Events
Forthcoming events
Online CPD Event - Introduction to Insurance by Sarah Godfrey
This course provides an introductory overview of the principle of risk transfer, the features of insurable risk, the different types of insurance available in the UK insurance market and the make-up of the Lloyd's and London Insurance Market.
The course will be highly interactive with delegate participation and engagement throughout. The webinar is delivered by a Certified Online Learning Facilitator - Sarah Godfrey.
Thu 10 Nov 9:30 am – 1:00 pm
Sarah Godfrey,
Previous events
Online CPD Event - Essential sales, client and soft skills for a hard market - Nick Thomas
This session overviews the best practice methodologies and skills that are particularly important in hard market conditions and that create the client and market relationships to enable the effective delivery of the trading strategies detailed in session two. The skills and methodologies are equally as valid to brokers and insurers, or anyone who interacts with clients or prospects
Thu 05 May 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas & Associates
Annual General Meeting 2022
Please join us for our Annual AGM
Thu 28 Apr 6:00 pm – 7:30 pm
The Netherwood Hotel
Online CPD Event - Setting you up for learning Success! With Michael from Kataholos
We are delighted to host Michael Quigley from Kataholos to run our upcoming CPD event. We will be looking at various professional skills such as the power of learning, how to learn and revise successfully, and how to perform successfully in an exam. Michael brings a wealth of experience in coaching and leadership, with a life-long passion for wellbeing and growing people!
Thu 31 Mar 9:15 am – 10:15 am
Michael Quigley, Kataholos
TIME: How provisions in a will could lead to an IHT disadvantage
We have come across a few scenarios recently where certain provisions in a Will have led to an unexpected IHT disadvantage, largely due to the little known apportionment rules. The session explore the apportionment rules covering ‘What’ the situation is, ‘How’ the rules work and ‘Why’ it is relevant for advisers to understand.
Thu 17 Mar 12:00 pm – 12:45 pm
Bob Nicoll, TIME Investments
Behavioural finance and the benefits of taking advice
Amanda Taylor from Vanguard is running a session on behavioural finance and the benefits of receiving financial advice.
MS Teams invite to follow
Thu 24 Feb 12:00 pm – 1:00 pm
Amanda Taylor, Vanguard Asset Management Ltd