Previous events

This month

WEBINAR: The Insurance Implications of Brexit

  • Fri 22 Jan 4:00 pm – 5:00 pm
    • Alan Chandler

Despite dominating much of the press coverage for many years, due to the occurrence of Covid-19 around the globe Brexit is now getting far less press coverage, and there is a danger the insurance industry could slip into 2021 without fully considering the impact of Brexit.

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PFS WEBINAR: Building Environmental Social Governance into your investment advice process

  • Thu 14 Jan 9:30 am – 10:30 am
    • Damien Lardoux, EQ Investors

With the impending Mifiid II requirement to consider Environmental Social Governance (ESG) and Ethical views for our client’s investment solution, we are pleased to welcome Damien Lardoux from EQ Investors to provide his insight and suggestions.

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Virtual Run for Fabba this January!

  • Fri 01 Jan – Sun 31 Jan

Run a Virtual 10k this January your way in aid of Fabba theatre group!

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All previous events

LIVE EVENT - Lizzie’s Fund: Baking For Resilience

  • Mon 14 Dec 4:00 pm – 5:30 pm

Join us for biscuit bake-a-long session with Sally Bramall, who will be discussing Lizzie’s Fund and how Lizzie’s dream to write her own recipe book helped build resilience and inspire her family and friends.

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LIVE EVENT - Get into the Festive Spirit and join us for a Wreath Making Session!

  • Thu 03 Dec 5:30 pm – 6:30 pm

We wanted our next virtual event with our members to have a festive theme and thought what better than a live session making our own Wreaths?

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WEBINAR: Mental Wealth - why investing in well-being pays off

  • Thu 03 Dec 9:30 am – 10:30 am
    • Alex Staniforth, Adversity Adventurer & Mental Health Campaigner

Investing in our mental health needs to top the agenda as we navigate the uncertainty and isolation of remote working in the COVID-19 pandemic. We’ve been on the same mountain – but not everyone is a Sherpa. Alex will share new perspectives on resilience through his extreme outdoor challenges and personal peaks and troughs of mental ill health.

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WEBINAR - Giving and Receiving Feedback effectively

  • Mon 30 Nov 1:00 pm – 2:00 pm
  • Zoom - Webinar
    • Melissa Kidd, Motem Ltd

This 1-hour practical session will offer tools and techniques to ensure your feedback is delivered in a way that gets the message across while maintaining your relationship. It will also provide some tips and techniques for taking feedback well.

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WEBINAR: Mental Health Reboot; Coffee, Connection & Calm (Session 3 only)

  • Fri 27 Nov 10:00 am – 11:00 am

Join us on the Mental Health Reboot; Coffee, Connection & Calm – our monthly social to support you and/your staff throughout the last quarter of 2020.

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WEBINAR - Broker personal effectiveness in a hard market - business skills

  • Thu 26 Nov 1:00 pm – 2:00 pm
  • Zoom - Webinar

Hard market trading skills and strategies for brokers to build their effectiveness in terms of both client and market interaction. This includes; - Working on the develop and improvement of a range of soft and business skills to enable brokers to maximise their delivery of the trading strategies - Tailoring these skills to address typical hard market challenges - Building personal effectiveness in a hard market

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WEBINAR Suffolk Mind Lunch and Learn

  • Thu 19 Nov 1:30 pm – 2:30 pm

Suffolk Mind has been tracking the mental health of our local population for the last four years, including during the recent pandemic. Jon Neal, from Suffolk Mind, will spend some time during this session introducing the charity’s Emotional Needs & Resource model, and then looking at how people have been meeting needs during lockdown. The session will include some tips on looking after yourself and those around you while working from home – especially during autumn and winter.

