Previous events

All previous events

PFS Stamford Autumn Conference

  • Wed 08 Nov 8:45 am – 3:00 pm
  • Marriott Hotel, Peterborough
    • James Bird, Fidelity
    • Claire May, Zurich
    • Ash Kapasi, Quilter
    • Karl Steadman, JUST
    • Sarb Thind, PortfolioMetrix
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Managing Tricky Conversations

  • Tue 07 Nov 12:00 pm – 1:30 pm
    • Caroline Martin, Enabling Wings

In this session Caroline will share how we can step into another person's shoes to understand a situation and achieve more mutually beneficial positive outcomes.

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Ghost Walk and Gin Tasting - Spirits and Spirits!

  • Wed 01 Nov. 7:00 pm
  • Peterborough Museum and Art Gallery

Ghost walk around Peterborough's most haunted buildings, followed by a gin tasting event in Peterborough Museum

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Regulation and the London Market

  • Mon 30 Oct 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Kerris Earle, Zing365

"This course looks into the London Market and just how Lloyd’s is positioned within it.​ We look at the operation of Lloyds, its stakeholders and its place in the global insurance market.​ We will explore Lloyd’s legislation, how it is regulated and why. It is a valuable overview for those working within or just wanting a better understanding of the London Market.​"

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Business E-mail Compromise

  • Thu 26 Oct 12:00 pm – 1:00 pm

Brad Fraser, CEO of Infoprotect UK will be hosting a webinar showing the ever-growing importance of email Security. The webinar will cover a real-life case of a law firm/client that was comprised in email fraud, leading to a large financial loss for the victim, which the law firm then had to refund due to their negligence.

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Insurance Conduct of Business Sourcebook (ICOBS) - Introduction

  • Mon 23 Oct 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Kerris Earle, Zing365

"This session is aimed to introduce the delegate to the Insurance Conduct of Business Sourcebook and its requirements in relation to General Insurance. ​ It provides a top level overview of the interpretation of the sourcebook. ​ Reference should be made to the FCA handbook for the full rules and guidance."

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Enabling Womens Careers - 19th October - Developing Resilience

  • Thu 19 Oct 12:00 pm – 1:30 pm
  • Online
    • Caroline Martin, Enabling Wings

Join us for the October Women's Forum - Developing Resilience This session will be Live-Online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.

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FCA consumer Duty of Care

  • Mon 16 Oct 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Kerris Earle, Zing365

"This FCA are increasingly moving away from principles-based regulation to outcomes-based, and the new Consumer Duty clearly demonstrates this commitment and shift.​ The core components of fair treatment of customers and acting with integrity are not new, but the regulator’s expectations, the cultural shift requirements and the outcome focus of the initiative represent a new era for regulation that is far removed from “box ticking”. ​ This session is designed to provide the learner with an understanding of the aims, requirements, and expectations of the FCA in complying with the Consumer Duty."

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Hawkins Webinar - Leaking Pipes & Cylinders – Common Themes between the Industry and the Airing Cupboard

  • Thu 12 Oct 9:30 am – 10:10 am
  • Online
    • Dr Philippa Moore, Hawkins

Reflecting on common themes that lead to leaks and failures in high-integrity industries, or the pipework in your home. The topics divide into: · Materials and Methods – specifications and established fabrication procedures · Installation Skill – how individuals demonstrate competency Service Conditions – corrosion and stresses over time causing failure

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Introduction to Lloyd's

  • Thu 05 Oct 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Jennifer Yeates, Zing365

This course aims to introduce Lloyd’s and the London Insurance Market, taking delegates from the commencement of insurance trading in the 17th century through to the current day.

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Hawkins Webinar - Fibre Reinforced Composite Pipes & Tanks/Pressure Vessels

  • Thu 28 Sep 9:30 am – 10:10 am
  • Online
    • Dr Amir Hajdaei, Hawkins

Amir explains what a fibre reinforced composite is, where they are used, and some of the methods for manufacturing pipes and tanks made from composites. He will also discuss the reasons why they are becoming ever more popular and some of the failures that can occur in pipes and tanks/pressure vessels.

