Navigating your ACII
Interviewing the Industry
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NICK KIRK - Competition - London Market (6:53)
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PAUL SKINNER - Marketing - Client feedback - NPS scoring - Client satisfaction (8:00)
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PAUL SKINNER - Marketing - Three main strategy components; segmentation, targeting, positioning - Value proposition (4:46)
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JOHN CONSTABLE - Municipal Mutual Insurance - A case study (4:59)
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JULLIAN SHAWCROSS - Broking process - Sales culture - Profiling - Strategy (8:49)
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JULLIAN SHAWCROSS - Online platforms - Technology in the broking process - Automation (7:27)
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JULLIAN SHAWCROSS - Errors and omissions - Management culture - Fintech (7:15)
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JULLIAN SHAWCROSS - Transparency - Remuneration - Public trust (5:16)
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JULLIAN SHAWCROSS - Managing relationships - Understanding the risk - Demands and needs (4:25)
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JULLIAN SHAWCROSS - Market trends - How the broker has evolved - Digitalisation (4:57)
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JULLIAN SHAWCROSS - COVID-19 - Price - Reputation - Distribution model (4:47)
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MARK BUTTERWORTH - Distribution channels - Disruptors - Automation (9:54)
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MARK BUTTERWORTH - Choice of domicile - Brexit - Captives - Regulatory environments (7:31)
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MARK BUTTERWORTH - Corporate governance - UK Corporate Governance Code (12:43)
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RACHEL PANKRATZ - Distribution channels - Brokers - Aggregators - Broker networks (6:35)
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RACHEL PANKRATZ - Public relations - Crisis management - BCP - Deepwater Horizon (8:25)
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THERESA FROEHLICH - Industry consolidation - Capacity - M&As - Portfolio management (6:34)
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FRANCIS MOLONEY - Broking environment - Attracting business - Strategy planning (6:07)
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FRANCIS MOLONEY - Market consolidation - Barriers to entry (4:01)
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FRANCIS MOLONEY - The placing process - Knowing your client - Relationship management (6:07)
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FRANCIS MOLONEY - Online platforms - PPL - Whitespace (3:13)
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FRANCIS MOLONEY - E&Os - Culture (3:24)
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FRANCIS MOLONEY - Transparency - Client retention - Salary vs. Commission (3:59)
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FRANCIS MOLONEY - Approach to understanding risks - Cross-selling (4:29)
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FRANCIS MOLONEY - Market cycle - Managing client expectations - Pricing (7:18)
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FRANCIS MOLONEY - Future of broking - Market trends (3:29)
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FRANCIS MOLONEY - COVID 19 - Covid Endorsement (4:02)
Technical Topics
Refreshers
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The broker agency relationship (5:53)
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Regulatory considerations (4:27)
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TOBAs (2:07)
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Errors and Omissions (E&Os) and Mis-selling (1:53)
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Lloyd's Chain Of Security and Rating Agencies (1:36)
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Composition of the Board (2:31)
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Statutory Reporting Requirements (2:12)
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Financial and Management Accounting (2:51)
Concepts ‘in a nutshell’
Perspectives & Scenarios
Real Time Research
Snip-it Summaries
Research Resources
The Insurance Broking Environment
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The Global Insurance Market Index (Marsh)
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Market Cycle Update - Gallagher
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FCA Insurance Brokers: Serving Consumers and Businesses in Times of Uncertainty and Change
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The Next Phase Of Growth For Insurance Brokers - Oliver Wyman
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Personal Injury Discount Rate (PIDR)
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ABI Key Facts
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The Insurance Market Cycle: Hard Versus Soft Markets - Robert Ryan Insurance
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Are the focus areas of UK brokers changing how they trade with insurers and operate in the market? Deloitte
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Financial Institutions Global Market Conditions 2023 - WTW
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The Future of Commercial Insurance Broking - CII
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Financial Conduct Authority: Increasing Transparency and Engagement at Renewal in General Insurance Markets
Distribution
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Insurance 2030: The increasingly strategic role of insurance brokers and independent agencies - PWC
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Business Population Estimates for the UK and Regions 2022: Statistical Release
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Price Comparison Websites in the General Insurance Sector - FCA
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UK Intermediated Insurance Distribution Trends Change Beneath the Surface - Deloitte
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How key trends on the insurance market are driving broker consolidation - EY
How Brokers Deal With Insurers
New Business Development
Regulation and Compliance - Key Aspects
