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Education Champions - Discover Fortunes

This webinar has been designed to provide an overview of the Education Outreach Programme vision, to train on the use of the Discover Fortunes board game, to cover some points on engaging with schools and students and to understand the Personal Finance Society guidelines.

Discover Fortunes marks the starting point of the financial conversation with students in schools with follow-up resources focusing on financial education that will be released for use.

Estimated webinar duration: 60 minutes..
Recorded Jan 24 2019 38 mins
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Presented by
George Tsounias
Presentation preview: Education Champions - Discover Fortunes

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  • The changing Buy to Let landscape and what lies ahead? Recorded: Sep 27 2019 24 mins
    Roger Morris, Director, Precise Mortgages
    Join us for this 30 minute webinar where Roger Morris will answer the following:

    What effect have planning regulatory and tax changes had on the Buy to Let and HMO market?
    What does the future hold for landlords?
    What new opportunities are there for landlords?
    What do brokers need to know?
    How can Precise Mortgages help?
  • Make each moment count – how to help women and girls improve their financial wel Recorded: Sep 26 2019 36 mins
    Jane Portas - Women’s Risks in Life lead, Insuring Women’s Futures Ian Simons – Marketing Director, Chartered Insurance Insti
    In preparation for Talk Money week 18-22 November, we’ve set ourselves a challenge, and we need your help!

    If each of our >1,000 Insuring Women’s Futures ambassadors spoke to just 10 people about women’s financial lives, we could change 10,000 financial futures. And if we could encourage those 10,000 to speak to 10 more….

    This Webinar will talk you through a simple toolkit and conversation guide so you can be part of this initiative and talk to your friends, families and even colleagues about the moments that matter in women’s lives.

    Join us to find out how you can be a part of Talk 2 10K!

    For resources please visit: https://www.insuringwomensfutures.co.uk/resources/
  • Connecting the Dots: Understanding the Risk of Named Drivers Recorded: Sep 25 2019 28 mins
    Martyn Mathews, Senior Director of Motor and Telematics Insurance at LexisNexis Risk Solutions
    Over the last few years the highest risk component of a policy has moved from the policy holder, to the named driver or named drivers included on cover. This 30minute webinar aims to identify how insurance providers can get under the bonnet of named drivers in order to build a full view of the reality of the policy risk, and price accordingly.

    Learning Objectives:
    Gain a deeper understanding of how to gain visibility of a Named Drivers risk through point of quote risk assessement.
    Learn how data can deliver a more in-depth view of Named Driver risk and assess insights that have already been captured.
  • The changing Buy to Let landscape and what lies ahead? Recorded: Sep 2 2019 25 mins
    Roger Morris, Director, Precise Mortgages
    Join us for this 30 minute webinar where Roger Morris will answer the following:

    What effect have planning regulatory and tax changes had on the Buy to Let and HMO market?
    What does the future hold for landlords?
    What new opportunities are there for landlords?
    What do brokers need to know?
    How can Precise Mortgages help?
  • The Power of Data in Predicting Cancellations Recorded: Jul 12 2019 25 mins
    Martyn Mathews, Senior Director of Motor and Telematics Insurance at LexisNexis Risk Solutions
    How can data help meet the challenge of customer that cancel early? Learn how contributory databases can help address this major industry problem, by identifying those individuals more likely to cancel. Understand which key attributes and behaviours drive early or unexpected cancellations, and see the methods used to uncover these insights.

    Learning objectives:
    Gain a deeper knowledge of how data can help meet the challenge of customers that cancel early.
    Learn how data can help address this major industry problem by identifying those individuals most likely to cancel.
    Understand which key behaviours drive early or unexpected cancellations, and the methods used to uncover these insights.
  • The Real Impact of MiFID II Recorded: Jul 11 2019 51 mins
    Emma Hughes, Communications Director; CII
    This 50- minute webinar brings together a panel of experts to explore the latest research analysing the impact and effectiveness of MiFID II, since its recent introduction as a key component within the regulatory structure in the UK.

