Previous events

This month

WEBINAR: The Insurance Implications of Brexit

  • Fri 22 Jan 4:00 pm – 5:00 pm
    • Alan Chandler

Despite dominating much of the press coverage for many years, due to the occurrence of Covid-19 around the globe Brexit is now getting far less press coverage, and there is a danger the insurance industry could slip into 2021 without fully considering the impact of Brexit.

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PFS WEBINAR: Building Environmental Social Governance into your investment advice process

  • Thu 14 Jan 9:30 am – 10:30 am
    • Damien Lardoux, EQ Investors

With the impending Mifiid II requirement to consider Environmental Social Governance (ESG) and Ethical views for our client’s investment solution, we are pleased to welcome Damien Lardoux from EQ Investors to provide his insight and suggestions.

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All previous events

The Three Wise Insurance Execs: an Insurance Christmas Story

  • Mon 14 Dec 1:15 pm – 2:15 pm
    • Jeff Heasman MABP, PGCert CELTA, LL.B (Hons), LL.M, eff Heasman Training & Consulting

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: Mental Wealth - why investing in well-being pays off

  • Thu 03 Dec 9:30 am – 10:30 am
    • Alex Staniforth, Adversity Adventurer & Mental Health Campaigner

Investing in our mental health needs to top the agenda as we navigate the uncertainty and isolation of remote working in the COVID-19 pandemic. We’ve been on the same mountain – but not everyone is a Sherpa. Alex will share new perspectives on resilience through his extreme outdoor challenges and personal peaks and troughs of mental ill health.

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WEBINAR: "Speaking skills - How to present yourself well online"

  • Wed 02 Dec 12:30 pm – 2:00 pm
    • Michael Quigley BA (Hons) 1st class, MA, PGCE, Kataholos

These two sessions can be attended individually but also go hand in hand. The content is to enable members to improve their confidence either online or in a public speaking environment.

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WEBINAR: Mental Health Reboot; Coffee, Connection & Calm (Session 3 only)

  • Fri 27 Nov 10:00 am – 11:00 am

Join us on the Mental Health Reboot; Coffee, Connection & Calm – our monthly social to support you and/your staff throughout the last quarter of 2020.

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NPG & PFS Virtual Gore Tour

  • Thu 26 Nov 6:30 pm – 8:00 pm

As we head towards the end of a challenging year, we haven’t forgotten the importance of connecting with our peers and friends across the financial services profession. So, on behalf of the New Professionals Group the Insurance Institute of Norwich and Norfolk Personal Finance Society presents….. the NPG Social Virtual Gore Tour!

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WEBINAR: "Speaking Skills - How to speak exceptionally well in a business context"

  • Tue 17 Nov 12:30 pm – 2:00 pm
    • Michael Quigley, Kataholos BA (Hons) 1st class, MA, PGCE, Kataholos

These two sessions can be attended individually but also go hand in hand. The content is to enable members to improve their confidence either online or in a public speaking environment.

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WEBINAR: Understanding the implications of policy exclusions following Covid-19

  • Mon 02 Nov 2:00 pm – 3:00 pm
    • Alan Chandler

This webinar will take delegates on a plain English walk on how the law applies to policy exclusions and proximate cause, so that they can explain to clients clearly and confidently the implications of the differing communicable disease exclusions that will be applied to your policyholders wordings.

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WEBINAR: Mental Health Reboot; Coffee, Connection & Calm (Sessions 2 & 3)

  • Fri 30 Oct 10:00 am – 11:00 am

Join us on the Mental Health Reboot; Coffee, Connection & Calm – our monthly social to support you and/your staff throughout the last quarter of 2020.

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WEBINAR - PFS: Taking control of your career development from classroom to boardroom

  • Tue 20 Oct 8:00 am – 9:00 am
    • Adam Owen, Director and Head of Content at NextGen Planners and a Past President of the Personal Finance Society

In this presentation, Adam Owen will discuss the key decisions that everyone is faced with during their career and how you can influence the outcomes of these pivotal events to shape the career that you want.

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Webinar REPEAT: FCA test case on Business Interruption Insurance - the judgment

  • Thu 15 Oct 2:00 pm – 3:00 pm
    • Branko Bjelobaba FCII, MIoD

This comprehensive and interactive one-hour webinar will focus on the judgment following the FCA’s ground-breaking test case at the High Court. The hearing concluded on 30 July and the judgment was handed down on 15 September. Eight days were spent analysing key policy wordings and individual words and their everyday meanings and this is reflected in the judgment that runs to 162 pages.

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Webinar: FCA test case on Business Interruption Insurance - the judgment

  • Tue 13 Oct 1:00 pm – 2:00 pm
    • Branko Bjelobaba FCII, MIoD

This comprehensive and interactive one-hour webinar will focus on the judgment following the FCA’s ground-breaking test case at the High Court. The hearing concluded on 30 July and the judgment was handed down on 15 September. Eight days were spent analysing key policy wordings and individual words and their everyday meanings and this is reflected in the judgment that runs to 162 pages.

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Humanising Communication & Increasing Client Interaction in an Automated World

  • Tue 06 Oct 1:00 pm – 2:00 pm
    • Jeff Heasman MABP, PGCert CELTA, LL.B (Hons), LL.M

In a business landscape that is becoming increasingly automated and in which interaction with clients is becoming less, it is more important than ever to understand the importance of client 'touch-points' and how to make to the most of them.

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WEBINAR: Maximising opportunities in a hard market

  • Mon 05 Oct 3:00 pm – 4:00 pm
    • Alan Chandler

Alan will explain what constitutes a hard market and ten things both brokers and underwriters will need to do to maximise opportunities in these unique trading conditions.

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WEBINAR: Mental Health Reboot; Coffee, Connection & Calm (Sessions 1, 2 & 3)

  • Fri 25 Sep 10:00 am – 11:00 am

Join us on the Mental Health Reboot; Coffee, Connection & Calm – our monthly social to support you and/your staff throughout the last quarter of 2020.

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The Art of Disagreement

  • Tue 08 Sep 1:00 pm – 2:00 pm
    • Jeff Heasman Jeff Heasman MABP, PGCert CELTA, LL.B (Hons), LL.M

Disagreements are inevitable and they often perceived in a negative light. However, through conversations a disagreement can be positive and even result in you retaining or winning new business.

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Cancelled - Diversification and Risk Mitigation Advising on EIS/BR/VCT

  • Tue 11 Aug 2:00 pm – 3:00 pm
    • James Ramsey , Kuber

Tax enhanced investments have a lot of advantages for investors and the nature of the tax reliefs mean that appropriately diversified advice can give suitable clients a portfolio with downside protection and very high potential tax free returns. To mitigate risk using diversification across both the product providers and underlying investments is essential, also, an ability to undertake robust due diligence and to provide meaningful reporting is an important part of the ongoing management of an EIS/SEIS portfolio.

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Webinar: Personal Injury Claims - Where Next?

  • Tue 04 Aug 12:00 pm – 1:00 pm
    • Bernard Thornton

Over the last 30 years, few areas of the insurance market have seen such frequent and significant changes than that of personal injury claims.

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Errors and Omissions Claims against Brokers

  • Tue 28 Jul 1:00 pm – 2:00 pm
    • Alan Chandler , Alan Chandler Training

Broker Professional Indemnity premiums are in many cases doubling which reflect the fact that Pi underwriters believe the possibility of brokers has never been higher. This presentation will explore why the amount of errors and omission claims against brokers are on the increase and how these can potentially be mitigated.

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