Previous events

All previous events

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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PFS Workshop: RO1 Revision (AM)

  • Thu 28 Nov 9:30 am – 12:30 pm
  • The Marriott Hotel, Huntingdon

Do you need help passing the RO1 exam? This workshop covers Financial services, regulation and ethics.

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Five Communication Habits of Highly Effective Insurance and Financial Services Professionals

  • Thu 10 Oct 12:30 pm – 2:00 pm
  • Peterborough United Football Club
    • Jeff Heasman, Jeff Heasman Training & Consulting

Slides from this event now available to download

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Annual General Meeting 2019

  • Thu 02 May 6:00 pm
  • Peterborough United Football Club

We need you to support your AGM

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87th Annual Dinner

  • Fri 01 Feb – Sat 02 Feb
  • Marriott Hotel, Peterborough

Join us for our 87th Annual Dinner - great food, great entertainment, great company!

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Insurance and Risk Management in 2019 & Beyond

  • Thu 17 Jan 12:30 pm – 2:00 pm
  • Peterborough United Football Club
    • Jeff Heasman, Jeff Heasman Training & Consulting

This thought-provoking and interactive session will provide an overview of the current opportunities and threats that are trending in the global insurance industry.

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Financial Resilience for Women

  • Thu 15 Nov 12:30 pm – 2:30 pm
  • Peterborough United Football Club
    • Alison Cooper FCII Dip PFS, ACT One Training Services Ltd

Overview: This talk follows the theme of the new CII initiative, Insuring Women’s Futures. The talk is geared towards women & to financial planning professionals, who are interested in learning more about the key issues for women & their future financial resilience. The talk is designed to highlight what women need to know on their quest for Financial Independence. The seminar objectives are: • To increase women’s awareness of financial resilience. • To identify key moments that matter in girls/women’s lives. • To highlight perils & pitfalls that aggregate in these moments that matter. • To appreciate the importance/need for Women’s Financial independence. • To discuss & share experiences. • To provide food for thought & hopefully some lightbulb moments. Please note that this event will be held in the Noel Cantwell Suite which is located in the ABAX Stadium's South Stand. Due to limited parking near the South Stand entrance, we recommend that you park near the Main Reception and walk around the stadium to access the venue. This session is also scheduled to run from 12:30pm until 14:30pm. This event is free to members and non-members. Buffet lunch included.

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Make Yourself Memorable

  • Thu 01 Nov 12:30 pm – 2:00 pm
  • Peterborough United Football Club
    • Melissa Kidd, Motem Ltd

Overview: Ensure key people remember you and the value you create. This session is for professionals who often get glazed looks when describing what they do. It is for those who want to be able to give a more interesting answer than say, ‘I’m in accountancy/insurance/banking/financial planning’. By the end of this event, delegate will have learnt some key principles for making themselves more memorable including: • Use 3 concise, clear and conversational introductions so that people are more interested in finding out more. • Illustrate their work through stories which demonstrate credibility. • Recognise how to avoid being remembered for the wrong reasons. Please note that this event will be held in the Noel Cantwell Suite which is located in the ABAX Stadium's South Stand. Due to limited parking near the South Stand entrance, we recommend that you park near the Main Reception and walk around the stadium to access the venue. This event is free to members and non-members. Buffet lunch included.

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Annual Golf Tournament

  • Thu 18 Oct 11:00 am – 8:00 pm
  • Elton Furze Golf Club

Join us at our Annual Golf Tournament in aid of The Insurance Charities & The Tree of Hope.

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The Insurance Product Information Document

  • Thu 13 Sep 12:30 pm – 2:00 pm
  • Peterborough United Football Club
    • Jeff Heasman, Jeff Heasman Training & Consulting

Overview: The Insurance Distribution Directive (IDD) will become law in the UK in October 2018. A cornerstone of the Directive is the new Insurance Product Information Document (IPID). The law will require that an IPID is produced for every existing and new non-life policy. This session will take you through the relevant sections of the implementing regulations and the new prescribed format for the IPID. This will be followed by tips on how to navigate through the fog of insurance gobbledygook to ensure that the IPID is written in plain language and be jargon free. At the end of the talk, participants will be able to: • Recognise the key provisions of the IDD, so far as they relate to the IPID. • Understand the need to follow the prescribed format for the IPID and know who is responsible for producing and distributing the IPID. • Apply the key principles of plain language drafting to ensure the IPID complies with the legal requirement to be jargon free. Please note that this event will be held in the Noel Cantwell Suite which is located in the ABAX Stadium's South Stand. Due to limited parking near the South Stand entrance, we recommend that you park near the Main Reception and walk around the stadium to access the venue. This event is free to members and non-members. Buffet lunch included.

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PFS Workshop: Legal Update - negligence and complaints

  • Tue 17 Apr 9:00 am – 1:00 pm
  • Peterborough United Football Club
    • Philippa Hann Dip PFS, Clarke Willmott LLP

This event is aimed exclusively at PFS members and will cover Complaints & Negligence.

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Annual Charity Quiz

  • Thu 12 Apr 6:30 pm – 10:00 pm
  • Tavan Restaurant, Peterborough

Join us for our annual charity quiz in aid of Tree of Hope

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Memory Skills

  • Thu 15 Mar 12:30 pm – 2:00 pm
  • Peterborough United Football Club
    • Adrian Nash, Radius 360

The aim of this one hour session is to increase confidence in your ability to recall information, to light up parts of the brain and increase your RAM.

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POSTPONED: PFS Workshop: Legal Update - negligence and complaints

  • Thu 01 Mar 9:00 am – 1:00 pm
  • Peterborough United Football Club
    • Philippa Hann Dip PFS, Clarke Willmott LLP

This event has been cancelled and will be rearranged in April. Further details to be advised.

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86th Annual Dinner 2018

  • Fri 02 Feb 6:30 pm – 11:59 pm
  • Marriott Hotel, Peterborough

Our spectacular Annual Dinner returns for its 86th year on Friday 2nd February. Book your table(s) now!

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The Secrets of Business Networking

  • Thu 30 Nov 12:30 pm – 2:00 pm
  • Peterborough United Football Club
    • Melissa Kidd, Motem Ltd

This presentation is aimed at professionals who are reluctant networkers and want to become more confident and effective. It is also for those who enjoy networking and want to pick up some practical tips to help them make the most of their time at an event.

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Cyber Crime & Security: Ignorance is no Defence

  • Thu 19 Oct 12:30 pm – 2:00 pm
  • Peterborough United Football Club
    • Alastair Murray, The Bureau

Alastair's talk on cyber-crime and security will highlight the very real dangers of cyber-attack while offering timely advice on how to keep up with developments and stay safe online by taking some simple steps to improve defences against cyber-crime - ‘The Cyber Essentials’.

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It's a Knockout!

  • Sun 01 Oct 12:00 pm – 5:00 pm
  • The Black Horse

An afternoon of fun and games for teams of 6 to 8. THIS EVENT HAS BEEN POSTPONED, DETAILS TO BE ADVISED LATER IN THE YEAR

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Annual Golf Tournament

  • Thu 28 Sep 11:00 am – 8:00 pm
  • Elton Furze Golf Club

Join us at our Annual Golf Tournament in aid of The Insurance Charities & The Tree of Hope. THIS EVENT HAS BEEN POSTPONED, DETAILS TO BE ADVISED LATER IN THE YEAR

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