Forthcoming events
This month

Critical Business Interruption Insurance Learnings for Brokers Following the Infinity Reliance Judgement
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
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
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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JO5 (Pension Income Options) Pre Exam Training, Monday 3rd March 2025 - online distance learning event
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
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.
View event detailsFair value – can this ever be achieved?
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
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
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.
View event detailsGroup Think: what is it and why is it so high on the FCA´s agenda?
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
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
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
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
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
View event detailsProximate Cause and Exclusions: the Court of Appeal provides further guidance
In this session, Jeff Heasman will examine the key aspects of the judgments of 2 cases and their impact on insureds and insurers.
View event detailsCompassion fatigue: the silent but very serious risk to people working in insurance and financial services
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.
View event detailsUnderstanding 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.
View event detailsInsurance 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.
View event detailsForecasting 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.
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