    Overview
    The Markets in Financial Instruments Directive II (MiFID II) was introduced in 2018, but its standards on disclosure, reporting charges and product governance are still working their way through the system. Many of the outputs of MiFID rely on firms working together in ways that they have not done before, and this means firms are still discovering what impact the requirements have on their work.

    The consultancy firm, AKG has completed an in-depth piece of research on advisers’ attitudes to MiFID, which will form the basis for this conversation.

    Panel
    • Jeffrey Mushens, Technical Policy Director, TISA;
    • Matt Ward, Communications Director, AKG;
    • Matthew Connell, Director of Policy and Public Affairs, CII;
    • Matt Conradi, Head of Client Advisory; Netwealth
  • Ethics in the modern world; Launching the Code of Digital Ethics Recorded: Jul 4 2019 38 mins
    Matt Cullen, Ian Simons, Andy Thornley, Melissa Collett, Nick Pester
    How do you ensure ethics are upheld in a world where decisions are taken by algorithms and you may have more data on your customers than they do?

    Join us for this 30 minute webinar launch of 'Digital Ethics; a companion to the Code of Ethics'. A panel made up of members from the Digital Ethics Forum will debate on the increasing importance of ethics as technology transforms the profession, including case studies of both real and near-future ethical scenarios.

    Your Panel:
    Matt Cullen, Assistant Director, Head of Strategy, Data and Alalytics, ABI
    Melissa Collett, Professional Standards Director, CII
    Andy Thornley, Head of Corporate Affairs, BIBA
    Ian Simons, Martketing Director, CII
    Nick Pester, Partner, Capital Law
  • Corporate Chartered status – the next 10 years: summary of consultation response Recorded: Apr 25 2019 22 mins
    Melissa Collett, Ian Simons and hosted by Luke Holloway
    This webinar will last for 30 minutes including a 10 minute Q+A.
    Outcomes:
    •Overview of the Chartered consultation feedback
    •The Chartered Ethos – a refresh of the ‘Why’ Chartered
    •Five ways Corporate Chartered is changing for the better
    •What it means for Local Institutes
    •Q&A
  • The Connected Car: UBI and ADAS Data is Here Recorded: Mar 1 2019 45 mins
    Paul Stacy, Automotive Director, LexisNexis Risk Solutions
    In this 45 minute webinar, we will discuss how and why LexisNexis Risk Solutions is integrating UBI (Usage Based Insurance) and ADAS (Advanced Driver Assist Systems) data into its global telematics platform.

    We will look at the current focus for auto manufacturers and share key learnings on where the industry is headed.

    Join this session as we examine UBI and ADAS data and how the roadmap to autonomy can allow insurance providers to take advantage of the data today, while positioning a brand for the future.

    Learning Objectives:

    Gain an understanding of what UBI and ADAS data is and how it can be beneficial to insurance providers.
    Discuss the current business focus for auto manufacturers and where they hope to be in the future.
    Establish how auto manufacturers and insurance providers can work together using roadmap to autonomy.
    Understand how insurance providers can take advantage of the data available in the market today in order to build a brand for the future.
  • Education Champions - Discover Fortunes Recorded: Jan 24 2019 38 mins
    George Tsounias
    This webinar has been designed to provide an overview of the Education Outreach Programme vision, to train on the use of the Discover Fortunes board game, to cover some points on engaging with schools and students and to understand the Personal Finance Society guidelines.

    Discover Fortunes marks the starting point of the financial conversation with students in schools with follow-up resources focusing on financial education that will be released for use.

    Estimated webinar duration: 60 minutes..
  • Ethics in the Digital World Recorded: Jan 11 2019 46 mins
    Clive Thompson, Malcolm Hyde, Duncan Minty
    This 45 minute webinar is the third in a series of webinars on cyber and digital topics jointly hosted by the CII, CILA, IRM, IIL and Airmic to raise broad knowledge of technical advances and how they affect our customers.

    The objective of the webinar is to reflect on these ethical frameworks to identify the key issues that arise as a result of new and potential technological advances that could lead firms or practitioners to conflict with ethical good practice.

    This is a panel debate and there will be the opportunity to take audience questions at the end of the webinar.

