Previous events
All previous events
CII Protection webinar-Guardian-How to change the protection conversation
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
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
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.
View event detailsPFS Guaranteeing Income in a Post Pension Freedom World
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.
View event detailsPFS AF7 Revision Session Webinar- Part 2
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.
View event detailsD&O and EPL- Why you need to be talking to your clients now. A Webinar with Alan Chandler.
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.
View event detailsPFS AF7 Revision Session Webinar- Part 1
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.
View event detailsPFS CPD Webinar- Drawdown Masterclass and Pension Hot Topics
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.
View event detailsPFS CPD Webinar- The Business Relief advice journey
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.
View event detailsPFS CPD Webinar- Redefining Structured Products
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.
View event detailsPolicy Coverage gaps - A webinar with Alan Chandler-
A webinar with Alan Chandler- How to correctly advise policyholders on the Policy coverage gaps caused by the Covid-19 lockdown.
View event detailsPFS CPD Webinar- Infrastructure Income fund
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.
View event detailsPFS CPD Event - Professional Indemnity Breakfast ***POSTPONED***
***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.
View event details2nd Webinar with Jeff Heasman - Communicating with customers in difficult and uncertain times.
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.
View event detailsWebinar with Jeff Heasman - Communicating with customers in difficult and uncertain times.
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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PFS CPD Event - AF7 Revision Day **POSTPONED***
***POSTPONED*** By the end of this session delegates will be able to identify: An overview of the key areas in the AF7 syllabus Understanding how best to answer exam questions
View event detailsFurther Covid-19 Webinar- 5pm-6pm Monday 23rd March
Due to demand, a further webinar has been arranged. These have restricted numbers as the intention is to be interactive with a Q & A session.
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