Podcasts about chartered insurance institute

Episode 187 - Reflections on the BIBA Conference 2025 by Chartered Insurance Institute

In this episode of Insurance Tomorrow, Vanessa Baffoe welcomes Luke Baker, our own head of large corp and specialty, and Dr. Matthew Connell, director of policy and public affairs at the Chartered Insurance Institute, to explore the top business risks for 2025. We cover: The key findings of the 2025 Allianz Risk Barometer globally and in the UK. The most pressing risks for SMEs and mid-sized businesses, including cyber incidents, legislative changes and business interruption. How the top business risks are interlinked and what brokers need to know about their interdependencies. The evolving role of brokers and how they can help their clients to build resilience. How the top risks might evolve and how brokers can prepare for these changes. Enjoyed this episode? Don’t forget to rate and review to help others discover the Insurance Tomorrow podcast. And, if you’re not yet subscribed, tap the follow button so you don’t miss out on the latest insights. For more resources, articles, and webinars on business risks and other key topics, visit the Allianz Knowledge Centre. See omnystudio.com/listener for privacy information.

This podcast focuses on Local Matters, Matt Ward, Regional Membership Manager at the Chartered Insurance Institute, will be speaking with Danielle Ashmore, President of the Insurance Institute of Coventry, Sarah Hughes, Communications Officer for the Insurance Institute of Cardiff and Kath Harvey, President of the Insurance Institute of Aberdeen, to discuss their plans to engage their membership in 2025.

In this episode, we speak to Gaenor Jones, Middle East and Central South Asia Regional Director of the Chartered Insurance Institute, to discuss the UAE Central Bank's introduction of new legislation, which mandates professional qualifications for senior insurance representatives.

In this week's episode, we are joined by Laura Clark, Senior Strategic Change Manager at Alzheimer's Society, Mandy Hunt, Chair of the CII Underwriting Community Board and Managing Director MGA's at The Clear Group, and Matt Connell, Policy and Public Affairs Director at the Chartered Insurance Institute. We are discussing the important role insurance professionals can play in supporting vulnerable customers, following on from a recent roundtable discussion involving the CII Professional Communities.

SCOR's Life & Health Underwriting & Claims publication is celebrating its 10th birthday. Over the last decade, SCORacle has brought the latest innovation and change in underwriting and claims practice to SCOR's UK & Irish market clients. From advances in medicine and healthcare to changes in legislation affecting the industry and technology advances to achieve improved customer outcomes, SCORacle has consistently delivered thought-provoking content. In this episode David Ferguson, Underwriting and Claims Development Manager interviews Phil Cleverley, Chief Underwriter and Paul Blyth, Head of Underwriting and Claims Proposition. Listen to them discuss the concept for SCORacle, the early editions, and how it has evolved over the last 10 years to produce more than 30 editions and 135 articles, as well as the challenges the industry has faced and their thoughts for the most important advances and challenges for the industry over the next 10 years.BIOS:David Ferguson, Underwriting & Claims Development ManagerDavid joined SCOR in December 2014 and has more than 25 years of experience in life and health reinsurance in the UK and Irish market. He has worked for different insurers across a range of roles including premium administration, underwriting and claims, research and development and automated rules development for claims engines.  His current role as Underwriting & Claims Development Manager is to support the implementation of SCOR's underwriting and claims strategy and framework for Life underwriting and claims best practice.  He has an interest in advances and innovations in medical tech and their impact on the Life and Health industry. He is an Associate of the Chartered Insurance Institute and holds both the Institute's Underwriting and Claims diplomas. He is currently Chair of the Digital Technology and Innovation Practitioner Group at the Investment & Life Assurance Group.Paul Blyth, Head of Underwriting  & Claims PropositionPaul is Head of Underwriting & Claims Proposition in the UK and Ireland at SCOR. His key responsibilities are maintaining and enhancing relationships with SCOR's key clients in both Underwriting and Claims in the UK and Irish markets. With 20+ years' experience in claims, he develops and delivers training to clients on a regular basis, coordinates the UK team's webinars and newsletter, SCORacle, where he has contributed a number of articles over the years, some of which have been translated for other markets including Korea and Japan.He has represented SCOR many times when presenting at various industry events such as FOCUS (where he was vice chair), Health Insurance Society, Select 74, Health Claims Forum, and the Health, Care and Protection Conference. He has a particular interest in cancer and neurology and has issued a number of publications over the years, which include topics such as Proton Beam Radiation Therapy, Immunotherapy, Rare Cancers, Neurodendocrine Tumours (NETs)/Gastrointestinal Stromal Tumours (GISTs)/Pseudomyxoma Peritonei (PM) and many more. Phil Cleverley, Chief UnderwriterPhil has been working in the insurance industry for over 40 years with the majority of that time spent in underwriting. He joined SCOR Global Life as Chief Underwriter in December 2009 having previously worked at Swiss Re, GE Insurance Solutions and United Friendly Insurance. Phil was one of the first people to gain the Diploma in Medical Underwriting and has been a long-time member of the Educational Council for the Assurance Medical Underwriting Society that provides the material for the Chartered Insurance Institute subject Life and Disability Underwriting. He has been a member of many working parties within the Association of British Insurers and has been heavily involved in the production of the Statements of Best Practice/Minimum Standards for Critical Illness, ABI Guidance on the Disability Discrimination Act and Application Form Design. He is also a past Chair of the ABI Genetics Working Party.

Ian Simons, content and capabilities director of the Chartered Insurance Institute, said those without the skills to work with artificial intelligence are at greater risk of redundancy than those who know how to make the most of this technology. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the podcast, we are discussing the topic of women in insurance, looking at developments within the profession, and work still to be done. Vivine Cameron,Equality, Diversity and Inclusion Manager for the Chartered Insurance Institute, is joined by Sandra Lewin, founder of the 100 Women in Insurance collective, and Angela Irvine, Sales Director at The Bletchley Group and Regional Chair for BIBA West Midlands.

In this second episode about Fraud in Insurance, Robyn Wallner, Underwriting Solutions in the US, and Paul Blyth, Head of Underwriting Claims & Propositions in the UK, discuss innovative solutions with host David Ferguson, Underwriting and Claims Development Manager from the UK. Innovative technology, trends analysis, databases, heat maps, artificial intelligence, and more are being used to identify fraud in underwriting and claims to stay ahead of the fraudsters using many of the same tools. Part 1 of this series discusses fraud risks and mitigation and is available here. Host David FergusonDavid joined SCOR in December 2014 and has more than 25 years of experience in life and health reinsurance in the UK and Irish market. He has worked for different insurers across a range of roles including premium administration, underwriting and claims, research and development and automated rules development for claims engines.   His current role as Underwriting & Claims Development Manager is to support the implementation of SCOR's underwriting and claims strategy and framework for Life underwriting and claims best practice.  He has an interest in advances and innovations in medical tech and their impact on the Life and Health industry. He is an Associate of the Chartered Insurance Institute and holds both the Institute's Underwriting and Claims diplomas. He is currently Chair of the Digital Technology and Innovation Practitioner Group at the Investment & Life Assurance Group. Guest Paul BlythPaul is Head of Underwriting & Claims Proposition in the UK and Ireland at SCOR. His key responsibilities are maintaining and enhancing relationships with SCOR's key clients in both Underwriting and Claims in the UK and Irish markets. With 20+ years' experience in claims, he develops and delivers training to clients on a regular basis, coordinates the UK team's webinars and newsletter, SCORacle, where he has contributed a number of articles over the years, some of which have been translated for other markets including Korea and Japan.He has represented SCOR many times when presenting at various industry events such as FOCUS (where he was vice chair), Health Insurance Society, Select 74, Health Claims Forum, and the Health, Care and Protection Conference. He has a particular interest in cancer and neurology and has issued a number of publications over the years, which include topics such as Proton Beam Radiation Therapy, Immunotherapy, Rare Cancers, Neurodendocrine Tumours (NETs)/Gastrointestinal Stromal Tumours (GISTs)/Pseudomyxoma Peritonei (PM) and many more.Guest Robyn WallnerRobyn Wallner works at SCOR in the role of Vice President, Underwriting|Partnerships. She has more than three decades of insurance and financial services experience including individual life and disability income underwriting, underwriting guideline development, compliance oversight, product development, reinsurance, technology development/underwriting rules/engines development, vendor negotiation, claims review and analysis, underwriting representation for litigation, quality oversight, co-creation of solutions with distributors, carriers, TPAs, and insurtechs, new business administration and underwriting leadership, and Chief Underwriter.Robyn has a Bachelor of Arts degree in Management from College of St Benedict. She also holds the Fellow, Academy of Life Underwriting (FALU); Fellow, Life Management Institute (FLMI); and Chartered Life Underwriter (CLU) designations as well as Emergency Medical Technical (EMT) certification. In her free time, Robyn enjoys volunteering as an EMT and Alpine Ski Patroller, playing pickleball, golfing, hiking, and spending time with her husband, Steve, and three children, Paige, Megan, and Matthew.

In this episode of the podcast, we are discussing Personal Development and neuro linguistic programming. Tim Groves, Programme Development & Partnership Manager for the Chartered Insurance Institute, is joined by Caroline Martin, Leadership Coach & NLP Trainer at Enabling Wings.

How big is the global insurance fraud problem and how can we mitigate the fraud risk? The latest SCOR Innovation Podcast episode features David Ferguson, Underwriting and Claims Development Manager from the UK, interviewing Robyn Wallner, Underwriting Solutions in the US, and Paul Blyth, Head of Underwriting Claims & Propositions in the UK. Join us to hear a comparison between the fraud issues on either side of the Atlantic Ocean, as the experts discuss fraud trends, factors constituting fraud in different markets, and more.  Host David FergusonDavid joined SCOR in December 2014 and has more than 25 years of experience in life and health reinsurance in the UK and Irish market. He has worked for different insurers across a range of roles including premium administration, underwriting and claims, research and development and automated rules development for claims engines.   His current role as Underwriting & Claims Development Manager is to support the implementation of SCOR's underwriting and claims strategy and framework for Life underwriting and claims best practice.  He has an interest in advances and innovations in medical tech and their impact on the Life and Health industry. He is an Associate of the Chartered Insurance Institute and holds both the Institute's Underwriting and Claims diplomas. He is currently Chair of the Digital Technology and Innovation Practitioner Group at the Investment & Life Assurance Group. Guest Paul BlythPaul is Head of Underwriting & Claims Proposition in the UK and Ireland at SCOR. His key responsibilities are maintaining and enhancing relationships with SCOR's key clients in both Underwriting and Claims in the UK and Irish markets. With 20+ years' experience in claims, he develops and delivers training to clients on a regular basis, coordinates the UK team's webinars and newsletter, SCORacle, where he has contributed a number of articles over the years, some of which have been translated for other markets including Korea and Japan.He has represented SCOR many times when presenting at various industry events such as FOCUS (where he was vice chair), Health Insurance Society, Select 74, Health Claims Forum, and the Health, Care and Protection Conference. He has a particular interest in cancer and neurology and has issued a number of publications over the years, which include topics such as Proton Beam Radiation Therapy, Immunotherapy, Rare Cancers, Neurodendocrine Tumours (NETs)/Gastrointestinal Stromal Tumours (GISTs)/Pseudomyxoma Peritonei (PM) and many more.Guest Robyn WallnerRobyn Wallner works at SCOR in the role of Vice President, Underwriting|Partnerships. She has more than three decades of insurance and financial services experience including individual life and disability income underwriting, underwriting guideline development, compliance oversight, product development, reinsurance, technology development/underwriting rules/engines development, vendor negotiation, claims review and analysis, underwriting representation for litigation, quality oversight, co-creation of solutions with distributors, carriers, TPAs, and insurtechs, new business administration and underwriting leadership, and Chief Underwriter.Robyn has a Bachelor of Arts degree in Management from College of St Benedict. She also holds the Fellow, Academy of Life Underwriting (FALU); Fellow, Life Management Institute (FLMI); and Chartered Life Underwriter (CLU) designations as well as Emergency Medical Technical (EMT) certification. In her free time, Robyn enjoys volunteering as an EMT and Alpine Ski Patroller, playing pickleball, golfing, hiking, and spending time with her husband, Steve, and three children, Paige, Megan, and Matthew.

