Previous events

All previous events

M05 Made Easier - Part 2

  • Thu 13 Jun 9:30 am – 12:30 pm
  • Zoom- Webinar
    • Jeff Heasman, Insurance Upskill

Many people get overwhelmed when studying MO5 but there is no longer any need to worry! Using his 25 years of experience working in and teaching law across various parts of the world, Jeff Heasman uses his unique style to make MO5 far easier and more accessible that it might otherwise be. This comprehensive course covering all aspects of the MO5 module over 6 hours (spread over 2 sessions of 3 hours) will not only make the subject matter easier to understand and more accessible, it will also make your studies and learning experience enjoyable!

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HARD TALK: HOW TO COMMUNICATE WITH CUSTOMERS ABOUT PRICE RISES AND OTHER IMPACTS OF A HARD MARKET

  • Wed 12 Jun 10:30 am – 11:30 am
  • Zoom- Webinar
    • Jeff Heasman, Insurance Upskill

As we enter a hard market, so our conversations with clients become harder. Trying to communicate price rises and potentially narrower cover creates significant challenges, and if not handled well, can significantly impact the relationship with customers not only now but in the future. This webinar will provide you with communication strategies that will enable you to communicate with clients in a way that keeps them onboard now and for the future.

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M05 Made Easier - Part 1

  • Mon 10 Jun 9:30 am – 12:30 pm
  • Zoom- Webinar
    • Jeff Heasman, Insurance Upskill

Many people get overwhelmed when studying MO5 but there is no longer any need to worry! Using his 25 years of experience working in and teaching law across various parts of the world, Jeff Heasman uses his unique style to make MO5 far easier and more accessible that it might otherwise be. This comprehensive course covering all aspects of the MO5 module over 6 hours (spread over 2 sessions of 3 hours) will not only make the subject matter easier to understand and more accessible, it will also make your studies and learning experience enjoyable!

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The Power of Mindset

  • Wed 05 Jun 12:00 pm – 1:00 pm
  • Zoom- Webinar
    • Nick Thomas, Nick Thomas & Associates

This empowering session draws on research in the fields of psychology, performance, and neuroscience. It looks at what really drives excellence and how our talent is not a gift we are born with, but something that is developed through opportunity, commitment, and ‘deep’ practice. It explores how our beliefs around the nature of talent can transform our psychology and therefore our success in work and in life. Illustrated by inspiring real life case studies from sport, business, the arts, and everyday life

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Luton & Hertfordshire's 2024 Bowling Competition - Stevenage

  • Thu 23 May 6:00 pm – 9:00 pm
  • Hollywood Bowl Stevenage

Come and join us for a fun evening bowling, at Hollywood Bowl in Stevenage. This is a VIP Experience and includes: 2 games. Souvenir celebration and winners pin 2 drinks are included per person One adult meal per person after the games (burgers/hot dogs/fries and a vegan option) Nachos included during the game.

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An overview of commercial package insurance

  • Tue 21 May 1:00 pm – 2:00 pm
  • Zoom- Webinar
    • Alan Chandler

This webinar will provide a practical look into the various sections of a typical commercial package insurance policy, what is covered and what protection a commercial customer actually obtains, so that brokers, underwriters and claims staff alike can be confident when explaining the different sections of cover. The reality is, that many commercial customers do not always appreciate the breadth of their cover, and as such the discussion tends to too often focus on price rather than cover and quality. This webinar will look to put the onus back on the essentials of cover and quality so that customers can make informed decisions. The presentation will be provided by Alan Chandler, one of the most popular speakers within the UK, and Alan in his usual plain English style will outline the main areas of cover, the history of package insurance and how sums insured should be correctly set. The webinar will be suitable for anyone working with commercial package insurance be they brokers, underwriters or claims staff.

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All You Need to Know About the CII Professional Qualifications Pathway

  • Tue 21 May 12:00 pm – 1:00 pm
    • Ian Simons, CII

Aim: to give an overview of the CII professional examination pathway whether you’re new to the sector or a professional looking to progress your career aspirations.

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WEBINAR - The Power of Values

  • Thu 16 May 12:00 pm – 1:00 pm
  • Online
    • Nick Thomas, Nick Thomas & Associates

Every decision we make and every goal we set is guided by our values, but most us live our lives directed by a value set that we haven’t consciously constructed ourselves! This session will allow delegates to gain clarity on their true values, allowing them to pursue happy, fulfilling lives in congruence with their values.

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The FCA Client Money Rules for General Insurance: Complying with CASS 5

  • Wed 08 May 12:00 pm – 1:00 pm
    • Jim Dart Chartered MCSI, Int.Adv.Cert(RegComp), MICA, dart COMPLIANCE LIMITED

This session will focus on: Identifying whether firms operate under CASS 5.2, 5.3 or 5.4 or a hybrid model; How to correctly complete the RMAR Section C Client money return; The client money calculation requirements and Actions which could inadvertently affect the trust status of the accounts

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Enabling Womens Careers - 8th May - The Heroine's Journey

  • Wed 08 May 12:00 pm – 1:30 pm
  • Online
    • Caroline Martin, Enabling Wings

Join us for this months Enabling Women's Careers Session. An exploration into the heroine's journey, This session will be live online on Zoom. It will not be recorded as we aim to create an environment as close to an in person session as possible which is safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage each other. Please allow up to 90 minutes for this session and have your camera on to be able to interact with the group.

