Forthcoming events

This month

YPG AGM - 20th Feb 2025

  • Thu 20 Feb. 5:30 pm

The Young Professional's Group is holding their AGM

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Critical Business Interruption Insurance Learnings for Brokers Following the Infinity Reliance Judgement

  • Fri 21 Feb 2:00 pm – 3:00 pm
    • Alan Chandler

One of the most important judgements in recent times relating to Bi insurance was made in the Infinity Reliance case, and brokers who fail to change their proceedings risk large Pi claims against them going forward.

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RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 26th Feb 2025 - online distance learning event

  • Wed 26 Feb 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the RO1 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.

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AF7 (Pension Transfers) Pre Exam Training, Thursday 27th February 2025 - online distance learning event

  • Thu 27 Feb 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the AF7 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.

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All forthcoming events

JO5 (Pension Income Options) Pre Exam Training, Monday 3rd March 2025 - online distance learning event

  • Mon 03 Mar 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the JO5 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.

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RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 5th March 2025 - online distance learning event

  • Wed 05 Mar 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the RO2 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.

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Fair value – can this ever be achieved?

  • Thu 06 Mar 10:00 am – 11:00 am
    • Branko Bjelobaba

Do we need a standard set of insurer metrics (bit like RAG food labelling or the 1 to 5 ratings we see in establishments that serve food) as how can brokers value assess the insurer (when many share very little to evidence that their products do indeed provide fair value) and are commissions adequate for the work done by brokers or is greed able to creep in? Plenty of fundamental questions then!

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RO3 (Personal Taxation) Pre Exam Training, Wednesday 12th March 2025 - online distance learning event

  • Wed 12 Mar 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the RO3 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.

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CPD Webinar: Farm Essentials

  • Wed 12 Mar 12:00 pm – 1:00 pm
    • Jane Carr, Zing 365

The farming and agriculture industry has quite a unique requirement when it comes to insurance. There is material damage, livestock, farming equipment, various degrees of liability, environmental facts, the list goes on! The purpose of this course is to get an understanding of the risks associated with this industry, and how insurance policies provide the cover.

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Group Think: what is it and why is it so high on the FCA´s agenda?

  • Wed 12 Mar 12:30 pm – 1:30 pm
    • Jeff Heasman, Insurance Upskill

In their consultation relating to diversity and inclusion, the FCA highlighted “group think” as an issue to be addressed in the industry. Their aim is to see better decision-making, risk management and more effective change.

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CPD Webinar: Contractors Insurance Masterclass - Intermediate

  • Tue 18 Mar 12:00 pm – 1:00 pm
    • Alan Tickner FCII, FIRM, Nick Thomas Associates

This is the second part of 3 in our Masterclass sessions on Contractors Insurance. This session examines how the standard Joint Contracts Tribunal contract has influenced the Contractors' insurance product, where and to whom the building contract imposes responsibility for insurance and the main classes affected

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RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 19th March 2025 - online distance learning event

  • Wed 19 Mar 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the RO4 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.

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RO5 (Financial Protection) Pre Exam Training, Wednesday 26th March 2025 - online distance learning event

  • Wed 26 Mar 9:30 am – 4:30 pm
  • Online

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.

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CPD Webinar: Contractors Insurance Masterclass - Advanced

  • Tue 08 Apr 12:00 pm – 1:00 pm
    • Alan Tickner FCII, FIRM, Nick Thomas Associates

This is the 3rd and final part of our Masterclass sessions on Contractors Insurance. This session studies claims and cases that have determined the legal interpretation of policy wordings. In doing so, it summarises and builds on the learnings of our two earlier webinars enabling policyholders/clients to operate within a highly contractual environment

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Proximate Cause and Exclusions: the Court of Appeal provides further guidance

  • Wed 09 Apr 12:30 pm – 1:30 pm
    • Jeff Heasman, Insurance Upskill

In this session, Jeff Heasman will examine the key aspects of the judgments of 2 cases and their impact on insureds and insurers.

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Annual Charity Quiz Night 2025

  • Thu 10 Apr. 7:00 pm
  • Shearers Sports Bar & Lounge

Come and test your knowledge & socialise!

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Compassion fatigue: the silent but very serious risk to people working in insurance and financial services

  • Wed 14 May 12:30 pm – 1:30 pm
    • Jeff Heasman, Insurance Upskill

In insurance and financial services, we are so often called upon to demonstrate high levels of compassion in a whole range of different scenarios. If not dealt with properly, this can lead to fatigue that is bad for our mental and physical health and which in turn begins to significantly impact our performance and at worst lead to burnout.

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Understanding Business Interruption Insurance Extensions and Advanced Loss of Profit

  • Wed 21 May 1:00 pm – 2:00 pm
    • Alan Chandler

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.

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Insurance Fraud: what the latest data shows us and what we need to be doing as an industry

  • Wed 04 Jun 12:30 pm – 1:30 pm
    • Jeff Heasman, Insurance Upskill

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.

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Forecasting and Pipeline Management

  • Thu 05 Jun 12:00 pm – 1:00 pm
    • Nick Thomas

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.

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