Hosted by Joanne Murphy, Chief Operating Officer at the Chartered Banker Institute, alongside guests Gill White, Chief Customer Officer at the Chartered Insurance Institute, and Paul Barrett, Head of Wellbeing at the Bank Workers Charity

In this episode of the podcast, we are discussing the year ahead and the CII Presidential Theme for 2024. We are joined by Ian Callaghan, President of the Chartered Insurance Institute.

Late last year the Financial Conduct Authority announced it would be forming a working group to look at how its SDR rules on greenwashing would affect advisers rather than publishing rules on the issue.In this week's podcast FT Adviser deputy editor Damian Fantato is joined by Matthew Connell, director of policy and public affairs at the Chartered Insurance Institute, and Luke Murray, consultant at Bovill, to discuss what the rules on ESG are for advisers at the moment, what gaps there are in those rules and what the advice working group might focus on.The FT Adviser Podcast is the podcast for financial advisers, brought to you by FT Adviser. Each week, we are joined by guests from the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

Marilyn and her husband Hadi recently decided to buy a new car, a decision that turned out to be an 8-month ordeal. Making big financial decisions as a couple can be quite daunting, but that doesn't mean that spending your money individually is a walk in the park. In this episode, Rhea and Marilyn invite Marilyn's financial advisor Sharon Calderini to share tips with listeners for better financial planning in 2024. What are the pillars of wealth you should consider? Why should you be saving for the long term? And what are Rhea and Marilyn's new year's resolutions when it comes to their finances? Finally, after a bit of a hiatus, Marilyn and Rhea bring back the recurring segment “Two Kinds of People” to debate the value of spending on yourself. Got any financial new year's resolutions? Share them with us on sayhi@whoruntheworldpodcast.com.Sharon Calderini is a financial advisor with over 16 years of experience. She is a partner at St. James's Place Wealth Management, where she is helping clients and families in the UK and the UAE reach their full potential through solid financial advice, planning, and education. She has secured Fellow Chartered status as a financial advisor, a title held by only 3% of Chartered Insurance Institute members.Special thanks to Ciara Chown for her support with this episode.Who Run the World is a production of Reyzin Media. Hosted by Rhea Chedid and Marilyn Zakhour. Produced by Ahmed Ashour. Follow Who Run the World on Instagram and Tik Tok at @whoruntheworldpod. 

​In the latest Insurance Post Podcast, Sicsic, managing partner of Sicsic Advisory, said embedded insurance has been around for a long time with travel and white good, but technology has widened the range of types of cover that can be sold in this way.However, he flagged that, with this type of cover, checks need to be made so consumers understand what they have purchased.Sicsic said: “Do people really understand that they are purchasing an insurance product, and does it meet their needs?Double cover“The classic issue we have seen over the years is having double cover. You are purchasing a new policy, but have it already covered in your main policy. I would call it mis-purchase. You mis-buy by not exactly understanding the cover you are getting, and then get a bad surprise at the point of claim.”Sicsic is joined on the podcast by Matthew Connell, director of policy and public affairs at the Chartered Insurance Institute, who outlines the pros and cons of embedded insurance, and the steps to take to make sure seamless selling doesn't result in consumers sleepwalking into the wrong cover.As well as being able to listen to the podcast by clicking on the player above, you can also download and keep this episode of the Insurance Post Podcast to listen to anytime, anywhere you want to.To download the episode, go to your podcast provider of choice (Apple, Google, Samsung, Spotify, Audible, etc) and search for Insurance Post.​ Hosted on Acast. See acast.com/privacy for more information.

February 2017, insurance press is swarmed with predictions based on Carl Frey's study that robots are coming and “topping the list of jobs at risk of being automated are insurance underwriters, with a 98.9% probability of being replaced by robots” . 6 years have passed and here we are, World Economic Forum marks Insurance underwriters as those who are “most likely to benefit from AI augmentation – 100% of their tasks have the potential to be augmented, the Jobs of Tomorrow report says”.Together with my guest, Artur Niemczewski, Non-Executive Director at Chartered Insurance Institute, we discuss how the job of underwriter went from endangered to potentially 100% AI augmented in 6 years. And this time, we have a mystery guest as well…

​Speaking during the latest Insurance Post Podcast, Grant said this autumn we will see the Stonegate and various eateries appeals looking at aggregation, the increased cost of working and furlough.Grant said: “I think furlough is the really big one here. It is the one with big financial implications, but, equally, it is a Marsh resilience wording. Will that translate across to policyholders on other wordings? We will have to see.”On the impact that these ongoing cases have had on the industry's reputation, Matthew Connell, director of policy and public affairs at the Chartered Insurance Institute, said customer satisfaction for business interruption since the Covid-19 lockdowns have been a few percentage points lower than for other types of insurance.Consumer perceptionsHowever, Connell said the Financial Conduct Authority's test case had drawn something of a line under things in terms of consumer perceptions.The FCA argued for policyholders that the 'disease' and 'prevention of access' clauses in the representative sample of 21 policy types provide cover in the circumstances of the Covid-19 pandemic, and that the trigger for cover caused policyholders' losses.In January 2021, the Supreme Court ruled that cover may be available for partial, as well as full, closure, and for mandatory closure orders that were not legally binding.The judgment brought to an end legal arguments under 14 types of policy issued by six insurers, and a substantial number of similar policies in the wider market that the FCA claimed would lead to claims being successful.Claims and litigationConnell said: “What is pre-occupying SMEs now is speed of claims and delivering on claims. That goes back to issues that payments aren't being made because litigation is going on for so long.”The duo also discuss whether a rebrand is required, how insurers have changed this type of cover, and the ways brokers have adapted the nature of conversations they have with policyholders to make sure BI insurance is fit for purpose.As well as being able to listen to the podcast by clicking on the player above, you can also download and keep this episode of the Insurance Post Podcast to listen to anytime, anywhere you want to.To download the episode, go to your podcast provider of choice (Apple, Google, Samsung, Spotify, Audible, etc.) and search for Insurance Post. Hosted on Acast. See acast.com/privacy for more information.

Last week, St James's Place announced it was scrapping exit fees for the vast majority of new investment bonds and pensions as part of an overhaul of its charging structure.The firm said there would be a revised charging structure for new investment bonds and pensions which will operate with an initial charge and ongoing charges but without any early withdrawal charges.In addition, charges across all its wrappers, which have historically been disclosed primarily on an all-inclusive basis, will be separated into component parts. It's no surprise that the FTSE 100 has often been scrutinised for its fees so this was largely welcomed by the industry but had many questioning why now?FTAdviser deputy news editor Sonia Rach talks to Alison Gay, senior public affairs consultant at the Lang Cat and Matthew Connell, director of policy and public affairs at the Chartered Insurance Institute on the impact of the consumer duty on fees and other areas in the industry.The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

In this last episode of the three-part series entitled “Towards Carbon Neutrality: Offshore Wind" GQ, Lionel, and Xingang will discuss around the role of insurance in offshore wind and their different perspectives on the topic. In this episode, among other topics they will highlight the role of insurance in offshore wind farms, claims trend, and design defect.The first 2 parts of this series "Offshore Wind, the basics for the next generation” and “Offshore Wind Farms Market Conditions & Risk Exposures” are available on the channel and we encourage everyone to listen to them before this last part: it goes over the fundamentals and how the energy works and the key progress and development in this area in Europe, US & Asia. GQ Xu is New Energy Practice Head, based in London. After obtained PhD degree in Geotechnics in 2007 from University of Nottingham, GQ started his career as an offshore engineer with various companies with different roles, from offshore geotechnical engineer, senior project manager, principal engineer to head of renewable within a leading certification body. He has worked on various offshore wind farm projects worldwide, including offshore Europe, Taiwan, mainland China, Japan and USA. GQ joined SCOR's London office in April 2019 as an offshore wind underwriter with responsibility for SCOR's portfolio of offshore wind farms, and he has recently been promoted as New Energy Practice Head, with overall responsibility to grow SCOR's portforlio in low carbon sector. He has been elected as co-chair for JRNC Offshore Wind Committee and also member of LMC Renewable Energy Committee, actively involved in drafting the latest insurance clauses for renewable energy.Lionel Kpoze is a Senior Onshore Construction & Offshore Wind Uderwriter, based in Houston. Lionel graduated from ENSEM (Nancy, France) in 2002 with a Master's Degree in Engineering specializing in Fluid Mechanics. He also holds a business management degree at IAE-Sorbonne Business School and has completed the Advanced Diploma of the Chartered Insurance Institute. Lionel has 10 years' experience in the offshore industry first as  Field engineer (Schlumberger, Baker Hughes) on drilling rigs and then as Installation engineer (SAIPEM). He has worked in many places in Africa, the Middle East and the US. He joined SCOR in early 2012 as underwriter for the Energy entity. Xingang Zhang is Offshore Renewable Energy Underwriter, based in Singapore. He obtained PhD in engineering. He has over 14 years' experience in offshore wind industry, worked within a global leading turbine OEM in different roles from offshore wind turbine R&D to project management, holding 100+ patents in wind, and author of three books in offshore wind engineering. Xingang joined SCOR Singapore office in 2021 as underwriter for offshore renewables. 

The first part of this series entitled “Towards Carbon Neutrality: Offshore Wind, the basics for the next generation” is available on the channel and we encourage everyone to listen to it, if you want to know more on the fundamentals and how offshore wind energy works. On today's discussion, GQ, Lionel and Xingang, our three SCOR experts, will discuss the differences of logistics, processes and legislation, but also will go over progress in each of their market (EMEA, APAC, Americas) and how they compare the markets progress. In this episode, they will highlight the different risk exposures including Nat Cat exposure among the three regions.GQ Xu is New Energy Practice Head, based in London. After obtained PhD degree in Geotechnics in 2007 from University of Nottingham, GQ started his career as an offshore engineer with various companies with different roles, from offshore geotechnical engineer, senior project manager, principal engineer to head of renewable within a leading certification body. He has worked on various offshore wind farm projects worldwide, including offshore Europe, Taiwan, mainland China, Japan and USA. GQ joined SCOR's London office in April 2019 as an offshore wind underwriter with responsibility for SCOR's portfolio of offshore wind farms, and he has recently been promoted as New Energy Practice Head, with overall responsibility to grow SCOR's portforlio in low carbon sector. He has been elected as co-chair for JRNC Offshore Wind Committee and also member of LMC Renewable Energy Committee, actively involved in drafting the latest insurance clauses for renewable energy.Lionel Kpoze is a Senior Onshore Construction & Offshore Wind Uderwriter, based in Houston. Lionel graduated from ENSEM (Nancy, France) in 2002 with a Master's Degree in Engineering specializing in Fluid Mechanics. He also holds a business management degree at IAE-Sorbonne Business School and has completed the Advanced Diploma of the Chartered Insurance Institute. Lionel has 10 years' experience in the offshore industry first as  Field engineer (Schlumberger, Baker Hughes) on drilling rigs and then as Installation engineer (SAIPEM). He has worked in many places in Africa, the Middle East and the US. He joined SCOR in early 2012 as underwriter for the Energy entity. Xingang Zhang is Offshore Renewable Energy Underwriter, based in Singapore. He obtained PhD in engineering. He has over 14 years' experience in offshore wind industry, worked within a global leading turbine OEM in different roles from offshore wind turbine R&D to project management, holding 100+ patents in wind, and author of three books in offshore wind engineering. Xingang joined SCOR Singapore office in 2021 as underwriter for offshore renewables. 

