IAM RoadSmart terms and conditions

This section provides all relevant terms and conditions for any IAM RoadSmart retail products, membership and services.

By purchasing our retail products, membership or services, you are agreeing to adhere to our terms and conditions thereby creating a contract between you and IAM RoadSmart. IAM RoadSmart will process your personal data because it is necessary for the fulfilment of the contract.

This page contains information and terms and conditions for the following products, membership and services:

o Advanced course (Driver and Rider)

o 2nd Category Advanced course (Driver and Rider)

o Advanced Driver Fast Track

o Advanced Driver Fast Track Additional Training Day

o Advanced Course Voucher (Driver and Rider)

o Mature Driver Review

o Young Driver Review

o Non‐Members Assessment Voucher (Driver and Rider)

o Advanced Driver Fast Track Voucher

o Advanced Test and Membership (Driver and Rider)

o Advanced Retest (Driver and Rider) o Members Assessment (Driver and Rider)

o Fellow Entry Tests (Driver and Rider)

o Non‐Members Assessment (Driver and Rider)

o On‐road Modules

o Mature Driver Review

o Young Driver Assessment

o Taxi Assessments

o Marmalade Insurance Modules

o Master Taster Session (Driver and Rider)

o Master Course (Driver and Rider)

o Master Three 'Top‐Up' Sessions (Driver and Rider)

o Masters Retest (Driver and Rider)

o Masters Re‐Qualification (Driver and Rider)

o Associate

o Full

o Fellow

o Exemption

 

Advanced courses

Applicable to;

  • Advanced course (Driver and Rider)
  • 2nd Category Advanced course (Driver and Rider)

Booking your course

By booking an Advanced course with IAM RoadSmart, you confirm the following:

  • You hold a valid, full UK driving licence. Provisional licence holders are not eligible.
  • You have access to a roadworthy vehicle with:

o Full and valid insurance to drive or ride the vehicle.

o An MOT Certificate (if applicable).

o Appropriate vehicle tax (if applicable).

  • Your vehicle can meet and maintain the national speed limit when it is safe and legal to do so.
  • Your eyesight meets the minimum legal requirements.
  • A legal helmet with suitable eye protection and motorcycle clothing, gloves and footwear that offer impact protection will be worn when riding (Rider only).

You will be asked to sign a declaration when attending your observed sessions to confirm the above. IAM RoadSmart reserve the right to terminate your course and you will forfeit any fees paid if these conditions have not been met.

Payment

Advanced courses must be paid for in full prior to commencement of the course. Advanced course purchases include 12 months of IAM RoadSmart Associate membership, a group contribution, your advanced test and an Associate logbook. Second category course purchases do not include Associate membership.

Local groups may also request an additional contribution to the running costs of your Observer’s motorcycle (Rider only).

Completing your course

You must be a current member in order to attend any observed sessions or test, therefore if your course exceeds the initial 12‐month Associate membership period, you will be required to renew your membership in order to continue. If you have not taken your advanced test within 12 months, IAM RoadSmart or your local group may, at their discretion, cease your training and issue a certificate of achievement to recognise any improvement made.

If the local group, in consultation with the appropriate Area Service Delivery Manager (ASDM), feel as though no further improvement can be made by continuing with your course because your driving will not reach the required standard to take the advanced test, we reserve the right to terminate your course and issue a certificate of achievement to recognise any improvement made. Your test fee will not be refundable.

If you choose not to take the advanced test at the end of your course, your test fee will not be refundable.

In addition to the Observer or Examiner, there may be a third‐party present for quality control purposes.

IAM RoadSmart reserve the right to terminate your course if the Observer or Examiner deems your standard of driving to be unsafe or illegal and you will forfeit any fees paid.

Changes, cancellations and refunds

There is a 14‐day cooling‐off period after booking, during which time you may cancel and be refunded in full. If you cancel after the cooling‐off period, refunds are at the discretion of IAM RoadSmart and if approved, will be subject to an administration fee.

