Previous events

All previous events

Webinar - How to use Storytelling in Business Communication

  • Tue 18 Jul 12:00 pm – 1:00 pm
  • Online
    • Susan Heaton-Wright, Superstar Communicator

Using stories in our communication: whether it be speaking, written or using social media, is a powerful way to engage and influence your audience. In this virtual masterclass, I show you how to use this powerful communication tool to capture the attention of others and to motivate them to take action. Susan is an inspirational speaker of international renown and this session can enhance your performance and career.

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CII New Generation Programme – What you need to know hosted by 2023 Broking Group

  • Wed 12 Jul 12:30 pm – 1:15 pm

Are you thinking of applying this year for the CII New Generation Programme?.... Here's your chance to hear from the current CII New Gen Broking Group. They will walk you through the acceptance criteria and talk you though what you can do to help your application stand out. In addition they will talk about what their current experience has been like on the programme and answer any burning questions you may have.

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WEBINAR - The Importance of Emotional Intelligence at Work

  • Wed 12 Jul 12:00 pm – 1:00 pm
  • Online
    • Jacqui Turner, Nick Thomas & Associates
    • Nick Thomas, Nick Thomas & Associates

The session will explore the importance of Emotional Intelligence by outlining the many benefits to employees, prospects, customers, and organisations. We will explore common workplace situations that can trigger negative emotions and share effective techniques for managing a variety of emotions, such as frustration, disappointment, and nervousness. We also look at the importance of empathy, as a key EI skill and explain how to be empathetic, in a sincere way, with colleagues and customers.

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Enabling Women's Careers - Overcoming Imposter Syndrome

  • Tue 11 Jul 12:00 pm – 1:30 pm
  • Online
    • Caroline Martin, Enabling Wings

Join us for the July Women's forum session to Enable Womens Careers This session will be Live-Online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.

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Summer Meet up 2023

  • Thu 06 Jul 5:30 pm – 9:00 pm
  • The Woolpack

The Insurance Institute of Chelmsford and South Essex Summer Meet up is open to members and non members of the Insurance and Financial Services profession and will be hosted by Sam and Tom from our Young Professionals Group. Food will be available to purchase and your first drink is FREE. Please confirm attendance so that we can arrange for a suitably sized area to be reserved. Please advise any special dietary requirements upon booking so that we can make sure the venue is well equipped. We look forward to seeing you!

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July 5th - Online Event - How to Maximise the Impact of Every Presentation You Ever Give

  • Wed 05 Jul 12:30 pm – 4:00 pm
    • David Thomas

David Thomas will take our members through his unique process on how to maximise impact with any audience and every type of talk

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Hawkins Webinar - Spontaneous Combustion of Oily Rags

  • Thu 29 Jun 9:00 am – 9:45 am
  • Online
    • Jessica Ng, Hawkins

In this session the speaker will explain how improperly disposed/stored oily rags can self-heat and pose a risk of fire.

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Enabling Your Inner Critic

  • Tue 27 Jun 12:00 pm – 1:00 pm
  • Online
    • Caroline Martin, Enabling Wings

As humans we are hard wired to search for danger. In the modern world, where there are no saber tooth tigers, this is not always helpful and can hold us back from achieving. Join us for this Live-Online and fully interactive session on Zoom where Caroline will share her some practical tips on how you can retrain your inner critic and set yourself up for success. After the main theory aspect of the session you will have the opportunity to work with others in a very short break out where you will be invited to meet others in the group and put the theory into practice. If you are able to have your camera on this will be an added bonus for others in the group. This session is suitable for all levels of development and is for all CII and PFS Members.

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Insurance Charities Awareness Week - Presentation

  • Fri 23 Jun 12:00 pm – 12:30 pm

Insurance Charities Awareness Week (ICAW) will take place between the 19 to 23 June this year. In line with this, we are pleased to offer a presentation from the Insurance Charities to raise awareness of the financial and practical support they offer in times of need along with the eligibility requirements and a Q&A session.

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Understanding Claims Handling

  • Thu 22 Jun 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

This webinar delivered by Alan Chandler one of the leading presenters in the UK, looks at what a claims handler would look for in the event of a claim.

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Enabling Women's Careers - Putting Our Needs First

  • Thu 15 Jun 12:00 pm – 1:30 pm
  • Online
    • Caroline Martin, Enabling Wings

Join us for the June Women's forum session to Enable Womens Careers This session will be Live-Online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.

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Business Interruption Extensions and advanced Loss of Profit

  • Wed 14 Jun 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

One of the many things the Covid-19 pandemic has taught the insurance industry is the importance of going through the various Bi extensions with clients and documenting these discussions. Failure to do this could leave the broker wide open to a PI claim against them.

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Intro to Commercial Combined Insurance

  • Tue 13 Jun 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Jennifer Yeates, Zing365

This course gives an introduction to commercial combined insurance policies. Within it we will examine the core cover and the optional covers available. We will also look at the rating factors that helps an underwriter decide whether to accept the risk.

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Young Professionals Virtual Networking

  • Fri 09 Jun 12:30 pm – 1:30 pm
  • Online

Join Tom Hill the leader of our Young professionals Group (YPG) and his team for a fun and interactive meet up on Zoom featuring industry professionals sharing their insights into effective networking. This session is open to Personal Finance Society and Insurance Professionals. Where possible it will be helpful to have your camera on so that you can interact with other members on screen and in a quick breakout session

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Human v Automated Decision-Making: have we gone too far?

  • Tue 06 Jun 10:00 am – 11:00 am
  • Online
    • Jeff Heasman, Insurance Upskill

We have reached a critical crossroads in the digitisation and automation of processes within insurance and financial services. Some say that we have already gone too far and the human element is being continuously eroded, whereas others believe we have not gone far enough and that insurance and financial services continues to lag behind other professions. There is a fine balance to be struck. Based on doctoral research being conducted by Jeff Heasman and other sources of research and industry insights, this thought-provoking webinar will examine both sides of the debate and suggest a way forward to ensure the best possible outcome for the profession and for our clients. With the new Consumer Duty requiring a review of algorithms to test for bias in decision-making, the debate has never been more relevant.

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MO5 Insurance Law – 1 day - Face to Face Masterclass

  • Thu 01 Jun 9:00 am – 5:00 pm
  • The Chelmsford Club
    • Alison Cooper

The Masterclass will focus on key areas of the M05 syllabus & the two aspects of Mixed Assessment: Coursework & the Multiple-choice exam components. For the CII Diploma (GI) both components need to be passed within 18 months of enrolment. For the Coursework component, we will focus on coursework techniques to help you to adopt the required mindset for coursework, which differs from CII exams. Candidates often struggle taking the step up from Certificate to Diploma. We will consider what good looks like to the CII & how to turn a blank template into a finished assignment. For the Exam component, we will look to help candidates become more confident about sitting the Insurance Law exam, by mastering effective study & exam techniques. At ACT One we are passionate about learning & promote active learning.

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Hawkins Webinar - Numerical Analysis in Forensic Geotechnical Engineering

  • Thu 01 Jun 9:00 am – 9:45 am
  • Online
    • Shimin Zhuang, Hawkins

In this session the speaker will provide a glimpse of numerical analysis in geotechnical engineering including: · Basic concepts · Application to forensic investigations · Case studies

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Contractors all risks - an introduction

  • Wed 31 May 10:00 am – 11:00 am
  • Zoom- Webinar
    • Diane Jenkins, Nick Thomas & Assoicates

Join Diane for this webinar where this session will look at Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover

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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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