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Financial Conduct Authority | FCA
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Bank of England: Prudential Regulation
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Bank of England: Financial Policy Committee
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The Prudential Regulation Authority’s Approach to Insurance Supervision
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PRA Rulebook (The Prudential Regulation Authority Rulebook)
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FCA Business Plan 2019/20
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FCA: Sector Views
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FCA launches Wholesale Insurance Brokers Market Study
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Wholesale Insurance Broker Market Study: Final Report
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Call for Input on Access to Insurance - FCA
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Insurance Conduct of Business Sourcebook (ICOBS) - FCA
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FCA Handbook
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UK Parliament: Financial Services Act 2012 - Government Bill
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Financial Services Act 2012
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Journey to the FCA: To make financial markets work well so consumers get a fair deal
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Bank of England Website - Financial Stability
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CII: Learning Content Hub
Application of Regulations and Relevant Law
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FCA Handbook: SYSC 6.1 Compliance
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FCA: Financial Crime
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FCA: Financial Crime: A Guide For Firms
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Financial Crime in the Insurance Industry - PWC
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Lloyd's - Financial Crime and Sanctions
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FCA: Commercial Insurance Intermediaries – Conflicts of Interest and Intermediary Remuneration Report on the Thematic Project
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Training and competency is more than just a regulatory requirement - Ecclesiastical
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Broker Assess - CII Webpage
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Smarter Consumer Communications - FCA
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Consumer Vulnerability - FCA
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Addressing consumer vulnerability - ABI
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Code of Ethics - CII
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CII - Transparency and Insurance a Companion to the Code of Ethics
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FCA: Finalised guidance FG21/1 Guidance for Firms on the Fair Treatment of Vulnerable Customers
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The Financial Vulnerability Task Force Resource Library
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Consumer Vulnerability - How well is insurance responding? CII
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A Guide to Identifying Vulnerable Consumers - Aviva
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CII - Good Practice Guide: Vulnerable Customers for Brokers
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A new Consumer Duty, Policy Statement and Finalised Guidance - FCA
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CII Publishes Consumer Duty Good Practice Guide for Insurers
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CII - A Practical Guide to Consumer Duty: Insurance
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The New Consumer Duty and the Impact on Brokers - Kennedys
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Bribery and corruption - Risks and procedures
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Bribery Act 2010
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FCA hits insurance broker JLT Specialty with £7.9m bribery fine - Financial News
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Sanctions Screening and Responsibilities of Insurance Brokers - REG
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Sanctions Search Website
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Recent legal developments for insurers in sanctions against Russia - Simmons and Simmons
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The Employers’ Liability Tracing Office - ELTO
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FCA: Tracing Employers’ Liability Insurers – Historical Policies
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UK Launches Antitrust Review of the Wholesale Insurance Broker Market - Jones Day
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Whistleblowing Explained - CII
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Whistleblowing: Make a report in confidence - FCA
Legal Structure of Insurance Organisations and Corporate Risk Management
Business Strategy
Key Aspects of Insurance Broking Operation and Management
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The Servicing of Global Insurance Programmes: Can Insurers Overcome the Challenge?
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The Global Challenge for Insurance Programs
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Brokers welcome swell in MGA numbers - Insurance Age
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UK Managing General Agents Association (MGAA) Website
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The Future of Trust in Insurance and Financial Services
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Volcanic Ash Cloud: Insurers do use the Act of God excuse
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CII - Aldermanbury Declaration
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Corporate Chartered Status – Recognising Professional Excellence
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Reducing reputational risk for insurance brokers – How can we enhance public perception?
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CII: Public Trust in Insurance
Financial Security of Insurance Organisations
Client Services
Broker Remuneration and Transparency
Quality Assurance
