Events

In the wake of the Autumn Budget announcements, Planning to Preserve is a timely, CPD-eligible webinar designed to help financial professionals safeguard client wealth through smart estate planning. Taking place on Friday 28 November at 1:00pm, this session will cut through the post-budget noise and focus on practical strategies to preserve and grow your clients’ wealth using proven tax-efficient tools. The webinar will explore tax-efficient strategies for preserving client wealth in today’s evolving landscape. Faye Williams (Head of Retail Sales, Triple Point) and Kyle Goodfellow (Business Development Manager, Triple Point) will share practical insights – helping your clients mitigate inheritance tax and plan for the future.

Short of CPD to meet your IDD requirement? Look no further! The PFS North Scotland Committee is pleased to welcome Michaela Pashley from Practical Financial Exams back to deliver three technical CPD sessions on Investment Bonds, Top Slicing Relief and Personal and Business Protection. Session 3 - Personal and Business Protection

Short of CPD to meet your IDD requirement? Look no further! The PFS North Scotland Committee is pleased to welcome Michaela Pashley from Practical Financial Exams back to deliver three technical CPD sessions on Investment Bonds, Top Slicing Relief and Personal and Business Protection. Session 2 - Top Slicing Relief

Short of CPD to meet your IDD requirement? Look no further! The PFS North Scotland Committee is pleased to welcome Michaela Pashley from Practical Financial Exams back to deliver three technical CPD sessions on Investment Bonds, Top Slicing Relief and Personal and Business Protection. Session1 - Investment Bonds

When the message is tough, your delivery matters most. Whether you’re sharing organisational changes, addressing challenges, or tackling sensitive conversations, how you communicate can transform the outcome. That’s why we’re delighted to invite you to an exclusive webinar - Delivering Difficult News – Mastering the Art of Public Speaking in Tough Moments.

What are the global threats facing the insurance industry right now and how are these impacting UK insurers and brokers, can they be insured and how can we adapt to survive? Today war, weather extremes and the cost of living crisis dominate public debate but the sector faces critical risks – cyber/AI/tech, regulation, climate change and human talent. Can we effectively tackle any of them? Cyber is in the news all the time with companies and government on the lookout for massive show stoppers (M&S, Co-op and JLR to name three big ones!) including potential catastrophic interference with our democratic processes as we see with deep fakes. In addition, with half of us due to retire within the next 15 years, why is there a failure to attract and retain the right talent and what can we and the CII do about it? Further, it is also clear that insurers simply can’t underwrite the effects of climate change, so what will then happen? And are chat bots here to help or hinder?? This will be an interactive and wide-ranging talk and those attending will be actively encouraged to contribute with their own experiences and views. We will look at the differences in responses between insurers and brokers with brokers considering business conduct more of a concern than insurers.