Previous events

This month

Resilience: bringing wellbeing into your daily regime

  • Tue 27 Oct 12:30 pm – 1:30 pm
  • Webinar
    • Katherine Jones

A heavy workload can be stressful and exhausting and for many, COVID-19 has added to this stress. This session will help individuals develop personal resilience and take positive steps to manage wellbeing during challenging times.

View event details

How to build resilience in the face of redundancy

  • Thu 15 Oct 1:00 pm – 2:00 pm
  • Webinar
    • Melissa Kidd, Motem Ltd

Work is a big part of our identity. When our job changes or ends, how does that impact our sense of self? How can we navigate the choppy waters of change effectively? And how do we ensure the inner critic doesn’t have a field day? This webinar will answer those questions and help you reflect, act and gain confidence during this period of change. It will also include some practical tips and techniques to build your mental resilience.

View event details

Health & Safety - Returning to work after Covid-19

  • Fri 09 Oct 1:00 pm – 2:00 pm
  • Webinar
    • Alan Davies

This webinar will help participants to understand employers’ statutory duties to provide a safe place of work; and be aware of the essentials to be covered in a Covid-19 risk assessment of the workplace.

View event details

All previous events

Financial Resilience for Women

  • Tue 29 Sep 12:30 pm – 2:00 pm
  • Webinar
    • Alison Cooper

This talk follows and builds on the theme of the CII initiative, Insuring Women’s Futures. The talk is geared towards women and to financial planning professionals, who are interested in learning more about the key issues for women and their future financial resilience. The talk is designed to highlight what women need to know on their quest for Financial Independence.

View event details

PFS Pre Exam Revision - J05 (Pension Income Options)

  • Thu 24 Sep 9:30 am – 4:30 pm
    • John Trayner FCII FPFS

Delegates will have covered the key elements of the JO5 syllabus with the emphasis on the CII Learning Outcomes; and will have been introduced to the exam format and adopting a suitable exam technique.

View event details

PFS Pre Exam Revision - AF4 (Investment Planning) - Day 2

  • Thu 24 Sep 9:30 am – 5:00 pm
  • Webinar
    • Dean Scott

By the end of the two revision days, delegates will have covered the key elements of the AF4 syllabus and what is required to pass the examination.

View event details

Understanding the implications of Policy Exclusions following Covid-19

  • Tue 22 Sep 1:00 pm – 2:00 pm
  • Webinar
    • Alan Chandler

All insurance staff need to understand the law relating to exclusions. This webinar will take delegates on a plain English walk on how the law applies to policy exclusions and proximate cause, so that they can explain to clients clearly and confidently the implications of the differing communicable disease exclusions that will be applied to your policyholders wordings.

View event details

Maximising Opportunities in the Hard Market

  • Thu 17 Sep 12:00 pm – 1:00 pm
  • Webinar
    • Alan Chandler

There have been hard markets before, there have been recessions before, but never have the two emerged with such force at the same time. This webinar will explain what constitutes a hard market and ten things both brokers and underwriters will need to do to maximise opportunities in these unique trading conditions

View event details

PFS Pre Exam Revision - J02 (Trusts)

  • Wed 16 Sep 9:30 am – 4:30 pm
    • John Trayner FCII FPFS

The aim of this training day is to significantly improve delegates’ chances of passing the exam by developing an understanding of the key technical points that are likely to be tested.

View event details

PFS Pre Exam Revision - AF4 (Investment Planning) - Day 1

  • Thu 03 Sep 9:30 am – 5:00 pm
  • Webinar
    • Dean Scott

By the end of the two revision days, delegates will have covered the key elements of the AF4 syllabus and what is required to pass the examination.

View event details

Financial Planning for Millennials in the era of COVID, a MUST for Financial Planners

  • Wed 19 Aug 12:30 pm – 1:30 pm
  • Webinar
    • Richard Sheppard

Back in 2006, the Retail Distribution Review was launched by our regulator with several objectives – one being the removal of commission from investment products. This lead to a mass of work by all manner of bodies guiding advisers in how to make their businesses more efficient in order to remain profitable. This included the suggestion that embracing social media, telephone and video conferencing along with other suggestions could reduce the need for travel and therefore reduce the time taken to communicate effectively with both clients and prospects. On the whole, it didn’t catch on!! Until now.

