Previous events

All previous events

Annual General Meeting 2025

  • Tue 22 Apr 5:30 pm – 6:30 pm
  • Novotel York

Your local institute council invites you to attend their 2025 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.

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RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 15th April 2025 - online distance learning event

  • Tue 15 Apr 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the April 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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CPD Webinar: Contractors Insurance Masterclass - Advanced

  • Tue 08 Apr 12:00 pm – 1:00 pm
    • Alan Tickner FCII, FIRM, Nick Thomas Associates

This is the 3rd and final part of our Masterclass sessions on Contractors Insurance. This session studies claims and cases that have determined the legal interpretation of policy wordings. In doing so, it summarises and builds on the learnings of our two earlier webinars enabling policyholders/clients to operate within a highly contractual environment

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Financial awareness – a plain English overview for all insurance staff on how to understand clients’ accounts and how an accountants figures differ from what insurers need. (1)

  • Fri 04 Apr 11:00 am – 12:00 pm
    • Alan Chandler Chartered Insurer, Alan Chandler Training

Understanding clients’ accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives, account handlers and underwriters will need to understand the main terminology.

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Professional Indemnity insurance – How claims can arise

  • Thu 27 Mar 1:00 pm – 2:00 pm
    • Alan Chandler Chartered Insurer, Alan Chandler Training

This presentation provides an overview of professional indemnity insurance. It looks at the main case law underpinning the PI market, why the PI market is expanding in terms of number of policyholders needing the cover yet at the same time the capacity is decreasing.

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

  • Thu 20 Mar 12:00 pm – 1:00 pm
    • Rachel Doerr, Doerr Dallas Valuations

Underinsurance is a major issue in the industry – many reports suggest that around 2/3 of homes are underinsured. Unfortunately, the same is often true for the contents in those homes. Why is this, and what can insurers and brokers do about it?

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The Forensic Examination of Photovoltaic Systems - Hawkins Forensic Investigation

  • Thu 20 Mar 9:30 am – 10:15 am
  • Online

Join Forensic Fire Investigator Dr Nick Carey, as he explains the basics of photovoltaic installations, the electrical safety risks of fires scenes involving them, and typical faults/damage which can lead to fires or other failures.

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Drone Insurance

  • Tue 18 Mar 1:00 pm – 2:00 pm
    • Alan Tickner, Nick Thomas & Associates

This is an emerging class of insurance driven by the increasing use of drones by businesses. The session provides a comprehensive exploration into the safe operation of drones and the relevant insurance, risk and regulatory issues.

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Mindset and motivation: fuelling your success

  • Tue 18 Mar 12:00 pm – 1:00 pm
    • Melissa Kidd, Motem Ltd

Every individual, team and organisation has the potential to improve. But high performance is dependent on having the right mindset. Drawing on Carol Dweck’s research, this webinar shows how adopting the right mindset can help to increase your intelligence, success and tenacity.

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CPD Webinar: Contractors Insurance Masterclass - Intermediate

  • Tue 18 Mar 12:00 pm – 1:00 pm
    • Alan Tickner FCII, FIRM, Nick Thomas Associates

This is the second part of 3 in our Masterclass sessions on Contractors Insurance. This session examines how the standard Joint Contracts Tribunal contract has influenced the Contractors' insurance product, where and to whom the building contract imposes responsibility for insurance and the main classes affected

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CPD Webinar: Farm Essentials

  • Wed 12 Mar 12:00 pm – 1:00 pm
    • Jane Carr, Zing 365

The farming and agriculture industry has quite a unique requirement when it comes to insurance. There is material damage, livestock, farming equipment, various degrees of liability, environmental facts, the list goes on! The purpose of this course is to get an understanding of the risks associated with this industry, and how insurance policies provide the cover.

