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Edinburgh 22 October 2019


Kimpton Charlotte Square Hotel
38 Charlotte Square
Edinburgh
EH2 4HQ


Tuesday 22 October 2019
08:30 - 15:20



Time Session Speaker 
8:30 - 9:15Delegate Registration   
9:15 - 9:25 Welcome and Intro from the Chairperson Lee Travis
9:25 - 10:00 FraudAndrew Tolmie & Richard Templeton Clyde & Co

SESSION TITLE: Fraudulent Personal Injury Claims: Scotland

SYNOPSIS: An examination of the fundamental dishonesty position in Scotland, including a comparison with England & Wales and Section 57 of the Criminal Justice and Courts Act. Consideration of the potential for the developments of common law fundamental dishonesty. Issues of best practice for insurers in defeating dishonest claims.

LEARNING OBJECTIVES: 
1) 
What is the current position – England and Scotland
2) Grubb v Findlay 
3) 
Martin v Fife
4) Appetite for legislative change?

10:00 - 10:35  SMCR and RegulationDr Matthew Connell, CII 

SESSION TITLE: Senior Managers & Certification Regime: Creating a culture of trust

SYNOPSIS: TBC

LEARNING OBJECTIVES: 
1) 
 Understand the legislative and regulatory background to the Senior Managers and Certification Regime (SM&CR)
2) 
 Understand the link between SM&CR and other FCA initiatives
3) 
 Understand what individuals can do in their working day to contribute to a strong organisational culture

10:35 - 11:00Morning break  
11:00 - 11:35Modern Construction Methods
Nick Tilley, AXA Insurance

SESSION TITLE: The Modern Built Environment

SYNOPSIS: The built environment continues to change and adapt. Pressures around climate change and sustainability are influencing new build more than ever before. There are major housing shortages in the UK so how do you build quickly and efficiently? This session will explore the methods of building but also the challenges they face around repairability for traditional insurance perils such as fire, escape of water and flood and the building lifecycle.

LEARNING OBJECTIVES: 
1) 
Understand some of the most common modern methods of construction 
2) 
The risks they face during construction phase and as built
3) 
Be aware of the combustibility of materials and how they are protected
4) 
Understand the issues attached to non-fire events such as escape of water, flood and impact

11:35 - 12:15 Insurance Disputes Roger Flaxman, Flaxmans

SESSION TITLE: Insurance Disputes – Lessons learned and how to manage them

SYNOPSIS: Good Practice guides, Codes of Conduct and Regulations are benchmarks by which the industry conducts its day to day affairs but how do they fair, in practice, when tested in a dispute with underwriters about coverage?
You will hear about real cases from one of the country’s leading expert witnesses to the courts about how “the law”, from its perspective views the industry’s disputes. The revelations are surprising.

LEARNING OBJECTIVES: 
1) 
Case examples of disputes that went right or went wrong.
2) 
Winning trust. How the public trust of the industry can be made or ruined by the way a dispute is resolved.
3) 
How to deal with typical impediments to “compliance” obligations, good practice and acting with integrity
4) 
Avoiding the typical gaffs and pitfalls that lead to disputes. 
5) How to spot a dispute in the making- and what to do about it.   

12:15 - 13:00 Lunch and Networking    
13:00 - 13:45Presenting SkillsDavid Thomas, Finding the Difference

SESSION TITLE: The three secrets that create presentation rockstars

SYNOPSIS: Every time we present, we want to handle our nerves, really connect with the audience and walk off feeling like a presentation rockstar! It doesn’t matter if it is a fact find with a new client or a keynote speech at a massive conference, we want to talk with real power. David Thomas will share strategies and techniques that you will be able to apply immediately that will significantly improve your impact on any audience.

LEARNING OBJECTIVES: 
1) 
Understand that EVERYONE can be powerful and effective in front of an audience. 
2) 
How to make a great impact inside just 60 seconds.  
3) The perfect structure for every presentation.

4) The basics that 80% of all presenters get wrong.

13:45 - 14:20 Automation, Robotics and AI John Warburton, Konsileo

SESSION TITLE: Hype versus Ripe? What technologies and approaches are worth exploring for (commercial) insurance people?

