Forthcoming events

This month

Webinar - Understanding the implications of policy exclusions following Covid-19

  • Tue 27 Oct 2:00 pm – 3:00 pm
    • Alan Chandler

We know pretty much the whole market will apply some sort of pandemic exclusion for pandemics/covid-19 or more worryingly the words communicable diseases will be used, this starts bringing all sorts of extra scenarios that will be excluded for clients. Importantly, this will be for liability as well as property and Bi and could leave a policyholder with a lawsuit that is not covered by their insurance policy.

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Practical Soft Skills Workshop- New Starters (Oct 2020)

  • Wed 28 Oct 10:00 am – 3:30 pm
    • Adam Owen, NextGen Planners Ltd

This one-day course focuses on building great client relationships. You will learn techniques to build trust and move fluently through the meeting agenda, whilst maintaining focus on the client’s needs. You will learn the six key questions that achieve a real understanding of the client’s objectives, enable you to recommend solutions based on real understanding and produce a compliant file.

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Webinar - Personal Impact and Power

  • Wed 28 Oct 1:00 pm – 2:00 pm
    • Melissa Kidd,, Motem Ltd.

Our personal communication style can greatly affect how effective we are. Whether you want to be more influential, understand the body language of power or come across more confidently in your conversations, this webinar can help. It brings together elements of communication, assertiveness and influencing so that you can be clear, confident and sure-footed when it matters.

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Practical Soft Skills Workshop- Masterclass (Oct 2020)

  • Fri 30 Oct 10:00 am – 3:30 pm
    • Adam Owen, NextGen Planners Ltd

This one-day course focuses on the tiny details that make the difference between good client relationships and great client relationships. During the day you will learn what your communication style says about you and how you can adapt the way that you communicate to instantly build rapport with those around you.

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All forthcoming events

Webinar - Get it Write - A Masterclass for Paraplanners

  • Wed 04 Nov 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ltd.

Whether you are writing suitability reports, emails or letters, helping clients to understand advisor’s recommendations is no easy task.  This engaging and practical session will steer you away from communication traps and lay down some communication ground rules. You will be able to strike the right tone, build trust and write concisely. The FCA is calling for the industry to improve the readability of the reports – this session will start to show you how.

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Webinar - An insight into Professional Negligence Claims

  • Fri 06 Nov 12:30 pm – 1:30 pm
    • Jonathan Watmough, Keystone Law

Like it or not, negligence claims have become part and parcel of professional life. In this talk, Jonathan Watmough of Keystone Law explains: • How claims arise • How, in practice, claims are conducted • The funding available for claims • The legal issues / principles that arise • Steps that can be taken to avoid claims

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Webinar - How to build resilience in the face of redundancy

  • Wed 11 Nov 1:00 pm – 2:00 pm
    • Melissa Kidd, Totem Ltd.

Work is a big part of our identity. When our job changes or ends, how does that impact our sense of self? How can we navigate the choppy waters of change effectively? And how do we ensure the inner critic doesn’t have a field day?

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Webinar - Personal Injury Claims - Where next?

  • Tue 17 Nov 1:00 pm – 2:00 pm
    • Bernard Thornton

This presentation looks at the background to the current market for injury claims and how it will be affected by the CLA. It predicts the likely consequences for insurers, intermediaries, claimants and the insuring public and takes into account other topical and disrupting factors in the Motor market such as Ogden, general claims inflation and now the dramatic onset of Covid-19.

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Webinar - Trust, Transparency and Visibility: striking the right balance in the workplace

  • Wed 18 Nov 1:00 pm – 2:00 pm
    • Jeff Heasman

This thought-provoking webinar addresses the key question: is there a link between trust, transparency, visibility and performance in the workplace?

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Webinar - The New Normal: a vicarious liability minefield

  • Fri 20 Nov 12:30 pm – 1:30 pm
    • Jeff Heasman

This webinar will walk you through this potential legal minefield and provide risk management solutions to ensure employees and employers do not become the subject of vicarious liability claims.

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Webinar - The Psychology of Insurance Fraud

  • Wed 25 Nov 12:30 pm – 1:30 pm
    • Jeff Heasman

Why do people commit insurance fraud? Is it really because they feel it is a victimless crime against a faceless corporation or is there more at play? In this thought-provoking webinar we will examine these questions and look specifically at how research from the field of psychology has revealed possible answers as to why people commit insurance fraud.

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Webinar - The Art of Listening to What People DON´T Say

  • Fri 27 Nov 11:00 am – 12:00 pm
    • Jeff Heasman

When listening to customers and colleagues, it is as important to understand what they don´t say as what they do say. We are all guilty of cloaking messages and there can be a number of reasons for this. Being left to read between the lines can have disastrous consequences.

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Webinar - Trust & Loyalty: how to win it and how to keep it

  • Wed 02 Dec 12:30 pm – 1:30 pm
    • Jeff Heasman

This webinar will examine the essential elements of what trust is, how to gain trust and keep it, as well as what to do when trust and loyalty are jeopardised.

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Webinar - The Thinking Paradox

  • Wed 09 Dec 11:00 am – 12:00 pm
    • Jeff Heasman

When are the best decisions made and how can we learn to think or unthink when we need to?  How can we learn to trust our instincts more when we need to?

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