Forthcoming events

This month

Consumer Duty update + new rules on Multi-occupancy insurances May 2024

  • Thu 20 Jun 10:00 am – 11:00 am
  • Webinar
    • Branko Bjelobaba

Soon we will have had Consumer Duty for a year and firms will be preparing for their first annual board reports. The session will also provide an update on fair value assessments to include what makes up brokers commissions and how to ensure broker costs are fully understood. We will also look at the new rules on multi-occupancy buildings insurances following intervention by the government We will also cover requirements imposed by the new Leasehold and Freehold Reform Act which bans commission sharing.

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Trust - building trustworthiness and trusted advisor status

  • Thu 20 Jun 12:30 pm – 1:30 pm
  • Online
    • Nick Thomas

This session focuses on the importance of Trust in prospect and client relationships, and how to build it.

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PFS Summer XCHANGE 2024 - Real World Opportunities Epsom

  • Thu 27 Jun 8:30 am – 4:55 pm
  • Epsom Downs Racecourse

Welcome to Real World Opportunities – the second series of events within the 2024 XCHANGE programme. Join us for a host of insights into The Budget, AI, Technology and Sustainability – all with the purpose of sharing multiple real world planning opportunities with you. Come along to hear from a host of speakers and subject matter specialists including: Sarah Adekola, Carla Brown, Derek Mills and Tony Wickenden

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How to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies

  • Fri 28 Jun 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This one-hour webinar provided by Alan Chandler, will examine all the different factors a client needs to take into account when setting an indemnity period. The presentation will include guiding clients who are on a Gross Profit Bi basis, a Gross Revenue or Fees basis and will also include how an Increased Cost of working only policy should deal with prospective losses over 12 months.

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All forthcoming events

The Insurance Poverty Premium: what is it and what must insurers and brokers do right now?

  • Tue 02 Jul 12:30 pm – 1:30 pm
  • Online
    • Jeff Heasman

This event looks at the importance of financial inclusion and fair value and how this relates to the poverty premium.

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Summer BBQ Experience - plus an overview of mental health and wellbeing, with a focus on supporting others in the workplace

  • Thu 04 Jul 6:00 pm – 10:30 pm
  • Harbour Hotel - Guildford
    • Jen Clay

Join us for our Summer BBQ Experience! They'll be a presentation providing an overview of mental health and wellbeing, with a focus on supporting others in the workplace, that is relevant to everyone. This will be followed by amazing food as well as outdoor games and Live Entertainment from 7pm to 10.30pm, along with great opportunities to network…all protected from any inclement weather!

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Financial Stress & Mental Health

  • Wed 10 Jul 10:00 am – 11:00 am
  • Online
    • Jay Unwin, Mental Health in Business

Financial strain is recognised as being one of the key stress factors for adults, and it can be a major risk factor for poor mental health. It is not uncommon for people to neglect their mental health, specifically when they are experiencing financial stress. This can lead to significant problems in the long term and even worsen the existing financial stress. In this session, we will explore the relationship between financial stress and health - and attendees will leave with practical tools to help them combat financial stress, and stay well.

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