Previous events

All previous events

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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Luton & Hertfordshire Half Day General Insurance Regional Conference 2024 - IWM Duxford

  • Wed 07 Feb 9:00 am – 1:30 pm
  • Duxford

Join us for our Annual Half Day Conference at Duxford where there will be talks on Aviation Insurance, Parametric Insurance and a complimentary 1 Hour access to the Museum after the Conference.

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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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How to design your vision and align your life

  • Tue 12 Dec 10:00 am – 11:30 am
  • Online
    • Caroline Martin, Enabling Wings

Caroline is a huge believer in exploring possibilities and dreaming big! She is not only an International Bestselling Co-Author but has also recently featured on the front page of the latest Rapport Magazine, the industry magazine for the Association for Neuro Linguistic Programming for sharing her magical methedolgy on 'How to design your vision and align your life' Gift yourself 90 minutes dedicated to your own development to ignite your reticular activator into setting yourself up for success in 2024. This session is suitable for all levels of development. Please have your camera on and be open to working with others.

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Hawkins Webinar - Finding Evidence of Fraud & Deliberate Fire Setting

  • Thu 07 Dec 9:30 am – 10:15 am
  • Online
    • Russ Smith, Hawkins

Russ will cover the identification of physical evidence that identifies fires as being started deliberately, alongside evidence that identifies where fires and other peril claims are potentially fraudulent.

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Hawkins - Corrosion in the Power Industry

  • Thu 30 Nov 9:30 am – 10:15 am
  • Online
    • Dr Giuseppe Scatigno, Hawkins

Giuseppe will focus on two widespread corrosion mechanisms that routinely lead to large business interruption claims in the power industry: Corrosion Under Insulation, and Microbiologically Induced Corrosion. He will discuss causes of these degradation mechanisms, as well as how to recognise and prevent them.

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Will Trusts Seminar hosted by Jan Tyler

  • Tue 28 Nov 12:30 pm – 2:00 pm
  • Howes Percival
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Intl Men's Day - Session 4 - Men's Mental Health in 2023 (Panel Discussion)

  • Fri 24 Nov 1:00 pm – 2:00 pm
  • Online
    • Andrew Goate, IICSE
    • Christopher Johnson, IICSE
    • Brian Harris, PFS, IICSE
    • Jesse Johal, PFS, IICSE

In our final lunchtime virtual session for International Men's Day, delegates can listen to a panel discussion with industry professionals from across the local financial services industry, where we will delve into the world of men’s mental health, how our speakers have recognised the signs of poor mental health and what they do to protect their mental health. Please note that to aid the flow of discussion, this session will not be recorded.

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Intl Men's Day - Session 3 - Stress Readiness (George Zielinski)

  • Thu 23 Nov 1:00 pm – 2:00 pm
  • Online
    • George Zielinski, Grow Myself

In the third and penultimate of our lunchtime virtual sessions for International Men's Day, please join George Zielinski of GROW Yourself where delegates can leverage insights from behavioural science to help better manage and renew physical, mental and emotional energy.

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Hawkins Webinar - Investigating Fires Involving Biomass Boilers

  • Thu 23 Nov 9:30 am – 10:15 am
  • Online
    • Camilla Gosling, Hawkins

Hawkins has investigated many fires associated with biomass boilers, but over the past few years there has been a noticeable increase in instructions of fires relating to their use. In this webinar, Camilla discusses what biomass boilers are, how they work, and how they can cause fires.

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