00 pm – 2:00 pm

Alan Chandler Chartered Insurer, Alan Chandler Training

Forthcoming events

RO3 (Personal Taxation) Pre Exam Training, Wednesday 28th May 2025

Wed 28 May 2025 9:30 am

Online

RO4 (Pensions and Retirement Planning) Pre Exam Training, Thursday 29th May 2025

Thu 29 May 2025 9:30 am

Online

Part 3 – Improve ideas & Get Buy-in (3 June 2025)

Tue 3 Jun. 2025 12:00 pm

View all events

President's Message

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

I am very proud and indeed privileged, to have been elected as your new President and look forward to carrying on the good work of my predecessor, Claire Harper.

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 participate in 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 do so, 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 me at David.Codling@uk-claims-consulting.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 David.Codling@uk-claims-consulting.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 Charity Awareness Week – Get Involved!

The Insurance Charity's annual awareness week will run from 23-27 June with the aim to highlight the Charity does to ensure that no current or former insurance employee who is struggling due to challenging circumstances misses out on the support it can offer.

Wed 16 Apr. 2025

Help shape your institute

The more you can give, the more you gain

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How to correctly advise clients on setting correct indemnity periods under BI insurance

Brokers increasingly face Pi claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods, and with all the unfortunate events occurring in the world at the moment, making rebuild materials very scare, never has there been a better opportunity to engage your policyholders on this subject.

Fri 02 May 12:00 pm – 1:00 pm

Alan Chandler Chartered Insurer, Alan Chandler Training