EPISODE 1548: In this KEEN ON episode, Andrew talks to Peter Cave, the author of HOW TO THINK LIKE A PHILOSOPHER, about the scholars, dreamers and sages who can teach us how to live Peter Cave read philosophy at University College London (UCL) and King's College, Cambridge. He has held lectureships in philosophy at UCL, University of Khartoum, Sudan, and City University London; he was an associate lecturer for many many years at the Open University (and is now Honorary) and New York University (London). Further, he is a principal examiner for the Chartered Insurance Institute. Peter is a Fellow of the Royal Society of Arts, Honorary Member of Population Matters, former member of the Council of the Royal Institute of Philosophy and Chair of Humanist Philosophers – and is a Patron of Humanists UK. He is also a keen supporter of the Wigmore Hall and for some years English National Opera (now under unjustified funding cuts). He was elected to The Athenaeum Pall Mall Club in 2007. Author of numerous philosophical papers, both serious and humorous, Peter's particular interests are paradoxes, ethical matters and life and death dilemmas. He has given guest philosophy lectures at, for example, Copenhagen, Stockholm and Bucharest and has edited collections and written articles for various publications. In previous decades, he was columnist on taxation and money myths for The Investor magazine. Peter has scripted and presented BBC radio philosophy programmes – from a series on the Paradox Fair to more serious ones on John Stuart Mill. He often takes part in public debates on religion, ethics and socio-political matters, in Britain and on the Continent – and believes that one should ‘stand up and be counted' when faced with some horrors, horrors that are often the result of religious belief or unbridled enthusiasm for capitalism. Named as one of the "100 most connected men" by GQ magazine, Andrew Keen is amongst the world's best known broadcasters and commentators. In addition to presenting KEEN ON, he is the host of the long-running How To Fix Democracy show. He is also the author of four prescient books about digital technology: CULT OF THE AMATEUR, DIGITAL VERTIGO, THE INTERNET IS NOT THE ANSWER and HOW TO FIX THE FUTURE. Andrew lives in San Francisco, is married to Cassandra Knight, Google's VP of Litigation & Discovery, and has two grown children. Learn more about your ad choices. Visit megaphone.fm/adchoices

In the latest episode of the Insurance Post Podcast, titled ‘Multi-occupancy buildings insurance after Grenfell', Laura Hughes, general insurance policy manager at the Association of British Insurers, said through the risk-sharing scheme the industry is playing its part in making tower blocks safer and cheaper to insure.Hughes added: “One of the real problems we have seen with some of these buildings is the fact that the capacity, or exposure, insurers are willing to take on is relatively limited and, therefore, we have seen layering of different insurers providing cover for a certain level of that building.Associated costs“We have seen [that] some of the associated costs of that layering type scheme has seen significant cost for the insured, and, ultimately, the leaseholders who then see those cost premiums passed on. What the scheme is doing is looking to increase the capacity so there is no longer that need for the layering of capacity for each building.“I am not going to lie to you – it is a significant market intervention, and it has been extremely hard work. Our members have been consistently throughout the past year working hard to get this scheme up to speed.“We have been working with McGill & Partners that are leading the development of this specialty scheme. It is important to know that it is only going to be a short-term, time-limited scheme."Ultimately, we are looking to create a sticking plaster while remediation work takes place.“It has been complex. There has been a lot of competition law we have needed to take into account, but we are really pleased with the way it has been developing.”Hughes is joined on the podcast by Matthew Connell, director of policy and public affairs at the Chartered Insurance Institute, who reflects on whether HM Treasury and the Financial Conduct Authority could shake up the rules for how insurance brokers get paid as a result of concerns about the cost of buildings insurance to residential leaseholders and other property owners of multi-occupancy buildings. Hosted on Acast. See acast.com/privacy for more information.

Justice Peprah Agyei is the Regional Manager of the National Insurance Commission in Ghana, a Chartered Property Casualty Underwriter (CPCU), and an Associate of the Chartered Insurance Institute of the United Kingdom and Ghana (ACII, ACIIG). He holds an MPhil in Enterprise Risk Management and Business Consulting from Kwame Nkrumah University of Science and Technology. In today's episode of the In The Know podcast, Chris Hampshire and Justice discuss insurance in Ghana and Africa and the positive ways his CPCU designation has impacted his career.   Key Takeaways Highlights of Justice's professional journey into the insurance industry. An overview of the insurance landscape in Ghana. Two main contributors to the growth of personal insurance coverage in Africa. The motivation behind Justice's app-technology approach to offering insurance. Highlights of the commercial insurance growth in Ghana. Justice details the impact of his letter to the president of Ghana regarding unemployment insurance during COVID. The motivation behind Justice's articles and how he is benefitting the industry. Justice outlines the ways his CPCU designation has benefitted his career. The early career advice Justice wishes he would have known years ago.   Quotes “Insurance is something interesting. It's something I can think of as my profession.” “Insurance education has grown very well in the past years.” “Penetration is still low, around 2%, but the coverage has gone up.” “This approach has made it easier even for those who are not educated in insurance.” “My CPCU designation is one of the great things that has happened to me in my insurance career.” “When I joined the CPCU, that's when the magic started.”  

This week FTAdviser deputy news editor Sonia Rach was joined by Alexandra Roberts, head of regulatory policy and compliance at Pimfa, Matthew Connell, director of policy and public affairs at the Chartered Insurance Institute and Andrew Green, head of compliance helpdesk at Threesixty Services to discuss the consumer duty and the impending July 31 deadline.Guests acknowledged some of the key challenges firms are facing ahead of the looming deadline and how they are preparing for it.Given it has now been 10 years since the Retail Distribution Review came into effect - which has been labelled as one of the biggest changes to the adviser marketplace - guests discussed whether the consumer duty will have the same impact and could transform the industry further.Connell said the consumer duty is the FCA:s focus on aspects of the RDR that are 'unfinished business'.The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests for the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

In this episode we are pleased to welcome back Nicholas, 10 years old today, this schoolboy curious about renewable energies who had already accompanied us in an episode dedicated to Hydrogen, which you can also find on this channel. Nicholas is telling us "I think that I've heard that one hour of collecting power is just enough to produce energy for one light, or maybe not one light, but one or two homes out of millions. So my thoughts are a little negative towards them and investing in them but I would really like to understand more about this and possibly convinced that they are a good solution for the future."In this conversation today, GQ Xu & Lionel Kpoze will aim to convince Nicolas of the features and advantages of Offshore Wind, but also to understand its operation and its future, and how this energy is green and beneficial for the environment.GQ Xu is New Energy Practice Head, based in London. After obtained PhD degree in Geotechnics in 2007 from University of Nottingham, GQ started his career as an offshore engineer with various companies with different roles, from offshore geotechnical engineer, senior project manager, principal engineer to head of renewable within a leading certification body. He has worked on various offshore wind farm projects worldwide, including offshore Europe, Taiwan, mainland China, Japan and USA. GQ joined SCOR's London office in April 2019 as an offshore wind underwriter with responsibility for SCOR's portfolio of offshore wind farms, and he has recently been promoted as New Energy Practice Head, with overall responsibility to grow SCOR's portforlio in low carbon sector. He has been elected as co-chair for JRNC Offshore Wind Committee and also member of LMC Renewable Energy Committee, actively involved in drafting the latest insurance clauses for renewable energy.Lionel Kpoze is a Senior Onshore Construction & Offshore Wind Underwriter at SCOR, based in Houston. He graduated from ENSEM (Nancy, France) in 2002 with a Master's Degree in Engineering specializing in Fluid Mechanics. He also holds a business management degree at IAE-Sorbonne Business School and has completed the Advanced Diploma of the Chartered Insurance Institute. Lionel has 10 years' experience in the offshore industry first as  Field engineer (Schlumberger, Baker Hughes) on drilling rigs and then as Installation engineer (SAIPEM). He has worked in many places in Africa, the Middle East and the US. He joined SCOR in early 2012 as underwriter for the Energy entity. He's been underwriting offshore wind projects since 2015. 

In this episode of the podcast, we are discussing the CII's new 5-year Strategic plan, with a focus on the first theme of Excellent Member Experience. We are joined by Alan Vallance, Chief Executive of the Chartered Insurance Institute, and Azlina Bulmer, Membership and Engagement Director for the CII.

In this episode of Navigate series, listen in to the leaders in the Captive industry and find out about the upcoming Captive conference, key themes and aims, being held on September 12-13th in Bermuda. Grainne Richmond joined Aon Insurance Managers (Bermuda) Ltd. in September 2022 as Executive Vice President, Head of Captives. Prior to joining Aon, she was Vice President of Strategic Risk Solutions (Bermuda) Limited (‘SRS') (formally Dyna Management Services Ltd. Mrs. Richmond, by background is a qualified CPA (FCA Ireland) and has over 21 years of Captive experience both in Bermuda and Cayman having held senior roles at SRS, Artex Risk Solutions, and International Advisory Services. Prior to Captive Management Ms. Richmond worked with PricewaterhouseCoopers, Dublin in the business advisory division working on a variety of International and Irish companies. Ms. Richmond is heavily involved in the Bermuda Industry and is former President of Bermuda Insurance Management Association (which is now part of the Bermuda Captive Network. She works closely with industry peers in discussions with the Bermuda Monetary Authority, Registrar of Companies, and the Bermuda Government. In March 2023, Ms. Richmond was nominated in Captive Review Global Top 50 professionals for expertise and service in the Captive Industry   Leslie Robinson has over 34 years' experience in the insurance industry; 23 years in captive management and 11 years as an Assistant Director at the Bermuda Monetary Authority.  Leslie is currently Senior Vice President – Head of Underwriting & Claims at Willis Towers Watson Management (Bermuda) Limited.   Leslie earned a bachelor's degree in Economics from Emory University and is also an Associate of the Chartered Insurance Institute of London (ACII).  She is a Justice of the Peace and was appointed Senator for the Bermuda Government in November 2022. She is a Director of the Bermuda Captive Network through her employment at Willis.   Sponsors –   ​Aon Insurance Managers (Bermuda) Ltd. and WTW

In this episode of the podcast, we are talking to the new CII President about his presidential theme for 2023 and looking forward to the year ahead. We are joined by Russell Higginbotham, President of the Chartered Insurance Institute and CEO of Swiss Re Solutions. To find out more about this podcast and for useful links go to: thejournal.cii.co.uk/podcasts

The Chartered Insurance Institute's decision to appoint a majority of directors to the Personal Finance Society's board has triggered a chain of events which has led to resignations from the PFS and anger among its members.But the events of the past few weeks have, in many ways, been the result of a chain of events going back several years.This week, FTAdviser's deputy editor Damian Fantato is joined by Sarah Lord, immediate past president of the PFS, and adviser and academic Richard Bishop, to discuss how the two organisations got here, where they can go from here and what, if anything, advisers can do about it.The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

