Previous events

All previous events

FCA's NEW GI Pricing Practices, Product Governance and Product Value

  • Tue 02 Nov 1:00 pm – 2:00 pm
  • Zoom - Webinar
    • Branko Bjelobaba FCII, Branko Ltd

New rules came into force affecting Product Governance on 1 October 2021 and these rules apply to commercial and personal lines insurances. The rules are wide-ranging and also seek to address what has been described as the ‘loyalty penalty’ paid by existing general insurance product customers and aim to ensure that customers receive fair value in the insurance products they buy.

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Global Markets: where we are, what can we expect in Q4 and into 2022

  • Wed 27 Oct 12:30 pm – 1:15 pm
  • Online
    • Lale Akoner, BNY Mellon
    • George Dent, Walter Scott

This session will provide an overview of the global macroeconomic situation, and how the investment managers at Walter Scott shape their portfolios to match the macroeconomic environment.

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Cocktail Masterclass

  • Thu 07 Oct 5:15 pm – 9:30 pm
  • The Botanist, Birmingham

The Botanist have recently re-launched their cocktail making masterclass and we’d love for you to join us for what promises to be an excellent evening of fun and face to face networking (finally!).

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The UK market: undervalued or misunderstood?

  • Thu 07 Oct 12:30 pm – 1:15 pm
  • Online
    • Lale Akoner, BNY Mellon
    • Louise Kernohan, BNY Mellon

This webinar from BNY Mellon will provide a backdrop of the current market and structuring portfolios in order to provide attractive returns for clients.

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InsurED & Financial Planning Day 2021

  • Wed 29 Sep 8:45 am – 5:00 pm

InsurED 2021

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BII virtual presentation skills

  • Wed 22 Sep 12:00 pm – 1:00 pm
  • Online
    • Susan Heaton-Wright, Superstar Communicator

Presenting, whether for pitching for investment or ideas; presenting to clients, stakeholders or senior management is an essential skill for any ambitious individual. It is an opportunity to develop credibility and raise your profile. In this virtual workshop I share the secrets of presenting “Superstar Communicator” style.

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Leading Teams Virtually

  • Wed 08 Sep 12:00 pm – 1:00 pm
  • Online
    • Susan Heaton-Wright, Superstar Communicator

Remote working is now the normal way of leading teams. Many leaders find they are spending 70% of their working time on virtual calls, and employees report they are working longer hours, since they are attending more virtual meetings yet still have to complete their work. This virtual workshop provides techniques to lead teams in an effective, focused way, bringing out the best in team members.

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Legal & Policy Update

  • Tue 27 Jul 12:00 pm – 1:00 pm
  • Online
    • Alistair Kinley, BLM
    • James Harvey, BLM
    • David Thompson, BLM

Alistair Kinley, James Harvey and David Thompson of BLM will consider current policy issues, including whiplash reforms, as well as some of the key legal decisions of the last 12 months impacting employer’s liability and public liability claims.

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M92 Revision Day

  • Wed 21 Jul 9:30 am – 4:00 pm
  • Online
    • Alan Chandler, Alan Chandler Training

This intensive revision session is designed to help you develop your exam technique and knowledge for the M92 Insurance Business and Finance module. Led by one of the UK's foremost insurance trainers, Alan Chandler, the syllabus will be explained in plain English with practical examples. 20 spaces available.

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Understanding company structures

  • Wed 07 Jul 12:00 pm – 1:00 pm
  • Zoom - Webinar
    • Alan Chandler, Alan Chandler Training

It is essential all insurance staff have a good understanding of the different types of way in which a company could be structured and failing to understand these structures could lead to wrong cover being put in place. This webinar will examine the difference between a sole trader, a partnership, a limited liability partnership, a private limited company and a public limited company, and will also explore the ways in which charities are formed.

