Previous events
This month
Vulnerable Customers
Alan Chandler, Chartered Insurer, will look at how firms have been treating customers unfairly including some disturbing case studies. The presentation will include how the FCA define vulnerable customer, the measures all firms are expected to put in place and how the requirements on all firms are changing to make sure the most vulnerable are protected going forward. This continues to be a hot topic for the regulator and failure to comply leaves firms open to disciplinary measures from the regulator.
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The Insurance Poverty Premium: what is it and what must insurers and brokers do right now?
The poverty premium results in the financial exclusion of people on low incomes and/or in vulnerable circumstances. With the issues of financial inclusion and fair value very high (and rightly so) on the FCA´s agenda, as well as the issue of the poverty premium in insurance receiving a great deal of parliamentary scrutiny, it is important that insurers and brokers understand what exactly the poverty premium is and what they must do right now!
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The Power of Storytelling
Storytelling has been an essential and dominant aspect of human communication from the dawn of our evolution. This session draws on findings in neuroscience and psychology to explain why it is so powerful across multiple fields including leadership, organisational culture, learning and sales, and how we can leverage this knowledge with specific application to sales and client engagement.
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The Legal Principles of Insurance
This webinar will provide a plain English overview of the main legal principles of insurance, which are: 1. Insurable interest 2. Proximate cause 3. Indemnity 4. Subrogation 5. Contribution 6. The duty not to misrepresent/ Fair presentation of risk All staff working in the insurance industry should have a practical working knowledge of these principles and this one-hour webinar will provide the practical knowledge of these very important pillars that underpin our industry.
View event detailsFinancial Stress & Mental Health
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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Summer BBQ Experience - plus an overview of mental health and wellbeing, with a focus on supporting others in the workplace
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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How to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies
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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PFS Summer XCHANGE 2024 - Real World Opportunities Epsom
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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Trust - building trustworthiness and trusted advisor status
This session focuses on the importance of Trust in prospect and client relationships, and how to build it.
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Consumer Duty update + new rules on Multi-occupancy insurances May 2024
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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SURE: a new technique to ensure clients have understood your advice
We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!!
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A Plain English Introduction to Engineering insurance and inspection
This presentation provides a plain English overview of the Engineering insurance market, which is often shrouded in mystery and badly understood. It will cover both the inspection and insurance cover elements of Engineering insurance.
View event detailsMen: It’s OK to Talk (and other ways to process difficult stuff)
Talking is good for us. We all know that and yet some of us find it hard to talk about how we feel, especially when we aren’t feeling good. This session is aimed at men and those who would like to support the men in their lives. The aim of the session is to shine a light on why some men find it difficult to open up, to explore ways to support men when they are struggling and to share some alternative ways to process difficult stuff, for those who really don’t like talking. In this interactive session, attendees will develop an understanding of some of the challenges facing men today and will take away some helpful ways to support men (or themselves) through difficult times.
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The Future of Insurance - CPD conference in collaboration with Guildford and Reading Insurance Institutes
A joint CPD conference from the Insurance Institutes of Guildford and Reading on a variety of topical subjects around the theme of the future of insurance and financial services.
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The Power of Questions
‘The wise man doesn't give the right answers, he poses the right questions.’ Claude Levi-Strauss.
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Happiness at Work
Mental Health in Business believes that happiness at work should be a top priority for all organisations, big and small, national and international. That’s why they have developed this session, especially for the International Happiness at Work Week (23 – 27 September, 2024), the International Week of Happiness at Work.
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Critical Ignoring: a key skill to work effectively and advise clients in a digital and information economy
In an era of increasing noise (online and offline) and information / data overload, critical thinking alone isn’t enough. We need to master the skill of critical ignoring.
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When the computer says no: a client´s right to challenge automated decisions
Decision-making is becoming increasingly automated in insurance and financial services. But what happens when a client does not agree with the decision that has been made? What are their legal rights? How can we support them?
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Annual General Meeting 2024
We need you! To get down to our AGM... Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.
View event detailsThe Insurance Poverty Premium: what is it and what must insurers and brokers do right now?
***Event Postponed - new date to follow*** This event looks at the importance of financial inclusion and fair value and how this relates to the poverty premium.
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