In the unlikely event that IAM RoadSmart has been unable to deliver your course, we will endeavour to provide a solution. If we have been unable to provide a solution deemed suitable by IAM RoadSmart, you will have the option of cancelling and receiving a full refund. IAM RoadSmart cannot be held liable for any other financial costs that you may incur as a result of course cancellation.

Refund applications must be made in writing to refund@iam.org.uk or Customer Care, IAM RoadSmart 1 Albany Place, Hyde Way, Welwyn Garden City, AL7 3BT.

If you would like to transfer your course to another individual, IAM RoadSmart will process this at no additional cost provided the course has not yet been allocated. Once a course has been allocated, no changes can be made to the name of the person attending the course or the course purchased.

Special requirements

If you have any special accessibility requirements then you must notify us when booking, so that we can arrange to accommodate them. We cannot be held liable for the failure to accommodate your special requirements if we have not been notified in advance.

 

Fast Track Advanced Driver

Applicable to;

  • Advanced Driver Fast Track
  • Advanced Driver Fast Track Additional Training Day

Booking your course

By booking an Advanced Driver Fast Track with IAM RoadSmart, you confirm the following:

  • You hold a valid, full UK driving licence. Provisional licence holders are not eligible.
  • You have access to a roadworthy vehicle with:

o Full and valid insurance to drive or ride the vehicle.

o An MOT Certificate (if applicable).

o Appropriate vehicle tax (if applicable).

  • Your vehicle can meet and maintain the national speed limit when it is safe and legal to do so.
  • Your eyesight meets the minimum legal requirements. You will be asked to sign a declaration when attending your observed sessions to confirm the above.

IAM RoadSmart reserve the right to terminate your course and you will forfeit any fees paid if these conditions have not been met.

You will be asked to sign a declaration when attending your training sessions and advanced test to confirm the above.

Payment

Fast Track courses must be paid for in full prior to commencement of the course. Fast Track course purchases include 12 months of IAM RoadSmart Associate membership, a test fee, two half days of on road training and an Associate logbook. Additional Training Days include one half day of on road training each.

Completing your course

IAM RoadSmart will allocate an appropriately qualified Trainer and Examiner to conduct your training and test. If additional training is required, you may purchase an Advanced Driver Fast Track Additional Training Day before you undertake your test. If you fail your test and wish to retake, you may purchase an Advanced Driver Retest. You cannot convert your Fast Track to an Advanced Driving Course.

In addition to the Examiner or Trainer, there may be a third‐party present for quality control purposes.

IAM RoadSmart reserve the right to terminate your course if the Trainer or Examiner deems your standard of driving to be unsafe or illegal and you will forfeit your fee.

Changes, cancellations and refunds

There is a 14‐day cooling‐off period after booking, during which time you may cancel and be refunded in full. If you cancel after the cooling‐off period, refunds are at the discretion of IAM RoadSmart and if approved, will be subject to an administration fee.

If a training session or test is cancelled by you within seven calendar days of the scheduled training or test date, it will be 100% chargeable.

In the unlikely event that IAM RoadSmart has been unable to deliver your course, we will endeavour to provide a solution. If we have been unable to provide a solution deemed suitable by IAM RoadSmart, you will have the option of cancelling and receiving a full refund. IAM RoadSmart cannot be held liable for any other financial costs that you may incur as a result of course cancellation.

Refund applications must be made in writing to refund@iam.org.uk or Customer Care, IAM RoadSmart 1 Albany Place, Hyde Way, Welwyn Garden City, AL7 3BT.

If you would like to transfer your course to another individual, IAM RoadSmart will process this at no additional cost provided the course has not yet been allocated. Once a course has been allocated, no changes can be made to the name of the person attending the course or the course purchased.

Special requirements

If you have any special accessibility requirements then you must notify us when booking, so that we can arrange to accommodate them. We cannot be held liable for the failure to accommodate your special requirements if we have not been notified in advance.