SYNOPSIS: Equip insurance practitioners and people who are making decisions about investing their own time and that of their organisations in technology related initiatives and/or skills training with an understanding of:

LEARNING OBJECTIVES: 
1) 
The approach towards building successful technology projects and what the key roles that an insurance (business) professional can play in making tech projects succeed
2)
The key technology trends that are being discussed in relation to insurance
3)
The technologies and approaches that are most likely to be relevant to commercial insurance and when they will have an impact
4) Some specific applications of Artificial Intelligence and Robotics/ Automation to commercial insurance

14:20 - 14:40Afternoon break
14:40 - 15:15  Mental Health in the workplace Alex Staniforth, ThreeFifty9 

SESSION TITLE: Dispelling the myths to support good mental health

SYNOPSIS: Mental ill health is on the rise. Workplace stress, attitudes and culture play a major role in the problem. What price would pay to insure your mental health? In this talk, we’ll look the causes, what I meant by ‘mental health’ and dispel three common myths about mental ill health. We’ll share practical things you can do to insure your mental good health. You’ll learn from authors, athletes and a strawberry eating monk.

LEARNING OBJECTIVES: 
1) 
Delegates will learn what is meant by mental health and the continuum.
2) 
They will be able to explain the causes and cultural drivers of poor mental health at work and have greater insight into their own enables and disablers.
3)
They will able to share and dispel three common myths to support good mental health
  

15:15 - 15:20 Closing CommentsLee Travis, CII
4 hours 20 minutes of CPD 
 
 
 
 
 
 
 
 

 

 

David Thomas David Thomas (Finding the Difference) – Presentation Skills 

International speaker and speaker coach for 22 years presenting to more than 1 million people in 24 countries.
Presentation skills coach who has prepared business people to deliver to every kind of audience including Lords and MPs at the Houses of Parliament.
Multiple Guinness, world and US record breaker.
US Memory Champion.
Sunday Times #1 bestselling author – over 1 million people have read his books.
Speaker Hall of Fame recipient from the Academy of Chief Executives.
Global media personality having done more than 500 media appearances including The Oprah Winfrey Show in Chicago.



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Matt Connell (Chartered Insurance Institue) - SMCR and Regulation

Matthew Connell is Director of Policy and Public Relations at the Chartered Insurance Institute, where his focus is to build public trust in insurance through dialogue with consumers, policymakers, influencers and industry professionals. He has worked at the CII since March 2017. 
Previously, he was Head of Regulatory Developments for Zurich Insurance Group’s UK Life Business. He has worked in banking and insurance for more than 20 years, and was the Chairman of the Investment and Life Assurance Group (ILAG) between 2015 and 2017. He holds an MSc in Public Relations from the University of Sterling and a PhD in Policy Studies from the University of Warwick.

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John Warburton (Konsileo) - Automation, Robotics and AI

John Warburton is CEO of Konsileo, a start-up commercial insurance broker that wraps technology and data around risk advisors to deliver a more compelling client proposition. He has worked at Aviva, Accenture, and most recently Allianz, where he was on the Board of the UK commercial business and then responsible for global digital strategy. John is an Associate of the CII and has an MBA from London Business School. He is also an active commentator on the future of the insurance industry and is the co-author of the CII’s “Future of Commercial Insurance Broking” report and the “The Insurtech Book”. 

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Alex Staniforth (ThreeFifty9) - Mental Health

Alex Staniforth is a record-breaking adventurer, keynote speaker, author and mental health advocate from Cheshire. At the age of 24 he has already made two attempts to climb to the top of Mount Everest and is now dedicated to inspiring others to overcome their own ‘Everest’ in life.Alex is no stranger to adversity: overcoming epilepsy, stammering and bullying in earlier life; and has suffered openly with depression, anxiety and an eating disorder for over six years. Outdoor adventure and physical challenges have helped him fight back, raising over £85,000 for charity and winning the Pride of Britain Regional Fundraiser of the Year 2017.

