Previous events

All previous events

Breaking the Silence: Empowering Men's Mental Health in the Workplace

  • Tue 25 Nov 12:00 pm – 1:00 pm
  • Online
    • Jay Unwin

This session is designed to address the unique mental health challenges faced by men in the workplace. Drawing on evidence-based approaches and MHIB’s commitment to reducing stigma and fostering positive mental health cultures, the session will explore the barriers men encounter in seeking support, the impact of traditional gender norms, and practical strategies for building resilience and wellbeing. Participants will gain insights into recognising signs of distress in themselves and others, learn how to initiate supportive conversations, and access resources to maintain long-term mental health. The session will be interactive, combining expert input with real-world scenarios and group discussion to ensure actionable takeaways

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Soft Market Skills

  • Tue 25 Nov 10:00 am – 11:00 am
  • Zoom- Webinar
    • Nick Thomas, Nick Thomas & Associates

This session is the second in a series of two that focus on the soft market; both can be run standalone. This session builds on the learning from the first session to provide some key skills for mitigating and leveraging the soft market challenges. Trainer – Nick Thomas

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Boom Battle Bar - Social Event

  • Thu 20 Nov 6:30 pm – 10:00 pm
  • Boom Battle Bar

Join us for a fun evening at Boom Bar Stevenage and this event includes: Axe Throwing (2 lanes) 19:00-20:00 Darts (1 lane) 20:30-22:00 Shuffleboard (1 table) 20:30-22:00 Batting Cage 20:30-22:00 The fun does not stop there as not only the chance to socialise with your colleagues but also includes a drink token and buffet.

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The Insurance Market Cycle and the Soft Market

  • Wed 19 Nov 1:00 pm – 2:00 pm
  • Zoom- Webinar
    • Nick Thomas, Nick Thomas & Associates
    • David Hole, Nick Thomas & Associates

This session is the first in a series of two that focus on the soft market; both can be run standalone. This session explores how the insurance market cycle operates, and how the current soft market has evolved, before turning to the implications for both insurers and brokers. Finally, we explore some core strategies for both protecting existing account revenue and winning new business in this environment. Trainers – Nick Thomas and David Hole

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Bridging the Generational Gap – overcoming the challenges dealing with older and more experienced clients

  • Tue 18 Nov 10:00 am – 11:00 am
  • Zoom- Webinar
    • Nick Thomas, Nick Thomas & Associates

When Nick first wanted to move into sales roles in his mid-late twenties, he was told he did not have enough grey hair. Thirty years later, and sadly this is no longer a problem he faces! However, a consistent theme in conversations with our clients, are the challenges that their younger, inexperienced employees face engaging with more experienced clients. This might include young underwriters with experienced brokers, as well as young brokers dealing with older clients and prospects. This session explores some of the key challenges and provides practical tools that young professionals can use to overcome them.

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Next gen – compliance as a constant in your career?

  • Tue 11 Nov 6:00 pm – 7:00 pm
  • Cromwell Hotel Stevenage
    • Branko Bjelobaba

This is a special session designed for young people in the industry who may not have had the same on-boarding or want to have a safe space amongst fellow industry colleagues to ask the questions that they’ve always wanted to ask! We will look at what the conduct rules mean to staff and how personal conduct can affect employability in the future. We will then focus on some of the key issues of the day such as cyber, AI, climate and, critically, what can be done to attract young people into the insurance industry. Hosted with drinks and food and a chance to Network

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The missed opportunity on business leads - how UK employment trends are changing yet the financial services sector is lagging behind in its offerings