Jeannette is joined by Neil Fillbrook, one of the most experienced and renowned international bankers in the sector, and a man with over two decades of experience, having worked with such respected names as Royal Sun Alliance and HSBC, and now acts as President and CEO of Bankbrokers Consultancy Group. Neil joins Jeannette to talk about his fascinating career, and what has changed and evolved in the banking industry across the span of his journey, the best advice for companies looking to survive and thrive through tough times, and why we should always look at opportunities with a sense of bravery. KEY TAKEAWAYS When opportunity arises, it's only natural to feel cautious, but we shouldn't let this caution override the positives. All in the incredible paths that open up to us begin with a brave, bold step. Even if you fall flat on your face, you'll still have learned something from the experience. There are no such things as failures - only lessons. A client values trust and support more than anything else. If you can make a client feel as though you are there for them when times get tough, then loyalty will follow. In order to ensure your survival during tougher times, it's necessary to hunker down and cut costs where possible. But we must never over indulge in this practice, and make sure we keep a "helicopter view" of areas in which we should grow or acquire. BEST MOMENTS 'I'll say yes to anything' 'Just think about what if?' 'It's a simple proposition. We're on your side, helping you, and I think clients really like that' 'Don't hunker down too much. Look for the opportunities'   This is the perfect time to get focused on what YOU want to really achieve in your business, career, and life. It's never too late to be BRAVE and BOLD and unlock your inner BRILLIANCE. If you'd like to jump on a free mentoring session just DM Jeannette at info@jeannettelinfootassociates.com or sign up via Jeannette's linktree https://linktr.ee/JLinfoot VALUABLE RESOURCES Brave, Bold, Brilliant podcast series - https://podcasts.apple.com/gb/podcast/brave-bold-brilliant-podcast/id1524278970 ABOUT THE GUEST Neil Fillbrook FCII is Bankbrokers President, North America and CEO, UK and Ireland. He is a Fellow of the Chartered Insurance Institute and an experienced international banker having spent 24 years working for HSBC and for Bankbrokers consultancy group since 2013. Most recently Neil set up new offices for Bankbrokers in Boston Mass., where he now focuses some of his time and attention. He is a family man, with 2 grown children, an enthusiastic golfer and a rugby man through and through (having played for HSBC and Southampton). In his spare time he enjoys relaxing at his family home in Hampshire with his wife Marie and their black lab Chow.  ABOUT THE HOST Jeannette Linfoot is a highly regarded senior executive, property investor, board advisor, and business mentor with over 25 years of global professional business experience across the travel, leisure, hospitality, and property sectors. Having bought, ran, and sold businesses all over the world, Jeannette now has a portfolio of her own businesses and also advises and mentors other business leaders to drive forward their strategies as well as their own personal development. Jeannette is a down-to-earth leader, a passionate champion for diversity & inclusion, and a huge advocate of nurturing talent so every person can unleash their full potential and live their dreams.  CONTACT THE HOST Jeannette's linktree - https://linktr.ee/JLinfoot https://www.jeannettelinfootassociates.com/ YOUTUBE - https://www.youtube.com/channel/UCtsU57ZGoPhm55_X0qF16_Q LinkedIn - https://uk.linkedin.com/in/jeannettelinfoot Facebook - https://uk.linkedin.com/in/jeannettelinfoot Instagram - https://www.instagram.com/jeannette.linfoot/ Email - info@jeannettelinfootassociates.com Podcast Description Jeannette Linfoot talks to incredible people about their experiences of being Brave, Bold & Brilliant, which have allowed them to unleash their full potential in business, their careers, and life in general. From the boardroom tables of ‘big' international businesses to the dining room tables of entrepreneurial start-ups, how to overcome challenges, embrace opportunities and take risks, whilst staying ‘true' to yourself is the order of the day.business, growth, scale, marketing, investment, investing, entrepreneurship, coach, consultant, mindset, six figures, seven figures, travel, industry, ROI, B2B, inspirational: https://linktr.ee/JLinfootSee omnystudio.com/listener for privacy information.

Tamsin speaks to financial protection specialist, Kathryn Knowles. They discuss the financial protection options, how and why to review your protection post divorce and how to financially protect you and your family.  I'm a founder of Cura Financial Services an insurance broker, and Advice for Advisers: training advisers in protection insurance.I have worked in the insurance industry since 2010 and have had a real mixture of roles. I have been involved in compliance, administration, advising, training, marketing, website design and possibly more that I'm forgetting to mention.I set up an insurance brokerage with my husband in 2012. To me, to be able to grow and develop a strong company, I felt that I must understand all roles inside and out. Since then Cura Financial Services has gone from strength to strength, leading us to win multiple national awards.I am known and have been commissioned by insurers to share my approach to providing protection advice. Often referred to as ‘humanising' the insurance world. I have been involved with outreach campaigns for Scottish Widows, British Friendly and The Exeter.I have also been involved in consultations with the Chartered Insurance Institute, Association of British Insurers, British Insurers Brokers Association and the Institute and Faculty of Actuaries.twitter - Kathryn_Curalinkedin - https://www.linkedin.com/in/kathryn-knowles/website insurance - https://www.curainsurance.co.uk/website training - https://www.adviceforadvisers.co.uk/podcast - https://practical-protection.co.uk---Tamsin is a Chartered Financial Planner with over 20 years experience. She works with couples and individuals who are at the end of a relationship and want agree how to divide their assets FAIRLY without a fight.You can contact Tamsin at tamsin@smartdivorce.co.uk or arrange a free initial meeting using https://calendly.com/tamsin-caine/15min. She is also part of the team running Facebook group Separation, Divorce and Dissolution UKTamsin Caine MSc., FPFSChartered Financial PlannerSmart Divorce Ltdhttps://smartdivorce.co.ukP.S. I am the co-author of “My Divorce Handbook – It's What You Do Next That Counts”, written by divorce specialists and lawyers writing about their area of expertise to help walk you through the divorce process. You can buy it here https://yourdivorcehandbook.co.uk/buy-the-book/Support the show

We are celebrating Global Entrepreneurship Week! Throughout the the month of November, so on this new season podcast I will interview remarkable business leaders and entrepreneurs.Today, am thrilled to have Ms Debbie Olabisi a businesswoman, Author and she is a practicing member of the Chartered Insurance Institute and the Society of Will Writers. She attended FGGC Bida, Niger State in Nigeria. She graduated with a degree in Computer Science, and has an MBA in Finance. She's worked with 3 major banks in Nigeria for over 12 years before relocating to the UK in 2011.   She joined MetLife as a Sales Adviser in 2012 and in 2014 joined Eunisure Ltd, and currently with Precise Protect where she is a Specialist Mortgage & Protection Adviser.   She is the Principal Consultant/CEO of Ecarg Financial Solutions.  Debbie enjoys helping people with their protection plans.She will speak to us today about placing protection on the map in an economy that is currently experiencing a living crisis.You will discover the following:1.   What does putting protection on the map mean?2.   Considering the current living crisis, why then don't people currently obtain protective cover? 3.   As a result of the pandemic's impact on our health and the deaths of loved ones, we were forced to reassess what is truly important to us. How significant is life insurance?4.   Can people obtain assistance if they are having trouble paying for life or income insurance given the current cost of living?Connect with Guest:https://www.facebook.com/ecargfinancialsolutions https://www.instagram.com/ecargfinance/ https://www.linkedin.com/in/debbie-liadi-cert-cii-mp-b427bb27/Connect with Host:Listen to Apple podcast https://lnkd.in/de6kymU Google podcasthttps://lnkd.in/ejsZYbqSpotify Podcast https://lnkd.in/eXw4qmH Subscribe to my YouTube channel:https://youtube.com/channel/UCsU0s5XjnnBBmIaZBxHjC2gGrab Our Digitial Products: The Ultimate Interview Questions & Guest Invitation Toolkit For Podcasters, Coaches & Business Ownershttps://payhip.com/b/o5pCs

Gordon WatsonHe is the CEO for AXA Asia, an experienced and energetic leader with a strong track record of delivering results. He is also a member of the group's management committee. Gordon's career in the insurance industry spans more than 30 years, including as regional CEO for AIA, as well as leading the group's corporate solutions, partnership distribution, and AIA Vitality businesses from 2011 to 2017; he was also regional president for AIG Life in Japan and Korea from 2008 to 2010. He has held many key senior roles based out of London, New York, Nairobi, Dubai, Tokyo, Seoul, and Hong Kong. Gordon holds an MBA from the University of Hull in the UK and is a fellow of the UK's Chartered Insurance Institute and the Society of Marketing. He is also the founding chair of Shared Value Project (SVP) in Hong Kong, where he works with private companies to tackle social issues.Insights from this episode:Mental health visibilityEthisphere Institute & One MindMental health Index of best practices for companies' self assessmentCreating mental health culture in companiesLeaders' role and responsibility in mental health company practicesSustainability of mental health practices in companiesInclusion of mental health in InsurancesQuotes from the show:“Each person, to be all you can be in a company needs to come in, needs to bring the best of themselves to work and be able to thrive there.” - Gordon Watson“For me as a CEO, we want high performance, but people need to come in and they need to feel comfortable that they can thrive.” - Gordon Watson“If you really get mental health culture right, it should be robust and strong enough for everyone.” - Gordon Watson“How can we create an overall robust mental health culture that really allows employees to bring the best of themselves to work everyday no matter who they are and really have a meritocracy and a team that supports each other?” - Gordon Watson“We really have the moral obligation to look beyond and exercise deep awareness in that realm because a lot can be hidden behind a smile.” - Mollie Jean De Dieu“Emotional inclusion, it's really all about the doing because inclusion is an action.” - Mollie Jean De Dieu“There is such a stigma behind mental health but we need to be walking our talk in making ripples of change and allowing there to be a work landscape for the generations to come where they can truly bring their full selves at work.” - Mollie Jean De Dieu“Unless we see employee mental well-being through a medical lens, it cannot be sustainable.” - Mollie Jean De Dieu“If you look after the mental health of your employees it's going to affect your business in a very positive way; morale, engagement, etc.” - Gordon WatsonStay connected:Gordon Watsonhttps://www.linkedin.com/in/gordontwatson/Emotional inclusionhttps://www.emotionalinclusion.com/https://www.instagram.com/emotional_inclusion/https://www.linkedin.com/company/emotional-inclusion/

In this episode of the podcast, we are talking about the key takeaways from the Chartered Insurance Institute's Shaping the Future of Insurance conference. We are joined by Liz Foster, Chairperson, Solihull Insurance Brokers and Non-Executive director of the Society of Insurance Broking, and Peter Blanc, CII President.

Welcome to this brand new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode seventeen of the Investing Matter series, which is with the hugely talented and experienced former financial and business journalist, Nick Britton, the Head of Intermediary Communications, at the Association of Investment Companies (AIC). After reading English at Cambridge University, Nick began his career in journalism in Shanghai, China, before spending time as freelance editor in Australia. As a journalist, Nick held roles including Editor of What Investment Magazine and Head of Research at Vitesse Media plc (now BonHill plc), where he produced reports such as Directors' Pay on AIM, the Cash Shells Directory, Institutional Investors in AIM and the VCT Report. He also edited the GrowthBusiness.co.uk website which is aimed at growth companies. Their investors and advisers. In 2015 Nick joined the Association of Investment Companies, where he continues to work mainly with financial advisers and wealth managers, supporting their use of investment companies and venture capital trusts. This includes delivering the AIC's training programme for financial advisers as well as working with the media and professional bodies, such as the Chartered Insurance Institute and the Chartered Institute for Securities and Investments, to further wider knowledge and understanding of the investment structure. In this Investing Matters podcast, I discuss with Nick, his current role as a Head of Intermediary Communications, the exponential growth of investment companies, funds, investment trusts, VCTs, private investors, his successful long-term ISA & SIPP investing strategy across investment companies, Junior ISAs, rebalancing, emotions/psychology of investing, his work with private investors, his greatest learning mistakes, discounts and premium to net asset value, his investing style and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

In this episode I chat to Cathi Harrison, founder and CEO of The Verve Group of companies, on her journey from ‘no money' as one of six children to a single mother, to running a business of 70 people with ambitions for far more to come. Cathi's achievements by age 40 are remarkable. She oozes grit & determination. From being a freelance Para Planner 13 years ago, to running 4 companies and one not for profit now, Cathi is intent on changing the face of financial services. Coming from a background of scarcity she speaks of her drive to control her own destiny and making change happen. Hear how her she doubled the size of the business during lockdown, the challenges she has faced, why women feel the need to get qualified to overcome gender discrimination and her views on building a workplace culture. She tells me her highly evolved definition of ‘real success', her desire for societal change around money and financial services and her kernel of idea to change another fusty industry. Finally Cathi shares her best money purchase for around £30 and her Money Pearls of Wisdom. Sit back, grab yourself an espresso (or drink of your choice!) and enjoy the conversation. • Cathi can be found on LinkedIn here - https://www.linkedin.com/in/cathiharrison/ • At The Verve Group here - https://weareverve.co.uk/our-group-overview/our-people/ • Listen to Cathi's podcast ‘That Mint Podcast' - https://thatmintpodcast.co.uk/ • Learn about the We Are Change movement here - https://weareverve.co.uk/the-verve-foundation/we-are-change/ Glossary: Cathi uses a few abbreviations during our conversation, here's what they mean: • Para Planner – a technical expert who analyses data and information to formulate financial advice • Chartered Insurance Institute – the professional body for most financial advisers and financial planners. • RDR – Retail Distribution Review – basically the banning of commission on most financial products in favour of fees. • AR – Appointed Representative – which basically means an advisory firm who's compliance decisions are governed by a third parties interpretation of the FCA's guidelines • FCA – The Financial Conduct Authority – the regulator for financial advice. If you would like to talk about your money matters do feel free to contact me on: • Twitter - twitter.com/RuthSturkey/ • LinkedIn - www.linkedin.com/in/ruthsturkey/

In this episode of the podcast, we discuss how the insurance and personal finance profession can work together to promote the value of advice, and how this relates the theme of this year's BIBA Conference. We are joined by Peter Blanc, President of the Chartered Insurance Institute, and Dr Matt Connell, director of Policy and public affairs at the CII.

