Previous events
This month

Highly Topical - how liability rates will significantly fall in 2025 due to the recent Ogden rate reduction
The Ogden rate may sound an obscure thing, but it has massive implications both positively and negatively on liability settlements. All brokers, underwriters and claims staff should have a good understanding of the Ogden rate in order to explain rating changes to policyholders and understand why large liability claims will now be reducing.
View event details
Become more creative and have better ideas
Do you struggle and feel under pressure when asked to come up with new ideas to solve problems? Do you want to learn about creative techniques that will inspire you to have different and new solutions that solve your challenges? Join this webinar to learn practical tools that you can put to immediate use that will make innovation better.
View event details
AF5 (Financial Planning Practice) Pre Exam Training, Wednesday 5th February 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the AF5 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the fact find that will be examined in the February 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event detailsAll previous events

The New Employment Rights Bill and its Potential Impact on the Insurance Industry - New Date
The Employment Rights Bill will potentially have a major impact on the insurance industry.
View event details
Women in Leadership Communications
Communicating as a leader is an essential skill for any emerging talent. For female leaders and emerging leaders, these are particularly important to ensure you lead, make an impression and engage with your teams.
View event details
Telephone Sales Skills
Telephone skills are essential for any sales or client facing professional. This session will provide you with some of the key skills you need to ‘sell’ and retain business using the telephone.
View event details
How Liability Can Arise in Tort
We sell many different liability insurance policies to customers every day; Motor, Employers Liability, Public Liability, Products liability, D&O, Professional Indemnity, Cyber Liability and more - what are we protecting the customers against, well it is largely being protected against being sued in the law of tort. Therefore, brokers, underwriters and claims staff alike should understand the law of tort, as failure to understand this means protections may be inadequate and a fair presentation of risk may not occur.
View event details
Social selling and virtual networking
This session demonstrates the importance of social media [specifically LinkedIn] and how to use it effectively to boost sales, build and leverage your network, build personal brand, and nurture and add value to existing relationships.
View event details
The New Employment Rights Bill and its Potential Impact on the Insurance Industry
The Employment Rights Bill will potentially have a major impact on the insurance industry.
View event details
Leading sales conversations – uncovering client needs
This session looks at the key factors required to be effective and impactful in our conversations with both prospects and clients.
View event details
Generative AI Tools: how they are shaping the way advice is given and how customers are responding - NEW DATE
In this webinar, we will explore exactly what generative AI is and isn´t, how it is being used now, how it may be used in the future, and the potential benefits and pitfalls for companies and customers.
View event details
Mental Health First Aid training with Oakleaf - Day 2
This internationally recognised training course is ideal for individuals who would like to gain the knowledge and skills to spot signs of people experiencing poor mental health, be confident to start a conversation and signpost a person to appropriate support.
View event details
Mental Health First Aid training with Oakleaf - Day 1
This internationally recognised training course is ideal for individuals who would like to gain the knowledge and skills to spot signs of people experiencing poor mental health, be confident to start a conversation and signpost a person to appropriate support.
View event details
Understanding the Different Types of Company Structures
It is essential all insurance staff have a good understanding of the different types of way in which a company could be structured and failing to understand these structures could lead to wrong cover being put in place.
View event detailsAF8 (Retirement Income Planning) Preparation Tester Event, Wednesday 4th December 2024 - online distance learning event
The objective is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement. This session is recorded and a copy is sent out to all delegates.
View event details
Learn Innovation Skills: Exploring Problems & Improving Ideas
Are you coping with the fast-moving pace of insurance? Do you have the skills to innovate to solve the tough challenges you, your team and your organisation are facing? Join this session to learn and practice innovation tools to put into immediate use that will make innovation better.
View event details
Global threats facing the insurance industry
What are the global threats facing the insurance industry right now and how are these impacting UK insurers and brokers?
View event details
A review of the last year and the year to come in insurance and financial services-What the world of wine can teach us!’
There are lots of parallels between the world of wine and the past year in insurance and financial services. There are also some lessons that we can take from the world of wine in terms of how we can harness potential for the year to come, based on predicted trends. In this fun and engaging session, Jeff will combine his knowledge and experience operating a wine business in Spain, together with his knowledge and experience of providing training to insurance and financial services firms across the world, to provide a review of the last year and discuss likely trends for the year ahead. 5 wines will be used for tasting to illustrate and bring to life the review of 2024 and predicted trends for 2025.
View event details
Women's Mental Health
This powerful session looks at mental health through a female lens - focussing on prevention, early intervention and health promotion.
View event details
Eliminating Procrastination
Learn how to beat procrastination and increase your productivity.
View event details