In 2015 his second attempt to climb Mount Everest ended in disaster after narrowly escaping an avalanche and the Nepal earthquake. In 2016 he returned to the Himalayas and reached 7,125 metres on Cho Oyu, the sixth highest peak in the world. In 2017 he became the fastest person ever to climb all 100 UK county tops by bicycle, foot and kayak, covering over 5,000 miles in 72 days to encourage conversations around mental well-being. In 2019 his latest book Another Peak was published by Trigger Press, exploring mental health through adventure. He is a founding director of Mind Over Mountains CIC, a social enterprise to promote mental wellbeing and resilience through the outdoors.

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Lee Travis,  Chair, Member Engagement Director CII

Lee started his career in insurance and financial services with Royal London Insurance in the nineties and is a qualified financial adviser. Prior to joining the Chartered Insurance Institute, Lee has also held positions as a building society manager, mortgage broker, business development manager and has spent the last nine years of his career creating content for professional development programmes. Lee was made Partnerships and Member Engagement Director in January 2018. 

dubois2Andrew Tolmie, Legal Director, Clyde & Co - Fraud
Andrew is a senior associate in our Edinburgh office specialising in defending large loss personal injury claims for insurer, local authority and passenger transport clients. Andrew has successfully defended claims where claimants have been found to have falsified evidence and exaggerated the extent of their injuries. Andrew has had particular success in utilising surveillance and social media evidence on behalf of clients in order to encourage claimants to abandon their case before trial or significantly reduce the extent of their claim.
dubois2Richard Templeton, Senior Associate, Clyde & Co - Fraud

Richard specialises in catastrophic injury and large loss. His caseload focuses upon road traffic law, employer's liability and occupiers' liability. He works on fatal and catastrophic claims. He also practices in aviation, fraud and commercial dispute resolution. Richard has been heavily involved in representing an Edinburgh distiller in criminal and civil proceedings following a fatal outbreak of Legionnaire's disease in 2012. He has considerable advocacy experience and regularly conducts trials and appears in the Sheriff Courts.

dubois2Nick Tilley (AXA Insurance) - Modern Construction Methods

Nick is AXA’s Specialist Business Manager – Risk Engineering and has 30+ years within Risk Management. Formerly of AIG where Nick was managing the Global Technical Office for Commercial Property with a large team of risk engineering specialists developing strategies in Fire Protection, Loss Estimate Certifications, High Hazard Process Industries, Business Impact, Machinery Breakdown and Terrorism providing balanced risk solutions to clients.

dubois2Roger Flaxman, Flaxmans - Insurance Disputes 

Roger’s insurance career started in September 1970 as a fire and accident insurance broker at Brokers at Lloyd’s, Leslie & Godwin (long ago subsumed into what is now Aon) where he cut his teeth on a wide variety of international property insurances in USA, Northern Europe and Scandinavia.

In the mid-1970s he migrated to, the then relatively new class of liability insurance, professional indemnity, the demand for which was fuelled by the rapid development of case law in the 1980s which created a new source of remedy against the professions and service providers of sundry types and sizes.

In 1979 at Lloyd’s broker C T Bowring (later integrated with Marsh) he became involved in the mandatory insurances of Lawyers, Accountants and Chartered Surveyors, and advisers to the professional bodies on the developing demands and needs of protection for both the practitioners and their clients. This was followed by the development of Directors and Officers insurances and other high-risk liability programs both at home and overseas, which led Roger to be exposed to a rich vein of developing law and insurance needs for professionals and construction industries in particular. A period of time in Australasia in dealing with Mutuals and Defense Unions led to a new angle to tackling the development of insurance contracts to meet financial service industry needs and later, the evolving computer and Bio Science industries that were in need of insurance more flexible than the traditional lines. In the mid-1990s Roger became involved with the PI insurance of insurance brokers at Lloyd’s of London and soon thereafter with the British Insurance Brokers Association who engaged him to advise its members on broker duties, obligations and liabilities; and the management of the risks in an increasingly high-speed, high-tech sales environment.

In January 2000 after a thirty-year career as national and international broker Roger set up a business advising professional bodies and trade associations and this led to a claims advocacy service for policyholders and increasing demand for his services as an expert to the courts; mainly in matters of insurance industry practice and broker/ agent negligence claims.

Since 2000 Roger has served in circa140 cases as expert to the courts. He is a member of the Academy of Experts.

Roger is well known and respected in the industry for his independent advice and services and his special ability to get to the working heart of an insurance conundrum with the minimum of fuss.

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