Previous events

All previous events

Stop Asking For Referrals

  • Tue 16 Feb 11:00 am – 12:00 pm

We will be exploring the myths about asking for and gaining referrals, as well as how you can provide clients and professional introducers with a much better way of helping you.

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Bank of England Update

  • Thu 11 Feb 1:00 pm – 2:00 pm
  • Online
    • Phil Eckersley, Bank of England

An off the record look at the UK economy, drawing on the most recent Bank of England Monetary Policy and Interim Financial Stability Reviews.

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BI Supreme Court Judgment

  • Tue 09 Feb 1:00 pm – 2:00 pm
  • Online
    • Damian Glynn, Sedgwick International UK
    • Toby Rogers, Clyde & Co

This webinar covers the Supreme Court Judgment on the BI Test Case, with views from Damian Glynn, Sedgwick and Toby Rogers, Clyde & Co.

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RO2 Remote Revision Course

  • Tue 09 Feb 9:30 am – 5:00 pm
    • John Trayner

This one day course is designed to significantly improve delegates’ chances of passing the RO2 exam by identifying the key technical points that are likely to be tested.

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New Professional’s Group CPD Session Self-Directed Learning – Taking ownership of your own development

  • Wed 03 Feb 12:30 pm – 2:00 pm
    • Sarah Cooper, Development Garden

We have the pleasure of Sarah Cooper of Development Garden hosting an interactive CPD session on Self-Directed Learning. This session is ideal if you’d like to take ownership of your own development and look for ways to grow your knowledge, skills and behaviours, either at work or in your personal life.

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RO1 Remote Revision Course

  • Tue 02 Feb 9:30 am – 5:00 pm
    • John Trayner

This one day course is designed to significantly improve delegates’ chances of passing the RO1 exam by identifying the key technical points that are likely to be tested.

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Generic Study Skills & Exam Techniques for CII exams

  • Wed 27 Jan 1:00 pm – 2:00 pm
  • Online
    • Alison Cooper, Act One Training

As a training specialist and past CII senior examiner, Alison Cooper, offers an invaluable insight into the best techniques in preparing for and sitting the CII exams. This talk is suitable for both financial planning and general insurance candidates.

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The Insurance Implications of Brexit

  • Fri 22 Jan 4:00 pm – 5:00 pm
  • Online
    • 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: Building Environmental Social Governance into your investment advice process

  • Thu 14 Jan 9:30 am – 10:30 am
  • Online
    • 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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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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