Previous events

All previous events

WEBINAR - Building empowerment

  • Thu 04 Mar 1:00 pm – 2:00 pm
    • Pam Cottman, Building Resilience

This webinar is intended to provide a greater understanding as to what empowerment is, its importance within the workplace, and how you can develop it.

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IF1 Remote Revision Course - Insurance Legal and Regulatory

  • Thu 25 Feb 9:30 am – 12:30 pm
    • Alison Cooper, Act One Training

This interactive training course, delivered in two sessions, will provide an opportunity for participants to build their insurance knowledge and practice multiple choice questions.

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RO2 Remote Revision Course (Second Event)

  • Thu 18 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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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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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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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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