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LAW OF TORTS IN A NUTSHELL

  • Tue 07 May 10:00 am – 11:00 am
  • Zoom- Webinar
    • Jeff Heasman, Insurance Upskill

All too often we overthink principles of tort law and we get confused by the raft of cases that exist in this area of law. In turn, we confuse ourselves and our customers in the way we explain and apply those principles of law. In this session, we will strip the law of torts back to basics and demystify the confusion. We will learn how to explain the law in a simple and clear way and how to apply the case law to real-life scenarios. Areas that we will examine include: Negligence: the duty of care, breach of duty, causation and remoteness Occupiers’ liability Employers’ liability General defenses and remedies in the law of torts.

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Professional Liability - Intermediate

  • Thu 02 May 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Matt Owen-James, Zing365

Covering liability is probably a cover that you sell on every policy, particularly Public & Employer’s Liability. But, what about those businesses who are liable who provide professional advice? If Professional indemnity isn’t something that you deal with frequently, it can be quite difficult to get your head around the core mechanics of how these policies work. In this course, we will be exploring how a business can be professionally liable before we understand the different policies that are available. We will also be discovering the legal remedies and underwriting factors.

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Reviewing contracts for their insurance implications

  • Wed 01 May 12:00 pm – 1:00 pm
  • Zoom- Webinar
    • Diane Jenkins, Nick Thomas & Associates

Join Diane for this session is an excellent opportunity for delegates to better understand a service that is often requested by clients. The session explores the main issues typically found in contracts from both a broker and insurer viewpoint

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Charity Golf Day plus Wine Tasting

  • Thu 25 Apr 9:00 am – 6:00 pm
  • Aldenham Golf and Country Club
    • Jeff Heasman, Insurance Up Skill

Join us for our first Annual Charity Golf Day in aid of the Alzheimer's Society. The day will start with a round of golf followed by a wine tasting session with Jeff Heasman on To Pair Or Not To Pair: What Wine Pairings Can Teach Us About Forming High Quality Connections In Our Social and Professional Lives The itinerary for the day is: 9:30 - TEA/COFFEE & BACON ROLLS 18 holes 1 Course lunch after golf with mini presentation Wine Tasting CPD event Cost £59 per person

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Discover the impact of second-hand trauma when dealing with distressing claims

  • Wed 24 Apr 1:00 pm – 2:00 pm
  • Claims
  • Online event
    • Bijal Ladva, Brit Insurance
    • Hursh Pratap Singh, Allianz Partners

In this IIL claims webinar, Bijal Fatania and Hursh Pratap Singh talk about the discovery of second-hand trauma when dealing with distressing claims, and most importantly, how improved support is required for the insurance industry.

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Financial Conduct Authority – Introduction to Regulation of General Insurance

  • Fri 19 Apr 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Kerris Earle, Zing365

"This session is designed as an introduction or a refresher to the regulation of general insurance for intermediaries in the UK. As such, it delivers an overview of core elements of the UK’s regulatory framework, who the regulations apply to, ICOBS, on core regulatory principles and rules across GI. This session does not cover the minute details of the rules of the FCA, and as such the course should not be relied upon on when making compliance decisions for your organisation. "

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Annual General Meeting 2024

  • Tue 16 Apr 6:30 pm – 7:30 pm
  • The Sun Hotel - Hitchin

We need you! To get down to our AGM... Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.

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Why underinsurance in home contents is so prevalent, and practical tips/tools to address it.

  • Tue 16 Apr 12:00 pm – 1:00 pm
    • Rachel Doerr, Doerr Dallas Valuations

Rachel Doerr is Managing Director of Doerr Dallas Valuations, a business she started in 2016. She now has more than 30 years of experience in the Art & Antiques industry, and specialises in supporting clients and their professional advisers with their valuation needs. She offers a wide range of support to brokers and insurers, including market insights and training on different aspects of valuations. This webinar will explain what under-insurance is and how it can arise as well as provide practical tips and tools to address it.

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Enabling Womens Careers - 10th April - How to Escape Lifes Drama

  • Wed 10 Apr 12:00 pm – 1:30 pm
  • Online
    • Caroline Martin, Enabling Wings

Join us for this months Enabling Women's Careers Session. How to escape lifes Drama - An introduction to transactional analysis This session will be live online on Zoom. It will not be recorded as we aim to create an environment as close to an in person session as possible which is safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage each other. Please allow up to 90 minutes for this session and have your camera on to be able to interact with the group.

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Goals and goal setting

  • Wed 27 Mar 12:00 pm – 1:00 pm
  • Webinar
    • Nick Thomas, Nick Thomas & Associates

Join Nick Thomas for this webinar where he will discuss Goals and goal setting. Goals are ‘dreams with legs’ – - they motivate us and drive us forward. Goal-setting shifts us from a negative problem-focused mindset into a positive mindset, and ‘where focus goes, energy flows’. This session draws on research from the worlds of psychology, neuroscience and coaching to explore the power of goals and how to structure them to get the results that we really want.

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