View event details

PFS Pre Exam Revision - R07 (Advanced Mortgage Advice)

  • Thu 13 Aug 9:30 am – 5:00 pm
  • Webinar
    • Paul Archer

By the end of the course, delegates will have covered the key elements of the ER1 syllabus and what is required to pass the examination.

View event details

PFS Pre Exam Revision - ER1 (Equity Release)

  • Wed 05 Aug 9:30 am – 5:00 pm
  • Webinar
    • Paul Archer

By the end of the course, delegates will have covered the key elements of the ER1 syllabus and what is required to pass the examination.

View event details

Webinar 3 - How to close more easily using the exact soft words face to face or over the phone/video call

  • Tue 28 Jul 10:00 am – 11:00 am
  • Webinar
    • Bernie De Souza

The final session in this series includes: •The exact words for closing without selling •Increase your number of clients with better closing ratios •Close business deals and presentations easily •Discover the five levels of closing •How and when to close •The ‘contrast principle’ on closing •The ‘pride principle’ on closing •Negotiating from a strong position

View event details

Webinar 2 - How to get a diary full of quality appointments using the phone/video call

  • Tue 21 Jul 10:00 am – 11:00 am
  • Webinar
    • Bernie De Souza

In the second of this trilogy attendees will learn: •How to fill your diary with more appointments on the telephone/ video call •How to build instant rapport on the telephone/ video call •How to close without being pushy •How to connect emotionally •How to connect with busy people •How to turn a ‘no’ into a ‘yes’ •How to Improve your results on the telephone/ video call •The exact script, word for word, to use on the telephone/ video call

View event details

Webinar 1 - How to build solid trust and rapport in seconds, when face to face and over the phone/video call

  • Tue 14 Jul 10:00 am – 11:00 am
  • Webinar
    • Bernie De Souza

The first in a series of three events explores how to: •Get your prospect to pick you in the first few seconds •The exact words to connect with everyone you meet •What prospects look for in people •How to create an instant bond with prospects •Why the back of the mind makes the rapport decision •The visual trigger to create trust •Using tone to relax the prospect •How long it takes for the rapport decision

View event details

How to set the correct property sums insured

  • Tue 07 Jul 1:00 pm – 2:00 pm
  • Webinar
    • Alan Chandler

It is estimated that 90% of policies have incorrect sums insured! This one hour presentation looks at the major issue of under insurance in the UK property market and how to help your clients avoiding the under insurance trap.

View event details

Insurance Institute of Guildford 2020 Charity Quiz

  • Wed 01 Jul 11:00 pm – 11:30 pm
    • Closing date 1st July 2020

Looking for a challenge? Test your knowledge and be in with a chance of winning a £25 Amazon voucher! The Insurance Institute of Guildford invites you to take part in our Charity Quiz in support of our charity partners, Jigsaw and The Insurance Charities. Be quick! The deadline for entry is 1st July 2020. Good Luck!

View event details

Personal Injury Claims - Where Next?

  • Wed 01 Jul 12:00 pm – 1:00 pm
  • Webinar
    • Bernard Thornton

This presentation looks at the background to the current market for injury claims and how it will be affected by the Civil Liability Act, now scheduled to take effect in April 2021. It predicts the likely consequences for insurers, intermediaries, claimants and the insuring public and takes into account other topical and disrupting factors in the Motor market such as Ogden, general claims inflation and now the dramatic onset of Covid-19.

View event details

FCA general insurance changes in response to Coronavirus

  • Tue 23 Jun 12:00 pm – 1:00 pm
  • Webinar
    • Branko Bjelobaba

This comprehensive and interactive one hour webinar will focus on the long list of temporary updates to rules and guidance now finalised by the FCA for the general insurance sector (confirmed on 14 May 2020) and is a one-stop-shop for knowing what has to be done in a compliant and timely manner.

View event details