Training
The professionalism push: Video interview with Sandy Scott, CII
Sandy Scott, chief executive of the Chartered Insurance Institute talks to Jonathan Swift about the challenges and opportunities facing the general insurance industry in its quest to embrace professionalism.
Reportage - Risk management: The commercial menu
Risk management is often touted as a way in which brokers can differentiate themselves from their competitors. Edward Murray asks why it is not offered to commercial clients as standard.
FSA confirms training and competence regime changes
The Financial Services Authority (FSA) has published final rules to strengthen training and competence requirements for all individuals carrying out customer facing regulated retail activities.
Reportage - CII training: The value of training
The CII has an enviable reputation for promoting professionalism in the industry, however there is a sentiment in some parts of the market that it is more concerned with making money. Louise Phillips weighs up the true value of its training structure.
Reportage - CPD requirements: Under development
No one seems to disagree with the principle of CPD, but why hasn't it proved effective so far in the broking profession? Liz McMahon reports.
Reportage - training delivery: Digital vs. face to face
Traditionally, training has been about face-to-face contact but there has recently been an increase in online offerings, which claim to provide the same quality of tuition with less cost and increased convenience. Edward Murray looks at the pros and cons…
2010 round-up - Professionalism: The year of the professional
This year saw the launch of PB's and Post's Investing in the Profession campaign to promote a new era of professionalism, writes Andrew Tjaardstra.
News analysis - Coaching: Asking the right questions
Emmanuel Kenning asks if questions rather than answers can help brokers build a successful business.
News Analysis - PB Management Event: Planning for the recovery
Emmanuel Kenning reports on the key management information on offer to attendees at PB's annual conference.
Management Clinic - Due Diligence: What's in the box?
We have the opportunity to make our first acquisition of any size and it looks like a good fit. How can we be sure of what we are buying?
Broker profile: Broking in a warzone
William Wakeham is worlds apart from the average Insurance Age reader. Martin Friel profiles the life of a broker working in Iraq as he risks car bombs, mortars and bullets in his bid to crack the Middle Eastern market
Broking success - Grove & Dean: Racing ahead
Emmanuel Kenning speaks with Damian Collett about mastering the art of a multi-niche approach.
CII roundtable - Professionalism: The rise of the professional
In this PB roundtable discussion, leading figures from the profession discuss the merits of chartered status, the need to educate customers about it and perceived difficulties in achieving it
News Analysis- Skills: Managers under the spotlight
Emmanuel Kenning looks at the gap between perception and reality when it comes to leadership strengths.
Regional power hour - Newcastle: Talent scouting
This month's power hour, held in Newcastle upon Tyne and sponsored by Ecclesiastical, discusses the level of talent in the industry and how new recruits of a high calibre can be attracted. Louise Meeson reports
Expo introduces clinics
The Broker Expo has expanded its workshop programme for 2010. Building on the practical aspect of the successful workshop programme, new focused broker clinics have been developed to give brokers the opportunity to delve deeper into the issues that…
CII launches online ethics course
The Chartered Insurance Institute (CII) has launched an online learning course in ethics for all Personal Finance Society (PFS) and CII members in response to a dip in public confidence in insurance.
Broking Success - Macbeth: Laser-focused on service
Emmanuel Kenning meets the managing director at Macbeth Insurance Brokers, who is aiming to blend the best service of the past with the technology of the future.
Personal Finance Society appoints ‘champions’ to promote chartered status
The Personal Finance Society has appointed 21 financial planners as ‘chartered champions’ across the UK.
Broker Expo gains CII accreditation
The Chartered Insurance Institute has confirmed that the Broker Expo has received official accreditation as the 2010 event opens for registration.
PB offers opportunities to enhance leadership and marketing skills
Professional Broking, the management magazine for broker managers, is pleased to offer some excellent training courses for its readers starting in September.
Data quality: Staying in charge of your data
If the Financial Services Authority has concerns over the accuracy of your data processing, it might demand that you implement a new system as well as impose significant fines, writes Ian Singer.
Broking success - Sydney Packett & Sons: Prized Packett
Emmanuel Kenning meets a family-owned broker with an illustrious past and bright future specialising in small and medium-sized enterprise, charity and training insurance.
First Zurich apprentices qualify
The first people at Zurich to undergo a new industry-driven insurance apprenticeship have qualified at their Cardiff location.