Previous events

All previous events

PFS Workshop: Risk profiling assessment & Investment selection due diligence

  • Tue 29 Jan 9:00 am – 12:30 pm
  • Hylands House, Chelmsford
    • Jamie Farquhar, Square Mile Research
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PFS Workshop: Coaching Skills & Building an Eternal Business

  • Thu 06 Dec 9:00 am – 12:30 pm
  • Hylands House, Chelmsford
    • Chris Budd, Ovation Finance

This workshop aimed at PFS members is split into two key sessions: (1) How coaching skills transforms the quality of financial planning and (2) Building an eternal business using employee ownership

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BREAKFAST SEMINAR: Emotional Intelligence

  • Tue 04 Dec 8:00 am – 9:30 am
  • The County Hotel, Chelmsford
    • Adrian Nash, Radius 360

Slides from this event are available to download.

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Annual Dinner 2018

  • Thu 22 Nov – Wed 21 Nov
  • Orsett Hall

For your eyes only...

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Contractors All Risk Training Course

  • Tue 20 Nov 9:30 am – 4:30 pm
  • Grove & Dean

This course is limited to 16 members. This one day fully interactive workshop provides training for those who already have some practical experience of handling or placing Contract Works Insurance, but who are looking to add to this knowledge. Whilst the course is focused on the contract works insurance the liability implications of construction contracts are considered.

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CII Conference: Emerging Risks

  • Thu 15 Nov 8:45 am – 4:30 pm
  • Essex Record Office

It’s Back... and it’s Free! Chelmsford CII Conference

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Young Professionals: Effective Communication & Influencing

  • Fri 02 Nov 9:30 am – 2:00 pm
  • The County Hotel, Chelmsford
    • Kevin Hopton

This module focuses on developing effective communication and influencing skills of delegates. It will show delegates how to be more confident communicators and influence others, with greater skill and confidence. It will also help them to have a positive awareness of their own personality and their impact on others.

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Advanced Liability Training Course

  • Tue 23 Oct 9:30 am – 4:30 pm
  • Grove & Dean

This event is limited to 16 members. This one-day participative workshop is for experienced liability insurance handlers who are looking for an update/refresher on key and current liability issues. It tests delegates’ knowledge of liability insurance and risk management issues via a series of syndicate exercises and strengthens this via discussion and feedback.

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PFS Workshop: Regulatory Update

  • Mon 15 Oct 9:00 am – 1:30 pm
  • Hylands House, Chelmsford
    • Rory Percival

Rory Percival returns to provide a regulatory update on a range of areas. The session will take in DB transfers, MiFID II catch-up, platform market study, cashflow planning tools and other topical regulatory issues. The session will be informal and there is scope for plenty of questions.

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Women's Forum: Financial Resilience for Women

  • Wed 03 Oct 12:00 pm – 2:00 pm
  • The County Hotel, Chelmsford
    • Alison Cooper, Act One Training
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BREAKFAST SEMINAR: Reserving Liability Claims

  • Wed 26 Sep 8:00 am – 9:30 am
  • The County Hotel, Chelmsford
    • Maggie Nightingale, Crawford & Co

This breakfast seminar will explore how to establish and maintain adequate and consistent reserves to inform future underwriting considerations and ensure insurers and businesses have sufficient funds to meet their liabilities.

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Resilience - bringing wellbeing into your study regime

  • Wed 19 Sep 12:00 pm – 2:00 pm
  • The County Hotel, Chelmsford
    • Katharine Jones, KJ Development

Studying for professional qualifications with a heavy workload can be stressful and exhausting. This session will help individuals develop personal resilience and take positive steps to manage wellbeing during challenging times.

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Golf - Warren Heath

  • Tue 17 Jul – Tue 17 Jul
  • The Warren Golf Club
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Insurance Distribution Directive - what you must do by 01 October

  • Wed 11 Jul 8:30 am – 1:00 pm
  • The County Hotel, Chelmsford
    • Branko Bjelobaba, Branko Ltd

Slides from this event are now available to download.

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Summer BBQ

  • Thu 21 Jun 6:00 pm – 9:00 pm
  • The Bay Horse Wine & Bar Bistro

The Young Professionals Group invite you to join them at their Summer BBQ

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GDPR from an insurance and financial services perspective

  • Tue 19 Jun 8:15 am – 9:30 am
  • The County Hotel, Chelmsford
    • Alan Chandler, Insurance Trainer

The General Data Protection Regulation (GDPR) will be replacing the Data Protection Act in May and will have wide ramifications for all firms within the insurance and financial services sector and society as a whole.

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Annual General Meeting 2018

  • Wed 02 May 6:00 pm – 7:00 pm
  • The County Hotel, Chelmsford

We need you! (To get down to our AGM, that is...)

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Annual Charity Quiz

  • Thu 26 Apr 6:00 pm – 9:30 pm
  • Essex County Cricket Club

The Chelmsford & South Essex CII Young Professionals would like to invite you to their Annual Quiz, held in aid of The Insurance Charities

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PFS Workshop: Get a Life by David Scarlett, Soul Millionnaire

  • Tue 24 Apr 9:00 am – 1:00 pm
  • The Ivy Hill Hotel, Margaretting

This event is aimed exclusively at PFS members. 7 Ways To Banish Stress, Escalate Revenue, And Create Far, Far More Free Time

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Women's Forum: Michaela Wain from The Apprentice 2017

  • Thu 19 Apr 12:00 pm – 2:00 pm
  • The County Hotel, Chelmsford

Join us for a unique opportunity to hear Michaela Wain's story from The Apprentice.

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