Previous events

All previous events

AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Thursday 14th September & Friday 15th September 2023- online distance learning event

  • Thu 14 Sep 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Tuesday 3rd October 2023. All sessions are recorded and sent out to all the delegates.

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Metaverse ? That’s for gamers, not Insurance, isn’t it ?

  • Thu 07 Sep 12:30 pm – 1:30 pm
    • Gary Nuttall

Most people will have heard of “The Metaverse” but do you know what it is, where to find it and what it does?

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PFS Surrey Autumn Conference

  • Wed 06 Sep 8:45 am – 3:15 pm
  • Epsom Downs Racecourse
    • Karl Steadman, JUST
    • John Corbyn, Quilter
    • Benjamin Peele, Sarb Thind, PortfolioMetrix
    • Andy Woollon, Zurich
    • James Bird, Fidelity
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AF5 (Financial Planning Process) Pre-Exam Training, Tuesday 5th September 2023 - online distance learning event

  • Tue 05 Sep 9:30 am – 4:30 pm

To review the factfind issued by the CII in August/September 2023, in preparation for the AF5 exam on Tuesday 19th September 2023. This session is recorded and a copy is sent out to all delegates.

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A plain English overview of reinsurance, including how reinsurance premiums affect the price charged to policyholders

  • Wed 30 Aug 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This webinar will explain why reinsurance is so essential.

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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Tuesday 29th August & Friday 1st September 2023 - online distance learning event

  • Tue 29 Aug 9:30 am – 4:30 pm

A 2 day course covering the AF1 syllabus and exam in preparation for the AF1 exam on Thursday 12th September. All sessions are recorded and sent out to all the delegates.

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Retail sector focus - insurance issues and guidance

  • Tue 15 Aug 8:00 am – 9:00 am
  • Online
    • Diane Jenkins BA (Hons)

This session on Retail is another of our series of sessions looking at sector specific contemporary insurance related issues and offering practical guidance for dealing with them.

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It’s all about the balance - Hatha Yoga

  • Fri 21 Jul 7:15 am – 8:00 am
  • Wellbeing Programme
  • Online event

Bring some balance back into your life with our next wellbeing session – Hatha Yoga!

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CF6 (Mortgage Advice) Pre Exam Training, Thursday 13th July 2023 - online distance learning event

  • Thu 13 Jul 9:30 am – 4:30 pm
  • Online

To cover the CF6 syllabus and exam technique, preparing the student to pass the CF6 Mortgage Advice exam.

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A Practical Guide to Successful Retirement and how to achieve wellbeing

  • Wed 12 Jul 12:30 pm – 1:30 pm
  • Online
    • Anne Cannings and Nigel Pacey

This workshop aims to introduce you to the key elements that contribute to wellbeing in retirement so that you can start to put them into practice.

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Employers Liability, Public Liability and Products Liability Overview - Re-arranged

  • Thu 06 Jul 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

This webinar looks at providing an overview of the essential insurance covers of employers liability, public liability and products liability, what these policies cover and how a client could become legally liable.

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RO6 (Financial Planning Practice) Pre Exam Training, Monday 26th June 2023 - online distance learning event

  • Mon 26 Jun 9:30 am – 4:30 pm
  • Online

The RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the June 2023 sitting. The session is recorded and a copy is sent out to all delegates.

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How to advise correctly on Business Interruption extensions and advanced loss of profit

  • Mon 19 Jun 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

One of the many things the Covid-19 pandemic has taught the insurance industry is the importance of going through the various Bi extensions with clients and documenting these discussions. Failure to do this could leave the broker wide open to a PI claim against them.

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How a director can be personally sued under the Companies Act and why D&O is so essential for all directors

  • Wed 14 Jun 4:00 pm – 5:00 pm
  • Online
    • Alan Chandler

The Companies Act 2006 puts very clear and very onerous duties on directors, and this presentation explores this act, and how a D&O policy can respond to this liability.

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Motivating Individuals and the Team

  • Thu 25 May 12:00 pm – 1:30 pm
  • Online
    • Katherine Jones

When faced with the day-to-day pressures of work and management, keeping individuals and teams motivated can be a daunting challenge, especially when working remotely. This session provides a range of approaches that will help you understand what motivates each person and how you can use this knowledge to inspire them in their work.

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Employers Liability, Public Liability and Products Liability overview

  • Wed 17 May 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This webinar looks at providing an overview of the essential insurance covers of employers liability, public liability and products liability, what these policies cover and how a client could become legally liable.

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RO4 (Pensions and Retirement Planning) Pre Exam Training - online distance learning event

  • Tue 16 May 9:30 am – 4:30 pm
  • Online

This course covers the main topics covered in the RO4 syllabus and exam. The session is recorded and a copy is sent out to all delegates.

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RO3 (Personal Taxation) Pre Exam Training - online distance learning event

  • Wed 10 May 9:30 am – 4:30 pm
  • Online

This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.

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Annual General Meeting 2023

  • Thu 27 Apr 6:00 pm – 7:30 pm
  • G-Live, Guildford

We need you! To get down to our AGM... Your local institute council invites you to attend their 2023 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.

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Stress and Stress Management

  • Tue 25 Apr 12:30 pm – 1:30 pm
  • Online
    • Jen Clay, Oakleaf Enterprise

Stress – we all experience it!

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