Forthcoming events

This month

You're Vulnerable If You Don't deal with Vulnerability

  • Wed 10 Jun 1:00 pm – 2:00 pm
  • Zoom - Webinar
    • Robin Melley FPFS ACSI , MATRIX CAPITAL LIMITED

The learning points for the talk are • Defining vulnerability • Identifying vulnerability • The FCA’s expectations of advice firms • Recognising potential financial abuse • Good practice • Practical steps in creating a vulnerable client policy for your business

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Why you need to be talking about Directors & Officers Insurance and Employment Practices Liability Cover Now! - A webinar aimed at Financial advisors and PFS members in general.

  • Wed 10 Jun 3:00 pm – 4:00 pm

The webinar is aimed at financial services professionals who may be wondering what these insurances cover and whether they should be buying them. The webinar will briefly explain the history of D&O and how the D&O market place is changing dramatically due to the Covid-19 lockdown and its effect on the economy.

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Webinar: Facilitating a virtual meeting: Everything you need to lead and contribute to virtual meetings

  • Wed 17 Jun 12:00 pm – 1:00 pm
  • Zoom - Webinar
    • Susan Heaton-Wright

Virtual meetings and conference calls are here to stay. Due to circumstances, we have to embrace this way of working. This webinar by Susan Heaton-Wright will support individuals and teams who are new to using virtual meetings, as well as providing more ideas for those who have started.

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Webinar: A plain English overview of Contractors Insurance

  • Thu 18 Jun 12:00 pm – 1:00 pm
  • Zoom - Webinar
    • Alan Chandler

This webinar will explore the main parts of a contractors insurance requirements.

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All forthcoming events

Young Professional Virtual Summer Quiz

  • Wed 01 Jul 4:30 pm – 5:30 pm
  • Zoom - Webinar

Join the Young Professional’s as we take part in a virtual quiz night via Zoom.

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Lunchtime Lecture: Defending Brokers – How to deal with the causation question

  • Wed 08 Jul 12:30 pm – 2:00 pm
    • Kate Westley , Mills & Reeve LLP
    • James Thompson , Mills & Reeve LLP

Dealing with the practical application of the Dalamd Limited v Butterworth Spengler Commercial Limited in the defence of negligence claims against brokers.

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Birmingham Insurance Institute 5/10k run

  • Sun 19 Jul 10:30 am – 12:30 pm
  • Castle Grounds Tamworth

The BII 5 or 10k fun run in aid of the Presidents chosen charity & The Insurance Charities

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