Previous events

All previous events

Creating and Claiming Value in negotiation

  • Wed 06 Apr 1:00 pm – 2:00 pm
  • Online
    • Jeff Heasman, Insurance UpSkill

This masterclass in negotiation focuses on how to create and claim value in a negotiation. A critical skill in a hard market. We will look at how to ensure the negotiation does not become focused around price and premium by discussing how to create value in a negotiation through identifying interests. We will focus on how to identify distributive interests (win-lose), integrative interests (win-win) and common interests. We will then build on this by looking at how you create a strategy for placing a value on these interests for you and your negotiation partner and then how you present proposals in which value is created for all but in a way that you end up claiming the lion's share.

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Kent Conference 2022 - Embracing a Challenging World

  • Tue 05 Apr 8:45 am – 4:00 pm
  • Mercure Great Danes Hotel, Maidstone

Join us in person at the 2022 Kent Conference "Embracing a Challenging World". With industry updates from senior representatives in the market, along with sessions on claims, aviation/space and the environment, the 2022 conference is one not to be missed.

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Legal Update: Overcoming Risks in the New Normal

  • Mon 21 Mar 1:00 pm – 2:00 pm
  • Online
    • Jonathan Edwards, Harrison Clark Rickerbys
    • Adam Finch, Harrison Clark Rickerbys
    • Rachel Roberts, Harrison Clark Rickerbys

Insurance specialists from law firm Harrison Clark Rickerbys, will present on how to overcome organisational risks emerging from the pandemic, and will provide a general insurance legal update. Topics include: • Managing employment risks around the shift to hybrid working • Cyber risks and their financial, operational, and reputational impacts • General update on personal injury claims.

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Property Insurance, premium increases

  • Fri 11 Mar 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

Given the rebuild cost inflation is so high the already significant worry of property under insurance in the UK is going to get worse. It is estimated that over 80% of policies have incorrect property sums insured and that is before the 2022 cost increases. The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients need to take into when settling Buildings 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.

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The “purpose of duty” and a major new approach to professional negligence claims from the Supreme Court

  • Thu 03 Mar 1:00 pm – 2:00 pm
  • Online
    • Jeff Heasman, Insurance UpSkill

In 2021 the Supreme Court, consisting of seven justices, handed down judgment in two cases (Manchester Building Society v Grant Thornton UK LLP and Khan v Meadows). These are two major decisions that will have a major impact on anyone who provides professional services and how claims should be approached. The Supreme Court has created a new roadmap and provided guidance on this area of law that will have major ramifications. This session will take you through the decisions of the Supreme Court and provide guidance on how providers of professional services should be taking steps now to mitigate the risk of claims being made against them, as well as looking at how the decisions will impact claims.

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Making the most of Microsoft Teams

  • Thu 17 Feb 1:00 pm – 2:00 pm
  • Online
    • Glyn Brooks, Brooklyn Education

This webinar is aimed at new Teams users or those with experience, but are keen to further their knowledge of additional features. The session will provide an overview of the platform and its core features.

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How to write assignments

  • Tue 15 Feb 2:00 pm – 3:00 pm
  • Online
    • Alan Chandler

This webinar will explain how best to construct your coursework assignments, providing examples and answers relevant to the question being asked. The session will also explore referencing and how to differentiate between key words to make the most of your word count.

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BI Regional Update

  • Thu 20 Jan 1:00 pm – 2:00 pm
  • Online
    • Roland Romata, RR Compliance

We have all closely followed the BI Test case launched by the FCA late 2020, with the final judgment having been handed down on 15 January 2021. The outcome was clear and far-reaching. The case highlighted the ongoing exposure of insurance brokers who arranged the relevant policies (who should have by now reassessed their advice process under ICOBS, duty of care to clients). Now that the noise has settled, we will review how the industry acted on the findings and what (if any) other implications have emerged.

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Young Professionals: Writing your Development Plan

  • Mon 17 Jan 12:00 pm – 1:00 pm
  • Online
    • Samantha Ridgewell, Empower Development

Attending courses and webinars is great for increasing knowledge. Learning, however, only begins in the classroom, it is how we use our knowledge in practice that impacts our career development. This session will guide you through the steps to identify your learning needs and take meaningful action to develop them.

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Navigating the hard cyber market

  • Thu 13 Jan 1:00 pm – 2:00 pm
  • Online
    • Stephen Ridley, Hiscox UK

This session will look at the factors currently influencing the cyber market, and leading insurers to increase rates and tighten terms. It will give an insight in to claims trends, and how companies can best protect themselves; both from the impact of these changes, and from cyber risk more generally.

