Previous events

This month

Webinar - Motivating individuals and teams remotely

  • Tue 12 Jan 12:00 pm – 1:15 pm
    • Katharine Jones

When faced with the day-to-day pressures of work and management, keeping individuals and teams motivated can be a daunting challenge, especially when you are all working remotely. This session provides a range of approaches that will help you understand what motivates each person and how you can use this knowledge to inspire them in their work.

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Webinar - A plain English overview of Contractor’s insurance

  • Thu 07 Jan 12:00 pm – 1:00 pm
    • Alan Chandler

The presentation will look at the main insurance needs of a contractor. The webinar will include looking at contract works cover, understanding contractor liability cover including non-negligence cover, understanding the Business Interruption cover including understanding how to add fines and damages to the contractors’ policy and why current limits of indemnity are often not sufficient.

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Webinar - The insurance implications of Brexit

  • Thu 17 Dec 9:00 am – 10:00 am
    • Alan Chandler

This webinar will run through a brief history of how the EU has changed insurance, before exploring how the insurance industry could change from January, following Brexit.

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Webinar - How to set correct Bi sums insured in a Covid-19 affected economy, where the client’s book of accounts no longer resemble the correct long term trading position

  • Tue 15 Dec 10:00 am – 11:00 am
    • Alan Chandler

Two lockdowns and massive drops in customer numbers will mean the 2020 book of accounts for most businesses will have absolutely no reflection of the true earning capacity of that enterprise. So how do clients go about setting a correct Business interruption sums insured for the forthcoming period of insurance?

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Webinar - An Insurance Christmas Story

  • Mon 14 Dec 12:00 pm – 1:00 pm
    • Jeff Heasman

This amusing and fun webinar will look at the magic of the Christmas story through the eyes of The Three Wise Insurance Execs, as they set out on their camels to reach The Lloyd´s Building in London, above which a guiding star shines brightly.

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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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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 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 - 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 - Equity Release in Focus

  • Tue 24 Nov 10:00 am – 11:00 am
    • Daniel Edmondson , Pure Retirement
    • Hattie Tales, Pure Retirement

The use of equity release as a financial tool has gained significant momentum of the last 5 years and is showing no sign of slowing. Equity release is and should be a part of every financial discussion when we are catering for clients in later life.

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Webinar - FCA focus on culture and behaviour in General Insurance

  • Tue 24 Nov 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

This comprehensive and interactive webinar will focus on the Dear CEO letter that was published on 4 September 2020 which set out a new supervisory agenda for general insurance intermediaries and will cover FCA expectations, press coverage (incl Bloomberg’s findings), assessment of culture, changing behaviour, the key role of senior managers and how chartered status can help.

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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 - FCA’s New supervision strategy for GI Brokers

  • Thu 19 Nov 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

In the FCA’s Dear CEO letter of 4 September 2020 they set out a new supervision strategy for GI brokers as they believe customers are buying unsuitable or poor value products and that insufficient or unclear information is being provided at point of sale and inappropriate sales tactics are the biggest contributors of customer harm.

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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 - 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 - 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 - 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 - 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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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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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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