Previous events
All previous events
July 2018 CPD Event - Tuesday 24 July 2018 - A presentation by Craig McPherson, Sanlam Financial Services
RETIREMENT IS AN INDVIDUAL AFFAIR: DOES A ONE-SIZE-FITS-ALL INVESTMENT PROPOSITION ALWAYS FIT THE CLIENT? It’s no secret that the advisory landscape in general has evolved beyond recognition in recent years and investing in retirement is no exception. A myriad of forces are changing the very nature of retirement with ‘pension freedoms’ and wider demographic and societal change all playing their part. Retirement is no longer a single event with a limited product/investment solution and client expectations of their retirement experience have never been greater. However you look at it, retirement has become a very individual affair.
View event details
June 2018 CPD & Supper Evening with Professor Trevor Williams
We're delighted to welcome back Professor Trevor Williams following his successful presentation in 2017 - join us for more candid and insightful views on the UK economy as Brexit looms closer.
View event detailsMay 2018 CPD Event - Tuesday 15 May 2018 - Commercial Catering Fires - Policy Conditions and Warranties
The presentation will cover the common causes and fire spread issues in commercial catering fires with a focus on the typical policy conditions relating to commercial kitchens and frying ranges.
View event detailsApril, 2018 AGM & Wine Tasting Evening - Tuesday 24 April 2018
Come and join us at our AGM, which will be followed by a short presentation by the Yorkshire Wine School where you can enjoy wine tasting and canapés.
View event details
April 2018 CPD Event - Tuesday 17 April 2018 - Cyber Insurance
This presentation is being hosted by Hiscox Insurance and will take place in their office at The Hiscox Building, Peasholme Green, York YO1 7PR
View event detailsMarch, 2018 CPD event - Pool Re and terrorism cover - a dynamic risk - Tuesday 20th March, 2018
Steve will cover why the Pool Re scheme still exists and how it is changing to meet the modern threat. He will explain how to go about underwriting a risk that can’t be approached in a conventional manner and how this differs from other low probability, high severity events. The event will also cover how terrorism might further develop in the future and how Pool Re is responding to the changing nature of the threat.
View event details
February, 2018 CPD event - Directors' & Officers'/Charity Trustees' Insurance Tuesday 27th February, 2018
Directors’ and Officers’/Charity Trustees’ liability insurance covers the cost of compensation made against an organisations directors/ officers/trustees and their managers for any actual or alleged wrongful acts. As a D&O/CTI underwriting consultant, Phil will provide an overview of the product, its place in the insurance market and discuss where claims may arise from as an introduction to this topical subject.
View event detailsJanuary, 2018 CPD Event - Tax Year End Planning
A tax year end planning presentation by Edward Grant from Technical Connection. • Identifying current advice alpha planning opportunities • Understanding the impact of the Patient Capital Review • Professional Nudge – maximising the value of Techlink
View event details
November, 2017 CPD event - Added Value Products - Friend or Foe?
The market for the use and distribution of Added Value Products (so called "add ons") faces considerable uncertainty as the FCA takes greater interest in their role within the insurance market. This lecture aims to provide attendees with an insight into the current regulatory position, supported by case studies, and also to outline strategies for the ongoing use of these products.
View event details
October, 2017 CPD event - Business protection for the Self Employed
Business protection for the Self Employed
View event details
North East Institutes' Seminar: The Challenges Ahead
The insurance institutes of the North East Region present their annual half-day technical seminar, providing comprehensive and engaging CPD sessions plus networking opportunities.
View event detailsSeptember, 2017 CPD event - How to Have Challenging Conversations
Helping professionals to communicate more effectively
View event details
The Insurance Charites Golf Day 12 September, 2017
Insurance Charities Golf Day 2017
View event details
July, 2017 CPD event - Care Planning Update. A presentation by Jan Holt Head of Business Development, Just
The importance of financial planning to meet the cost of paying for Care has never been more relevant. However, there is a massive gap in providing this, and there is a huge opportunity for more financial planners to engage with this market.
View event detailsMay, 2017 CPD event - Mortgage Fraud and packaging
A presentation outlining the issues of mortgage fraud with suggestions of best practice for professionals in arranging mortgages. There is much to be said for working in the mortgage and housing market; putting a roof over someone's head and helping them buy or refinance their home to fulfil their ambitions and dreams is worthwhile work. There are challenges and pitfalls where the nature of the market may create the temptation for fraudulent applications. Be vigilant, be aware and be better informed. A presentation by Brian Wills, Head of Corporate Accounts SimplyBiz.
View event detailsMarch, 2017 CPD event - Cyber 101
A presentation by Aaron Yates, CEO, Berea Associates Ltd This session is a crash course on cyber risk in the wider insurance industry. It will cover the following areas; • Cyber Risk: What exactly is it and what are the consequences? • Cyber Security: Fundamental principles, legislation and standards • Cyber Insurance: Distribution issues and PI exposure, placement issues and E&O exposure, and considerations around the Insurance Act.
View event detailsFebruary, 2017 CPD event - Indemnity Periods and Business Recovery
A presentation by Mike Bond BA (Hons), FCII, FCILA, FUEDI, VRS Vericlaim Mike Bond is both an experienced lecturer and a professional loss adjuster who has been dealing with claims most of his insurance career. He specialises in major loss property damage and has worked in the UK and overseas. His insight and passion for the industry shine through and always make his lectures engaging and worthwhile.
View event details
January, 2017 CPD event - Can you afford to ignore pension transfers?
A presentation by David Trenner, Technical Director of Intelligent Pensions
View event details