In this episode of the podcast, we are talking about how 2022 marks 125-years since local institutes came together to form the Federation which would evolve into the Chartered Insurance Institute. We will reflect on the value local institutes provide to members and how they have evolved to meet today's professional's needs. We are joined by Eleanor Moore, President of the Insurance Institute of Manchester, and David Irvine, National Member Engagement Manager at the CII. To find out more about this podcast and for useful links go to thejournal.cii.co.uk/podcasts

This is the fifth episode of the ILO's Social Finance Podcast on financial inclusion, impact insurance and sustainable investing. The podcast brings you insights from around the world, highlighting how financial services contribute to social and economic development. In this episode, we take a deep dive into the risks faced by women throughout their lifetimes. Lisa Morgan, Technical Specialist at the ILO, speaks with Jane Portas about her work on Risks in Life, the 6 Moments That Matter framework for securing fair financial futures, and Insuring Women's Futures, a voluntary, public trust program Jane co-founded, hosted by the UK's Chartered Insurance Institute. They discuss the “6 Moments That Matter” for women's financial resilience, how insurers can respond and the role of men in women's financial futures. You can find out more about The Risks in Life Series of reports for practitioners and policymakers, financial wellbeing materials to empower girls and women, and 6 Moments That Matter at www.6momentsthatmatter.com. This also includes a recent report on the role of financial services and employers in addressing economic abuse and the first preventative financial wellbeing guide for women (Controlling Your Financial Future – 6 Moments That Matter for Girls & Women, based on research and survivor experience). If you'd like to find out about Insuring women's Futures visit https://www.insuringwomensfutures.co.uk/. To all our listeners, this is your podcast! We want to cover the topics that interest you. Feel free to send us your ideas for future episodes and we will do what we can to include them. Email: socialfinance@ilo.org. This episode is also available on Spotify: https://spoti.fi/3KpYaD5 and iTunes: https://apple.co/3pKMMty The transcript for this episode is available on the ILO website: https://www.ilo.org/wcmsp5/groups/public/---ed_emp/documents/article/wcms_838979.pdf Background music: www.purple-planet.com For information about audio copyright and permissions see www.ilo.org/global/copyright/lang--en/index.htm. For 6 Moments That Matter copyright see www.6momentsthatmatter.com.

On this episode, Sabine VdL interviews Nick Pester. Sabine has known Nick for over 4 years. They met when Nick showed strong interest in the tech startups accepted within Sabine’s accelerator programs and was willing to mentor them with advice when he was leading the Financial Services, Insurance & InsurTech practices at Capital Law. Nick moved from legal advice within a legal firm to becoming the group general of one of the leading InsurTech growth ventures in the UK. He is also an Advisor to the Chartered Insurance Institute and the Centre for Data Ethics & Innovation on Digital Ethics and the use of Artificial Intelligence in Insurance. On this podcast they catch-up to understand what the past 4 years has brought to him in terms of lessons learnt. KEY TAKEAWAYS I fell into insurance, the firm I applied to for a training contract was a media and entertainment specialist, which was something I was interested in at the time – advising big bands on tour around the world! But they had a really strong insurance practice and I really enjoyed the fact that there was a dual-layer to all the legal aspects we dealt with: The insurance layer and the underlying subject matter. My day tends to be partnership focused, there’s always something going on in the partnership front. There’s claims to deal with, but otherwise it’s running around responding to the fires as and when they arise, dealing with them as best you can and trying to have the headspace to look more than a week or a month ahead and think strongly about the strategy of the legal function and the wider business. Law firms and some other businesses tend to be far too fixated on the granularity of academics and qualifications. Of course, you need to be qualified, but actually what turns a good lawyer into a really great lawyer is personality and character. People who can roll with the punches, take something on the chin and move on, most importantly for lawyers, people who can accept being wrong. I don’t think lawyers as a profession are very good at admitting when they’re wrong, but in a startup environment, you need to be prepared to make mistakes, it’s part and parcel of learning. One of the biggest challenges in the insurance market with respect to data and the usage of data is transparency and fairness, which everybody wants to ensure, against commerciality and sensitive information. The most obvious example of this is pricing. The balance between using data to improve our products and services, and to drive greater revenue and growth against how much customers want to know about them. With AI, it’s a very difficult area in the context of regulated activities, because you need to have explainability, why someone has been priced in a certain way. It’s going to be very difficult to build a genuinely self-managing, machine learning intuitive system with the necessary explainability and insight that goes with that. BEST MOMENTS ‘I like flying by the seat of my pants. I like a challenge, I like disruption, I’m very passionate about trying to improve things within the sphere of influence that I have in the legal and tech areas.’ ‘Bringing a commercial eye to partnerships is incredibly important as a lawyer in-house.’ ‘To build a sustainable growth venture you need three things: A very clear mission of what you’re trying to solve/address, spend money on getting the best people and focus on one thing/the key offering before moving on to something else.’ ‘The trends I’m seeing is a greater focus on existing portfolio companies and investors looking after their existing stock. Lots of aggressive investment in already trading, sustainable businesses. People are finding it harder in Seed capital, which has been a bigger challenge in the last 18 months.’ ABOUT THE GUEST Nick Pester is responsible for the Legal and Compliance functions at Wheely, a luxury ride hailing service offering on demand professional chauffeuring at the touch of a button.Previously he has been responsible for the Legal & Regulatory functions at the Zego Group, a market-leading InsurTech business focussed on commercial motor where he oversaw a growth period of 80 to 600 employees during which the business achieved unicorn status, completing a $150m Series C fundraise in early 2021.Prior to that, he was Head of the Financial Services & FinTech practices at Capital Law, providing a more niche/specialist offering, grounded in a highly commercial approach.As well, he was Advisor to the Chartered Insurance Institute and the Centre for Data Ethics & Innovation on Digital Ethics and the use of Artificial Intelligence in Insurance and also acted as an advisor and mentor to a number of individual FinTech & InsurTech businesses in the past, as well as wider accelerator/incubator programmes. Linkedin: https://www.linkedin.com/in/nick-pester-b2b13738/ ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew, a venture lab that accelerates the curation, validation, and commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers and accelerating over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner. Twitter: SabineVdLLinkedIn: Sabine VanderLindenInstagram: sabinevdLofficialFacebook: SabineVdLOfficialTikTok: sabinevdlofficialEmail: podcast@sabinevdl.comWebsite: www.sabinevdl.com This show was brought to you by Progressive Media

In this episode of the podcast, we are talking about the president's theme for 2022. We are joined by Peter Blanc, President of the Chartered Insurance Institute, and Melissa Collett, Professional Standards Director at the CII. To find out more about this podcast and for useful links go to thejournal.cii.co.uk/podcasts

At this live event, Paul Johnson answers investors' questions on Power Metal's latest strategic and operational developments and plans. Name: Paul Johnson Title: CEO Power Metal Resources Plc Bio: Paul Johnson holds a degree in Management Science from UMIST and is a Chartered Accountant, Chartered Loss Adjuster and Associate of the Chartered Insurance Institute. Paul is a director of Value Generation Limited a family investment and advisory company focused on the natural resource and related fintech sectors. Paul Johnson is an experienced public company director whose roles have included CEO of Metal Tiger plc (LON: MTR), Chairman of ECR Minerals (LON: ECR) and Non-Executive Director of Greatland Gold plc (LON: GGP). https://www.share-talk.com/live-qa-with-paul-johnson-ceo-power-metal-resources-pow-l-webinar-video/

The Chartered Insurance Institute is currently running a consultation which, it says, will help it and its members adapt to the changing world of new technology, more demanding regulation and changing attitudes among consumers.It puts forward proposals about the membership career journey and how the CII's learning and assessment could evolve.But the proposals have sparked some degree of concern among chartered financial planners - particularly since they come so soon after the CII's attempt to deregister the Personal Finance Society earlier this year.This week FTAdviser's digital editor Damian Fantato talks to Alasdair Walker, a chartered financial planner at Handford, Aitkenhead & Walker and chairman of the PFS's practioner panel who was appearing on this podcast in a personal capacity, about what he thinks the CII's proposals get right and wrong.The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. See acast.com/privacy for privacy and opt-out information.

Today's guest is Sian Fisher. Sian has had an illustrious career in international insurance and this has culminated in a 6-year period as CEO of the UK's well-renowned professional standards and qualifications body the Chartered Insurance Institute (the CII). Sian is a strong and vocal female leader in our sector and in her tenure has been a dynamic and effective agent of change at this venerable trade body. I think it's fair to say that she has shaken things up in this time. Now her departure has been announced I caught up with her to reflect on her modernising work ,the highs and lows of running a high-profile organisation through Brexit and then Covid and her vision for keeping a hitherto very traditional institution relevant in the 21st century. We also discuss things that with hindsight she might have done differently and what the future might hold for this highly experienced senior executive. Sian is great to talk to – she thinks and communicates clearly, she's eloquent, she's never shy and she's always direct. LINKS: We thank our naming sponsor AdvantageGo - enabling an enterprise view of exposure: https://www.advantagego.com/ We also thank Claims Direct Access (CDA) for their support today: https://www.claimsdirectaccess.com/  

On this edition of The Little Questions podcast we are out on the road to chat to Amanda Blanc, the Group CEO of insurance giant, Aviva. During this wide ranging interview we discuss her views on confidence being contagious; why good CEO's need to be good communicators and what she really wants from a good PR.  Amanda was born and bred in Wales, having grown up in the Rhondda Valley. She started her career as a graduate at one of Aviva's ancestor companies, Commercial Union. Following success in senior executive roles across the insurance industry, she came back to Aviva as CEO in July 2020. Amanda was formerly Group CEO at AXA UK, PPP & Ireland and CEO Europe, Middle East, Africa & Global Banking at Zurich Insurance Group. She also held executive leadership positions at Towergate Insurance Brokers, Groupama Insurance Company and Commercial Union. Amanda has previously served as Chair of the Association of British Insurers, Chair of the Insurance Fraud Bureau and President of the Chartered Insurance Institute.  What do you think makes a good CEO? We'd love to hear from you. Get in touch on social media or email podcast@apellaadvisors.com The Little Questions podcast is presented by Matt Young and Andrew Brown. Matt Young is an Apella founder partner with 25 years of experience in corporate affairs. He was Corporate Affairs Director at Lloyds Banking Group, part of the senior team which rescued the bank and rebuilt its reputation following the financial crisis. Formerly communications director at Santander UK and board member of the BBA. Apella partner Andrew Brown is a former Director of Communications and Public Affairs at Ageas Insurance. He has more than ten years' experience leading the corporate affairs functions for global firms across a range of regulated and unregulated sectors, developing considerable experience in issues, crisis and change management. Formerly Director of Communications at Drax Group plc and Group Corporate Affairs Director at Regus plc. Find out more about Apella Advisors at www.apellaadvisors.com and you can get in touch by emailing podcast@apellaadvisors.com This podcast was produced by the www.thepodcastcoach.co.uk

Women retiring today can expect to collect less than half of their male counterparts' pensions. But is the gap narrowing – and what can be done to improve outcomes for women of all backgrounds?   This episode is hosted by Kim Brown, Pension Scheme Director at Legal & General, with contributions from:   SuAnn Song, Investment Solutions Associate, Legal & General Investment Management Caren Thomas, HR Director, Chartered Insurance Institute

In this episode of the podcast, we are talking about how brokers can better engage with underwriters to turn the tide on the hard market. We are joined by Peter Blanc, Deputy President of the Chartered Insurance Institute, and Kevin Hancock, Chair of the Society of Insurance Broking.

