Previous events

This month

The Evolving Workplace in the 21st Century - North-East Regional Flagship Event. This event has been cancelled.

  • Thu 09 Oct 9:00 am – 3:00 pm
  • Novotel Leeds

We are sorry to announce that this event has been cancelled. We apologize for any inconvenience this may cause. Thank you for your understanding.

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Wonderful World of Watches

  • Fri 03 Oct 12:00 pm – 1:00 pm
    • Rachel Doerr, Doerr Dallas

Many people collect watches – a single watch can easily exceed the limits included within many home contents policies, needing them to be specified. This webinar is an introduction to the watch market, looking at how it is changing, factors influencing price, key risks, and what brokers and insurers should be considering in order to protect both themselves and their clients.

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All previous events

Parametric Insurance/New ways of underwriting in the 21st century

  • Thu 25 Sep 12:00 pm – 1:00 pm
    • Dr Alan Punter, BTech, MSc, PhD, MBA

“Indemnity, or not Indemnity, that is the question.” An exploration of the growth and uses of parametric insurance products.

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A Day at the Races

  • Fri 19 Sep 11:30 am – 5:00 pm
  • The Royal Armouries, New Dock Hall

We are delighted to announce that in partnership with BIBA Yorkshire & Northern, we are holding "A Day at the Races" on Friday 19 September 2025 at the spectacular Royal Armouries, Leeds.

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FINANCIAL ADVICE IN DIVORCE FOUNDATION TRAINING DAY

  • Wed 17 Sep 9:30 am – 4:30 pm
  • Wetherby Racecourse
    • Fiona Sharp, The FPOD Academy
    • Steve Hennessy, The FPOD Academy

The Insurance Institute of York and The PFS in collaboration with The FPOD Academy are very pleased to offer a Foundation Training Day for Financial Advisers who are interested in, or are already providing, advice and services on divorce. This Training Day is for any Financial Adviser who is keen to develop their foundational skills and knowledge in this important and growing area of work.

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Insurance Institute of York Quiz Night

  • Thu 11 Sep 5:00 pm – 11:00 pm
  • Manahatta 3 Little Stonegate, York YO1 8AX

We're sorry to announce that our quiz night has been cancelled due to unforeseen circumstances. We apologize for any inconvenience this may cause. Thank you for your understanding.

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Storytelling for Business

  • Thu 11 Sep 12:00 pm – 1:00 pm
    • Industry Expert: Susan Heaton-Wright, Multi-Award winning International Impact, Communications & Speaking Consultant, Keynote Speaker, Facilitator, Mentor

Using stories in our communication: whether it be speaking, written or using social media, is a powerful way to engage and influence your audience. It ensures your messages are memorable and ‘stick’. They are particularly powerful when sharing complicated or technical information. This session explains the science behind storytelling; how to structure stories for the maximum power and when to use them.

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The Cyber Evolution: Defending the Dynamic Workplace

  • Thu 04 Sep 12:00 pm – 1:00 pm
    • Rosehana Amin, Clyde & Co LLP
    • Bethan Griffiths, Clyde & Co LLP

The digital transformation of the workplace has created unprecedented opportunities and equally unprecedented risks. As remote work becomes the norm and cloud technologies reshape how we operate, cybercriminals are exploiting new vulnerabilities faster than ever before.

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Human V Automated Decision-Making: Have We Gone Too Far?

  • Thu 31 Jul 12:00 pm – 1:00 pm
    • Jeff Heasman, Insurance Upskill

We have reached a critical crossroads in the digitisation and automation of processes within insurance and financial services. Some say that we have already gone too far and the human element is being continuously eroded, whereas others believe we have not gone far enough and that insurance and financial services continue to lag behind other professions. There is a fine balance to be struck. This session is a pre-seminar webinar for our Flagship event "The Evolving Workplace in the 21st Century" happening on Thursday 9 October, Novotel, Leeds.

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A Plain English Introduction to Engineering insurance and inspection

  • Wed 23 Jul 1:00 pm – 2:00 pm
    • Alan Chandler Chartered Insurer, Alan Chandler Training

This is an hour’s presentation looking to provide a plain English overview of the Engineering insurance market, which is often shrouded in mystery and badly understood. We will look at both the inspection and insurance cover elements of Engineering insurance.

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The Budget and IHT Planning

  • Tue 15 Jul 12:30 pm – 2:30 pm
  • Star Inn, Willerby, Hull

Presentation by Time investments held at the Star Inn, Willerby, Hull Please note: this is face to face in person and not online. Networking buffet lunch followed by presentation. Free car parking available at the venue

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Harrogate Summer Roadshow

  • Tue 24 Jun 8:30 am – 4:00 pm
  • The Pavilions Great Yorkshire Events Centre

Precision planning & protection perfection How well are your clients able to articulate their financial goals? When did you last go back to basics and consider how protection features in your clients’ plans? Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.

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RO5 (Financial Protection) Pre Exam Training, Wednesday 18th June 2025 - online distance learning event

  • Wed 18 Jun 9:30 am – 4:30 pm
  • Online

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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Part 3 – Improve ideas & Get Buy-in

  • Tue 10 Jun 12:00 pm – 1:00 pm
    • Harvey Wade, Innovate21

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 three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better. Hosted by Harvey Wade, an award-winning innovator and ex-innovation lead at Allianz and Cisco, he works with insurance organisations to make them better at innovating. Due to technical issues this webinar was cancelled on the 3rd June and has been re-scheduled for 10th June 2025.

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Part 3 of a three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better.

  • Tue 03 Jun 12:00 pm – 1:00 pm
    • Harvey Wade, Innovate21

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? This is the third part of this three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better. Hosted by Harvey Wade, an award-winning innovator and ex-innovation lead at Allianz and Cisco, he works with insurance organisations to make them better at innovating.

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RO4 (Pensions and Retirement Planning) Pre Exam Training, Thursday 29th May 2025 - online distance learning event

  • Thu 29 May 9:30 am – 4:30 pm
  • Online

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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RO3 (Personal Taxation) Pre Exam Training, Wednesday 28th May 2025 - online distance learning event

  • Wed 28 May 9:30 am – 4:30 pm
  • Online

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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The Rise of Errors and Omission Claims Against Brokers and how these can be mitigated

  • Tue 27 May 1:00 pm – 2:00 pm
    • Alan Chandler Chartered Insurer, Alan Chandler Training

This presentation will explore why the number of errors and omission claims against brokers are on the increase and how these can potentially be mitigated. Ask a PI solicitor which PI claims are the easiest to deal with, and they nearly always say broker PI claims because you just must settle! Brokers time and again fail to professionally train staff and record key things in a correct manner, meaning that when these claims go to court there is often no defence.

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RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 21st May 2025 - online distance learning event

  • Wed 21 May 9:30 am – 4:30 pm
  • Online

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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Underinsurance part 2 - Memorabilia: Passing Phase or Appreciating Asset?

  • Tue 20 May 12:00 pm – 1:00 pm
    • Rachel Doerr, Doerr Dallas Valuations

Collecting things is something humans have always done – from interesting pebbles to glamorous diamonds! It’s a natural urge that many of us experience. Collecting memorabilia has become very fashionable, and can be very lucrative. But what is valuable, and what advice and guidance should a client be offered?

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