Previous events
All previous events
November CPD event - Flood and wet perils restoration
A presentation by Mike Bond BA(Hons), FCII, FCILA, FUEDI, VRSVeriClaim
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October CPD event - Investment Trusts: RDR - ready since 1868
Investment Trusts: RDR - ready since 1868 A presentation by Mike Wilson, Head of Investment Trust Sales, Henderson Global Investors.
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September CPD event - Structured Products, a presentation by Wayne Harding of Investec Structured Products
Structured products take on many guises and as with any investment solution a well-informed adviser can help a client access a suitable product and provider. Structured products provide defined returns, defined risks linked to a defined measurement over a defined term. Structured investments can add real value and provide potential investment returns where traditional investments are unable so these products should be considered as part of a balanced portfolio.
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NERG Seminar: Shaking up a century of insurance law: The Insurance Act
The insurance institutes of the North East Region present their annual half-day technical seminar, providing comprehensive and engaging CPD sessions plus networking opportunities.
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AF3 Pension Planning Revision Day
The insurance institutes of the North East are hosting a one day AF3 pension planning revision day.
View event detailsJuly CPD event - Occupiers' liability - The Tomlinson legacy and what it means today
A presentation by Roddy Macleod and Adrian Marston, Partners, Weightmans LLP. Roddy successfully defended Tomlinson v Congleton and is the leading authority on the Occupiers’ Liability Act. Adrian heads up the Midlands Commercial Insurance Team and specialises in defending high value personal injury claims for employers and occupiers. The talk will give an explanation of the Occupiers’ Liability Acts and how they work using case examples.
View event detailsJune CPD Event - "Increased survival rates in Traumatic Brain Injury"
A presentation by Blaise Smith, Partner, Weightmans LLP Blaise will look at mortality rates on the roads and survival rates following traumatic brain injury, examine the reasons behind improved outcomes and ask what this means in terms of future trends and the outlook for claims. Blaise will flag up a few points for claims handlers to identify when dealing with traumatic brain injury claims. By the end of the presentation you will gain an understanding of: • Trends in mortality in relation to accidents involving motor vehicles and survival from traumatic brain injury • Causative factors for improved mortality and survival • The "chain of help" post impact • Classification of TBI and the significance of secondary brain injury • Outcomes from TBI and rehabilitation • Red flags for large loss capture / reinsurance reporting
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May CPD Event Business Property Relief, Enterprise Investment Schemes and Venture Capital Trusts
Our May CPD session from Octopus
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Tax year-end financial planning
Our February CPD presentation by Sandra Scott of Aviva
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Noise Induced Hearing Loss
A presentation by Mark Pearce of Allianz. Learning objectives to follow.
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CYBER & DATA INSURANCE - An Emerging Threat
An introduction into cyber and data liability from Robert Messruther of Hiscox explaining where the threat has come from, the risks your clients face, the insurance solutions available and the things underwriters look for.
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Roads to ruin - how insurance companies fail
This two hour late-afternoon CPD seminar will examine case studies on Independent Insurance, Equitable Life and AIG.
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Lasting Powers of Attorney
Our October CPD presentation: THE AGE OF UNREASON Vulnerable clients; understanding capacity and powers of attorney – As the world grows richer and older mental illness is becoming more common. Understanding how to provide a service to those with limited capacity is vital for you and your businesses, whether you are providing insurance or financial products. A presentation by Sharon Richardson, Director Solicitor and Belinda Poulter, Associate Solicitor of Crombie Wilkinson on behalf of the Insurance Institute of York. Overview Diseases of the mind are best understood as something that a large minority of people can expect to experience at some point in their lives. However, mental illness does not remove their need for financial protection for their possession or liabilities or the need to have financial products. You have to understand the limitations of their capacity, who is supporting and helping them and whether they have the legal capacity to enter into a contract. If a client lacks capacity the responsibility on advisers is greater and how the public views our profession will be based on the quality of the advice and guidance this vulnerable group receive. Learning objectives By the end of the presentation you will gain an understanding of: • what is a vulnerable client and the issues of capacity • what do we mean by lack of capacity • alerts to capacity dealing with concerns and abuse • the difference between an Enduring Power of Attorney and a Lasting power of Attorney • using Lasting Power of Attorney in day to day investment and insurance scenarios • errors that occurs in Lasting Power of Attorney Speakers’ biographies Sharon is a qualified solicitor and a director of Crombie Wilkinson. She is a specialist in most aspects of private client work including:- • Wills • Probate • Personal Tax Planning • Discretionary and Lifetime planning through the use of Trusts and Wills • Estate and Trust administration • Lasting Powers of Attorney and registration of Powers of Attorney at the Court of Protection • Court of Protection Deputyships • Court of Protection Receiverships Sharon is a bereavement volunteer with Cruse Bereavement Service Belinda is an Associate Solicitor at Crombie Wilkinson specialising in private client matters relating to the making of Wills and associated tax planning, continuing trusts, administration of deceased’s estates, Lasting Powers of Attorney and Court of Protection work. Both are members of the national association 'Solicitors for the Elderly' (SFE) and members of STEP (Society of Trust and Estate Practitioners). STEP is an organisation whose members are professionals specialising in the administration of estates, trusts and related taxes. They are members of Dying Matters, an online resource giving advice and support to people by raising awareness of dying, death and bereavement.
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IIY Quiz Night
Takes place at York Brewery, Toft Green, on Thursday 15th October, 2015 at 7.00pm.
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The Insurance Act 2015. What does it mean for brokers?
The Insurance Act 2015. What does it mean for Brokers? Learning objectives to follow. Speakers: Joanne Staphnill & Amanda Stipetic of Trition Global Ltd
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NERG Seminar - Cyber Liability
A half-day technical seminar, providing comprehensive and engaging CPD on Cyber Liability.
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