Previous events
All previous events
Young Professionals Virtual Networking
Join Tom Hill the leader of our Young professionals Group (YPG) and his team for a fun and interactive meet up on Zoom featuring industry professionals sharing their insights into effective networking. This session is open to Personal Finance Society and Insurance Professionals. Where possible it will be helpful to have your camera on so that you can interact with other members on screen and in a quick breakout session
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Human v Automated Decision-Making: have we gone too far?
We have reached a critical crossroads in the digitisation and automation of processes within insurance and financial services. Some say that we have already gone too far and the human element is being continuously eroded, whereas others believe we have not gone far enough and that insurance and financial services continues to lag behind other professions. There is a fine balance to be struck. Based on doctoral research being conducted by Jeff Heasman and other sources of research and industry insights, this thought-provoking webinar will examine both sides of the debate and suggest a way forward to ensure the best possible outcome for the profession and for our clients. With the new Consumer Duty requiring a review of algorithms to test for bias in decision-making, the debate has never been more relevant.
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MO5 Insurance Law – 1 day - Face to Face Masterclass
The Masterclass will focus on key areas of the M05 syllabus & the two aspects of Mixed Assessment: Coursework & the Multiple-choice exam components. For the CII Diploma (GI) both components need to be passed within 18 months of enrolment. For the Coursework component, we will focus on coursework techniques to help you to adopt the required mindset for coursework, which differs from CII exams. Candidates often struggle taking the step up from Certificate to Diploma. We will consider what good looks like to the CII & how to turn a blank template into a finished assignment. For the Exam component, we will look to help candidates become more confident about sitting the Insurance Law exam, by mastering effective study & exam techniques. At ACT One we are passionate about learning & promote active learning.
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Hawkins Webinar - Numerical Analysis in Forensic Geotechnical Engineering
In this session the speaker will provide a glimpse of numerical analysis in geotechnical engineering including: · Basic concepts · Application to forensic investigations · Case studies
View event detailsContractors all risks - an introduction
Join Diane for this webinar where this session will look at Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover
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Enabling effective virtual meetings
Join us for this zoom session where Caroline will be sharing top tips to engaging effectively in the virtual world with online meetings and training sessions.
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NHS Pensions – The Scheme details, the Taxation implications and McCloud
The regular news coverage of the issues facing higher earning NHS staff such as Consultants and GPs will not have escaped your attention. We are delighted to welcome Graham Crossley from MediFintech.co.uk to provide PFS members with the knowledge and understanding of how the NHS Pension works, the issues and its implications for NHS staff. This webinar is suitable for financial planners and paraplanners who currently or may provide advice to NHS staff in the future. Please join the webinar from 9:20 so we can start promptly at 9:30.
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Annual Quiz 2023
It's time to have some fun - together! The institute's Young Professionals are hosting their Annual Quiz in May at The Breakfast Club, Chelmsford and invite you to join in. Bring friends, family, colleagues, the more the merrier! Tickets price is £16 per person and will include buffet food (please let us know of any food allergies), with drinks to be purchased separately. Prizes available for the winning team and a charity raffle to be held on the night! Teams of 4-7 people.
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Enabling Women's Careers - 1st Session - Empowerment
We are excited to announce that we have joined forces with our local institutes to bring you monthly sessions to Enable Womens Careers. This is the first of our joint sessions where Caroline will design and facilitate collaborative sessions on a monthly basis. These sessions will not be recorded as we aim to create a safe space for members to express themselves and grow as the months progress. Futre topics will be determined by the members each month. These sessions are for all levels for PFS and CII.
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Hawkins Webinar - Should a Building be Demolished Following a Fire?
In this session Yang will demonstrate the methodology and technology Hawkins uses to conduct structural assessment of fire damaged structures.
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Annual General Meeting 2023
We need you! To get down to our AGM... Your local institute council invites you to attend their 2023 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.
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Hawkins Webinar - The Perennial Problem of Bulk Cargo Liquefaction
Nico’s presentation will answer the following questions: · What is liquefaction? · Which cargoes pose a risk when carried? · How can that risk be mitigated?
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Managing Tricky Conversations - Live Online Zoom Training - Wednesday 26th April - 12 Noon
Join us for this interactive session which will be held on zoom. - We will identify common tricky conversations that take place and negative assumptions that can be made. - We will explore how we can consider alternative perspectives to achieve positive outcomes. - We will break out in groups to put these tools into practice. Please allow up to 90 mins for this session and be ready with your cameras on as we will be working together in groups. We look forward to seeing you!
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Consumer Duty Toolkit - 2 Part Series
This is a 2 part series and so attendees will need to make sure they can attend both sessions. 2 sessions of 1.5 hours CPD each 25/04/2023 at 11.30 - 12:30 27/04/2023 at 11:30 - 12:30 Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important. During this session, you will learn skills based around: ➢ working in an outcomes-based regulatory environment ➢ communicating in a way that aids accessibility and understanding ➢ checking understanding to facilitate informed decision-making ➢ recognising and handling behavioural biases throughout the customer journey ➢ recognising and dealing with vulnerable customers The session is interactive and includes exercises and simulations that will help you practise the skills learnt and how to evidence outcomes. It is aimed at those working within the UK insurance and financial services industry.
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Hawkins Webinar - Escape of Water: Really a Materials Problem?
Chun Chan will discuss how the fault is often placed on a defective component when an escape of water occurs, and how Hawkins investigates other potential causes to identify the real issue.
View event detailsManufacturing Industry focus
Join Diane Jenkins for this webinar where this session on manufacturing is the first of a series of sessions looking at sector specific contemporary insurance related issues, and offering practical guidance for dealing with them
View event detailsHospitality Industry focus
Join Diane Jenkins for this webinar where this session on Hospitality is another of our series of sessions looking at sector specific contemporary insurance related issues, and offering practical guidance for dealing with them
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Enabling great connection (an introduction to building rapport)
We are very excited to invite you to this interactive session on Zoom where we will be delving into how we can create great connections with others. This session is suitable for all levels of development and is for all CII and PFS Members
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Hawkins Webinar - The Use of Drones to Inspect Fire-Damaged Buildings
This session will look at how drones can overcome the challenges of restricted access and assist in the production of comprehensive illustrated reports.
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