 

Gift Vouchers

Applicable to;

  • Advanced Course Voucher (Driver and Rider)
  • Mature Driver Review Voucher  Young Driver Assessment Voucher
  • Non‐Members Assessment Voucher (Driver and Rider)
  • Advanced Driver Fast Track Voucher

Payment and Redemption

Gift Vouchers must be paid for in full prior to redemption. The voucher purchased can only be redeemed against the corresponding course and cannot be transferred to an alternative purchase or used as partial payment for an alternative course. To redeem the voucher, the voucher code must be quoted. The voucher is valid for one year from date of purchase, after which point it cannot be redeemed or refunded.

Please note the Mature Driver Review voucher cannot be gifted to anyone who has had their licence revoked or suspended, been advised to stop driving by their GP or other medical professional, or who has been formally referred to Driving Mobility.

Changes, cancellations and refunds

There is a 14‐day cooling‐off period after booking, during which time you may cancel and be refunded in full. If you cancel after the cooling‐off period, refunds are at the discretion of IAM RoadSmart and if approved, will be subject to an administration fee.

In the unlikely event that IAM RoadSmart has been unable to deliver your course, we will endeavour to provide a solution. If we have been unable to provide a solution deemed suitable by IAM RoadSmart, you will have the option of cancelling and receiving a full refund. IAM RoadSmart cannot be held liable for any other financial costs that you may incur as a result of course cancellation.

Refund applications must be made in writing to refund@iam.org.uk or Customer Care, IAM RoadSmart 1 Albany Place, Hyde Way, Welwyn Garden City, AL7 3BT.

 

Advanced Tests and On Road Assessments

Applicable to;

  • Advanced Test and Membership (Driver and Rider)
  • Advanced Retest (Driver and Rider)
  • Members Assessment (Driver and Rider)
  • Fellow Entry Tests (Driver and Rider)
  • Non‐Members Assessment (Driver and Rider)
  • On‐road Modules
  • Mature Driver Review
  • Young Driver Assessment
  • Taxi Assessments
  • Marmalade Insurance Modules

Booking your course

By booking an Advanced Test or On Road Assessment with IAM RoadSmart, you confirm the following:

  • You hold a valid, full UK driving licence. Provisional licence holders are not eligible.
  • You have access to a roadworthy vehicle with:

o Full and valid insurance to drive or ride the vehicle.

o An MOT Certificate (if applicable).

o Appropriate vehicle tax (if applicable).

  • Your vehicle can meet and maintain the national speed limit when it is safe and legal to do so.
  • Your eyesight meets the minimum legal requirements.
  • A legal helmet with suitable eye protection and motorcycle clothing, gloves and footwear that offer impact protection will be worn when riding (Rider only).

You will be asked to sign a declaration when attending your test or assessment to confirm the above. IAM RoadSmart reserve the right to terminate your test or assessment if any of these conditions have not been met.

Unfortunately, we are unable to offer the Mature Driver Review to anyone who has had their licence revoked or suspended, been advised to stop driving by their GP or other medical professional, or who has been formally referred to Driving Mobility.

Payment

Tests and assessments must be paid for in full prior to attendance of the course. The payment made is only applicable to the test or assessment purchased and cannot be transferred to an alternative purchase unless it has not yet been allocated to an Examiner or ADI (Approved Driving Instructor).

Completion of your test or assessment

IAM RoadSmart will allocate an appropriately qualified Examiner or ADI to conduct your test or assessment. The Examiner or ADI will contact you directly to arrange mutually convenient time, date and meeting place for your test or assessment. You must arrive no more than 15 minutes late to your scheduled appointment, failure to do so will result in the cancellation of your test or assessment and you will forfeit your fee.

In addition to the Examiner or ADI, there may be a third‐party present for quality control purposes.

IAM RoadSmart reserve the right to terminate your test or assessment if the Examiner or ADI feels your standard of driving is unsafe or illegal and you will forfeit any fees paid.

