Events
Forthcoming events
Webinar - Closing the Deal – Objection handling and closing
In the same way that many salespeople experience ‘call reluctance’, many others fail to ask for the business, or to have appropriate strategies to deal with objections when they do.
Tue 16 Nov 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas & Associates
PFS CPD Event - ESG Accord
ESG Accord launched at the end of 2020 to address the compliance gap created from dramatic changes in the investment universe over the last couple of years as a result of the increasing inclusion of ESG and Sustainability metrics.
Wed 17 Nov 9:30 am – 11:00 am
Lee Coates OBE, ESG Accord
Through The Grapevine - What wine can teach us about being a better communicator
We welcome Jeff Heasman, Insurance Upskill to Sandy Park, Exeter
Fri 26 Nov 6:00 pm – 7:00 pm
Jeff Heasman, Insurance Upskill
Webinar - An Introduction to Engineering Insurance
Engineering insurance can be a difficult area for brokers and insurers to understand.
This introduction to engineering insurance session looks at the main covers and helps brokers and insurers identify key risk areas.
Thu 09 Dec – Tue 16 Nov
Nick Thomas, Nick Thomas & Associates
Webinar - The role of guarantees within a Centralised Retirement Proposition
The introduction of pension freedoms brought an increase in flexibility and choice, leading to drawdown being the default choice for retirees taking benefits.
Wed 15 Dec 9:30 am – 10:30 am
Jan Holt, Scottish Widow’s
The Centenary Annual Dinner
Save the date!
Fri 25 Mar 7:00 pm – 1:00 am
Sandy Park Conference & Banqueting Centre
Previous events
Webinar - A Guide to Understanding Policy Wordings
Recent litigation has demonstrated the importance of understanding the policy contract wording. This webinar explains how policy wordings are constructed and may be interpreted.
Tue 19 Oct 12:30 pm – 1:30 pm
Nick Thomas, Nick Thomas & Associates
Webinar - PFS - Decumulation-strategies for investing/sustainable income in retirement
Unlike at accumulation, decumulation includes added risks. Since pension freedoms there has been a significant rise in the use of income drawdown with an equal rise in the need to manage decumulation risks.
Wed 13 Oct 9:30 am – 10:30 am
Craig Metcalf, Canada Life Asset Management
Webinar - Sales Prospecting Skills - building a quality pipeline
This session looks at how we build a pipeline of quality target prospects using an effective referral process, and a best practice prospect contact strategy in the modern virtual and hybrid world.
Tue 12 Oct 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas & Associates
InsurED & Financial Planning Day 2021 - BOOKINGS NOW CLOSED
InsurED 2021
Wed 29 Sep 8:45 am – 5:00 pm
PFS CPD Event - The Investing for Drawdown Challenge
Since Pension Freedoms opened up six years ago, we’ve seen a significant shift in consumer behaviour and the solutions they use to create retirement income.
Wed 08 Sep 9:30 am – 11:00 am
Gavin Jobson-Wood , Scottish Widows
Webinar - An Introduction to Parametric Insurance
This introduction to parametric insurance is an excellent opportunity for delegates to develop their understanding of this type of insurance.
Wed 30 Jun 1:30 pm – 2:30 pm
Diane Jenkins BA (Hons),