In this episode of the podcast, we are discussing what insurance professionals need to know about climate risk and the recently launched qualification; Certificate in Climate Change developed by the Chartered Body Alliance, which consists of the Chartered Insurance Institute, the Chartered Bankers Institute and the Chartered Institute for Securities and Investments. We are joined by Simon Thompson, Chief Executive at Chartered Banker Institute, and Gill White, Chief Customer Officer at the CII.

Ever creative, insurance brokers are always looking for new ways to grow. Stuart Randall and Ian Wainwright's new venture, Brokerring, introduces the novel concept of book leasing. A really innovative solution for medium sized brokers looking to grow, or smaller ones looking for a glide path to retirement. Hear more about how it works, and how it came into being, in this fascinating conversation with Ian and Boston Tullis's Sarah Myerscough.   Key Takeaway So the larger broker doesn't have to find the capital to buy anybody and equally the smaller broker doesn't actually have to sell. What they do is they a lease their client book to the slightly larger broker.   About the Guest Ian Wainwright has worked for insurers, brokers and consultancies both in the UK and overseas, in an insurance career spanning 40 years. He is a Non Executive Director of The National Security Inspectorate and AGB Risk Control Services. He is also a Fellow of the Chartered Insurance Institute, a Fellow of the Royal Society for Art Manufacturers and Commerce as well as being a member of the Chartered Association of Building Engineers.   CONNECT WITH IAN Ian Wainwright | LinkedIn Brokerring Limited - UK's first Broker Consortium   About the Host Sarah Myerscough is the Sales and Marketing Director of Boston Tullis Group. The founder of The Insurance Brokers Podcast, she brings a wealth of marketing experience and a fresh perspective on marketing in the insurance sector. Boston Tullis works with insurance brokers to offer solutions to business development ceilings, particularly in the rapidly developing fields of video marketing and thought leadership. If you would like Sarah to help you develop an integrated marketing strategy, using state of the art concepts, then please book a free 20 min call via Calendly    CONNECT WITH SARAH Sarah Myerscough | Linkedin Boston Tullis Ltd HOSTED BY: Sarah Myerscough   DISCLAIMER The views, thoughts and opinions expressed in this podcast belong solely to the host and guest speakers. Please conduct your own due diligence.   Evaluation link: https://s.bostontullis.co.uk/s/podcastevaluation 

Apple Podcasts Rate and Review for SpotOn Olorunmola Fiyinfoluwa Victoria, or simply Folumy, is a Risk Management Analyst for Tangerine Life, a financial technology company in Nigeria that provides insurance products from life insurance to education plans. She is the co-host of the InsurTech Business Series Podcast, the No.1 InsurTech Podcast in the African continent where they talk about innovation and technology amidst Nigeria’s emerging insurance industry. Folumy is also an Associate of the Chartered Insurance Institute of Nigeria. Folumy joins us to discuss Nigeria's insurance climate and the many ways she believes their industry can improve for better customer reach. She describes how pursued a career in insurance, why being a banker didn’t appeal to her, and the challenges she faced along the way as a female Nigerian. She explains the big problem with communication between insurance companies and their clients and cites some ways to solve it. She shares why Nigerians don’t see the value of having insurance and describes the difference between the Kenyan and Nigerian insurance markets. Folumy also discusses how Nigeria coped with the pandemic of 2020. "Insurance is one of the ways Nigeria can move from a non-business sector to an all-business sector." - Olorunmola Fiyinfoluwa (Folumy) Victoria Today on Spot On Insurance: Folumy's life in Nigeria and why she pursued a career in insurance. How Folumy overcame the hurdles of finding success in Nigeria. Why Folumy didn't consider a career in banking. Addressing the insurance communication gap for their Nigerian clients. Why Nigerians don't believe in the value of having insurance. Comparing the insurance market in Kenya and Nigeria. What the future holds for the insurance industry in the African continent. How the pandemic affected Nigeria in 2020 and how they responded to it. How movies helped uplift her spirit throughout the last 12 months. Key Takeaways: Nigerians are beginning to invest in agriculture as an alternative to the oil sector. About 82-million Nigerians are living below the poverty line. Connect with Olorunmola Fiyinfoluwa (Folumy) Victoria: Tangerine Life InsurTech Business Series Podcast LinkedIn This episode was brought to you by….. Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com. Connect, Learn, Share Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!

On today's episode, we're excited to be speaking to Paul Smith, Managing Director of Fenchurch Insurance. Paul has over 20 years' experience in the insurance industry and is chatting with us today about his journey, experience and specifically about the Lloyds market too!   LEARNING OBJECTIVES: Every now and again, there'll be an opportunity or a situation whereby a case is either rather large, rather unique, or rather difficult – insurers should prepare for this. Mainstream insurers that have the opportunity and availability to place business with Lloyd's brokers will quote different terms, premiums and access levels. Developing tight knit relationships with your Lloyd's broker is integral to the success of your business. It's very rare to find one Lloyd's broker that has the capability and all the capacity and indeed the relationships to place property, liability and fleet, as well as financial services.   BEST MOMENTS: ‘'…insurers have these red, amber and green lists. Green topical flavour of the month which everybody loves, easy to price. Amber is something that needs a little bit more attention and dedication and a bit more focus by underwriters. The red list is, in the vast majority of cases, something that shows insurers just don't have an appetite for - and it's those situations that a broker would need to walk into Lloyds or utilize the services of a Lloyd's broker.''   ‘'…it's a case of well, how on earth is that possible? Why do insurers not have a central database to record data on risks? Surely, branch A should follow branch B or vice versa. It's just one of the anomalies and one of the vagaries of dealing with a Lloyd's broker and trying to place risks into the London market.''   ‘'if you've looked after somebody and you've given them a good piece of business that's produced profit for the underwriter, then it's quite conceivable that you can pull that favour back when you need it most.''   ‘'My top tip to youngsters that are in the market is just make sure that you put your hands in your pocket and entertain them as much as they entertain you… it will stand the test of time and it will come back and you will get rewarded for that. Don't always take take take.''   ‘'Find out who other brokers use, listen and understand and hear about the good, the bad, the ugly in terms of relationships and service… Have they got any delegated authority binders? How long have the brokers been employed by that particular Lloyd's broker? I think it's important to find out the pedigree and history.''   RESOURCES: Fenchurch Insurance website: https://fenchurchinsurance.com/ Paul's Linkedin Profile: https://www.linkedin.com/in/paul-smith-insurance-broker-and-advisor-22384718/   ABOUT THE GUEST Paul Smith is the Managing Director at Fenchurch Insurance Brokers Limited - responsible for all things clients, compliance, sales and marketing and growth. He has a vast knowledge of the mechanics of insurance products, spanning over 20 years, as well as having a huge network of connections in the UK insurance market. He is qualified by the Chartered Insurance Institute to Cert CII standard.   ABOUT THE HOST Sarah Myerscough is the Sales and Marketing Director of Boston Tullis Group. The founder of The Insurance Brokers Podcast, she brings a wealth of marketing experience and a fresh perspective on marketing in the insurance sector. Boston Tullis works with insurance brokers to offer solutions to business development ceilings, particularly in the rapidly developing fields of video marketing and thought leadership. If you would like Sarah to help you develop an integrated marketing strategy, using state of the art concepts, then please book a free 20 min call via Calendly    Website: https://bostontullis.co.uk/ Evaluation Link: https://s.bostontullis.co.uk/s/podcastevaluation

In this episode of the podcast we are talking about supporting colleagues with their mental health. We are joined by Julie Page, President of the Chartered Insurance Institute, and Keith Richards, chief executive of the Personal Finance Society. To find out more about this podcast and for useful links go to thejournal.cii.co.uk/podcasts

Welcome to Insurance Covered! The podcast that looks at the inner workings of the insurance industry with the help of expert guests.This episode we are joined by industry legend Reg Brown and we will be looking at the Insurance Museum initiative as well as exploring Reg's distinguished career in insurance.We start by talking about how Reg came to work in insurance and the roles he has held, including his time as President of the Chartered Insurance Institute and Underwriter of Syndicate 702. We also discuss the vast change he has seen in the industry throughout his career.We then move on to the main topic, namely the Insurance Museum. Reg explains his role as Chairman, a position he has held since 2019 and why he has given his backing to the campaign. He explains his desire to be a part of establishing an Insurance Museum in London comes from a feeling of wanting to give back to the industry. He calls on his time mentoring young people entering the industry as a driving force behind wanting to create the museum and have somewhere for people to learn about the rich history of the insurance market. "Insurance is such a key part of London and there is a nowhere for the history to be on display and the stories to be told".Reg explains that the first fundraising campaign for the establishment of the Insurance Museum started on the 7th September and will run until 7th December with the aim of raising £3 million, which will cover the property and running costs for 4 years. You can pledge to donate here.We hope you enjoy the podcast! If you did, please subscribe to be notified of future episodes See acast.com/privacy for privacy and opt-out information.

In this episode of the podcast we are talking about starting conversations about care and how people can build and maintain financial resilience for later life. We are joined by Damian Green, MP for Ashford, and Sophia Kleanthous, Campaigns Adviser at the Chartered Insurance Institute.

Centralised investment propositions have become an increasingly common part of advice businesses, with around four fifths of all firms running some form of centralised service.They can determine the efficiency of a firm, sometimes cause regulatory headaches and will likely be a big part of what helps bring down the cost of advice going forward. So, what does the future hold for CIPs?The latest FTAdviser Podcast sees reporter Imogen Tew examine how the pressure advisers are exerting on the value chain through their CIPs will lead to a "reckoning" on fund management fees.She is joined by Mark Polson, principal at the Lang Cat, Nick Eatock, chief executive of Intelliflo, and Tim Harvey, director and adviser at HR Independent Financial Services to discuss this as well as how advisers could improve the efficiency of their CIPs as well as the trials and tribulations of portfolio balancing and client disclosure.Then Imogen chats with senior reporters Amy Austin and Rachel Mortimer about scams and the exam glitches the Chartered Insurance Institute has been suffering from.The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. See acast.com/privacy for privacy and opt-out information.