Changes, cancellations and refunds

There is a 14‐day cooling‐off period after booking, during which time you may cancel and be refunded in full. If you cancel after the cooling‐off period, refunds are at the discretion of IAM RoadSmart and if approved, will be subject to an administration fee.

In the unlikely event that IAM RoadSmart has been unable to deliver your course, we will endeavour to provide a solution. If we have been unable to provide a solution deemed suitable by IAM RoadSmart, you will have the option of cancelling and receiving a full refund. IAM RoadSmart cannot be held liable for any other financial costs that you may incur as a result of course cancellation.

Refund applications must be made in writing to refund@iam.org.uk or Customer Care, IAM RoadSmart 1 Albany Place, Hyde Way, Welwyn Garden City, AL7 3BT.

If you would like to transfer your course to another individual, IAM RoadSmart will process this at no additional cost provided the course has not yet been allocated. Once a course has been allocated, no changes can be made.

 

Masters Courses

Applicable to;

  • Master Taster Session (Driver and Rider)
  • Master Course (Driver and Rider)
  • Master Three 'Top‐Up' Sessions (Driver and Rider)
  • Masters Retest (Driver and Rider)
  • Masters Re‐Qualification (Driver and Rider)

Booking your course

By booking a Master product with IAM RoadSmart, you confirm the following:

  • You hold a valid, full UK driving licence. Provisional licence holders are not eligible.
  • You have access to a roadworthy vehicle with:

o Full and valid insurance to drive or ride the vehicle.

o An MOT Certificate (if applicable).

o Appropriate vehicle tax (if applicable).

  • Your vehicle can meet and maintain the national speed limit when it is safe and legal to do so.
  • Your eyesight meets the minimum legal requirements.
  • A legal helmet with suitable eye protection and motorcycle clothing, gloves and footwear that offer impact protection will be worn when riding (Rider only). You will be asked to sign a declaration when attending your course or test to confirm the above.

IAM RoadSmart reserve the right to terminate your course or test if any of these conditions have not been met.

Payment

Master products must be paid for in full prior to commencement of the course or test. The payment made is only applicable to the course or test purchased and cannot be transferred to an alternative purchase unless it has not yet been allocated to an Examiner or Master Mentor.

Completion of your course or assessment

IAM RoadSmart will allocate an appropriately qualified Mentor or Examiner to conduct your course or test. The Mentor or Examiner will contact you directly to arrange mutually convenient time, date and meeting place for your Mentor sessions or test. IAM RoadSmart will endeavour to ensure you have the same Mentor for all six Mentor sessions (if applicable), however we may allocate more than one Mentor to you to ensure all six sessions can be delivered.

In addition to the Examiner or Mentor, there may be a third‐party present for quality control purposes.

IAM RoadSmart reserve the right to terminate your course if the Mentor or Examiner deems your standard of driving to be unsafe or illegal and you will forfeit any fees paid.

This course cannot be transferred to another individual.

 

Skills Days

Applicable to:

  • Car Skills Day
  • Motorcycle Skills Day
  • Skills Day Plus

Booking your Skills Day

By booking a Skills Day with IAM RoadSmart, you confirm the following:

  • You hold a valid, full UK driving licence for the class of vehicle used.
  • You will only use a fully roadworthy car or motorcycle with:

o Valid insurance to drive or ride the vehicle on a public road (Circuit based insurance is a personal choice for the driver or rider, please enquire with your own insurance provider regarding your level of cover).

o A valid MOT Test (if applicable).

o Appropriate vehicle tax (if applicable).

  • Your car or motorcycle can meet and maintain the national speed limit when it is safe and legal to do so.
  • Baffles and silencers are required at all times. Your car or motorcycle must not be modified in such a way to make excessive noise and your car or motorcycle must not exceed the circuit specific noise restrictions within our Joining Instructions.
  • Your eyesight meets the minimum UK legal requirements.
  • Only applicable to motorcycle Skills Days; You must wear an UK/EU specification road legal helmet (not DOT only) with suitable eye protection. Motorcycle clothing can be leather or textile and must be worn together with gloves and footwear that offer suitable impact protection. There is no requirement for full zip together leathers or ACU Gold Stickers on helmets.

