Previous events
All previous events
Webinar - Commercial Property 2022 Rate Increases
The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients need to take into when settling Buildings sums insured.
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PFS Webinar - How to protect yourself from potential future claims
This one-hour webinar provided by Stephen Searle, partner in Financial Services Litigation at Clarke Willmott.
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Webinar - Ecopsychology: the impact of your surroundings on well being and productivity
We welcome Jeff Heasman from Insurance Upskill back to Exeter for his latest session.
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Webinar - The role of guarantees within a Centralised Retirement Proposition
The introduction of pension freedoms brought an increase in flexibility and choice, leading to drawdown being the default choice for retirees taking benefits.
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Webinar - An Introduction to Engineering Insurance
Engineering insurance can be a difficult area for brokers and insurers to understand. This introduction to engineering insurance session looks at the main covers and helps brokers and insurers identify key risk areas.
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Through The Grapevine - What wine can teach us about being a better communicator
We welcome Jeff Heasman, Insurance Upskill to Sandy Park, Exeter
View event detailsPFS CPD Event - ESG Accord
ESG Accord launched at the end of 2020 to address the compliance gap created from dramatic changes in the investment universe over the last couple of years as a result of the increasing inclusion of ESG and Sustainability metrics.
View event detailsWebinar - Closing the Deal – Objection handling and closing
In the same way that many salespeople experience ‘call reluctance’, many others fail to ask for the business, or to have appropriate strategies to deal with objections when they do.
View event detailsWebinar - A Guide to Understanding Policy Wordings
Recent litigation has demonstrated the importance of understanding the policy contract wording. This webinar explains how policy wordings are constructed and may be interpreted.
View event detailsWebinar - PFS - Decumulation-strategies for investing/sustainable income in retirement
Unlike at accumulation, decumulation includes added risks. Since pension freedoms there has been a significant rise in the use of income drawdown with an equal rise in the need to manage decumulation risks.
View event detailsWebinar - Sales Prospecting Skills - building a quality pipeline
This session looks at how we build a pipeline of quality target prospects using an effective referral process, and a best practice prospect contact strategy in the modern virtual and hybrid world.
View event detailsPFS CPD Event - The Investing for Drawdown Challenge
Since Pension Freedoms opened up six years ago, we’ve seen a significant shift in consumer behaviour and the solutions they use to create retirement income.
View event detailsWebinar - An Introduction to Parametric Insurance
This introduction to parametric insurance is an excellent opportunity for delegates to develop their understanding of this type of insurance.
View event detailsWebinar - Taxation of Bonds – Offshore and Onshore
Learn when a chargeable event occurs and how the gain is calculated.
View event detailsWebinar - CPD Event - Order Of Gifting
From an IHT point of view, the order of gifting has always been important.
View event detailsWebinar - Retirement Planning & Developing a Centralised Retirement Proposition
Since Pension Freedoms opened up six years ago, we’ve seen a significant shift in consumer behaviour and the solutions they use to create retirement income.
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Webinar - Black belt negotiation
The second session with Tom. Black belt negotiation: how much are you leaving on the table? Imagine bringing in an extra £27,000 every month. These are the results of hundreds of professionals trained by the presenter.
View event detailsWebinar - PFS - LPA training
Lasting Power of Attorney, the importance for you and your clients.
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