  • Fri 07 Nov 1:00 pm – 2:00 pm
  • Zoom- Webinar
    • Alan Chandler

During the last twenty years there has never been more changes in employment trends in the UK - yet in many cases the insurance industry has been slow to change. This presentation will point out the business opportunities that have arisen due to these changing trends and why they have often been missed. Small business numbers have increased by 2.2 million since 2000! Many more people are now working from home, many more people are now giving advice, many immigrant groups have arrived to provide valuable skills - the demand for commercial insurance products has changed dramatically, but in many cases the policies and sales processes offered are still stuck in the last century! The insurance industry has often been slow to respond to changes in demand and this presentation looks at how employment practices have changed and will continue to change dramatically, and how brokers could increase remuneration if they start amending their processes to make them line up more accurately with the needs of the changing employment sector. The FCA estimate that 40% of SME's are under insured and at the end of 2024 around 80% did not have any cyber cover at all. There will be stacks of interesting facts and figures in this presentation that will get intermediaries and insurers thinking about whether they are making the most of the business opportunities brought about by changing employment trends within the UK.

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Menopause: What Everyone Needs to Know

  • Tue 28 Oct 12:00 pm – 1:00 pm
  • Online
    • Claire Russell

Menopause is a reality for every biological woman and it is vital to understand how menopause can affect psychological, emotional and physical health. This empowering session is for women, and anyone that lives with or works with women. The aim of the session is to raise awareness on menopause, to empower women and those that love them, and to share practical guidance on supporting someone (or yourself) through menopause.

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The Great CPD Debate: 15 Hours No More?

  • Thu 23 Oct 2:30 pm – 3:30 pm
  • Zoom- Webinar
    • Jeff Heasman, Insurance Upskill

Join us for an interactive debate on one of the most hotly contested topics in the industry: the FCA's proposal to scrap the minimum 15 hours CPD requirement. Should CPD be about hours, or demonstrating outcomes? What are the risks of removing a standard, and what are the benefits? This session will challenge assumptions, engage the audience, and explore what high-quality professional development should look like. Come with your views! The audience will help shape the discussion

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Crossing the Line: When WhatsApp Messages Create Binding Contracts

  • Thu 23 Oct 9:30 am – 10:30 am
  • Zoom- Webinar
    • Jeff Heasman, Insurance Upskill

Increasingly, key agreements in insurance and financial services are formed through everyday tools like WhatsApp, SMS, and email. But when does an informal message cross the line into a legally binding contract? The recent case of Jaevee Homes Ltd v Fincham provides a striking reminder: digital communications, even those that seem casual, can amount to enforceable agreements with serious financial consequences. For professionals in insurance and financial services, where trust, compliance, and clarity are paramount, this raises urgent questions about how we communicate with clients, brokers, underwriters, and third parties. This webinar will unpack the key legal principles of contract formation in the digital age, explore the implications of Jaevee Homes v Fincham, and equip you with strategies to safeguard your communications. You’ll walk away with a clear framework for managing digital correspondence without stumbling into unintended obligations.

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Beyond the Policy: Cultural Insights from an International Insurance Journey

  • Wed 22 Oct 10:30 am – 11:30 am
  • Zoom- Webinar
    • Jeff Heasman, Insurance Upskill

In this inspiring and insightful webinar, Jeff Heasman shares lessons from work travels across Asia, Europe, and Latin America. Discover how culture shapes the way risk is understood, relationships are built, and business is done. Through real-world stories and practical takeaways, this session will help you sharpen your cultural intelligence and rethink how you engage with not just clients, colleagues, and markets, but ordinary everyday people, across the world

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

  • Tue 21 Oct 1:00 pm – 2:00 pm
  • Zoom- Webinar
    • Alan Chandler

Reinsurance premium increases have been one of the most significant causes of the current hard market for policyholders, it will also change cover offerings in a soft market, and that is why it is essential that all brokers, underwriters, and claims staff have a basic overview of how reinsurance operates. This webinar will be presented by Alan Chandler, one of the most popular speakers in the UK. Alan will explain why reinsurance is so essential, the different types of reinsurance and how reinsurance can significantly affect policyholder’s premium and cover.

