Previous events

All previous events

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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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

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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

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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

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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.

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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!

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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.

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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.

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Cognitive flexibility - Webinar 3

  • Tue 16 Jun 4:00 pm – 5:00 pm
  • Webinar
    • Jeff Heasman

This session will teach you how to develop your cognitive flexibility in a fast-paced and challenging working environment and enable you to move away from one-dimensional thinking.

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Resilience and looking after yourself in challenging times

  • Thu 11 Jun 12:30 pm – 1:30 pm
  • Webinar
    • Susan Heaton-Wright

As our working and home lives are being changed drastically, we need to look after our physical wellbeing even more – and that of our families. This is focused on your physical, emotional and mental wellbeing. This is an interactive webinar with a workbook and a chance to ask questions and share good practice

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The Perfect Storm - how capacity is disappearing fast from the UK insurance market

  • Tue 02 Jun 2:00 pm – 3:00 pm
  • Webinar
    • Alan Chandler

This presentation will be exploring why capacity is draining out of the UK insurance market and why we are moving into a very hard market where niche covers will be difficult to place.

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How to Network (even if you don't like networking)

  • Thu 28 May 12:30 pm – 2:00 pm
  • Webinar
    • Sarah Stoddart-Burrows

Networking is a critical business skill, but not everyone likes it. We'll show you how successful networking isn't about shoving business cards at people or cold messaging on LinkedIn. This webinar is aimed at those who wish to utilise the power of networking.

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Cognitive Flexibility - Webinar 2

  • Wed 20 May 12:00 pm – 1:00 pm
  • Webinar
    • Jeff Heasman

This session will teach you how to develop your cognitive flexibility in a fast-paced and challenging working environment and enable you to move away from one-dimensional thinking.

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Get Stuff Done: How to Do More in Less Time

  • Tue 12 May 5:00 pm – 6:30 pm
  • Webinar
    • Sarah Stoddart-Burrows

Best practice time management and productivity tips that are relevant to everyone from new employees to busy executives... The content is focused on practical techniques that you can use in your personal and professional life immediately

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Social Media Webinar

  • Wed 06 May 5:00 pm – 6:00 pm
  • Webinar
    • Lara Squires

This event is aimed at those starting out in their career and also individuals who want to learn how to successfully use social media to create a great online presence to aid career development.

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Managing Stress in the Workplace (or How to Avoid Burnout)

  • Tue 05 May 5:00 pm – 6:30 pm
  • Webinar
    • Sarah Stoddart-Burrows

Stress isn't always bad, a little bit of stress can make us more productive and focused, but when it becomes more than that it can stop being helpful and can cause damage to your mind and body. This webinar is aimed at both those that suffer from stress themselves and managers that would like to understand more about stress in the workplace to support their teams.

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How to correctly advise policyholders on the Policy coverage gaps caused by the Covid-19 lockdown

  • Thu 30 Apr 5:00 pm – 6:00 pm
  • Webinar
    • Alan Chandler

The Covid-19 lockdown has created far more gaps in covers than most brokers realise, and this webinar takes a look at where these coverage gaps arise and how best to advise your clients on these issues.

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Cognitive Flexibility

  • Thu 30 Apr 12:00 pm – 1:00 pm
  • Webinar
    • Jeff Heasman

This session will teach you how to develop your cognitive flexibility in a fast-paced and challenging working environment and enable you to move away from one-dimensional thinking.

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Sales & Service: a new warning from the FCA

  • Wed 29 Apr 4:30 pm – 5:30 pm
  • Webinar
    • Jeff Heasman

In this session we will look at the key findings and recommendations from the FCA´s Thematic Review and discuss the FCA´s expectations and next steps

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Annual General Meeting 2020

  • Tue 28 Apr 6:00 pm – 7:30 pm

We need you! (To get involved in our AGM, that is...)

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