    Speakers:
    Clive Thompson - Project Director at Willis Towers Watson and Non Executive Director at IRM
    Malcolm Hyde - Executive Director, The Chartered Institute of Loss Adjusters
    Duncan Minty - Independent Ethics and Insurance Adviser
  • Living in an IoT World: What this means for the future of Home Insurance Recorded: Dec 5 2018 26 mins
    Jay Borkakoti, Director, Home Insurance, UK, LexisNexis Risk Solutions
    The Platform Imperative has never been more critical than now, when The Internet of Things (IoT) is making the lives of consumers more secure, convenient and affordable.

    The number of data sources and business models seem potentially endless and the insurance industry needs to know how to approach this uncertain, emerging area of data and technology.

    In this session, we will review a day in the life of a connected consumer at home and draw conclusions on the multiple ways insurance providers can benefit from such connectivity through a device and market agnostic approach to insurance.
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    Rob Walton, Chief Operating Officer, Intelliflo
    Technology is empowering financial advice firms to reach more clients by reducing friction in the advice process, saving advisers and their support staff time.

    What we are seeing from an in-depth study of users of Intelligent Office is that those firms which are utilising the technology available to them, are actively servicing more clients, generating more revenue and reaching a younger market than their peers.

    The top performing firms are generating 15% more recurring revenue than the rest, equating to some £112,000 per annum, by servicing an extra 131 clients. The good news is that the tools to fundamentally boost your business metrics are available now.

    Rob Walton, Chief Operating Officer, Intelliflo will discuss this in further detail during this 60 minute webinar.
  • Cyber webinar series: Cyber enabled fraud Recorded: Sep 18 2018 42 mins
    Michelle Worvell, Communications Director, Chartered Insurance Institute
    This is the second of our Cyber webinars run in partnership with the Institute of Risk Management, the Chartered Institute of Loss Adjusters, Airmic and the Insurance Institute of London.

    In this panel interview, cyber experts from across broking, risk management and loss adjusting will outline the risk story of cyber enabled fraud from underlying risk, client guidance and coverage considerations to claims settlement.

    The implementation of the Payment Services Directive 2 in January this year (allowing non-banks to provide payment services) and the advent of open banking will also no doubt change the landscape for funds transfer and other cyber enabled fraud.

    During this 45-minute webinar, Michelle Worvell, CII Communications Director will chair an interview panel comprising:

    • Monica Dawson QIAL, CMIIA, SIRM will identify the key steps that organisations should follow to prevent them from becoming a victim of cyber enabled fraud.

    • Gemma Sword-Williams ACII and Associate Director Cyber & TMT at Willis Towers Watson will describe what insurance coverage is available to protect organisations against cyber enabled fraud under cyber, crime and professional indemnity policies

    • Sarah Reynolds ACII ACILA, International Cyber Director at G M Consultant will identify the key aspects to be considered when handling a cyber enabled fraud insurance loss and what victims and/or their insurers can do to recover stolen money either from the criminals themselves or the bank or payment provider involved in the transfer

    The session will end with the opportunity to pose questions to the panel.
The professional body for the global financial planning profession
The professional body for the global the financial planning profession, the Chartered Insurance Institute (CII) promotes higher standards of integrity, technical competence and business capability.

With 125,000 members in 150 countries, the CII is dedicated to insurance and financial planning. Our membership covers all disciplines within the insurance industry (claims, broking, underwriting and sales), those working in the life and pensions sector and the mortgage advice market as well as independent financial advisers (under our sub-brand the Personal Finance Society).

The CII is accredited by UK examinations regulator, Ofqual, and our qualifications are also recognised within the English national qualification frameworks. Success in CII qualifications is universally recognised as evidence of knowledge and understanding. Membership of the CII signals a desire to develop broad professional capability and to subscribe to the standards associated with professional status.

Our Royal Charter remit is 'to secure and justify the confidence of the public'​ in our members and in the insurance and financial services sector.

http://www.cii.co.uk

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  • Title: Education Champions - Discover Fortunes
  • Live at: Jan 24 2019 10:30 am
  • Presented by: George Tsounias
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