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Insurable Interest

  • Tue 14 Oct 10:00 am – 11:00 am
  • Zoom- Webinar
    • Chris Abram, Nick Thomas & Associates

Join us for this webinar which is an in-depth examination of this fundamental principle of insurance. Useful for anyone studying the IF1 or M05 subjects

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Women in Leadership Communication

  • Wed 08 Oct 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Susan Heaton-Wright, Superstar Communications

Communicating as a leader is an essential skill for any emerging talent. For female leaders and emerging leaders, these are particularly important to ensure you lead, make an impression and engage with your teams. In this interactive masterclass Susan will use elements from her Communications methodology, Superstar Communicator™, sharing Top Tips to ensure you have presence, credibility and impact when communicating as a female leader. Women don’t need fixing: this is an opportunity to be aware of small details that could make the maximum impact for success.

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Enabling Womens Careers - Sieze your day for Success!

  • Tue 07 Oct 12:00 pm – 1:30 pm
  • Online
    • Caroline Martin, Enabling Wings

This session will be live online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for women and their allies within all levels of PFS and CII. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.

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Guided Tour of Lloyd's of London

  • Thu 25 Sep 2:00 pm – 3:00 pm
  • Lloyds of London

Guided Tour around Lloyd's of London Come and join us, your local Institute for a guided tour by a Lloyd's Tour Manager, around the famous Lloyd's Building. There are limited spaces so please register quickly to avoid disappointment.

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Network for Success

  • Tue 09 Sep 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Susan Heaton-Wright, Superstar Communications

Networking is an essential skill if you wish to raise your profile professionally and/or move your business forward, yet it is something many people dread. Being able to create and maintain a strong network is crucial. This interactive masterclass provides the audience essential skills in face to face and online networking. Including meetings strangers, having interesting conversations, when to move on; following up, building business relationships and keeping in touch with your network. This session focuses on face to face and virtual networking. If required we will run a very interactive, practical session, where attendees could ‘try out’ face to face networking techniques

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Responsible Use of AI

  • Thu 04 Sep 12:00 pm – 1:00 pm
  • Zoom- Webinar
    • Kerris Earle, Zing 365

This webinar is designed to provide insights into the use of AI technology within general insurance firms, with a strong emphasis on compliance. It will cover AI fundamentals, its current and potential applications in the insurance sector, and the importance of adhering to regulations like GDPR and the Data Protection Act. Additionally, the session will explore upcoming EU legislation, offering strategies for responsible AI adoption that align with legal requirements and industry best practices

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How to set correct Commercial property, stock and contents sums insured

  • Tue 02 Sep 1:00 pm – 2:00 pm
  • Zoom- Webinar
    • Alan Chandler

It is estimated that at least 60% of policies have incorrect sums insured! This presentation looks at the major issue of under insurance in the UK property market and why sums insured are often so wrong. The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients actually need to take into account when settling Buildings, Contents and Stock sums insured. Alan will explore why under insurance is so common, the effects of under insurance for the client, and why under insurance is an increasing cause of Professional Indemnity claims against brokers. One of the problems is that the figures on the client’s balance sheet are not the same as those required for insurance purposes and Alan will point out the differences so that clients can be warned.

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The Rise of Errors and Omission Claims Against Brokers and how these can be mitigated

  • Tue 29 Jul 1:00 pm – 2:00 pm
  • Zoom- Webinar
    • Alan Chandler

This presentation will explore why the number of errors and omission claims against brokers are on the increase and how these can potentially be mitigated. Ask a Pi solicitor which Pi claims are the easiest to deal with, and they nearly always say broker Pi claims because you just must settle! – brokers time and again fail to professionally train staff and record key things in a correct manner, meaning that when these claims go to court there is often no defence. Various new pieces of legislation including the brokers' duty under the Insurance Act 2015, GDPR and the Insurance Distribution Directive are making brokers more vulnerable than ever, which coupled with increased litigation in society, increased client expectations and ever higher regulatory demands mean that brokers cannot continue to do what they have always done, far more proactivity is required. Alan Chandler who is widely regarded as one of the leading trainers and presenters within the UK will provide a number of examples of how the tide of litigation is turning against insurance brokers, and what they need to do to mitigate their E&O risks

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