Previous events

This month

How to succesfully conduct staff appraisals in the Insurance Industry

  • Thu 17 Sep 1:00 pm – 2:00 pm
    • Alan Chandler

It is becoming increasingly difficult for Insurers, brokers, loss adjusters and IFA’s to recruit and retain quality staff. The reality is that at the moment the demand for qualified experienced quality staff in insurance far exceeds the availability of these staff in the marketplace, and so undertaking a great staff appraisal process is vital in ensuring you retain and motivate your staff.

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Financial Resilience and Protection Opportunities webinar-Canada Life

  • Tue 18 Aug 9:30 am – 10:30 am
    • Joanna King , Canada Life

In this webinar you will learn: • The cost of living in the UK • Up to date statistics on the UK’s financial wellbeing • Available welfare • The impact of mental health issues • Using our research, explore the protection opportunities this can create

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The Perfect Storm - how capacity is disappearing fast from the UK insurance market.

  • Thu 16 Jul 1:00 pm – 2:00 pm
    • Alan Chandler

This presentation will be exploring why capacity is draining out of the UK insurance market and why we are moving into a very hard market where niche covers will be difficult to place.

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CII Protection webinar-Guardian-How to change the protection conversation

  • Tue 14 Jul 9:30 am – 10:30 am
    • Dean Hughes , Guardian Financial Services

This presentation will look at: • The current uncertainties in the market and impact Covid-19 & Brexit has had on individuals & businesses • Customer objections and attitudes towards protection. This will deep dive into certain objections backed up with industry/ONS facts and figures • The importance of protecting lifestyle as well as mortgage protection • Typical providers products vs Guardian • Guardian proposition overview • Advisers objectives

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YPG - CPD Event - Focus

  • Tue 07 Jul 10:30 am – 11:30 am

Open to all CII members Strategies can be complicated, but to drive human behaviour Focus needs to be simple. When we achieve this, it’s crazy powerful

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YPG - CPD Event - Energy

  • Tue 23 Jun 10:30 am – 11:30 am

Available to all CII members. Live BIG – Energy Webinar. The way we behave is driven by how we feel. How we feel is driven by how we think. Energy teaches us to recognise that our thoughts are just STORIES we have the power to change. When we do, we can shine – showing up as the best version of ourselves, every single day.

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PFS Guaranteeing Income in a Post Pension Freedom World

  • Tue 23 Jun 9:30 am – 10:30 am
    • Keith Furniss, Novia

Guaranteeing Income in a Post Pension Freedom World Everyone will have different expectations of their retirement lifestyle but the underlying concern remains the same for most retirees - nobody wants to run out of money. We will discuss the regulatory requirement, consumer demand and operational delivery & best practice of providing a Guaranteed Income in a Post Pension Freedom world. We will look at the recommendations for an effective pension review and how you can deliver a blended portfolio to allow your clients to achieve the balance of freedom and security. There will be a short fun quiz at the end of the session.

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PFS AF7 Revision Session Webinar- Part 2

  • Tue 23 Jun 9:00 am – 12:00 pm
    • Julia Holyoake

A webinar with Julia Holyoake AF7 Revision Sessions (2 Part) Date: Tuesday 23rd June-09.00-12.00. Webinar link will be sent with your confirmation of booking e-mail. This is Part 2 of 2. Once Signed on, both sessions are compulsory. Only 12 Spaces available.

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D&O and EPL- Why you need to be talking to your clients now. A Webinar with Alan Chandler.

  • Thu 18 Jun 10:00 am – 11:00 am

This Session will briefly explain the history of D&O and how the D&O market place is changing dramatically due to the Covid-19 lockdown and its effect on the economy.

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PFS AF7 Revision Session Webinar- Part 1

  • Tue 16 Jun 9:00 am – 12:00 pm
    • Julia Holyoake

A webinar with Julia Holyoake AF7 Revision Sessions (2 Part) Date: Tuesday 16th June-09.00-12.00. Webinar link will be sent with your confirmation of booking e-mail. This is Part 1 of 2. Once Signed on, Part 2 is compulsory. Only 12 Spaces available.

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PFS CPD Webinar- Drawdown Masterclass and Pension Hot Topics

  • Tue 02 Jun 9:00 am – 10:30 am
    • Gareth Davies , Scottish Widows

A webinar with Gareth Davies Drawdown Masterclass and Pension Hot Topics Date: Tuesday 2nd June-9.00-10.30. Duration-1.5 hr CPD Webinar link will be sent with your confirmation of booking e-mail.

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YPG - CPD Event - Optimism

  • Tue 26 May 10:30 am – 11:30 am
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PFS CPD Webinar- The Business Relief advice journey

  • Wed 13 May 9:30 am – 10:30 am
    • Chris Horsford , TIME Investment

A webinar with Chris Horsford: The Business Relief advice journey Date: Wednesday 13th May 09:30 Duration-1 hr CPD-45 minutes plus 15 minutes at the end for questions. Chris has fund managers lined up to take any questions. Webinar link will be sent with your confirmation of booking e-mail.

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YPG CPD Event - Purpose

  • Tue 12 May 10:30 am – 11:30 am
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PFS CPD Webinar- Redefining Structured Products

  • Tue 05 May 9:30 am – 10:30 am
    • Chris Horsford , TIME Investment

A webinar with Chris Horsford: Structured Products Masterclass Date: Tuesday 5th May 09:30 Duration-1 hr CPD-45 minutes plus 15 minutes at the end for questions. Chris has fund managers lined up to take any questions. Webinar link will be sent with your confirmation of booking e-mail.

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Policy Coverage gaps - A webinar with Alan Chandler-

  • Mon 04 May 10:00 am – 11:00 am

A webinar with Alan Chandler- How to correctly advise policyholders on the Policy coverage gaps caused by the Covid-19 lockdown.

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PFS CPD Webinar- Infrastructure Income fund

  • Wed 29 Apr 2:00 pm – 3:00 pm
    • Chris Horsford , TIME Investment

A webinar with Chris Horsford: Where to find income in the capital markets post COVID-19 Duration-1 hr CPD- 45 minutes plus 15 minutes at the end for questions. Chris Horsford has fund managers lined up to take any questions. Webinar link will be sent with your confirmation of booking e-mail.

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PFS CPD Event - Professional Indemnity Breakfast ***POSTPONED***

  • Wed 08 Apr 8:00 am – 10:00 am
  • The Exeter Court Hotel
    • Lee Chapman, PIB Insurance Brokers

***POSTPONED DUE TO RECENT CIRCUMSTANCES*** Professional indemnity insurance (PII) is liability insurance that covers firms when a third party claims to have suffered a loss, usually due to professional negligence. It is your firms’ responsibility to take out adequate cover, as set out in the FCA rules, and to think about the effect that the PII policy's terms and conditions might have on your firms’ business.

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2nd Webinar with Jeff Heasman - Communicating with customers in difficult and uncertain times.

  • Thu 02 Apr 12:30 pm – 1:30 pm
    • Jeff Heasman, Jeff Heasman Training & Consulting.

What to say and how to say it: communicating with customers in difficult and uncertain times. This webinar will provide a strategy on how to communicate with customers in the current climate in a way that will reduce anxiety, provide clarity and keep the customer onboard.

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