Previous CPD programme

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The InsurTech Conference London

  • Fri 22 Sep 8:00 am – 5:30 pm
  • Shoreditch Town Hall

The Market Minds InsurTech Conference is back for its second year and CII members can take advantage of a 20% discount!

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Visit to Lloyd's (September 2017)

  • Thu 21 Sep 11:30 am – 1:30 pm
  • CPD visit
  • Lloyd's

A two hour visit to the internationally renowned Lloyd's building to provide an introduction to Lloyd's and how the Lloyd's market works.

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Individual accountability - extending the Senior Managers and Certification Regime to all FCA firms

  • Thu 14 Sep 1:30 pm – 4:00 pm
  • Financial Planning
  • The Insurance Hall
    • Branko Bjelobaba FCII

A two hour briefing presented by Branko Bjelobaba FCII (FCA Compliance Consultant and CII Accredited Advanced General Insurance Trainer).

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General Data Protection Regulation (GDPR) - what is changing and what you must do by 25 May 2018

  • Thu 14 Sep 9:00 am – 11:30 am
  • Financial Planning
  • The Insurance Hall
    • Branko Bjelobaba FCII

A two hour briefing presented by Branko Bjelobaba FCII (FCA Compliance Consultant and CII Accredited Advanced General Insurance Trainer).

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AF3 Pension Planning Training Day/Revision Course

  • Wed 13 Sep 9:30 am – 4:00 pm
  • Financial Planning
  • The Gherkin
    • Tom Ryan APFS, Astute Pensions

This course is now fully booked.

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Visit to Plowden & Smith

  • Tue 12 Sep 10:20 am – 12:30 pm
  • CPD visit
  • Plowden & Smith Limited

This two hour visit to Plowden & Smith’s workshop in Wandsworth offered a behind the scenes look at how a leading UK and world specialist in the conservation and restoration of the fine and decorative arts, uses its insurance and risk management policies to help support and maintain its reputation as an internationally recognised company.

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Resilience and insurance challenges of modern methods of construction

  • Mon 04 Sep 1:15 pm – 2:00 pm
  • Property
  • The Old Library, Lloyd's
    • Dr Jim Glockling, Fire Protection Association and RISCAuthority

In this IIL property lecture Dr Glockling described the historic framework for development of the UK's built environment and how it has led to an erosion of resilience against perils such as fire, and described what needed to happen to remedy the situation.

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Final Salary Pension Transfers

  • Thu 13 Jul 9:30 am – 4:00 pm
  • Financial Planning
  • Brooks Macdonald
    • Tom Ryan APFS, Astute Pensions

This course is now fully booked

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General Data Protection Regulation (GDPR) - what is changing and what you must do by 25 May 2018

  • Mon 03 Jul 9:00 am – 11:30 am
  • Financial Planning
  • The Insurance Hall
    • Branko Bjelobaba FCII

A two hour briefing presented by Branko Bjelobaba FCII (FCA Compliance Consultant and CII Accredited Advanced General Insurance Trainer).

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Professional Indemnity Insurance Conference

  • Mon 03 Jul – Wed 05 Jul
  • Robinson College

A 3 day conference organised on behalf of the Professional Indemnity Forum.

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Blockchain (R)evolution and what it means for you

  • Thu 29 Jun 5:30 pm – 8:00 pm
  • YMC event
  • Swiss Re
    • Natalie Williams, Deliotte LLP
    • Ruchir Dalmia, Deloitte LLP
    • Peter Evans, Deloitte LLP

A Young Members' committee event in association with Deloitte & Swiss Re.

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Final Salary Pension Transfers

  • Mon 26 Jun 9:30 am – 4:00 pm
  • Financial Planning
  • Brooks Macdonald
    • Tom Ryan APFS, Astute Pensions

This course is now fully booked.

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Visit to Lloyd's (June 2017)

  • Thu 15 Jun 11:30 am – 1:30 pm
  • CPD visit
  • Lloyd's

A two hour visit to the internationally renowned Lloyd's building to provide an introduction to Lloyd's and how the Lloyd's market works.

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The Insurance Distribution Directive - what are the proposed changes and how you can influence the FCA

  • Thu 01 Jun 9:00 am – 11:30 am
  • Financial Planning
  • The Insurance Hall
    • Branko Bjelobaba FCII

A two hour briefing presented by Branko Bjelobaba FCII (FCA Compliance Consultant).

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Succession planning from a Sole Practitioner into a Family Partnership

  • Wed 31 May 1:15 pm – 2:00 pm
  • Financial Planning
  • The Old Library, Lloyd's
    • Filip Slipaczek ACII APFS

In this IIL financial services lecture Filip Slipaczek described his career as a sole practitioner financial adviser and comment on the issues facing those who want to pass on the running of their business to the next generation.

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Building a vibrant profession

  • Tue 30 May 1:15 pm – 2:00 pm
  • Financial Planning
  • The Old Library, Lloyd's
    • Nick Turner APFS, NFU Mutual

In this IIL financial services lecture Nick Turner APFS talked about the key building blocks that make the Personal Finance Society so vibrant.

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Gross Profit - are we still all getting it wrong?

  • Wed 24 May 1:15 pm – 2:00 pm
  • The Old Library, Lloyd's
    • Damian Glynn, Vericlaim UK
    • Steven Nock, Crawford & Co.

In this IIL joint property/LBIA lecture Damian and Steven presented the results of the latest (fourth) CILA survey with regards to the adequacy of BI cover.

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Final Salary Pension Transfers

  • Thu 18 May 9:30 am – 4:00 pm
  • Financial Planning
  • Brooks Macdonald
    • Tom Ryan APFS, Astute Pensions

This course is now fully booked.

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The Information Commissioner calls - what to expect

  • Fri 12 May 1:15 pm – 2:00 pm
  • London Market
  • The Old Library, Lloyd's
    • Mark Gleeson, Browne Jacobson LLP

In this IIL London Market lecture Mark Gleeson explained how the Information Commissioner approaches the investigation and resolution of data breaches.

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FCA - Complaints Rules and Practical Management

  • Wed 26 Apr 1:00 pm – 4:00 pm
  • Financial Planning
  • The Insurance Hall
    • Branko Bjelobaba FCII
    • Melissa Collett, Financial Ombudsman Service

A half day seminar presented by Branko Bjelobaba FCII, FCA Compliance Consultant and Melissa Collett, former Senior Ombudsman, Financial Ombudsman Service.

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