On today's episode, we're talking about EATT – the Education and Training Trust that Chartered Insurance Institute have recently launched alongside The Insurance Charities. We're chatting to previous podcast guest, Melissa Collett and Independent Trustee, Stephen Ross about how the new program can benefit insurance industry professionals.   LEARNING OBJECTIVES: EATT has been set up to assist in advancing education and training of people have who work within the sector of insurance and allied occupations such as financial planning. Teaming up with The Insurance Charities means that CII can help those that are struggling with financial hardship due to the impact of the pandemic within the industry. The need for training and development has never been greater than this current time. The importance of a grant making charity is to look after the assets and use them to benefit society and the beneficiaries.   BEST MOMENTS: ‘'…In response to COVID, the charity [EATT] decided they wanted to help those people within the profession who's suffering from financial hardship, in order for them to be able to pursue their studies, training and gain qualifications during this time. Particularly, we wanted to help those who may be redundant or on furlough and those who may be suffering business collapse, or who have a particular concern about their finances at this time due to the circumstances surrounding the pandemic.'' ‘'We thought they would be the ideal partners for this project [The Insurance Charities] because not only would they be able to administer the grant that's been made for professionals suffering hardship because of COVID, but those people who need further assistance beyond the need for professional development and training, perhaps they have, you know, specific needs. ‘'…this kind of break that some of us have experienced is the perfect opportunity to re-skill and why is it important for the profession to do that? The ultimate aim is to improve outcomes for customers. That's the whole purpose of CII.'' ‘'…the COVID-19 situation presented an opportunity to cut through all the formalities and processes that were embarked on now, to operationalise the charity and start making grants because, the problem came up, we have to find a solution quickly, we were able to do that, and we're able to make grants which was fantastic.''   RESOURCES: The Insurance Charities Website: https://www.theinsurancecharities.org.uk/ CII Website: https://www.cii.co.uk/   ABOUT THE HOST Sarah Myerscough is the Sales and Marketing Director of Boston Tullis Group. The founder of The Insurance Brokers Podcast, she brings a wealth of marketing experience and a fresh perspective on marketing in the insurance sector. Boston Tullis works with insurance brokers to offer solutions to business development ceilings, particularly in the rapidly developing fields of video marketing and thought leadership. If you would like Sarah to help you develop an integrated marketing strategy, using state of the art concepts, then please book a free 20 min call via Calendly    Website: https://bostontullis.co.uk/ Evaluation Link: https://s.bostontullis.co.uk/s/podcastevaluation ABOUT THE GUESTS Melissa Collett Melissa Collett is the Professional Standards Director at Chartered Insurance Institute (Cii) and comes from an extensive background in consumer insurance and legal issues. She spent over a decade of her career at the Financial Ombudsman service, held directorship at Fairer Finance and also sits as a tribunal judge. Melissa is also a qualified solicitor, having specialised in insurance law. Melissa's Linkedin Profile: https://www.linkedin.com/in/melissacollett/   Stephen Ross Stephen Ross is an experienced qualified governance practitioner and independent board member. As a qualified charity accountant and Fellow of the Chartered Insurance Institute, wider recognition in the charity and financial sectors for practical and academic expertise have drawn invitations for Stephen to speak at conferences. He wrote a book, 'The Professional Lay Member; An exploration of the role and practical guidance' for lay and independent board members and the organisations that use them as part of their governance. Stephen's Linkedin Profile: https://www.linkedin.com/in/stephenaross/ Evaluation Link: https://s.bostontullis.co.uk/s/podcastevaluation  

What would insurance, and our wider financial system, look like if it were designed to fit its purpose? “Shining a spotlight on our financial system reveals a number of imperfections. It is no more efficient than it was a century ago. It is subject to serial crises. It is uneven in providing good long-term governance of corporations and other assets. It is disconnected from the needs of its ultimate capital providers – meaning us. And the economic theories that are embedded as its operating assumptions reflect only one facet of the world in which the industry operates.”* The current pandemic has increased the perception of a financial industry disconnected from the needs of its ultimate capital providers. Yet, the situation is not irretrievable, especially if there is a desire to change and improve. This webinar will explore some of the current ‘disconnects' in insurance, explore what the ‘purpose' of insurance might be, consider elements that might require redesign, and touch on thoughts of a new public-private compact. Speakers: Dr Paul Taffinder is the Founder and Managing Partner of Taffinder Consulting, a CEO advisor on strategy, leadership, digital innovation and organizational performance. Previously, he was MS Amlin's Director of Strategy & Innovation and steered Mitsui Sumitomo's acquisition of Amlin in 2015. He was Chairman of Mitsui Sumitomo's Digital Working Group, initiated EY's Insurwave blockchain for insurance and is very active in FinTech in Silicon Valley and London. Previously a partner at strategy firm Marakon Associates, Mercer Delta and Accenture, he is the author of Big Change, winner of the Business Management Book of the Year; The New Leaders; The Leadership Crash Course and the substantively updated edition of The Leadership Crash Course: Creating Leadership Impact in the Digital World (2019). He is Visiting Professor at Goldsmiths College, a Chartered Psychologist and Associate Fellow of the British Psychological Society, is a huge cricket lover, advanced scuba diver and, with his wife Mandy, keeps 3 dogs busy at home. Liz Foster has enjoyed a career in Insurance which exceeds 50 years, with more than 30 years of that as an insurance broker. From joining as an account executive Liz became a director and minority shareholder and ultimately the Managing Director and majority shareholder of Ingram Hawkins & NockLtd, Insurance brokers which is now part of Aston Lark. One of her first actions on taking control of IHN was to invest in professional development. IHN was one of the first firms to achieve Chartered Insurance Broker status with the Chartered Insurance Institute. As part of her own professional development Liz undertook a two year programme with the Willis Business School to attain Membership of the Chartered Management Institute. Liz attended the Women's Leadership Programme facilitated by the Harvard University Business School. For some 15 years Liz has been involved with the CII, initially as a member of the board of the Broking Faculty and since the inception of the Society of Insurance Broking has been its non executive director. Paula Jarzabkowski is a Professor of Strategic Management at City's Business School, City, University of London. She is an expert in insurance and reinsurance markets, having lead international teams in studying different aspects of the global industry for many years. She has released a range of industry reports, Masterclasses, academic papers, and a widely acclaimed book “Making a Market for Acts of God” with Oxford University Press. Her work has high practical & policy impact, for example through her role on the OECD High-Level Advisory Board for the Financial Management of Catastrophic Risks. Paula's current research examines how Governments and Markets around the world can share the growing risk of disaster and increase the links between insurance and resilience.

In this episode of the podcast we are talking about the Chartered Insurance Underwriting Agent title which was launched earlier this year in collaboration with the Managing General Agent's Association. We are joined by Steve Jenkins, Executive Director of the Chartered Insurance Institute, and Peter Staddon, Managing Director of the Managing General Agents Association.

My guest on the podcast today is Adam Owen, Curriculum and Training Director at NextGen Planners in the UK. Adam is currently President of the Personal Finance Society, the largest professional body for retail financial advisers in the UK with more than 40,000 members and the largest issuer of Statements of Professional Standing for financial advisers. Adam joined the profession in the mid-1990s, and he held advisory roles within direct sales and the IFA sector providing technical compliance support to both directly authorised firms and networks. He was a founding Director of the support provider EQI Consultancy and held a variety of senior compliance and supervision positions. More recently, he's focused on developing career pathways throughout the profession, becoming a Chartered Insurance Institute and Personal Finance Society accredited trainer. And indeed, this year he is the President of the Personal Finance Society, where his leadership is training up the next succession of leaders within the profession. Here’s my conversation with Adam Owen in episode 14 of Island Influencers.

On today's episode, we're chatting to CEO of PIB Group, Brendan McManus. Brendan has over 42 year's experience at senior level across both insurance and broking. Brendan shares with us his varied career history and talks to us about some of the challenges he's faced. We also discuss why Brendan thinks it's important to have both long term and short term planning in place and how he thinks the economy will recover from the pandemic. LEARNING OBJECTIVES: The lockdown has made insurance industry businesses more efficient and better serviceable with technology and improved processes. Starting with the end in mind is how you write a convincible, achievable and compelling plan. Having a solid business based on culture allows entrepreneurial people to get back to what they're good at which is focusing on clients. There's a big difference between insurance and broking rather than just being one sector. One sells a product, the other sells a service. The great thing about the insurance broking sector is the immediacy. The sector can do something today that will improve results. A question we should continuously ask ourselves when planning is: ‘'what do I need to do today to achieve my long term goal?''. Since the pandemic, our attitude both in work and personal life, to technology has changed dramatically and traditional working environments will be a thing of the past. BEST MOMENTS: ‘'…having a plan and sticking to it has always been a core part of how I've managed myself really, I think you have to be driven by something. My drive is always write a plan and stick to it. Could you say you're going to do something by the end of 2019? …You get up in the morning and you say, what am I going to do today that gets me to that plan in 2019? You don't wait till the end of 2019, the last quarter, and start acting on it, you do it every day.'' ‘'…our whole goal has been to take the administration and the management and the governance away from vendors and let them look after their clients and to do what they've always been really good at, which is grow their businesses entrepreneurially. What got in the way as they grew their businesses was administration, management, HR and regulation… and we take responsibility for that. They get back to their core, which is servicing clients and so the whole business has been based on freeing people up to go back to what they really good at which is focusing on the clients.'' ‘'…a lot of people talk about the being an insurance sector. I don't think there is. I think there's the insurance companies that provide a product and they are balance sheet businesses. They get up in the morning worrying about protecting the balance sheet, whereas insurance broking distribution tends to be about people. It tends to be about hiring and retaining really good people who can sell and service their clients so it's not a uniform sector… they have very, very different goals.'' ‘'I think overall, people benefit not just from the formal training, but from the sponsorship and just the environment they work in.'' RESOURCES: PIB Group Website: https://www.pibgroup.co.uk/about-pib-group/ ABOUT THE HOST Sarah Myerscough is the Sales and Marketing Director of Boston Tullis Group. The founder of The Insurance Brokers Podcast, she brings a wealth of marketing experience and a fresh perspective on marketing in the insurance sector. Boston Tullis works with insurance brokers to offer solutions to business development ceilings, particularly in the rapidly developing fields of video marketing and thought leadership. If you would like Sarah to help you develop an integrated marketing strategy, using state of the art concepts, then please book a free 20 min call via Calendly    Website: https://bostontullis.co.uk/ Evaluation Link: https://s.bostontullis.co.uk/s/podcastevaluation   ABOUT THE GUEST Brendan McManus is CEO of PIB Group, having previously served as CEO of insurance brokers Willis UK, Giles Group and Gallagher UK. He began his insurance career with Sun Alliance Group, rising to become Managing Director of RSA UK Commercial Division from 2003 – 2007. He is Vice President of the Chartered Insurance Institute and past Deputy Chair of BIBA. Evaluation Link: https://s.bostontullis.co.uk/s/podcastevaluation

In this episode of the podcast we are talking about the work that the CII Local Institutes and Societies have been doing in 2020 and how they have responded to the ongoing Covid-19 pandemic. We are joined by Matthew Hall, Strategy & Operations Manager, Insurance Societies & Networks, and David Irvine, National Membership and Engagement Manager, both of the Chartered Insurance Institute.

In this episode of the podcast we are talking about what the Financial Conduct Authority expects of insurers during the coronavirus outbreak, and we are joined by Alex Barnes, Partner at BDO, and Dr Matt Connell, Director of Policy and Public Affairs at the Chartered Insurance Institute.

In this episode of the podcast we are talking about CII qualifications and how the CII is continuing to support learners throughout the coronavirus outbreak. We are joined by Gill White, Learning & Assessment Director, and Ian Simons, Marketing Director, both of the Chartered Insurance Institute.

In this episode of the podcast, we're joined by Keith Richards, director of engagement at the Chartered Insurance Institute and CEO of the Personal Finance Society. We discuss the operations of the CII internationally, and the opportunities for the PFS overseas. To find out more about this podcast and for useful links, visit thejournal.cii.co.uk/podcasts.

The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. Each week, FTAdviser is be joined by guests from the industry to discuss the week in news and pressing industry issues. With reports estimating that 60 per cent of the nation's wealth will be in the hands of women by 2025, coupled by ongoing issues over gender-related pensions and savings gaps, how can financial advisers meet these challenges to help secure a better financial future for female clients? Speaking with Financial Adviser editor Simoney Kyriakou on this podcast is Emma Hughes, communications director for the Personal Finance Society and the Chartered Insurance Institute; Emma Morgan, portfolio manager for Morningstar; and Helen Morrissey, pensions specialist for Royal London. See acast.com/privacy for privacy and opt-out information.

