Previous events

All previous events

Resilience & Agility - the science of mindset and limiting beliefs

  • Thu 14 Sep 12:30 pm – 1:30 pm
    • Tom Flatau

Some people seem to deal with whatever is thrown at them. Long hours, uncertainty, back-to-back meetings, re-structuring, family demands. They take it in their stride. Old-school thinking has us believe that these lucky people are born with the ability to deal with stress - while the rest of us struggle to cope with life’s constant demands and overwhelm.

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The Sales Mindset - How Anyone Can Succeed in Sales

  • Tue 12 Sep 12:00 pm – 1:00 pm
    • Nick Thomas

This session challenges the negative myths that surround sales and that limit individual and organisational sales performance. We focus particularly on the myth of the ‘natural salesperson,’ revealing the real skills required to be successful, how you may already possess many of the skills you need, and how the rest can be developed through purposeful practice.

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AF4 Investment Planning Revision Day- 11/09/2023

  • Mon 11 Sep 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.

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AF5 - Financial Planning Process Revision Day- 07/09/2023

  • Thu 07 Sep 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the September 2023 exam.

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AF7 Pension Transfers Revision Day- 06/09/2023

  • Wed 06 Sep 9:30 am – 4:30 pm
    • Steve Davies

The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.

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AF1 Personal Tax and Trust Planning Revision Day- 22/08/2023

  • Tue 22 Aug 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.

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Mergers and Acquisitions - Key Insurance Issues

  • Tue 15 Aug 12:00 pm – 1:00 pm
    • Diane Jenkins

This session looks at some of the insurance issues faced during a client merger or acquisition and explores some of the insurance solutions available

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Annual FREE Five-a-Side Football Competition

  • Fri 11 Aug 5:30 pm – 9:30 pm

Our annual FREE Five-a-Side Football Competition will take place on 11th August. Kick-off is at 6pm. Team captains register at reception by 5.45pm. The final will be played at 9pm.

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Team Empowerment - What Research Tells Us

  • Tue 11 Jul 12:30 pm – 1:30 pm
    • Tom Flatau

Research shows that teams with an ill-defined structure, unclear purpose or lack of ‘norms’ lead to poor morale, relationship issues and low team performance. Yet, get the basics right and you will empower everyone to contribute fully to the team’s success.

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Raising Accountability

  • Thu 22 Jun 12:30 pm – 1:30 pm
    • Tom Flatau

The current economic crisis is placing an increasing demand on leaders to be accountable and to raise the accountability of their people. But what does this really mean?

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Avoiding Bias as a Manager

  • Tue 20 Jun 12:00 pm – 1:30 pm

This is an ideal opportunity to reflect on your own management practices and consider if you are aware of how to avoid bias in your own job role.

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The Consumer Duty Skills Toolkit Part 2

  • Thu 15 Jun 12:30 pm – 2:00 pm
    • Jeff Heasman

Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important.

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The Consumer Duty Skills Toolkit Part 1

  • Thu 08 Jun 12:30 pm – 2:00 pm
    • Jeff Heasman

Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important.

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CPD Event - Creating and Claiming Value in Negotiations

  • Wed 07 Jun 12:00 pm – 1:00 pm
  • AMP
    • Jeff Heasman, MABP, LL.B (Hons), LL.M

This event, presented by Jeff Heasman, MABP, LL.B (Hons), LL.M, focuses on how to create and claim value in a negotiation. A critical skill in a hard market. Please see the event page for further details.

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Coaching Skills for Leaders

  • Wed 31 May 12:30 pm – 1:30 pm
    • Tom Flatau

Coaching is a skill that has one of the highest returns on investment – some studies report 800%. So, it is not surprising that once your managers start coaching, you can expect breakthrough results for your entire organisation.

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Webinar: Rest, Recovery, Recharge - Ready for Productivity

  • Tue 30 May 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

The well-known phrase “I`ll sleep when I die” is old school. The number of hours worked DOES NOT correlate with performance. This session addresses the WHY, WHAT and HOW to rest, recover and recharge, so that you are ready to achieve!

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Webinar: Exploring Inclusion and Diversity - Considering Socio-economic background and creating inclusive environments

  • Wed 24 May 12:00 pm – 1:00 pm
    • Rose Sellman-Leava, Inclusive Futures CIC
    • Jess Woodsford, Inclusive Futures CIC

Despite not being one of the 9 protected characteristics under the Equality Act, people from lower socio-economic backgrounds experience bias, discrimination and significant inequality of opportunity.

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BIBA Compliance Forum - Newcastle

  • Wed 24 May 10:00 am – 12:00 pm
    • David Sparkes, BIBA

Back by Popular demand, the forums provide an ideal opportunity for members to hear technical compliance matters broken down into plain English.

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Ethical Leadership

  • Wed 17 May 12:00 pm

This session will help you understand what it means to be an ethical leader and will provide opportunities to review how the stated values of organisations relate to the culture and behaviour in practice.

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Webinar: Building barriers to burnout and bridges to brilliance

  • Tue 16 May 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

Would you feed your Ferrari frogs? If the answer is a big fat “NO” then this course is for you. If you want to fuel your body for physical health, it is vital that you understand and apply the contents of this course.

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