Events
Forthcoming events
PFS TT Chartered Connections Breakfast - Thursday 10th July 2025
A workshop aimed at Chartered members, and those who are nearing Chartered, to look into the technical differences of SIPPs V SASS
Thu 10 Jul 7:45 am – 9:00 am
Ramside Hall
2025 PFS Tyne Tees conference – Thursday 10th July
Don’t miss this opportunity to expand your knowledge, refine your skills, and network with peers. Join us to stay ahead in the financial planning profession!
Thu 10 Jul 8:30 am – 3:00 pm
Ramside Hall
Building Confidence and Shifting State
This empowering session shows delegates how to take control of their emotional state, shifting to the best possible state to achieve highly successful outcomes at work and at home.
Thu 10 Jul 12:00 pm – 1:00 pm
Nick Thomas,
Insurance Fraud: what the latest data shows us and what we need to be doing as an industry
Various data and statistics have been released from different sources over the last year which help to give us an insight in to the current state of insurance fraud in the UK, from ghost broking to application fraud to claims.
Wed 23 Jul 12:30 pm – 1:30 pm
Jeff Heasman, Insurance Upskill
Understanding Business Interruption Insurance Extensions and Advanced Loss of Profit
One of the many things the Covid-19 pandemic has taught the insurance industry is the importance of going through the various Bi extensions with clients and documenting these discussions. Failure to do this could leave the broker wide open to a PI claim against them.
Fri 25 Jul 1:00 pm – 2:00 pm
Alan Chandler,
Vulnerable Customers
The FCA have found following a thematic review that vulnerable customers are often not treated fairly. In fact, many Insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurer has loaded rates at renewal.
Wed 30 Jul 1:00 pm – 2:00 pm
Alan Chandler,
Previous events
CPD Webinar: Policy Terms and Conditions – navigating the small print
In this webinar we cover some of the fundamentals of general insurance policy terms and conditions, emphasising their significance in the insurance industry. Why we have these minimum knowledge requirements around them as well as the legal and regulatory framework, with a focus on effective client communication.
Tue 08 Jul 12:00 pm – 1:00 pm
Kerris Earle, Zing 365
CPD Webinar: Diversity in Practice: Working with Lesbian, Gay, Bisexual & Trans (LGBT+) Co
To round up Pride month this webinar explores the history of the LGBT+ community as well as language, terminology, discrimination and definitions.
The webinar will aim to help organisations improve the services they deliver to Lesbian, Gay, Bisexual and Transgender (LGBT+) people and to explore good practice for working within a context of
equality, diversity and inclusion.
Tue 01 Jul 1:00 pm – 2:00 pm
Joni Clark, Diversity Trust
Why Errors and Omission Claims Against Brokers are Increasing and how to Mitigate These
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.
Fri 27 Jun 1:00 pm – 2:00 pm
Alan Chandler,
CPD Webinar: The Risks Posed by Lithium Batteries
This session is designed to draw the underwriter’s and broker’s attention to the risks to property underwriters from Lithium Batteries and why rating and wording alterations may be needed to counter this growing problem.
Tue 24 Jun 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas & Associates
RO5 (Financial Protection) Pre Exam Training, Wednesday 18th June 2025
Through its interactive and engaging instructor-led sessions, the RO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 18 Jun 9:30 am – 4:30 pm
Online
Forecasting and Pipeline Management
This session will demonstrate to sales/team leaders and individual salespeople [whether you are a pure seller, BDM or Account Executive ] the vital importance of effective pipeline management to ALL of their roles, and some effective strategies and tips for achieving it.
Thu 05 Jun 12:00 pm – 1:00 pm
Nick Thomas,