You will be asked to sign a standard motorsport circuit declaration before attending your Skills Day.

IAM RoadSmart reserve the right to terminate your Skills Day if any of these conditions have not been met and you will forfeit your fee.

Payment

Skills Days must be paid for in full prior to attendance.

Changes, cancellations and refunds

Cancelling your attendance at the event or requests to transfer to an alternative date will not be allowed within 21 working days of the event. No requests for refund will be given within this same period. (Exceptional circumstances will be considered). Any refunds approved will incur an administration fee.

In case of cancellation of the event by circuit owners due to unforeseen circumstances, for example weather conditions, it will be our intention to seek an alternative date. If the new date is not convenient, a refund will be available. IAM RoadSmart cannot be held liable for any other financial costs that you may incur as a result of a change of Skills Day dates or cancellation.

Your purchase is not refundable if your car or motorcycle is deemed too noisy to go on the circuit.

Refund applications must be made in writing to refund@iam.org.uk or Customer Care, IAM RoadSmart 1 Albany Place, Hyde Way, Welwyn Garden City, AL7 3BT.

If you would like to transfer your Skills Day to another individual, IAM RoadSmart will process this at no additional cost provided the changes are requested at least 21 working days before the event.

 

Merchandise

Applicable to all orders placed via the IAM RoadSmart Shop.

Order Processing

Orders are normally processed within 48 hours and goods despatched within 7 days of receipt of order. The IAM RoadSmart Shop is managed by a third‐party supplier (Paragon) who will use your name and address to despatch your merchandise. Your data is retained solely for record keeping and confirmation of despatch and orders placed.

Delivery

Please allow 7 ‐ 14 days for delivery, except for engraved items which may take longer.

Cancellation, Refunds and Returns

You may cancel your order within 7 days of placing it, and when the returned goods have been received, IAM RoadSmart will make a full refund. The address for returns is IAM Merchandise returns, FREEPOST, IAM RoadSmart

We also offer a full money‐back guarantee on non‐engraved items if returned in original condition within 14 days of receipt.

 

Membership

Applicable to;

  • Associate Membership
  • Full Membership
  • Fellow Membership

Membership Agreement

Your membership agreement with IAM RoadSmart commences at the point of payment of any product which includes a membership element and continues until you notify us in writing that you wish to lapse your membership or until your membership has expired for more than three months. By maintaining your membership agreement with IAM RoadSmart you agree to be bound by the Articles of Association currently in force.

Payment

IAM RoadSmart accepts annual payments via direct debit, bank transfer (including standing orders), website, telephone and cheque. We cannot accept cash payments.

If paying by standing order, it is the responsibility of the payer to cancel or amend their standing order when required. Any funds paid to us in error via standing order will be not refunded and will be considered donations to the charity.

If the amount paid does not equal the annual subscription fee, IAM RoadSmart will process any funds paid as a donation to the charity and we will prompt you to pay the remaining balance in order to validate your membership.

Direct Debits

Direct Debits are called for on the first working day of the month your membership is due to expire. For example, if your membership is due to expire on the 31st of March, IAM RoadSmart will call for your Direct Debit on the 1st of March.

Direct Debits are covered by the Direct Debit Guarantee. This Guarantee is offered by all banks and building societies that accept instructions to pay Direct Debits. If there are any changes to the amount, date or frequency of your Direct Debit, IAM RoadSmart will notify you 14 working days in advance of your account being debited or as otherwise agreed. If you request IAM RoadSmart to collect a payment, confirmation of the amount and date will be given to you at the time of the request.

