Previous events

All previous events

Learn Innovation Skills: Make Your Ideas Better & Get Stakeholder Support

  • Mon 03 Mar 12:00 pm – 1:00 pm
  • Online
    • Harvey Wade

*** Postponed *** Are you and your organisation struggling to implement the ideas you’ve come up with? Perhaps your ideas need to be better, but you’re not sure how? Or maybe you are not getting the senior support needed to implement your ideas.

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2nd date for Highly Topical - how liability rates will significantly fall in 2025 due to the recent Ogden rate reduction

  • Wed 26 Feb 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

The Ogden rate may sound an obscure thing, but it has massive implications both positively and negatively on liability settlements. All brokers, underwriters and claims staff should have a good understanding of the Ogden rate in order to explain rating changes to policyholders and understand why large liability claims will now be reducing.

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An Overview of Motor Trade Insurance

  • Wed 19 Feb 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

The presentation, provided by Alan Chandler, 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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Highly Topical - how liability rates will significantly fall in 2025 due to the recent Ogden rate reduction

  • Wed 12 Feb 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

The Ogden rate may sound an obscure thing, but it has massive implications both positively and negatively on liability settlements. All brokers, underwriters and claims staff should have a good understanding of the Ogden rate in order to explain rating changes to policyholders and understand why large liability claims will now be reducing.

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Become more creative and have better ideas

  • Wed 05 Feb 12:00 pm – 1:00 pm
  • Online
    • Harvey Wade

Do you struggle and feel under pressure when asked to come up with new ideas to solve problems? Do you want to learn about creative techniques that will inspire you to have different and new solutions that solve your challenges? Join this webinar to learn practical tools that you can put to immediate use that will make innovation better.

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AF5 (Financial Planning Practice) Pre Exam Training, Wednesday 5th February 2025 - online distance learning event

  • Wed 05 Feb 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the AF5 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the fact find that will be examined in the February 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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The New Employment Rights Bill and its Potential Impact on the Insurance Industry - New Date

  • Mon 27 Jan 12:00 pm – 1:00 pm
  • Online
    • Jeff Heasman

The Employment Rights Bill will potentially have a major impact on the insurance industry.

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Women in Leadership Communications

  • Thu 23 Jan 12:00 pm – 1:00 pm
  • Online
    • Susan Heaton-Wright

Communicating as a leader is an essential skill for any emerging talent. For female leaders and emerging leaders, these are particularly important to ensure you lead, make an impression and engage with your teams.

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Telephone Sales Skills

  • Tue 21 Jan 12:00 pm – 1:00 pm
  • Online
    • Nick Thomas

Telephone skills are essential for any sales or client facing professional. This session will provide you with some of the key skills you need to ‘sell’ and retain business using the telephone.

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How Liability Can Arise in Tort

  • Tue 14 Jan 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

We sell many different liability insurance policies to customers every day; Motor, Employers Liability, Public Liability, Products liability, D&O, Professional Indemnity, Cyber Liability and more - what are we protecting the customers against, well it is largely being protected against being sued in the law of tort. Therefore, brokers, underwriters and claims staff alike should understand the law of tort, as failure to understand this means protections may be inadequate and a fair presentation of risk may not occur.

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Social selling and virtual networking

  • Wed 08 Jan 12:00 pm – 1:00 pm
  • Online

This session demonstrates the importance of social media [specifically LinkedIn] and how to use it effectively to boost sales, build and leverage your network, build personal brand, and nurture and add value to existing relationships.

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The New Employment Rights Bill and its Potential Impact on the Insurance Industry

  • Tue 17 Dec 12:00 pm – 1:00 pm
  • Online
    • Jeff Heasman

The Employment Rights Bill will potentially have a major impact on the insurance industry.

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Leading sales conversations – uncovering client needs

  • Thu 12 Dec 12:00 pm – 1:00 pm
  • Online
    • Nick Thomas

This session looks at the key factors required to be effective and impactful in our conversations with both prospects and clients.

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Generative AI Tools: how they are shaping the way advice is given and how customers are responding - NEW DATE

  • Tue 10 Dec 11:00 am – 12:00 pm
  • Online
    • Jeff Heasman

In this webinar, we will explore exactly what generative AI is and isn´t, how it is being used now, how it may be used in the future, and the potential benefits and pitfalls for companies and customers.

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Mental Health First Aid training with Oakleaf - Day 2

  • Tue 10 Dec 9:00 am – 5:00 pm
  • Guildford Borough Council Offices

This internationally recognised training course is ideal for individuals who would like to gain the knowledge and skills to spot signs of people experiencing poor mental health, be confident to start a conversation and signpost a person to appropriate support.

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Mental Health First Aid training with Oakleaf - Day 1

  • Mon 09 Dec 9:00 am – 5:00 pm
  • Guildford Borough Council Offices

This internationally recognised training course is ideal for individuals who would like to gain the knowledge and skills to spot signs of people experiencing poor mental health, be confident to start a conversation and signpost a person to appropriate support.​

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Understanding the Different Types of Company Structures

  • Fri 06 Dec 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

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.

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AF8 (Retirement Income Planning) Preparation Tester Event, Wednesday 4th December 2024 - online distance learning event

  • Wed 04 Dec 10:00 am – 4:00 pm
  • Online

The objective is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement. This session is recorded and a copy is sent out to all delegates.

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Learn Innovation Skills: Exploring Problems & Improving Ideas

  • Mon 02 Dec 12:00 pm – 1:00 pm
  • Online
    • Harvey Wade

Are you coping with the fast-moving pace of insurance? Do you have the skills to innovate to solve the tough challenges you, your team and your organisation are facing? Join this session to learn and practice innovation tools to put into immediate use that will make innovation better.

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Global threats facing the insurance industry

  • Tue 26 Nov 12:00 pm – 1:00 pm
  • Online
    • Branko Bjelobaba FCII

What are the global threats facing the insurance industry right now and how are these impacting UK insurers and brokers?

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