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This month
How to make and break relationships
Although AI brings us automation, Financial services has and will always be a relationship business. Summer is a great time but, how will it make or break your relationships and how can you choose what you want it to be for you? This session is live online and will involve group exploration. Please have your camera's on and interract where possible for the benefit of the group.
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Transformative Time Management
Focus on what matters most and move beyond being busy
View event detailsAll You Need to Know About the CII Professional Qualifications Pathway
Aim: to give an overview of the CII professional examination pathway whether you’re new to the sector or a professional looking to progress your career aspirations.
View event detailsPFS Local In Person Event
• TM Redwheel Global Equity Income Fund • Artemis SmartGARP Global Emerging Markets Fund • Janus Henderson European Equities
View event detailsAnnual Conference 2024 - The Future is Coming!
Date: Tuesday, 14 May 2024 Time: 9:30am to 4:30pm Venue: The Hold, by the University of Suffolk This conference is offered in close collaboration with the University of Suffolk and local partners The Insurance Institute of Ipswich, Suffolk and North Essex is pleased to bring you our annual conference for 2024, The Future is Coming! Think Tomorrows World, think BBC Click, think ahead… get hands on, get informed, and get ready! We’ll treat attendees to an interactive sneak peek into many of the weird, wonderful, (and scary) changes the Insurance industry is expected to face in the next five years, and beyond, so the industry can be better prepared.
View event detailsThe FCA Client Money Rules for General Insurance: Complying with CASS 5
This session will focus on: Identifying whether firms operate under CASS 5.2, 5.3 or 5.4 or a hybrid model; How to correctly complete the RMAR Section C Client money return; The client money calculation requirements and Actions which could inadvertently affect the trust status of the accounts
View event detailsDiscover the impact of second-hand trauma when dealing with distressing claims
In this IIL claims webinar, Bijal Fatania and Hursh Pratap Singh talk about the discovery of second-hand trauma when dealing with distressing claims, and most importantly, how improved support is required for the insurance industry.
View event detailsFinancial Conduct Authority – Introduction to Regulation of General Insurance
"This session is designed as an introduction or a refresher to the regulation of general insurance for intermediaries in the UK. As such, it delivers an overview of core elements of the UK’s regulatory framework, who the regulations apply to, ICOBS, on core regulatory principles and rules across GI. This session does not cover the minute details of the rules of the FCA, and as such the course should not be relied upon on when making compliance decisions for your organisation. "
View event detailsEnabling excellent customer service
Join us for this interactive session which will be hosted Live-online on Zoom. We aim to make this session as close to an in person session as possible and so please have your camera's on where possible so that you can interact fully with other members of the group.
View event detailsInsurance History: Past & Present
Join Howard Benge from the Insurance Museum for a quick journey through the history of insurance and take a look at what an insurance museum can do today. Howard Benge is a museum and heritage professional who specialises in public engagement. He has worked at the City of London Corporation, National Trust and Imperial War Museum. He is Chairman of the Old Talbot House Foundation.
View event detailsIdentify the unique insurance requirements of high-net-worth individuals across different asset classes
"In an ever-evolving insurance landscape, catering to the distinct needs of high-net-worth clients demands unparalleled understanding and finesse. Throughout the session, delve into the intricacies of insurance products customized for high-net-worth individuals, covering home insurance for luxury properties, holiday homes, high-value car coverage, fine art and specie insurance, and cyber insurance tailored to affluent clients. Uncover the unique underwriting factors pivotal in evaluating risks associated with these assets, gaining insights into risk assessment methodologies crucial in catering to high-net-worth portfolios."
View event detailsAF1 Revision Course
We are pleased to offer 12 places on our AF1 revision course to prepare you for AF1. Its aim is to prepare you to sit and pass the February 2024 AF1 exam. You will be provided with all the materials needed to pass the exam. The course will be held virtually over two half days, Monday 22nd and Tuesday 23rd January 2024 at 13:30 till 16:30. This will be held over zoom and be run by Steve Davis of the Financial Adviser academy. This course is designed to help you through the exam, not be the beginning of your studies. It is vital that you have already read the content of AF1 before attending the session. This is based on a first come, first serve basis as places are limited to 12. The cost is £50 per person and this is non refundable.
View event detailsUncommon Sense for Health & Performance - The Six Actions
This session delivered by Ollie Martin, author of ‘Uncommon Sense’, introduces you to six simple daily actions that will make you fitter and healthier than the majority of the population, and help ignite your performance and productivity. This myth-busting presentation will give you the latest hacks on what works and what does not, interspersed with short practices and tests to support engagement, and illustrate and support learning.
View event detailsGoal Setting for performance
Join us for this interactive session to explore goal setting! This session is a live workshop on zoom and is suitable for PFS and CII members at all levels of development. Please have your camera on for the benefit of the group.
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