If an error is made in the payment of your Direct Debit by IAM RoadSmart or your bank or building society, you are entitled to a full and immediate refund of the amount paid from your bank or building society. If you receive a refund that you are not entitled to, you must pay it back when IAM RoadSmart asks you to.

If you wish to cancel your Direct Debit, you must notify us at least 14 calendar days before we are due to call for your funds. If you cancel within 14 calendar days, we will endeavour to prevent any funds from leaving your account, however, this may not be possible. If we have been unable to prevent the funds from leaving your account due to not receiving at least 14 calendar days’ notice, we will be unable to refund any fees paid.

Gift Aid

Gift Aid provides additional support for us by allowing IAM RoadSmart to add a tax refund to your membership subscription at no extra cost to you.

By completing a Gift Aid Declaration, you confirm the following:

  • You want to Gift Aid all membership subscriptions and other qualifying donations you make in the future or have made in the past four years to The Institute of Advanced Motorists Limited.
  • You have paid or will pay an amount of Income Tax and/or Capital Gains Tax for each tax year (6 April to 5 April) that is at least equal to the amount of tax that all Charities or Community Amateur Sports Clubs (CASCs) that you donate to will reclaim on my gifts for that tax year. You understand that it is your responsibility to inform the Institute of Advanced Motorists Ltd if you pay less Income Tax and/or Capital Gains tax in any year than the amount of Gift Aid claimed on all your qualifying donations and that it is your responsibility to pay any difference. Your declaration will apply to all present, future and where applicable, past donations over the last 4 years.

Please notify us via email or telephone if:

  • You want to cancel your declaration
  • You want to change your name or home address
  • You no longer pay sufficient tax on your income and/or capital gains

If you pay Income Tax at the higher or additional rate and want to receive the additional tax relief due to you, you must include all your Gift Aid donations on your Self‐Assessment tax return or ask HM Revenue and Customs to adjust your tax code.

Cancellations and Refunds

When cancelling your membership, you must notify us in writing, either by post or email. You can cancel your membership at any time, however, please note that your membership fee is not prorated and if at the point of cancellation, you have benefited from less than a year’s membership since your last payment, you will not be due any refund.

We will not refund any membership fee payments or donations unless IAM RoadSmart have taken the payment in error. Any payments made which have been processed as part of a Gift Aid claim cannot be refunded.

In the event of a member’s death, we must be notified via post, email or telephone so that we can process the membership cancellation.

  • If the deceased member has an active Direct Debit and we have been notified of their death, we will use all endeavours to ensure the next renewal payment is not called for. If we have been unable to prevent the funds from leaving the account, we will process a refund on request.
  • If the deceased member has a standing order in place, the controller of the deceased’s estate is responsible for cancelling the standing order. IAM RoadSmart will exercise their discretion when refunding any payments made to us in error after the member’s death.

 

Promotions and Promotional Codes

Only one promotional code can be used per purchase. A promotional code may not be used in combination with other promotional codes under any circumstances. A full and correct promotional code must be quoted at the time of purchase in order to be redeemed. If the promotional code is not quoted at the time of purchase, IAM RoadSmart cannot then refund the discount amount at a later time. We reserve the right to end a promotion at any time.

 

Definitions

Examiner – An individual qualified to examine candidates in Advanced driving and riding standards

Trainer – An individual qualified to deliver fleet training and driving instruction

Observer – An individual qualified to observe candidates during Advanced driving and riding practice sessions. All qualified Observers have completed an Observer qualification accredited by The Institute of the Motor Industry

Mentor ‐ An individual qualified to deliver Masters mentoring sessions

ASDM – Area Service Delivery Manager Local Group – A network of volunteers within a specified area, supporting Associates through the advanced course via observed sessions and events.

Allocated – A course progress stage, defined by:

  • The local group have been notified of the candidate and the course has been assigned to them in the CRM system
  • The Examiner/Trainer/Examiner/Observer/ASDM has been notified of the candidate and the candidate has been assigned to them in the CRM system