In this episode of CII Radio, we talk to Nick Turner, President of the Chartered Insurance Institute, and Phil Williams, non-executive director of the Society of Underwriting Professionals. We talk about what insurers can do to increase trust in the profession. To find out more about this podcast, and for useful links, visit thejournal.cii.co.uk/podcasts

In this episode of the podcast, we're discussing corporate Chartered status and how the changes brought in during 2019 have benefited the insurance and financial planning professions. We're joined for this episode by Steve Jenkins, development director of the Chartered Insurance Institute. Last year, following a consultation, the CII updated its Chartered proposition for firms. This included an update for the eligibility criteria, and highlighting the need for greater diversity and inclusion in the profession. To find out more about this podcast and for useful links, please visit thejournal.cii.co.uk/podcasts

In this episode of CII Radio, we're talking about Insurance United Against Dementia and the Insurance Day of Giving. We're joined by Alice Hardy of the Alzheimer's Society, and Sian Fisher (CEO) and Liam Russell (Legal Director) of the Chartered Insurance Institute. To find out more about CII Radio, and for useful links, please visit thejournal.cii.co.uk/podcasts/

In this episode of CII Radio, we're joined by Keith Richards and Sainesh Dar. Keith is Managing Director of Engagement at the Chartered Insurance Institute and CEO of the Personal Finance Society. Sainesh is CII Regional Director for the South Asia region. We discuss the regulatory landscape of the insurance profession, both in the UK and internationally, and how leveraging reform can have a positive impact on the industry overall. To find out more about CII Radio, and for useful links, please visit thejournal.cii.co.uk/podcasts/

In this episode of the podcast, we're talking about the changes to corporate Chartered status. We're joined by Ian Simons, Marketing Director at the CII. Recently, the Chartered Insurance Institute released the results of the corporate Chartered status consultation. As a result, they have made some changes to the proposition. To find out more about CII Radio, and for useful links, please visit thejournal.cii.co.uk/podcasts/

In this episode of the podcast we are talking to Manuel Thompson-Oloko, Aspire Apprenticeship Executive at the Chartered Insurance Institute. The Apprenticeship Levy was first announced in the Summer budget 2015, and came into effect on 6th April 2017. Two years on we are speaking to the CII's own apprenticeships expert to find out about the levy. To find out more about CII Radio, and for useful links, please visit thejournal.cii.co.uk/podcasts/

In this episode of the CII Radio podcast series, we are joined by Dr Matt Connell, Policy and Public Affairs Director at the Chartered Insurance Institute. At the end of 2019 the Financial Conduct Authority is introducing the Senior Management and Certification Regime. The regime aims to improve culture within firms. But what is culture? And how can you change it? To find out more about CII Radio, and for useful links, please visit thejournal.cii.co.uk/podcasts/

In this episode of the podcast we are joined by Ian Simons, Marketing Director, and Tali Shlomo, People Engagement Director, both of the Chartered Insurance Institute. We are talking about the gender pay gap in insurance and financial services. To find out more about CII Radio, and for useful links, please visit thejournal.cii.co.uk/podcasts/

In this episode of the podcast, we are talking about professional standards in the insurance sector and we are joined by to Melissa Collett, Professional Standards Director at the Chartered Insurance Institute. To find out more about CII Radio, and for useful links, please visit thejournal.cii.co.uk/podcasts/

In this episode of the podcast, we are joined by Nick Turner, incoming President of the Chartered Insurance Institute and we are talking about his future year in office. To find out more about CII Radio, and for useful links, please visit thejournal.cii.co.uk/podcasts/

In this episode of CII Radio, we talk to Lawrence Finkle about dual pricing. Lawrence is Public Affairs Executive at the Chartered Insurance Institute. The issue of pricing and transparency in general insurance has never been under greater scrutiny. In September 2018, Citizens Advice submitted a Super Complaint to the Competition and Markets Authority, calling on them to identify remedies and recommendations to put an end to the penalty paid by loyal and disengaged consumers in 5 essential retail markets; one of which was household insurance. Since then, the CII Public Trust Index has laid the framework which identified rewarding loyalty as the biggest opportunity for the insurance profession to build public trust. To find out more about CII Radio, and for useful links, please visit thejournal.cii.co.uk/podcasts/

In this episode of the podcast we are talking about building public trust in insurance and about Chartered Status, and we are joined by Sian Fisher, CEO, The Chartered Insurance Institute. Recently the CII released the results of the Corporate Chartered status consultation, and as a result they have made changes to the proposition. To find out more about this podcast and for useful links go visit thejournal.cii.co.uk/podcasts

In this episode of CII Radio, we talk to Dr Matt Connell. Policy and Public Affairs Director at the Chartered Insurance Institute, about machine learning and public trust. Machine learning is changing the way we underwrite, pay claims, and communicate with clients. At the same time, we hear about scandals relating to the use of data. So how can we deliver the benefits of machine learning to consumers, while also behaving in a way that encourages trust. To find out more about CII Radio, and for useful links, please visit thejournal.cii.co.uk/podcasts/

In this episode of CII Radio, we talk to Matt Hall, Strategy and Operations Manager, at the Chartered Insurance Institute, about the CII Societies. As part of its strategic manifesto commitment to become a more relevant and diverse professional body, the Chartered Insurance Institute is in the process of relaunching its Societies. In transitioning from the Faculties into Societies, the objective is to create a dedicated professional body for members working in different segments of the insurance sector. Through the new dedicated Societies, the CII is recognising that, while we are all part of the united insurance profession, individual segments within the CII membership have specific needs from a professional standards perspective. To find out more about CII Radio, and for useful links, please visit thejournal.cii.co.uk/podcasts/

In this episode of CII Radio, we talk to Tali Shlomo, Global People Engagement Director at the Chartered Insurance Institute. We're discussing mental health, in society and in the workplace. We also hear about initiatives the CII has put into place, and also get some guidance and advice on how organisations and individuals can approach the subject of mental health and look after their own wellbeing. To find out more about CII Radio, and for useful links, please visit thejournal.cii.co.uk/podcasts/

In this episode of CII Radio, we're talking to Melissa Collett, Professional Standards Director at the CII, about the Chartered Insurance Institute's corporate Chartered status. Last year, the CII undertook a consultation on their corporate Chartered status, and is now relaunching its corporate Chartered proposition for the insurance and financial planning profession. The proposition has been redesigned following extensive consultation with the profession, consumers, and public bodies, to support the modern profession and its customers. To find out more about CII Radio, and for useful links, please visit https://thejournal.cii.co.uk/podcasts/

Podcasting live from Insuring Women's Futures Live 2018, Michelle and Martin chat with Sian Fisher, Chief Executive Officer of the Chartered Insurance Institute.

Podcasting live from Insuring Women's Futures Live 2018, Michelle and Martin chat with Sara Ager, Partner at EC3 Legal and Associate of the Chartered Insurance Institute. Sara has worked across claims, corporate development, operations, governance and risk areas within law firms and London and Lloyd’s market insurers and MGA businesses.

In this episode of CII Radio, Michelle and Martin chat to Sian Fisher, CEO of the Chartered Insurance Institute. Leading the professional standards body for insurance since February 2016 follows a distinguished career in the sector, which has included senior roles at a Lloyd's Syndicate, a UK and European insurance company, a market leading MGA, a major international broker and US corporate. Sian has also run her own start-up intermediary and was part of the creation of the Managing General Agents' Association. A graduate of Oxford University with an Exec MBA from Harvard, Sian is a strong advocate for equality. She is a founding member and Executive Chair of the Insuring Women's Futures initiative and a Committee Member of the Insurance Supper Club. Ms. Fisher is also a Non-Executive Director at Asta Underwriting Management and Vice President of the Insurance Institute of London.

In this episode of CII Radio, Michelle and Martin speak to Melissa Collett, Professional Standards Director at the Chartered Insurance Institute. Melissa is responsible for leading the CII's professional standards, ethics and conduct activity as a united profession. She also takes responsibility for the professional body’s legal affairs and risk management. Collett brings significant insurance and legal experience to the CII, having spent over a decade at the Financial Ombudsman Service, as a director at Fairer Finance and as a Tribunal Judge.

A growing skills gap within the insurance sector is prompting a rethink of how talent is sourced and selected. In this episode of CII Radio, Michelle and Martin speak to Tali Shlomo, People Engagement Director at the Chartered Insurance Institute, to learn about inclusive recruitment.

From 6th April 2017, all employers in Great Britain with more than 250 staff will be required by law to publish gender pay gap figures annually on their own website and on a government website. In episode 001 of CII Radio, Michelle and Martin speak to Tali Shlomo, People Engagement Director at Chartered Insurance Institute, and Jon Terry, Partner at PricewaterhouseCoopers. They explain what this regulation is, how to best prepare for the regulation, reporting as a change agent, what's happening in the insurance market, and how the CII is helping firms in this space.

On day two of the Festival of Financial Planning, Martin talks to Danby Bloch from Platforum about some winning strategies for financial planners, including the impact of MiFIDII on fee disclosure. Danby is a consultant to Platforum and chairman of Helm Godfrey a City-based firm of independent financial advisers and employee benefit consultants. He was the founder and editorial director of Taxbriefs the specialist publishing company and was a non-executive director of Nucleus Financial Group the investment platform provider. He has written and edited books, articles and learning resources about financial planning, pensions, investments and tax, including a number of Chartered Insurance Institute learning texts. He has taken a close interest in education and was on the board of Oxford Brookes University, ultimately becoming chair of governors and then Pro-Chancellor. He was chair of the Committee of University Chairmen group on governor training and education. Danby also sat on the investment committee of Wadham College - his old Oxford college where as an undergraduate he studied philosophy, politics and economics. He is a trustee of the Equal Rights Trust and has just retired as chair of the Oxford Playhouse.

Mark Hutchinson from the Chartered Insurance Institute joins Martin on Festival Radio to talk about coming up with the concept for a Festival of Financial Planning.

Vishal Pandya on the Society of Mortgage Professionals and the benefits of communities - MAF117 In this episode, I talk to Vishal Pandya. We chat about the Society of Mortgage Professionals and the benefits of communities. Welcome to episode 117 of the Marketing and Finance Podcast. We chat about: Creating a community to help advisers come together to share ideas and best practice How the Society of Mortgage Professionals fits with the Chartered Insurance Institute and the Personal Finance Society The unintended consequences of the Mortgage Market Review on protection insurance Roadshows, business development and the importance of social media and digital marketing Who Vishal Pandya? Vishal is Operations Manager at the Society of Mortgage Professionals. He runs the society's roadshows, liaises with advisers and ensures they keep up to date on the latest market and technology developments. Originally from Kenya, he has a unique perspective on UK financial services compared to other markets. Links and Show Notes. For links to the books and apps mentioned by Vishal, please visit http://rogeredwards.co.uk/MAF for the show notes. What is the Marketing and Finance (MAF) Podcast? The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance. The MAF Podcast is a 30 minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Stitcher Radio. Each week you'll hear interviews with business experts, marketers, entreprenuers and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath! We talk about: How you can grow your business using content marketing and social media How you can keep your Marketing strategy and communications simple Topics, issues, products and business models from the world of finance You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business. I’m your host, Roger Edwards. A marketing guy from Edinburgh, Roger helps people keep their marketing simple in a world where complexity threatens to stifle business success. An experienced marketing professional helping businesses with their marketing strategy, content and social media. Roger clocked up many years in the ‘big corporate’ world as marketing director of several UK financial services brands before setting up his own consultancy. Some of you might remember me as the Marketing Director and Managing Director of Bright Grey and Scottish Provident. He now uses his expertise to guide his clients in designing engaging campaigns and is known as a prolific content creator, podcaster and a speaker. Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes Fancy Appearing on the Show? Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk