Previous events

All previous events

Enabling effective virtual meetings

  • Thu 25 May 12:00 pm – 1:00 pm
  • Online
    • Caroline Martin, Enabling Wings

Join us for this zoom session where Caroline will be sharing top tips to engaging effectively in the virtual world with online meetings and training sessions.

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NHS Pensions – The Scheme details, the Taxation implications and McCloud

  • Wed 24 May 9:30 am – 11:00 am
    • Graham Crossley, Medifintech

The regular news coverage of the issues facing higher earning NHS staff such as Consultants and GPs will not have escaped your attention. We are delighted to welcome Graham Crossley from MediFintech.co.uk to provide PFS members with the knowledge and understanding of how the NHS Pension works, the issues and its implications for NHS staff. This webinar is suitable for financial planners and paraplanners who currently or may provide advice to NHS staff in the future. Please join the webinar from 9:20 so we can start promptly at 9:30.

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Annual Quiz 2023

  • Thu 18 May 6:30 pm – 9:30 pm
  • The Breakfast Club, Chelmsford

It's time to have some fun - together! The institute's Young Professionals are hosting their Annual Quiz in May at The Breakfast Club, Chelmsford and invite you to join in. Bring friends, family, colleagues, the more the merrier! Tickets price is £16 per person and will include buffet food (please let us know of any food allergies), with drinks to be purchased separately. Prizes available for the winning team and a charity raffle to be held on the night! Teams of 4-7 people.

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Enabling Women's Careers - 1st Session - Empowerment

  • Thu 18 May 12:00 pm – 1:30 pm
  • Online
    • Caroline Martin, Enabling Wings

We are excited to announce that we have joined forces with our local institutes to bring you monthly sessions to Enable Womens Careers. This is the first of our joint sessions where Caroline will design and facilitate collaborative sessions on a monthly basis. These sessions will not be recorded as we aim to create a safe space for members to express themselves and grow as the months progress. Futre topics will be determined by the members each month. These sessions are for all levels for PFS and CII.

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Hawkins Webinar - Should a Building be Demolished Following a Fire?

  • Thu 18 May 9:00 am – 9:45 am
  • Online
    • Yang Dang, Hawkins

In this session Yang will demonstrate the methodology and technology Hawkins uses to conduct structural assessment of fire damaged structures.

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Annual General Meeting 2023

  • Thu 04 May 6:00 pm – 7:00 pm
  • The Chelmsford Club

We need you! To get down to our AGM... Your local institute council invites you to attend their 2023 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.

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Hawkins Webinar - The Perennial Problem of Bulk Cargo Liquefaction

  • Thu 04 May 9:00 am – 9:45 am
  • Online
    • Nico Zurcher, Hawkins

Nico’s presentation will answer the following questions: · What is liquefaction? · Which cargoes pose a risk when carried? · How can that risk be mitigated?

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Managing Tricky Conversations - Live Online Zoom Training - Wednesday 26th April - 12 Noon

  • Wed 26 Apr – Sun 16 Apr
  • Online
    • Caroline Martin, Enabling Wings

Join us for this interactive session which will be held on zoom. - We will identify common tricky conversations that take place and negative assumptions that can be made. - We will explore how we can consider alternative perspectives to achieve positive outcomes. - We will break out in groups to put these tools into practice. Please allow up to 90 mins for this session and be ready with your cameras on as we will be working together in groups. We look forward to seeing you!

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Consumer Duty Toolkit - 2 Part Series

  • Tue 25 Apr 11:00 am – 12:30 pm
  • Online
    • Jeff Heasman, Insurance Upskill

This is a 2 part series and so attendees will need to make sure they can attend both sessions. 2 sessions of 1.5 hours CPD each 25/04/2023 at 11.30 - 12:30 27/04/2023 at 11:30 - 12:30 Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important. During this session, you will learn skills based around: ➢ working in an outcomes-based regulatory environment ➢ communicating in a way that aids accessibility and understanding ➢ checking understanding to facilitate informed decision-making ➢ recognising and handling behavioural biases throughout the customer journey ➢ recognising and dealing with vulnerable customers The session is interactive and includes exercises and simulations that will help you practise the skills learnt and how to evidence outcomes. It is aimed at those working within the UK insurance and financial services industry.

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Hawkins Webinar - Escape of Water: Really a Materials Problem?

  • Thu 20 Apr 9:00 am – 9:45 am
  • Online
    • Dr Chun Chan, Hawkins

Chun Chan will discuss how the fault is often placed on a defective component when an escape of water occurs, and how Hawkins investigates other potential causes to identify the real issue.

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Manufacturing Industry focus

  • Wed 19 Apr 12:00 pm – 1:00 pm
  • Zoom- Webinar
    • Diane Jenkins, Nick Thomas & Associates

Join Diane Jenkins for this webinar where this session on manufacturing is the first of a series of sessions looking at sector specific contemporary insurance related issues, and offering practical guidance for dealing with them

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R06 Financial Planning Practice April 2023

  • Tue 18 Apr 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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Hospitality Industry focus

  • Mon 17 Apr 12:00 pm – 1:00 pm
  • Zoom- Webinar
    • Diane Jenkins, Nick Thomas & Associates

Join Diane Jenkins for this webinar where this session on Hospitality is another of our series of sessions looking at sector specific contemporary insurance related issues, and offering practical guidance for dealing with them

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Enabling great connection (an introduction to building rapport)

  • Wed 05 Apr 12:00 pm – 1:00 pm
  • Online
    • Caroline Martin, Enabling Wings

We are very excited to invite you to this interactive session on Zoom where we will be delving into how we can create great connections with others. This session is suitable for all levels of development and is for all CII and PFS Members

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Hawkins Webinar - The Use of Drones to Inspect Fire-Damaged Buildings

  • Thu 30 Mar 9:30 am – 10:15 am
  • Online
    • Darren Cook, Hawkins

This session will look at how drones can overcome the challenges of restricted access and assist in the production of comprehensive illustrated reports.

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Developing Assertiveness Webinar

  • Tue 28 Mar 1:00 pm – 2:30 pm
  • Online
    • Michael Quigley, BA (Hons) 1st class, MA, PGCE, Kataholos

This course is designed for new managers, leaders and those dealing with people face-to-face and on the phone regularly.

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Womens Forum - Embracing Equity

  • Tue 21 Mar 12:00 pm – 1:00 pm
  • Online
    • Caroline Martin, Enabling Wings

Bring your lunch or a cupper and join us for this circle style discussion on zoom exploring this years theme for International Women's day. Connect with other PFS and General Insurance members members

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Hawkins Webinar - The Need for Speed: Estimating speed in collision investigations

  • Thu 16 Mar 9:30 am – 10:15 am
  • Online
    • Gavin Dunn, Hawkins

This session will cover methods in which an expert might estimate vehicle speeds, including a discussion on their reliability and limitations.

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Young Professionals Mixer Event - The Ale House Chelmsford

  • Wed 15 Mar 6:00 pm – 11:00 pm
  • The Ale House

Join us for a Young Professionals Mixer meet up! Network with like minded young professionals in a casual setting. No need to book but helpful to us if you do so we know that you are coming! First drink and nibbles Free!

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Luton & Hertfordshire Half Day Regional Conference

  • Wed 08 Mar 8:30 am – 1:30 pm
  • Luton Hilton Garden Inn

Half Day Conference

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