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Managing Workplace Mental Health in a Pandemic and Beyond

  • Tue 06 Jul 12:00 pm – 1:00 pm
  • Online
    • James Harvey, BLM
    • Professor Marcantonio Spada, Efficacy
    • Shamira Graham, Efficacy

Managing mental health in the workplace is at the top of most business leaders’ and HR team’s priorities. What practical steps can you take to not only look after your employees, but also manage the financial and reputational impacts and mitigate the risk of long term mental health problems?

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Personal Lines endorsements, conditions and policy wordings and the importance of getting it right

  • Wed 30 Jun 1:00 pm – 2:00 pm
  • Zoom - Webinar
    • Alan Chandler, Alan Chandler Training

This webinar, delivered by Alan Chandler, one of the most popular presenters in the UK, takes a plain English view of how the law and the Financial Ombudsman Service interpret endorsements, conditions, warranties and policy wordings and why it is so important to get this right. What are endorsements? What are conditions and warranties? Why does a breach of condition have to relate to the claim in Personal lines? All the answers will be explained and made clear by Alan, who will include real life case law to provide additional understanding.

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FCA’s New GI Pricing Practices, Product Governance and Product Value

  • Wed 23 Jun 10:00 am – 11:00 am
  • Online
    • Branko Bjelobaba FCII

This webinar examines the long-awaited FCA policy statement 'General insurance pricing practices market study – Feedback to CP20/19 and final rules (PS21/5)'.

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Later Career Professionals Webinar: Peak Productivity - The Psychology of Designing Your Time & Getting More Done! 2-Session event

  • Fri 11 Jun – Fri 25 Jun
    • Andy Currie, Think Distinct

Sometimes work can seem like an endless avalanche of emergencies, distractions and interruptions. Work life balance might seem like a distant promise right now. But is it possible there is an easier way? This is a two-session workshop for later-career professionals.

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Early Career Professionals Webinar: Peak Productivity - The Psychology of Designing Your Time & Getting More Done! 2-Session event

  • Fri 11 Jun – Fri 25 Jun
    • Andy Currie, Think Distinct

Sometimes work can seem like an endless avalanche of emergencies, distractions and interruptions. Work life balance might seem like a distant promise right now. But is it possible there is an easier way? This is a two-session workshop for early-career professionals.

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FCA Business Interruption Insurance Test Case - FOS decisions

  • Thu 10 Jun 1:00 pm – 2:00 pm
  • Online
    • Branko Bjelobaba FCII

The one-hour webinar focuses on various decisions made on complaints referred to the FOS following claims that have been turned down by insurers, with the FOS considering the judgment of the Supreme Court in its decisions.

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Unlocking the Financial Power of Women

  • Tue 25 May 12:00 pm – 1:00 pm
  • Online
    • Stef Carpenter, FundsNetwork
    • Nick Illsey, FundsNetwork

This webinar explores the financial inequality in the investment and pensions industry and explains the challenges women face in unlocking their financial power.

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Financial Aspects of FCA Compliance for GI brokers

  • Thu 20 May 12:00 pm – 1:15 pm
  • Online
    • Branko Bjelobaba FCII, Branko Ltd

In this comprehensive and interactive webinar, Branko Bjelobaba FCII will focus on the critical financial aspects of FCA rules - overall business solvency (compliance with adequate resources Threshold Condition 2.4), professional indemnity requirements/limits/issues (including covid cover), and the onerous client money handling rules under CASS 5.

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Webinar: A Macroeconomic View of the Global Markets & The UK Economy

  • Thu 06 May 12:00 pm – 1:00 pm
    • Shamik Dhar, BNY Mellon

This is an opportunity to hear from BNY Mellon’s Chief Economist Shamik Dhar as he provides a macroeconomic review of global markets as the UK takes its first tentative steps to opening up the economy and building its path to recovery

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Webinar: The problems of under insurance in Personal Lines insurance products

  • Thu 29 Apr 1:00 pm – 2:00 pm
    • Alan Chandler

This webinar examines the challenge of making sure personal lines policyholders avoid under insurance.

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