Forthcoming events
This month
A plain English overview of understanding an insurance policy wording
This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English walk through what makes up an insurance policy wording. One of the learnings of the BI and Covid-19 court battles is the fact that you ignore the construction of policy wordings at your peril. All brokers, underwriters and claims staff should have a good grasp of the component parts of an insurance policy wording and this presentation will provide this understanding
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Quiz Night - October 2025
Get ready to test your knowledge, flex your brain muscles, and the chance to catch up with other members. From trivia titans to casual quizzers, there's something for everyone.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 7 & Day 8, Tuesday 21st October and Wednesday 22nd October 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 7 & 8 21st & 22nd October Revision & Technique
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Men’s Mental Health / Men: It’s OK to Talk
MEN: IT’S OK TO TALK (AND OTHER WAYS TO PROCESS DIFFICULT STUFF) presented by Mental Health in Business Ltd with speaker Jay Unwin Talking is good for us. We all know that and yet some of us find it hard to talk about how we feel, especially when we aren’t feeling good. This session is aimed at men and those that would like to support the men in their lives.
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IIB Autumn Event - To Pair or Not to Pair: what wine and beer pairings with curry can teach us about forming high quality connections in our social and professional lives
Join us for a curry night with wine and beer tasting! Spaces are limited - book now!
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RO1 (Financial services, regulation and ethics) Pre Exam Training, Tuesday 4th November 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO1 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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Understanding Disclosure & Representations in Insurance
A CPD event from Insurance Upskill - Jeff Heasman Clear and accurate disclosure remains a cornerstone of insurance contracts, yet it continues to be a source of risk and dispute. This practical session unpacks legal duties from the 2012 and 2015 Acts, recent case law, and highlights common pitfalls. You will learn strategies to improve compliance and communication across the policy lifecycle from proposal to claims.
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RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 5th November 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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RO3 (Personal Taxation) Pre Exam Training, Tuesday 11th November 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO3 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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Pension Transfer Specialists (PTS) Course, Tuesday 11th November 2025
OBJECTIVES • Be up-to-date with current developments in the Defined Benefit/Safeguarded benefit transfer market. • All-round knowledge quiz. • Demonstrate fact-finding, analysis and recommendation skills on two case studies.
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RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 12th November 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO4 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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RO5 (Financial Protection) Pre Exam Training, Tuesday 18th November 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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Directors and Officers and Employment Practices Liability insurance in a plain English nutshell
This webinar, presented by Alan Chandler, one of the most popular presenters in the UK, will explore the sources of potential claims for both D&O and EPL. and how to put the right cover in place.
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Active Listening: A Powerful Skill in Compassionate Leadership
Active listening and non-judgemental communication are superpowers for successful leaders. This session is aimed at anyone wishing to elevate their communication skills. The aim of the session is to help attendees to understand the benefits of active listening and non-judgemental communication, and how they can both be put into practice, to contribute to a psychologically safe and healthy workplace.
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Time Management Skills
Using our time effectively is a key skill that we all need. How well do you manage your time? Do you find it hard to prioritise your workload and struggle to meet deadlines? Join this interactive session to learn practical tools and strategies that will enable you to be more effective at managing your time.
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Financial awareness – a plain English overview for all insurance staff
This presentation, provided by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English understanding of what is in a balance sheet, Profit and Loss account and a cash flow statement and how these can be read easily by non-accountants
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Anticipating Change & Setting Ambition
Join this webinar presented by Harvey Wade of Innovate 21 to develop your ability to anticipate change, determine how it could impact your team and how to plan ambitious goals. Five practical tools will be shared with worked through examples so you can understand how to apply the approaches to your role
View event detailsPatto: And an inspiring and motivating story of resilience and exploration into how we can build resilience
Patto: And an inspiring and motivating story of resilience and exploration into how we can build resilience
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Understanding commercial insurance claims handling
This webinar delivered by Alan Chandler one of the leading presenters in the UK, looks at what a claims handler would look for in the event of a claim. The webinar explores the importance of early notification of claim by the policyholder, what information a claims handler will typically seek and when they will use an outsourcer. The presentation will also explore both the insured and insurers obligations in respect of a claim and why insurers must settle promptly.
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Marine Cargo and Goods in Transit Insurance
This webinar is designed for insurance brokers or underwriters who are new to the subject of marine cargo insurance or are keen to expand their knowledge in this area. It considers the different types of insurance and the requirements of the customer in this respect including sendings /own goods-own vehicle/hauliers covers.
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