Previous events

All previous events

All You Need to Know About the CII Professional Qualifications Pathway

  • Tue 21 May 12:00 pm – 1:00 pm
    • Ian Simons, CII

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.

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PFS Local In Person Event

  • Tue 21 May 12:00 pm – 2:30 pm
  • Dunston Hall
    • Andrew MacKirdy, Redwheel
    • Raheel Altaf, Artemis
    • Tom Lemaigre, Janus Henderson

• TM Redwheel Global Equity Income Fund • Artemis SmartGARP Global Emerging Markets Fund • Janus Henderson European Equities

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Annual Conference 2024 - The Future is Coming!

  • Tue 14 May 9:00 am – 5:00 pm

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.

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The FCA Client Money Rules for General Insurance: Complying with CASS 5

  • Wed 08 May 12:00 pm – 1:00 pm
    • Jim Dart Chartered MCSI, Int.Adv.Cert(RegComp), MICA, dart COMPLIANCE LIMITED

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

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Discover the impact of second-hand trauma when dealing with distressing claims

  • Wed 24 Apr 1:00 pm – 2:00 pm
  • Claims
  • Online event
    • Bijal Ladva, Brit Insurance
    • Hursh Pratap Singh, Allianz Partners

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.

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Financial Conduct Authority – Introduction to Regulation of General Insurance

  • Fri 19 Apr 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Kerris Earle, Zing365

"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. "

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R06 Financial Planning Practice April 2024

  • Tue 16 Apr 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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Enabling excellent customer service

  • Wed 27 Mar 12:00 pm – 1:30 pm
  • Online
    • Caroline Martin Cert CII, Enabling Wings

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.

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Insurance History: Past & Present

  • Thu 29 Feb 10:00 am – 11:00 am
  • Online
    • Howard Benge, The Insurance Museum

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.

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AF7 Pension Transfers February 2024

  • Thu 22 Feb 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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Identify the unique insurance requirements of high-net-worth individuals across different asset classes

  • Fri 09 Feb 12:30 pm – 1:30 pm
  • Webinar
    • Matt Owen-James, Zing365

"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."

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AF5 Financial Planning Process February 2024

  • Mon 05 Feb 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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AF4 Investment Planning Remote Study Course Q1 2024

  • Tue 23 Jan. 9:30 am
  • ZOOM WEBINAR
    • John Trayner
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AF1 Revision Course

  • Mon 22 Jan – Tue 23 Jan
    • Steve Davis, Financial Adviser Academy

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.

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Uncommon Sense for Health & Performance - The Six Actions

  • Thu 18 Jan 10:00 am – 11:00 am
  • Online
    • Ollie Martin, Nick Thomas & Associates

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.

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Goal Setting for performance

  • Wed 17 Jan 12:00 pm – 1:00 pm
  • Online
    • Caroline Martin, Enabling Wings

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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RO6 Financial Planning Practice January 2024

  • Tue 16 Jan 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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JO2 Trusts January 2024

  • Tue 09 Jan – Wed 10 Jan
  • ZOOM WEBINAR
    • John Trayner
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How to be positively disruptive

  • Tue 19 Dec 12:00 pm – 1:00 pm

Having the ability to challenge existing norms; to identify opportunities and bring these to the workplace are invaluable for companies, but it's a fine line between being Disruptive and a positive disruptor. In this topic we will discover how to avoid being mediocre: but a positively disruptive, invaluable member of your team.

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