Previous events

This month

Online fitness classes! GENI Body Blast - 26th Nov

  • Thu 26 Nov 8:00 am – 8:30 am
  • Webinar

GENI Body Blast is a 30 minute high intensity workout designed to improve overall fitness.

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Online fitness classes! GENI Body Blast - 24th Nov

  • Tue 24 Nov 8:00 am – 8:30 am
  • Webinar

GENI Body Blast is a 30 minute high intensity workout designed to improve overall fitness.

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FCA Business Interruption Test Case - the judgement

  • Thu 19 Nov 1:00 pm – 2:00 pm
  • Webinar
    • Branko Bjelobaba

This comprehensive and interactive one-hour webinar will focus on the judgment following the FCA’s ground-breaking test case at the High Court.

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Online fitness classes! GENI Body Blast - 19th Nov

  • Thu 19 Nov 8:00 am – 8:30 am
  • Webinar

GENI Body Blast is a 30 minute high intensity workout designed to improve overall fitness.

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Online fitness classes! GENI Body Blast - 17th Nov

  • Tue 17 Nov 8:00 am – 8:30 am
  • Webinar

GENI Body Blast is a 30 minute high intensity workout designed to improve overall fitness.

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Virtual Anti-Desk Yoga

  • Wed 11 Nov 1:00 pm – 2:00 pm
  • Webinar
    • Bex Parker Smith

Anti-desk yoga is great for anyone who spends a lot of time at their desks (either at home or in the office) to release stress and tension that can build up over time. Suitable for all levels of yogis - from those who've never stepped on a mat, to those who spend the majority of their time upside down - Bex's classes are accessible to all. The ability to walk on your hands or bend yourself in two is not required to join; you don’t even need a mat!

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Business Interruption Insurance - all you need to know, eplained in plain English

  • Mon 02 Nov 1:00 pm – 2:00 pm
  • Webinar
    • Alan Chandler

Alan will take this opportunity to run through how business interruption insurance should be correctly set up. Alan will lift the myths away from Bi and show how, in his easy to understand style, you can get this cover on a correct footing going forward. This presentation will be applicable for brokers, underwriters, claims staff and loss adjusters.

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All previous events

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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

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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.

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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.

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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.

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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.

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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.

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