Forthcoming events

All forthcoming events

Webinar - Closing the Deal – Objection handling and closing

  • Tue 16 Nov 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

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.

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PFS CPD Event - ESG Accord

  • Wed 17 Nov 9:30 am – 11:00 am
  • The Exeter Court Hotel
    • Lee Coates OBE, ESG Accord
    • Elly Dowding, 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.

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Through The Grapevine - What wine can teach us about being a better communicator

  • Fri 26 Nov 6:00 pm – 7:00 pm
  • Sandy Park Conference & Banqueting Centre
    • Jeff Heasman, Insurance Upskill

We welcome Jeff Heasman, Insurance Upskill to Sandy Park, Exeter

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Webinar - An Introduction to Engineering Insurance

  • Thu 09 Dec – Tue 16 Nov
    • Nick Thomas, Nick Thomas & Associates
    • Diane Jenkins, Nick Thomas Associates

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.

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Webinar - The role of guarantees within a Centralised Retirement Proposition

  • Wed 15 Dec 9:30 am – 10:30 am
    • Jan Holt, Scottish Widow’s

The introduction of pension freedoms brought an increase in flexibility and choice, leading to drawdown being the default choice for retirees taking benefits.

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The Centenary Annual Dinner

  • Fri 25 Mar 7:00 pm – 1:00 am
  • Sandy Park Conference & Banqueting Centre

Save the date!

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Webinar - Cii Examination Techniques

  • Tue 29 Mar 9:30 am – 12:30 pm
    • Alan Chandler ACII, Insurance Training & Consultancy

The second of two sessions given by Alan Chandler, the first hosted by Plymouth & Cornwall CII. This three hour workshop (which will include a break) will aid all those who are taking CII or PFS examinations. It is a generic overview delivered by Alan Chandler, who is one of the most popular insurance presenters in the UK, and who has been both tutor and examiner for many different CII subjects.

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