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Redefining your Relationship with Stress

  • Tue 14 Dec 1:00 pm – 2:00 pm
  • Online
    • Nick Bloy, Wellbeing Republic

Stress is ubiquitous and, to make matters worse, most of us are reminded on a regular basis that it’s bad for our health. Yet, the research findings are mixed. While stress can undermine both our physical and mental health, it can also enhance it. This webinar will explore why we may need to rethink the ‘stress is bad’ mantra that most of us have been brought up to believe. We’ll also look at how to redefine our relationship with stress to maximise performance and mental health, by identifying key skills to help see stress through a new lens.

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Vulnerable Customers

  • Tue 07 Dec 12:30 pm – 1:30 pm
  • Online
    • Alan Chandler

Alan Chandler, Chartered Insurer, will look at how firms have been treating customers unfairly including some disturbing case studies. The presentation will include how the FCA defines vulnerable customers, the measures all firms are expected to put in place and how the requirements on all firms have changed to make sure the most vulnerable are protected going forward.

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Festive Quiz

  • Wed 01 Dec 6:00 pm – 9:00 pm
  • Junipers at the Herbalist in Maidstone

Start the festivities early this year by joining our annual quiz night. Bring your friends, family and colleagues. All welcome. Teams of 5 £10, Teams of 10 £20. Buffet included. Don't miss out. Book your team place now!

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COP26, ESG, Greenwashing and the bigger picture of social stewardship

  • Wed 24 Nov 2:00 pm – 3:30 pm
  • Hadlow Manor Hotel
    • Nic Spicer BSc (Hons) (Actuarial Science), FFA, CFA®, IMC, PortfolioMetrix

This informal seminar is aimed at both PFS and CII general members, with an interest in ESG, Climate Change and Sustainability. Identifying, understanding, and managing risks are at the core of the insurance and financial service profession. All risks have various dimensions, but the environmental, social and governance (ESG) profile of a risk is a dimension that has only recently found its way into risk analysis in the industrial insurance segment.

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Utility extensions - a repeat of the pandemic expectation issues

  • Wed 17 Nov 1:00 pm – 2:00 pm
  • Online
    • Damian Glynn, Sedgwick International

The FCA Test case showcased the range of different perceptions about the scope of disease cover. There are residual issues that are likely to litigate but we broadly know where we stand on the core issues. But misunderstandings about business extensions are not limited to disease covers – in particular, utility failure cover is provided generally on two fundamentally different bases (with a hybrid variant for good measure), threatens aggregation over a wide area if there were to be an extensive power outage, and would inevitably reveal misunderstandings about the extent to which the loss of internet sales might or might not be covered. In the light of the above, this session will explore aspects of a power outage scenario and highlight the potential for further disputes mirroring that over covid-19.

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Managing Conflict

  • Fri 12 Nov 1:00 pm – 2:00 pm
  • Online
    • Michael Quigley, Kataholos

This session is designed for all employees, particularly those with customer service and customer care facing roles, and will cover techniques and approaches to manage conflict.

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M92 Revision Course - Business & Finance in Insurance

  • Tue 02 Nov 1:00 pm – 4:00 pm
  • Online
    • Alan Chandler, Insurance Trainer

This M92 course is limited to 20 members and will be delivered over 2x three hour revision sessions which will cover all the main aspects of the CII diploma subject M92 business and finance module.

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MO5 Revision Course: Insurance Law

  • Tue 02 Nov 9:30 am – 12:30 pm
    • Alan Chandler

This MO5 remote course is limited to 20 members and will be delivered over 2 three hour revision sessions which will cover all the main aspects of the CII diploma subject MO5 insurance law module.

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How to Identify Potential Recoveries & Not Miss an Opportunity - a Legal Perspective

  • Fri 29 Oct 1:00 pm – 2:00 pm
  • Online
    • Claire Collings, BDB Pitmans
    • Jacqueline Dickinson, BDB Pitmans

Whilst working within a busy insurance industry it is all too easy for a recovery to be missed, evidence disposed of and the opportunity to recover money for insurers to be lost. This webinar will explain the legal bases required in order to pursue a successful claim and what you need to look out for in order to identify whether there is a potential recovery.

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Intergenerational Planning for Tax & Trust Practitioners & Chartered Planners CANCELLED DUE TO LIMITED DEMAND

  • Wed 27 Oct 2:00 pm – 3:30 pm
  • Hadlow Manor Hotel

This workshop-based roundtable meeting is aimed at PFS/chartered members and for those with an interest in intergenerational planning for their clients. This will be the first of a series of peer-to-peer based workshops where we look as a group professional practitioners to raise collective knowledge and practical application for clients on a range of advanced planning areas . The format will a look through some real life case studies of various client scenario with an objective of having some consensus agreed solutions for different client scenarios.

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