Previous events
All previous events
Annual General Meeting 2020 - virtual meeting
Whilst the Constitution states that members need to attend the AGM in person, due to the exceptional circumstances we find ourselves in, we have had to take a pragmatic approach and adapt to the situation as best we can. Whilst we are aware of it being unconstitutional, this years’ AGM will be held virtually.
View event detailsWebinar - The Supreme Court on Vicarious Liability. Have We Reached the Final Destination?
In recent years, the law relating to vicarious liability has been in constant motion. What did the Supreme Court say in the Barclays and Morrisons judgments and how will this impact employers and insurance companies? Have we finally got some certainty in this area of law? This thought-provoking webinar will look at both sides of the argument and assess how best employers and the insurance industry can adapt to these recent developments.
View event details
AF5 - Financial Planning Process Revision Day- 17/04/2020
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the April 2020 exam.
View event details
Webinar - What to say and how to say it: communicating with customers in difficult and uncertain times
The spread of COVID-19 has created difficult and uncertain times for customers and the insurance industry. This webinar will provide a strategy on how to communicate with customers in the current climate in a way that will reduce anxiety, provide clarity and keep the customer on board.
View event detailsR06 - Financial Planning Practice Revision Day- 16/04/2020
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the April 2020 exam.
View event details
Webinar - Non financial mis-conduct in General insurance – are you doing enough?
In this webinar Branko Bjelobaba will talk about the FCA's interest in non-financial conduct and focus especially on their recent Dear CEO letter.
View event details
Webinar - Cognitive Flexibility: an essential skill for the 4th industrial revolution
This session will teach you how to develop your cognitive flexibility in a fast-paced and challenging working environment and enable you to move away from one-dimensional thinking.
View event details
Webinar – How insurance intermediaries can cope financially
This webinar will focus on the current urgent financial aspects of riding this storm - overall business solvency, compliance with COND 2.4 and client money. This webinar is of relevance to general insurance brokers and insurers.
View event detailsHow to answer the most common question of the moment: 'does my Bi policy cover Covid-19?' (1)
A thirty-minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid -19?' Webinar - details to follow once registered
View event detailsWhat to say and how to say it: communicating with customers in difficult and uncertain times
The spread of COVID-19 has created difficult and uncertain times for customers and the insurance industry. This webinar will provide a strategy on how to communicate with customers in the current climate in a way that will reduce anxiety, provide clarity and keep the customer on board.
View event detailsHow to answer the most common question of the moment: 'does my Bi policy cover Covid-19?'
A thirty-minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid -19?' Webinar - details to follow once registered
View event details
Practical Soft Skills Workshop- Masterclass
This one-day course focuses on the tiny details that make the difference between good client relationships and great client relationships. During the day you will learn what your communication style says about you and how you can adapt the way that you communicate to instantly build rapport with those around you.
View event details
AF4- Investment Planning- 13/03/2020
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
View event details
Lunchtime Seminar- Examination Techniques
This 3 hour workshop will aid all those who are taking CII examinations. This interactive course will deal with how to impress the examiner, looking at the different examination terminology and what the examiner expects when they use key phrases. The workshop will explore a range of study techniques to see which ones are most appropriate for you as well as looking at how to time manage both in respect of revision and the actual exam.
View event details
R03 - Personal Taxation Revision Day 07/02/2020
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
View event detailsLunchtime Seminar- Vulnerable Customers
The FCA have found following a thematic review that vulnerable customers are often not treated fairly. In fact many Insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurer has loaded rates at renewal. Some of the UK's largest institutions have been guilty of proactively targeting these individuals and the regulator has had enough of Insurers and brokers balancing their books on the most vulnerable in our society. The FCA have announced they will be investigating dual pricing, a lot of this will because the advantage taken of the vulnerable - expect some serious action by the FCA.
View event details
Annual Dinner
Our glamourous annual dinner will be held on Friday 15th November 7pm at the Crowne Plaza, Newcastle. We are looking forward to an evening of entertainment, good food and lots of laughs - we hope to see you and your colleagues there.
View event detailsAF5 - Financial Planning Process Revision Day- 04/10/2019
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the October 2019 exam.
View event details