Previous events

This month

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

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: 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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Broker Personal Effectiveness in a Hard Market - Session 2 of 2

  • Wed 25 Nov 1:00 pm – 2:00 pm
    • Nick Thomas

A programme comprising of 2 webinars designed for Brokers to gain an understanding of the challenges faced by brokers and clients in a hard market, and develop skills and strategies to build effectiveness of both client and market interaction.

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Broker Trading Skills in a Hard Market - Session 1 of 2

  • Tue 17 Nov 1:00 pm – 2:00 pm
    • Nick Thomas

A programme comprising of 2 webinars designed for Brokers to gain understanding of the challenges faced by brokers and clients in a hard market, and develop skills and strategies to build effectiveness of both client and market interaction.

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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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FCA Business Interruption Test Case - the judgment

  • Mon 12 Oct 10:00 am – 11:00 am
    • Branko Bjelobaba, Branko Ltd

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.

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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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PFS WEBINAR - FCA focus on pension transfers and the decumulation market

  • Mon 14 Sep 9:30 am – 10:30 am
    • Rory Percival

This virtual seminar will focus on the good (and bad) practice examples that accompanied the policy statement, with a view on how this is likely to impact upon future DB and DC pension advice.

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Special General Meeting

  • Thu 10 Sep 6:00 pm – 7:00 pm

Join us at our Special General Meeting to adopt our annual accounts

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Capacity for Loss

  • Tue 04 Aug 11:00 am – 12:30 pm
    • Rory Percival, , Rory Percival Training & Consultancy

Capacity for loss remains one of the key areas where there is confusion and poor practice in the advice sector. This session covered what it is (and isn't) and corrected some fundamental misunderstandings about how to address this topic. The slides from the webinar are now available to download.

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Peterborough Annual General Meeting

  • Thu 30 Apr – Wed 29 Apr

Your council invites you to dial-in via Skpe to the 2020 Annual General Meeting of The Insurance Institute of Peterborough. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. A phone number will be sent to you after you have confirmed your booking.

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Anglia Market Forum

  • Mon 24 Feb 5:00 pm – 8:00 pm
  • Rowley Mile Racecourse

Join us for the regional event of the year!

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Water Ingress & Flooding: Forensic Investigation & Prospects for Recovery

  • Thu 13 Feb 12:30 pm – 2:00 pm
  • Peterborough United Football Club
    • Richard Keightley, Hawkins & Associates, Hydrologist specialising in floods.

This presentation will give an overview of the causes of flooding and water ingress into buildings together with the prospects for recovery.

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The 88th Insurance Institute of Peterborough Annual - Sold Out

  • Fri 07 Feb 6:00 pm – 1:00 am
  • Orton Hall Hotel & Spa
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GDPR - The ICO have already handed out over £300M in fines - Are you safe?

  • Thu 09 Jan – Mon 09 Dec
  • Peterborough United Football Club
    • Alan Chandler, General Insurance Training & Consulting

The General Data Protection Regulation (GDPR) is having wide ramifications for all firms within the insurance sector. This presentation is a plain English look at how to be GDPR compliant.

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PFS Workshop: RO2 Revision (PM)

  • Thu 28 Nov 1:00 pm – 4:00 pm
  • The Marriott Hotel, Huntingdon

Do you need help passing the RO2 exam? This workshop covers Investment Principles and Risk.

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