Previous events

All previous events

Webinar: LinkedIn training - intermediate

  • Mon 28 Sep 10:00 am – 12:00 pm
    • Nigel Cliffe, Value Exchange Ltd

This webinar will follow on from the introductory webinar and is intended for people who have attended that webinar or are already regular users of LinkedIn and wish to get more from it.

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How to advise correctly on Business Interruption extensions and advanced loss of profit

  • Thu 24 Sep 2:00 pm – 3:00 pm
    • Alan Chandler

This presentation looks specifically at BI extensions, the purpose of each one of them and how in each case an incident could give rise to a claim

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Webinar: ICOBS - are you sure you are doing enough to ward off PI claims?

  • Wed 16 Sep 12:00 pm – 1:00 pm
    • Branko Bjelobaba

Costs of PI cover going through the roof? Potential for claims to be made against brokers should the FCA not secure a conclusive win in the test case? This one hour event will highlight the issues for brokers

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Webinar: LinkedIn - An Introduction

  • Mon 14 Sep 11:00 am – 12:00 pm
    • Nigel Cliffe, Value Exchange Ltd

This webinar will lift the lid of what is possible with LinkedIn, and how to improve your profile.

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Webinar: How to avoid and deal with claims - a litigator's perspective for the financial planning world

  • Thu 10 Sep 12:00 pm – 12:45 pm
  • Zoom - Webinar
    • Neil Davies and Joe French, Mills & Reeve LLP

Unfortunately – claims happen. Some are well founded, others are plain bad. During these times, it is essential that financial professionals protect themselves with an awareness of how to avoid complaints and - if they happen – how to maximise the prospects of a successful defence

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Webinar: A Plain English Introduction to Engineering insurance and inspection

  • Tue 21 Jul 11:00 am – 12:00 pm
  • Zoom - Webinar
    • Alan Chandler

This is an hours presentation looking to provide a plain English overview of the Engineering insurance market which is often shrouded in mystery and badly understood. We will look at both the inspection and insurance cover elements of Engineering insurance.

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Webinar: An overview of Motor Trade insurance and why rates will continue to increase

  • Tue 14 Jul 3:00 pm – 4:00 pm
  • Zoom - Webinar
    • Alan Chandler

The presentation will provide an overview of the main covers for a Motor Trader and where brokers make mistakes when setting up covers. There is a significant challenge for motor traders at present, the only way they can sell their vehicles is using unaccompanied demonstrations which is excluded by most policies.

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Crisis, what crisis? Why your business needs a media crisis plan and what should be in it (1)

  • Thu 09 Jul 10:00 am – 11:30 am
  • Zoom - Webinar
    • Chris Green, Chris Green Media (CGM)

Fact – 80 per cent of businesses that suffer a major reputational crisis go out of business within two years. Make that 90 percent if it involves a data breach. Want to be among the 20 per cent? Then make sure you have a step-by-step media crisis plan to protect the image and reputation of your business. This webinar is aimed at CII members who are business owners or regional senior managers for larger companies in the financial services sector. Due to its format, only 10 spaces are available.

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Webinar: Defending Brokers – How to deal with the causation question

  • Wed 08 Jul 12:00 pm – 1:00 pm
  • Zoom - Webinar
    • Kate Westley, Mills & Reeve LLP
    • James Thompson, Mills & Reeve LLP

Dealing with the practical application of the Dalamd Limited v Butterworth Spengler Commercial Limited in the defence of negligence claims against brokers.

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Crisis, what crisis? Why your business needs a media crisis plan and what should be in it

  • Tue 07 Jul 10:00 am – 11:30 am

Fact – 80 per cent of businesses that suffer a major reputational crisis go out of business within two years. Make that 90 percent if it involves a data breach. Want to be among the 20 per cent? Then make sure you have a step-by-step media crisis plan to protect the image and reputation of your business. This webinar is aimed at CII members who are business owners or regional senior managers for larger companies in the financial services sector. Due to its format, only 10 spaces are available.

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Webinar: The FCA Test Case on Business Interruption Insurance (1)

  • Mon 06 Jul 10:00 am – 11:00 am
  • Zoom - Webinar
    • Branko Bjelobaba

This comprehensive and interactive one hour webinar will focus solely on the ground-breaking test case at the High Court. Whilst the full hearing won’t begin until 20 July 2020, we have already had a day of initial arguments and some of the insurers’ counsel have made interesting responses to the issues being raised by the FCA who have conducted a huge amount of assessment of a number of wordings.