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InsurED PFS & CII Education Conference 2023

  • Wed 27 Sep 8:30 am – 4:00 pm
  • Village Hotel

Nottingham Insurance Institute's renowned InsurED Education Conference and Financial Planning Day is back for 2023 - and we're pleased to return to a face-to-face event.

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AF4 Revision Course

  • Mon 18 Sep – Tue 19 Sep

When: Session 1 - Monday the 18th September 13:30 to 16:30 Session 2 - Tuesday the 19th September 13:30 to 16:30 Where: Online - Zoom Cost: £60.00 per person This AF4 Revision Course will take place over two afternoons and will provide revision tips for the AF4 module. In our experience, passing AF4 takes three ingredients: 1. Good exam technique – not missing out on marks you should get 2. Knowledge relevant to the case study at hand – at the right depth (and no more!) for a Level 6 exam 3. The ability to put the first two together on the day - for three hours, on every question – on a remotely invigilated computer! The two half-day sessions are designed to ensure you have all of these three ingredients and are therefore match-fit come the day of the exam on October 3rd. The gaps between sessions allow for consolidation and prep for the next session, a rest, plus you may have a business to run or other meetings. Session 1 on Monday the 18th of September 13:30 - 16:30 will focus on: • Providing an insight into the AF4 exam • Cash and calculators • Debt • Assessing returns Session 2 on Tuesday the 19th of September 13:30 - 16:30 will focus on: • Reviewing the work from session one • Products • Benchmarking • Suitability • Next steps to passing This revision session will be hosted by Steve Davies. Steve has a wealth of industry experience having worked in financial services since the late seventies. He served his apprenticeship as a broker consultant and in providing direct advice before moving into training. He has a passion for helping people and this comes across in everything he does. His training approach is unique and this is what makes the difference. He holds Fellowship of both the CII & PFS. He is an Accredited CII Trainer (Advanced Level) and Chartered Financial Planner. He served as a senior CII examiner for several years which gives him a huge insight into the whole exam process. He has over 1,000 exam credits with the CII and has designed and run training for the CII's AF exam question writing team. He is also a Pension Transfer specialist. Steve specialises in taxation, investment and planning.

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Hawkins Webinar - The Effects of Hydrogen on Materials Properties: Hawkins’ Experience in the Context of Insurance Claims

  • Thu 14 Sep 9:30 am – 10:10 am
  • Online
    • Dr Lin Sun, Hawkins

Introducing the basic characteristics of hydrogen, the current trend for its applications, and its effects on materials. Lin includes recent examples of materials failures in the context of insurance claims.

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Getting back into balance

  • Tue 12 Sep 12:00 pm – 1:00 pm
  • Online
    • Caroline Martin, Enabling Wings

As the summer comes to a close, the leaves start to turn and the children return to school, what better time than now to take back control of the reigns of life and review our priorities for the rest of the year and beyond. This fun and interactive session will be Live-Online on zoom and will not be recorded to enable sharing and networking. Please have your camera on where possible for the benefit of the group.

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Introduction to the Data Protection Act

  • Fri 01 Sep 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Kerris Earle, Zing365

Join Kerris Earle for this webinar where she will provide an overview of the Data Protection Act including type of data protected and how data is classified

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Hawkins Webinar - Sprinkler Systems, & the Potential Problems

  • Thu 31 Aug 9:30 am – 10:10 am
  • Online
    • Dr Christabel Evans, Hawkins

Christabel provides a review of sprinkler pipework including: Commissioning process Material compatibility and what can go wrong

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Enabling excellent customer service

  • Thu 17 Aug 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. Please have your camera's on where possible to interact for the benefit of the group.

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Hawkins Webinar - Inclusion Conclusion

  • Thu 17 Aug 9:30 am – 10:10 am
  • Online
    • Dr Eleanor Jay, Hawkins

Glass is often thermally toughened, and whilst this imparts strength, it can also leave it vulnerable to fracture by debris from manufacture; inclusions. Elly will discuss types of glass and the manner in which they fracture, looking at some real life examples.

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How to escape life's drama (An Introduction to Transactional Analysis)

  • Wed 26 Jul 12:00 pm – 1:30 pm
  • Online
    • Caroline Martin, Enabling Wings

Join us for this interactive session which will be hosted Live-Online on Zoom. Please have your camera's on where possible to interact for the benefit of the group.

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