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Introduction to Engineering insurance

  • Wed 12 Mar 12:00 pm – 1:00 pm
    • Alan Tickner, Nick Thomas & Associates

Engineering insurance can be a difficult area for brokers and insurers to understand. This introduction to engineering insurance session looks at the main covers and helps brokers and insurers identify key risk areas.

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The Ogden Rate - Highly topical - how liability rates will significantly fall in 2025 due to the recent Ogden rate reduction

  • Fri 07 Mar 1:00 pm – 2:00 pm
    • Alan Chandler Chartered Insurer, Alan Chandler Training

The Ogden rate may sound an obscure thing, but it has massive implications both positively and negatively on liability settlements. All brokers, underwriters and claims staff should have a good understanding of the Ogden rate in order to explain rating changes to policyholders and understand why large liability claims will now be reducing.

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Illicit Cultivation & Processing of Cannabis - Hawkins Forensic Investigation

  • Thu 06 Mar 9:30 am – 10:15 am
  • Online

Ian Tatner will discuss methods used during the illicit cultivation of cannabis plants and subsequent processing of the crop and how such activities can lead to extensive property damage and danger to life.

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Lithium-Ion Battery Fire - A Forensic Insight - Hawkins Forensic Investigation

  • Thu 20 Feb 9:30 am – 10:15 am
  • Online

Electrical Engineer Richard Heath will explain the science behind these incidents, the techniques used to mitigate the risks, and how modern forensic investigation techniques can shed light on the causes of battery failures. He will also include a review of the problems that everyday consumers face regarding lithium-ion batteries and discuss the challenges an investigator might encounter when conducting such investigations.

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CPD Webinar: Contractors Insurance Masterclass - Introduction

  • Tue 18 Feb 1:05 pm – 2:05 pm
    • Alan Tickner FCII, FIRM, Nick Thomas Associates

This is the first of our 3 Masterclass sessions on Contractors Insurance. This session examines Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover

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CPD Webinar: The changing Ogden rate and how it will reduce liability premiums

  • Thu 30 Jan 10:00 am – 11:00 am
    • Alan Chandler, Alan Chandler Insurance Training and Consultancy

How liability rates will significantly fall from January 2025 due to the recent Ogden rate reduction? The Ogden rate is used by courts to increase or decrease large personal injury liability claims. It was one of the main reasons why the market went so hard in recent years when the rate started loading liability settlements, and it will be one of the man reasons why we will now go into a softer market due to the fact it will start discounting liability settlements from 10 January 2025. This presentation will be delivered by Alan Chandler, Chartered Insurer, and he will explain what the Ogden rate is and how it affects liability settlements

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CPD Webinar: READING, UNDERSTANDING AND APPLYING LAWS

  • Wed 22 Jan 12:00 pm – 1:00 pm
    • Jeff Heasman, Insurance Upskill

The study and practice of law is often considered difficult because of the sheer volume of information that needs to be read, understood and applied, whether in a case study for a professional exam or as part of providing advice to a client.

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Vulnerable Customers

  • Thu 09 Jan 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

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. Alan Chandler, Chartered Insurer, who is widely regarded as one of the top insurance trainers in the UK will look at how firms have been treating customers unfairly including some disturbing case studies. The presentation will include how the FCA define vulnerable customers, the measures all firms are expected to put in place and how the requirements on all firms are changing to make sure the most vulnerable are protected going forward. This continues to be a hot topic for the regulator and failure to comply leaves firms open to disciplinary measures from the regulator.

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Understanding the basics of general insurance regulation in the UK insurance industry.

  • Mon 25 Nov 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

This webinar looks to provide an overview of the history of regulation within the UK non-life insurance industry, who are the main regulators, how do they regulate and why regulation is so essential. The presentation will examine the principle-based approach to regulation put in place by the UK regulators and how this differs from rules based regulation in many other countries. it will also look at the main aspects of regulation including fair treatment for customer, ICOBS, training and competence requirements and solvency margins. All staff need to have an overview of how regulation applies to the insurance industry within which they work, and this presentation will provide this overview.

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