Previous events
All previous events
Property Insurance, premium increases
Given the rebuild cost inflation is so high the already significant worry of property under insurance in the UK is going to get worse. It is estimated that over 80% of policies have incorrect property sums insured and that is before the 2022 cost 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. Alan will explore why under insurance is so common, the effects of under insurance for the client and why under insurance is an increasing cause of Professional Indemnity claims against brokers.
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March 10th - International Women’s Day - Breaking the Bias
This webinar is arranged and hosted by The Insurance Institute of Bournemouth, working to bring CII and PFS members relevant and engaging learning and support.
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The “purpose of duty” and a major new approach to professional negligence claims from the Supreme Court
In 2021 the Supreme Court, consisting of seven justices, handed down judgment in two cases (Manchester Building Society v Grant Thornton UK LLP and Khan v Meadows). These are two major decisions that will have a major impact on anyone who provides professional services and how claims should be approached. The Supreme Court has created a new roadmap and provided guidance on this area of law that will have major ramifications. This session will take you through the decisions of the Supreme Court and provide guidance on how providers of professional services should be taking steps now to mitigate the risk of claims being made against them, as well as looking at how the decisions will impact claims.
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Making the most of Microsoft Teams
This webinar is aimed at new Teams users or those with experience, but are keen to further their knowledge of additional features. The session will provide an overview of the platform and its core features.
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How to write assignments
This webinar will explain how best to construct your coursework assignments, providing examples and answers relevant to the question being asked. The session will also explore referencing and how to differentiate between key words to make the most of your word count.
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CANCELLED - AF5 (Financial Planning Process) Pre-Exam Training, Tuesday 1st February 2022 - online distance learning event
The course will cover in detail the factfind issued by the CII and help prepare the candidate for the AF5 exam in February 2022.
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AF7 (Pension Transfers) Pre-exam Training Friday 28th January 2022 - online distance learning event
The course covers pension transfers both from money purchase and final salary arrangements. Main features of a DB scheme. Cash Equivalent Transfer Value (CETV). Factors that must be taken into account to ensure that advice is appropriate. Income in drawdown, the key factors and features.
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JO5 (Pension Income Options) Pre Exam Training, Tuesday 25th January 2022 - online distance learning event
The course will cover the main sources of later life income using both pension and non-pension assets. The options available on the death of the member for both crystallised and uncrystallised funds. Income drawdown investment strategies. Final Salary Scheme benefits. State Pension benefits.
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BI Regional Update
We have all closely followed the BI Test case launched by the FCA late 2020, with the final judgment having been handed down on 15 January 2021. The outcome was clear and far-reaching. The case highlighted the ongoing exposure of insurance brokers who arranged the relevant policies (who should have by now reassessed their advice process under ICOBS, duty of care to clients). Now that the noise has settled, we will review how the industry acted on the findings and what (if any) other implications have emerged.
View event detailsJO2 (Trusts) Pre Exam Training, Thursday 20th January 2022 - online distance learning event
The day will cover how trusts can be set up together with the roles and responsibilities of trustees. The main uses of trusts in financial planning. Understand the rules of intestacy and the uses of Deeds of Variation. Lasting Power of Attorney. Bankruptcy.
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 - Tuesday 18th January 2022 - online distance learning event
Day 2 covers the roles and responsibilities of trusts, the different types of trusts, the rules of intestacy, Lasting Powers of Attorney and bankruptcy.
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Young Professionals: Writing your Development Plan
Attending courses and webinars is great for increasing knowledge. Learning, however, only begins in the classroom, it is how we use our knowledge in practice that impacts our career development. This session will guide you through the steps to identify your learning needs and take meaningful action to develop them.
View event detailsAF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 1 - Monday 17th January 2022 - online distance learning event
The AF1 two day course will help prepare candidates for the exam by covering the main topics of taxation and trusts.
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Navigating the hard cyber market
This session will look at the factors currently influencing the cyber market, and leading insurers to increase rates and tighten terms. It will give an insight in to claims trends, and how companies can best protect themselves; both from the impact of these changes, and from cyber risk more generally.
View event detailsRO6 (Financial Planning Practice) Pre Exam Training, Thursday 13th January 2022 - online distance learning event
The RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the January 2022 sitting.
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