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Webinar: The FCA Test Case on Business Interruption Insurance

  • Fri 03 Jul 12:00 pm – 1:00 pm
  • Zoom - Webinar
    • Branko Bjelobaba

This comprehensive and interactive one hour webinar will focus solely on the ground-breaking test case at the High Court. Whilst the full hearing won’t begin until 20 July 2020, we have already had a day of initial arguments and some of the insurers’ counsel have made interesting responses to the issues being raised by the FCA who have conducted a huge amount of assessment of a number of wordings.

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Webinar: How to put the social into your media plan - designed for business owners or regional senior managers at larger companies (1)

  • Thu 02 Jul 10:00 am – 11:30 am
  • Zoom - Webinar
    • Chris Green, Chris Green Media (CGM)

As we work our way out of a pandemic and slip into a recession, shaping a cost effective hearts and minds social media plan that will engage and interact with your online audience is going to be crucial to establishing those key cornerstones of brand recognition, trust and credibility. This webinar is aimed at CII members who are business owners or regional senior managers for larger companies in the financial services sector. Due to its format, only 10 spaces are available.

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Young Professional Virtual Summer Quiz

  • Wed 01 Jul 4:30 pm – 5:30 pm
  • Zoom - Webinar

Join the Young Professional’s as we take part in a virtual quiz night via Zoom.

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Webinar: How to put the social into your media plan - designed for business owners or regional senior managers at larger companies

  • Tue 30 Jun 10:00 am – 11:30 am
  • Zoom - Webinar
    • Chris Green, Chris Green Media (CGM).

As we work our way out of a pandemic and slip into a recession, shaping a cost effective hearts and minds social media plan that will engage and interact with your online audience is going to be crucial to establishing those key cornerstones of brand recognition, trust and credibility. This webinar is aimed at CII members who are business owners or regional senior managers for larger companies in the financial services sector. Due to its format, only 10 spaces are available.

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Webinar: How to set the correct property sums insured

  • Mon 22 Jun 10:00 am – 11:00 am
  • Zoom - Webinar
    • Alan Chandler

It is estimated that 90% of policies have incorrect sums insured! This presentation looks at the major issue of under insurance in the UK property market and how to help your clients avoiding the under insurance trap. The webinar, will look at what clients actually need to take into when settling Buildings, Contents and Stock sums insured.

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Webinar: A plain English overview of Contractors Insurance

  • Thu 18 Jun 12:00 pm – 1:00 pm
  • Zoom - Webinar
    • Alan Chandler

This webinar will explore the main parts of a contractors insurance requirements.

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Why you need to be talking about Directors & Officers Insurance and Employment Practices Liability Cover Now! - A webinar aimed at Financial advisors and PFS members in general.

  • Wed 10 Jun 3:00 pm – 4:00 pm

The webinar is aimed at financial services professionals who may be wondering what these insurances cover and whether they should be buying them. The webinar will briefly explain the history of D&O and how the D&O market place is changing dramatically due to the Covid-19 lockdown and its effect on the economy.

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You're Vulnerable If You Don't deal with Vulnerability

  • Wed 10 Jun 1:00 pm – 2:00 pm
  • Zoom - Webinar
    • Robin Melley FPFS ACSI, MATRIX CAPITAL LIMITED

The learning points for the talk are • Defining vulnerability • Identifying vulnerability • The FCA’s expectations of advice firms • Recognising potential financial abuse • Good practice • Practical steps in creating a vulnerable client policy for your business

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Webinar: Why you need to be talking to your Clients about D&O and EPL Cover Now!

  • Wed 03 Jun 3:00 pm – 4:00 pm
  • Zoom - Webinar
    • Alan Chandler

The webinar will briefly explain the history of D&O and how the D&O market place is changing dramatically due to the Covid-19 lockdown and its effect on the economy. The sad fact is that many businesses will struggle badly over the next few month and lots of redundancies will have to be made. This will result in a sharp spike in both Directors and Officers and Employment Liability Practices claims. The market will harden and that is why it is essential brokers have conversations with their clients now. It should also be noted that many more directors are being sued individually and also that the amount of HSE prosecutions have trebled against individual directors since 2015.

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