Previous events
All previous events
Face to face, PFS breakfast session - Title-Business Relief within Inheritance Tax planning - its importance, its future and how it can effectively be used for different clients
Live, face to face training session with James Tulloch of Close Brothers Asset Management (CBAM). At the Kennford Suite, Exeter Court Hotel. Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsFace to face, PFS breakfast session - Generation Z and Beyond, how to achieve optimal client outcomes whilst protecting the future of your business
Live, face to face training session with Gareth Perry of TIME Investments at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsFace to face, PFS breakfast session - Catering for sustainable clients in the age of Consumer Duty-EQ Investors
Live, face to face training session with Louisiana Salge at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsFace to face - The rise of errors and omissions claims against brokers
Live, face to face training session with Alan Chandler at Cornish Mutual Offices, Willand Tea & coffee available at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsWebinar - LiveBig - Action
Live BIG® training encompasses a blend of strategy and mindset skills that enables you to do more, go further and realise your full potential. A six-session workshop that develops the way we Think, Feel and Act. We introduce you to 6 Powers and Tools of Live BIG®. A profound and a transformative experience for both companies and individuals. Sessions are suitable and beneficial for all professionals at all levels. Action • Power: Understanding the science and psychology of coaching and empowerment. • Tool: Learning the 4 Questions tool fully and exploring its four supporting tools: ‘Great at Grow at’, ‘Big 3’, ‘Explore’ and ‘Inches’. • Practical: Making personal and team plans you are inspired to act on.
View event detailsWebinar - LiveBig - Focus
Live BIG® training encompasses a blend of strategy and mindset skills that enables you to do more, go further and realise your full potential. A six-session workshop that develops the way we Think, Feel and Act. We introduce you to 6 Powers and Tools of Live BIG®. A profound and a transformative experience for both companies and individuals. Sessions are suitable and beneficial for all professionals at all levels. Focus • Power: Exploring the value of simplicity and the psychology of Focus. • Tool: Learning the Big 3 and Rhythms tools. • Practical: Setting short and medium term, team and individual goals. Committing to the 121 and team conversations you want.
View event detailsZoom PFS CPD session - Helping to keep you and your clients financially resilient
Note, now online via Zoom - Thanks to Paul Dewick of LV
View event detailsWebinar - Introduction to Engineering insurance
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 Content & Learning: • Engineering inspection o why is a separate cover needed? o legislation o cover • Engineering Breakdown o types of equipment that can be covered o cover • Engineering business interruption and deterioration of stock o Identify the need for cover
View event detailsFace to face, PFS breakfast session - The Evolution of With Profits
Live, face to face training session with John Steele at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsWebinar - LiveBig - Energy
Live BIG® training encompasses a blend of strategy and mindset skills that enables you to do more, go further and realise your full potential. A six-session workshop that develops the way we Think, Feel and Act. We introduce you to 6 Powers and Tools of Live BIG®. A profound and a transformative experience for both companies and individuals. Sessions are suitable and beneficial for all professionals at all levels. Energy • Power: Understanding how our mental, physical and emotional Energy is generated. • Tool: Fully learn the Stories tool. • Practical: Get rid of limiting beliefs, choose new mindsets, create plans for increased physical and emotional health.
View event detailsBoom Battle Bar Networking Event
Join us for a night of activities including Crazier Golf, Shuffleboard & Axe Throwing!
View event detailsWebinar - LiveBig - Optimism
Live BIG® training encompasses a blend of strategy and mindset skills that enables you to do more, go further and realise your full potential. A six-session workshop that develops the way we Think, Feel and Act. We introduce you to 6 Powers and Tools of Live BIG®. A profound and a transformative experience for both companies and individuals. Sessions are suitable and beneficial for all professionals at all levels. Optimism • Power: Exploring how to develop, maintain and apply an optimistic mindset. • Tool: Learning the Shift tool. • Practical – Choosing a new constructive mindset for your current personal, work and team situations.
View event detailsFace to face, breakfast session - Business Property Relief and the benefits using a BPR product for your clients
Live, face to face training session suitable forPFS members with Martin McDermott at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsWebinar - Emerging Risks ESG
Environmental, Social & Governance (ESG) regulation is on the rise globally, with many new requirements for companies to report on how they are managing ESG risks, and what actions they are taking to prevent adverse impacts on the climate and other factors, such as Human Rights. This session is tailored to help employees better understand the fundamentals of ESG.
View event detailsFace to face, breakfast session - The Five Key Habits of a Trusted Adviser
Live, face to face training session suitable for all members with Jeff Heasman at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsWebinar - Contract Conditions
How contract conditions can change the liability of an insured and why brokers must advise clients on this. Many policyholders sign contracts without realising they are potentially exposing themselves to liabilities that are not covered by their insurances. Often these contracts are signed in order to either win business or obtain key supplies, either way they are extending their liability beyond the potential protection provided by the liability insurer. Alan Chandler, one of the most popular presenters in the UK, will explore what Public and Products liability policies normally cover and what the position is at law when the policyholder extends their liability beyond this by signing certain contracts. The webinar will include exploring the consequences of the Insurance Act 2015 for failing to make a fair presentation of risk with regards to contract conditions, and how failure to guide policyholders around this matter could lead to a claim being turned down and all cover cancelled.
View event detailsPFS Breakfast Session - Retirement Flexibility-The Freedom to Choose
Live, face to face training session with John Chew, at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsWebinar - EL,PL and Products Liability
This webinar looks at providing an overview of the essential insurance covers of employers liability, public liability and products liability, what these policies cover and how a client could become legally liable. The presentation will be provided by Alan Chandler, one of the most popular presenters in the UK, and Alan will in his usual plain English style look to enable delegates to gain a full understanding of liability insurance and why current limits of indemnity may no longer be enough.
View event detailsFace to face, breakfast session - Behavioural Biases in the Customer Journey: how to identify and handle them to avoid customer harm
Live, face to face training session with Jeff Heasman at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
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