Previous events

All previous events

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

  • Mon 25 Nov 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

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.

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The "hunt" is over: rewrapping client wealth

  • Thu 21 Nov 12:00 pm – 1:00 pm
    • Kirsty Anderson, Chartered Financial Planner, Quilter Plc

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

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CPD Webinar: Leadership and motivation in the insurance market

  • Mon 18 Nov 1:00 pm – 2:00 pm
    • Alan Chandler, Alan Chandler Insurance Training and Consultancy

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.

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Hauliers, Logistics, Customers Goods and Insurance

  • Tue 12 Nov 12:00 pm – 1:00 pm
    • Lance Carter ACII, NMU (A Munich Re company)

The UK is full of hauliers moving and storing other people’s goods. This webinar will walk you through various aspects of the liabilities to those goods. This presentation is from an experienced and still trading Underwriter and is aimed at both Brokers and Execs.

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A plain English overview of understanding an insurance policy wording

  • Thu 07 Nov 1:00 pm – 2:00 pm
    • Alan Chandler, Alan Chandler Training

This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English walk through what makes up an insurance policy wording. One of the learnings of the Bi and Covid-19 court battles is the fact that you ignore the construction of policy wordings at your peril. All brokers, underwriters and claims staff should have a good grasp of the component parts of an insurance policy wording and this presentation will provide this understanding.

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Flood Resilience: An opportunity to mitigate risk

  • Wed 23 Oct 12:00 pm – 1:00 pm
    • Ian Gibbs, Sedgwick International UK

This one-hour webinar provided by Ian Gibbs of Sedgwick International UK, will examine our understanding of flood risk. Ian will look at how we assess flood resilience and examine the impact this peril is having on our clients. We'll explore how clients can mitigate flood risk and can gain an awareness of the different resilience options available.

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Beyond AI – Creating a world class client experience- 16/10/2024

  • Wed 16 Oct 9:30 am – 4:00 pm
    • Adam Owen, NextGen Planners Ltd

The integration of artificial intelligence presents both opportunities and challenges. This training day is designed to equip financial advisers with the skills and knowledge necessary to enhance their client experience, ensuring they remain competitive and relevant. The program will cover the fundamentals of AI, its impact on client interactions, and strategies to leverage AI while maintaining a human touch. Through a combination of theoretical insights and practical exercises, participants will learn how to create a superior client experience that integrates the best of both human and AI capabilities.

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Cargo insurance Intermediate Underwriting Presentation

  • Tue 15 Oct 12:00 pm – 1:00 pm
    • Lance Carter ACII, NMU (A Munich Re company

Are you reasonably confident with transit/cargo risks? Do you want something more than an 'introduction to' ? This presentation is from an experienced and still trading Underwriter and is aimed at both Brokers and Execs. You will learn about market appetites for storage, compare covers and understand when a Clause might not be suitable. You will learn about chartering vessels, difficult countries, Incoterms and finally you will be invited to discuss hot topics which can impact transit risks such as interest rate changes, protectionism, current war risks, and the energy transition.

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Sales Innovation for Financial Planners- 15/10/2024

  • Tue 15 Oct 9:30 am – 4:00 pm
    • Adam Owen, NextGen Planners Ltd

This one-day training programme is designed to equip financial planners with cutting-edge sales techniques that complement their marketing activity to help them stand out in a competitive market. The training will cover a range of innovative strategies, from leveraging virtual events to implementing client referral programs and consultative selling approaches.

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An overview of Motor Trade insurance

  • Mon 14 Oct 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

The presentation, provided by Alan Chandler one of the most popular insurance presenters in the UK, will provide an overview of the main covers for a Motor Trader and show where brokers make mistakes when setting up covers. Alan will explore the background as to why the motor trade market has experienced such large rate increases. The presentation will also look into how a broker can help clients by getting motor traders to focus more on risk management.

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Building Rapport in a Hybrid World

  • Wed 09 Oct 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas Associates

Whether we are working with prospects, existing clients, the insurance market, co-workers, or other stakeholders it is essential that we can quickly establish [and reestablish] rapport. Rapport also plays a role in building a wider relationship of trust.

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AI and the Future of Insurance: Envisioning Tomorrow’s Journey - North-East Regional Conference

  • Tue 08 Oct 9:30 am – 4:30 pm
  • Wetherby Racecourse
    • Wayne Calderbank, Claims Consortium Group
    • Chris Hall, QuestGates
    • Alan James, Dantherm Group
    • Eddie Longworth, JEL Consulting

If you understand and use AI effectively it is a valuable tool, helping to provide professional client service, not your replacement. This event explores what AI means for the future of insurance, with a speaker panel of leading experts.

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CPD Webinar: Advanced Marine Cargo Insurance

  • Tue 01 Oct 12:00 pm – 1:00 pm
    • Alan Hornby, Chartered Insurance Practitioner

If you participated in our previous Introduction and Intermediate sessions earlier in the year by now your confidence and knowledge of marine cargo insurance should mean there are no sleepless nights but every now and then there is the nightmare … We conclude this series by examining and exploring areas of marine cargo insurance that are often overlooked as they might not be relevant to our day to day role. However, it’s always useful to expand knowledge and ‘see the bigger picture’. This session will look at Letters of Credit, the claims process and international legislation as well as other issues that can arise from time to time when dealing with cargo insurance.

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Hull Institute - How Liability can arise in tort

  • Fri 27 Sep 12:00 pm – 1:00 pm
    • Alan Chandler

This webinar, presented by Alan Chandler, one of the most popular presenters in the UK, will in Alan's usual plain English way provide an overview of the law of tort.

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Cargo Insurance: Zero to Hero

  • Tue 17 Sep 12:00 pm – 1:00 pm
    • Lance Carter ACII, NMU (A Munich Re company)

This presentation is a one hour race through a myriad of 'cargo' topics, aiming to take people who know little or have never sold cargo, through to being the hero in their office, understanding the fundamentals of insuring goods on the move.

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Motor Insurance - all you need to know in a nutshell

  • Tue 03 Sep 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

We all purchase motor insurance for ourselves, and most brokers place it for their clients in some shape way or form, but how much do we really know about motor insurance. It has become so automated that many broker and insurer staff have forgotten the details of the cover, and some have never even been taught about the coverage, well this is opportunity to refresh and learn about this essential cover!

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Financial awareness – a plain English overview for all insurance staff on how to understand clients’ accounts and how an accountants figures differ from what insurers need.

  • Tue 13 Aug 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

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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Business Interruption Insurance - all you need to know, explained in plain English

  • Mon 05 Aug 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

Presented by Alan Chandler, one of the UK's most popular insurance presenters. Alan will take this opportunity to run through how business interruption insurance should be correctly set up.

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A plain English overview of contractors insurance

  • Tue 23 Jul 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

From small builder to plumbers through to large building firms there are an increasing number of contractors needing insurance, often due to the fact that building firms now take on contractors rather than employees. These contractors need professional guidance on their insurance needs, and this presentation will outline the main factors to be taken into account. As an example, would a small building firm really understand the difference between labour-only and bona-fide sub-contractors, if they do not have a broker they are in big trouble, as the Insurance Act 2015 says they must make a fair presentation of risk, without help how do they do this?

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CPD Webinar: SURE: A new technique to ensure clients have understood your advice

  • Wed 10 Jul 12:00 pm – 1:00 pm
    • Jeff Heasman, Insurance Upskill

We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice! That is why, in this session, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching. Concept checking is designed to determine, with as much certainty as possible, that the client has understood the advice. Easy to apply to day-to-day interactions with clients, the SURE technique will help avoid misunderstandings now and in the future.

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