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WEBINAR - Broker trading strategies and skills in a hard market

  • Wed 18 Nov 1:00 pm – 2:00 pm
  • Zoom - Webinar
    • Nick Thomas , Nick Thomas & Associates

Hard market trading skills and strategies for brokers to build their effectiveness in terms of both client and market interaction. This includes; - Techniques to protect your client from competition - Methods to insulate against the market cycle - Understanding how to exploit market conditions for new business acquisition

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RECORDING NOW AVAILABLE! Pilates, Relaxation and Stretch Class with Personal Trainer Kirsty Watling

  • Wed 18 Nov 12:30 pm – 1:30 pm

Join Personal Trainer Kirsty Watling for a Pilates, Relaxation and Stretch Class!

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WEBINAR - Marine Reinsurance

  • Wed 04 Nov 10:30 am – 11:45 am
  • Microsoft Teams - Webinar
    • Nick Croxford, Willis Re

Join us for a Marine webinar on Wednesday 4th November with Nick Croxford, Head of Marine and Energy Reinsurance, Willis Re.

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WEBINAR: Understanding the implications of policy exclusions following Covid-19

  • Mon 02 Nov 2:00 pm – 3:00 pm
    • Alan Chandler

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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WEBINAR: Mental Health Reboot; Coffee, Connection & Calm (Sessions 2 & 3)

  • Fri 30 Oct 10:00 am – 11:00 am

Join us on the Mental Health Reboot; Coffee, Connection & Calm – our monthly social to support you and/your staff throughout the last quarter of 2020.

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WEBINAR - PFS: Taking control of your career development from classroom to boardroom

  • Tue 20 Oct 8:00 am – 9:00 am
    • Adam Owen, Director and Head of Content at NextGen Planners and a Past President of the Personal Finance Society

In this presentation, Adam Owen will discuss the key decisions that everyone is faced with during their career and how you can influence the outcomes of these pivotal events to shape the career that you want.

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WEBINAR - FCA Business Interruption Test Case - The Judgement

  • Mon 12 Oct 2:00 pm – 3:15 pm
  • Zoom - 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. The hearing concluded on 30 July and the judgment was handed down on 15 September. Eight days were spent analysing key policy wordings and individual words and their everyday meanings and this is reflected in the judgment that runs to 162 pages. Is the judgment clear? Well not entirely! Insurers who have over-interpreted their wordings (trying to establish the original intention) look like they are on the hook (pending an appeal) but some who have tighter wordings appear not to be so. The FCA consider some 370,000 insureds have had payments denied and this appears to be a conclusive win for them and the policyholders at the heart of this. This case will be momentous and will set clear precedent as to the clarity of wordings and what needs to happen to ensure future cover is clear and understood by all parties. At the same time it will highlight the exposure for insurance brokers all of whom will have arranged these covers for clients (and some will be classed as co-manufacturers under PROD) and encourage them to robustly reassess their advice process under ICOBS and their overriding professional duty to clients thus ensuring their own professional indemnity costs remain reasonable.

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WEBINAR - Takaful Law

  • Wed 07 Oct 12:00 pm – 1:00 pm
  • Zoom - Webinar

The purpose of this webinar is to provide a high level overview of Takaful Law, the Islamic Insurance system based on pool contributions by mutual insureds managed by an insurer. This webinar is intended to remove any existing preconceived notions and compare Takaful to conventional cover.

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WEBINAR - Be Curious

  • Tue 06 Oct 9:30 am – 11:00 am

Be Curious – are your questions working for you? Great questioning skills are an essential component of knowing your customer, building relationships, and putting the adviser are the heart of the matter. Being able to ask the right questions at the right time will help to understand a customer’s needs, priorities and aspirations, and so help the adviser deliver a great service. In the workshop we will look at questioning skills, some useful sales tools/techniques, and objection handling which are all great skills to help advisers have a meaningful protection conversation with their customers. This webinar is CII accredited for structured 1.5 hours CPD. Its an interactive session and works well when there is lots of discussions - you are encouraged to participate. After registering, you will receive a confirmation email containing information about joining the webinar.

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WEBINAR: Maximising opportunities in a hard market

  • Mon 05 Oct 3:00 pm – 4:00 pm
    • Alan Chandler

Alan 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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