Helping Clients Navigate their Life Events
Advising clients while they are going through a life change is a key part of our role as a financial adviser. In this Foundation session we will explore research from psychology and personal development to equip you with an understanding of life transitions, the change cycle, and the particular challenges to our decision making that result when going through divorce, bereavement, and retirement. By the end of the session you be in a strong position to support not only clients but also colleagues and other associates in their own understanding about these key life transitions. This session provides the foundation for Lifesage Focus sessions which explore the key client life events individually in greater depth.
Tue 21 Sep 10:00 am – 11:00 am
Hayley Tink, Lifesage Ltd
FCA New Rules for Pricing Practices
The FCA has released its Policy Statement and final rules on general insurance pricing practices. The FCA has largely implemented the policy as set out in its earlier Consultation Paper but has made some concessions around reporting and timings having received over 100 responses to the Consultation.
Mon 26 Jul 1:00 pm – 2:00 pm
Jill Hambley, Insurance Compliance Services
In a vacant property any damage is likely to be exacerbated by the length of time it takes for the damage to be noticed and repaired. Covid-19 and the introduction of national lockdowns meant that 2020 saw a dramatic increase in the number of buildings being left vacant for an extended period, with little or no warning and time to prepare and has meant that de-commissioning of the building and services were not undertaken.
Thu 15 Jul 1:00 pm – 2:00 pm
WEBINAR - Suffolk Mind Lunch and Learn with Jon Neal
Join us for a Lunch and Learn hosted by Suffolk Mind's Jon Neal. With lockdown easing, the prospect of coming back into the office appears in the horizon…what does this mean for our mental health? How can we get ourselves ready for physical meetings, the commute to work, sitting near people we don’t live with? During this session, Jon Neal, from Suffolk Mind, will look at the impact of lockdown on how we get our emotional needs met, and what we might expect to be feeling as we start to emerge from our homes and venture out into the world again.
Thu 08 Jul 12:30 pm – 1:30 pm
Jon Neal, Suffolk Mind
Women's Forum: Julie Page, CEO Aon
Join us to hear and learn from Julie's professional journey - the challenges along the way, and how she faced and overcame them to become a leader in a male dominated industry.
Mon 05 Jul 1:00 pm – 2:00 pm
Julie Page, Aon
The Paint Club - Virtual Networking Art Event
Join us for a fantastic opportunity to meet and network other members and be creative with paint! This event is hosted by our Young Professionals Group and will involve attendees participating in a virtual painting experience. All necessary art materials will be provided to you by post, a few days prior to this Zoom event. This will include everything you need to create a masterpiece in this 2 hour session, whilst being guided by a professional artist who will help every member to create the secret group subject.
Thu 24 Jun 6:00 pm – 8:00 pm
Selling Cyber Insurance
This training is designed to enhance sales competencies regarding cyber insurance, including technical knowledge and soft skills. This is specifically useful for brokers who are seeking growth through cyber insurance advisory and sales. It will equip participants with the technical knowledge and soft skills to confidently execute on sales discussions, including handling client concerns and objections.
Thu 24 Jun 12:00 pm – 1:00 pm
Claire Davey ACII CISSP,
Water Damage the Basics
This webinar, from Polygon, provides an introduction into water damage - the basics of the survey process, mitigation, moisture measurement and drying techniques.
Tue 22 Jun 1:00 pm – 2:00 pm
Andrew Vincent , Polygon