Resilience and looking after yourself in challenging times
Many of us were used to working with others in an office, visiting clients face to face, having a daily routine and being able to live fulfilling lives meeting others and participating in hobbies. As our working and home lives are now changed drastically, we need to look after our physical wellbeing even more – and that of our families. This session is focused on your physical, emotional and mental wellbeing. Susan Heaton-Wright returns to our local institute with an interactive webinar and a chance to ask questions and share good practice. The aim of this course is for attendees to go away with the knowledge and practical ways to improve their resilience in these challenging times.
Mon 08 Feb 12:00 pm – 1:00 pm
Joint Professions’ Networking Group Event Mar 2021 - Booking details below
The Joint Professions’ Networking Group (JPNG) is a group of professional organisations, drawn from around the region, offering an opportunity to meet and forge genuine connections with fellow professionals in a social environment. The group was formed in 2009, with 14 professional member organisations, with a mix of lawyers, accountants, surveyors, directors and property professionals, as well as members of the banking, insurance and investment sectors. This is a networking and CPD event arranged by JPNG and suitable for all PFS and CII professionals to attend.
Tue 09 Mar 5:00 pm – 6:30 pm
David Ralph, CEO of the Heart of the South West Local Enterprise Partnership,
R02 Full Day Exam Revision Workshop
This one day session aims to bring together all your learning from R02 into a live event focussing on key areas and where maximum marks can be gained in the exam. The session assumes the learner has studied R02 and is not new to these units and the aim is for the delegate to have increased confidence when taking the exam and a vastly increased chance of passing the exam.
Thu 21 Jan 9:30 am – 4:30 pm
Working Well: An Introduction to Mental Health Awareness (3 hours)
Join this short course taught by national expert Amber Cowburn, to give you a thorough introduction to mental health awareness. You will learn about current mental health statistics, why mental health is of core importance to business, the continuum of mental health, how to proactively look after employee wellbeing, and how to support and signpost. Working Well provide sector leading mental health training that empowers participants, using expertise and enthusiasm. Their courses are packed with current research, to ensure comprehensive understanding and confidence to focus on employee wellbeing.
Mon 18 Jan 10:00 am – 1:00 pm
Amber Cowburn, Working Well SW
ANNUAL CII & PFS AWARDS - 2020 SPECIAL AWARDS
Should we be celebrating you and your achievements this year? Do you know someone who deserves to win one of the awards below? If the answer is yes, then we invite you to submit your nomination. - Customer Service Champion - Treating Customers Fairly Champion - Outstanding Study Achievement- CII/PFS student of the year in Plymouth or Cornwall - Work Wellbeing Champion - Service to the community during lockdown - Most engaged employer - As well as the annual Achiever and Young Achiever Awards. All nominations must be received by the Friday 15 January 2021 to be considered. The winners will be announced at the end of January and will receive a trophy plus a special gift. Click on Event details to see more.
Fri 15 Jan. 5:00 pm
R01 Full Day Exam Revision Workshop
This one day session aims to bring together all your learning from R01 into a live event focussing on key areas and where maximum marks can be gained in the exam. The session assumes the learner has studied R01 and is not new to these units and the aim is for the delegate to have increased confidence when taking the exam and a vastly increased chance of passing the exam.
Thu 14 Jan 9:30 am – 4:30 pm
Business Interruption Insurance - all you need to know, in plain English (3 hours)
Given all the challenges that occurred with BI cover in 2020 this is a most timely webinar, to aid members to ensure they set up correct coverage for policyholders in 2021. Applicable for brokers, underwriters, claims staff and loss adjusters and presented by Alan Chandler, one of the UK's most popular insurance presenters. Alan will take this opportunity to run through how business interruption insurance should be correctly set up. Alan will lift the myths away from BI and show how, in his easy to understand style, you can get this cover on a correct footing going forward. The presentation will include looking at how insurance gross profit differs from accounting gross profit, how sums insured should be correctly set, how to advise around indemnity periods, the difference between ICW and AICW as well as taking a journey through all the relevant BI extensions including a look at advanced loss of profits. The webinar will last three hours and will be split into two to allow for a break. The first half of the presentation will look at setting correct BI sums insured and the second half of the presentation will look at advising correctly on BI extensions.
Thu 07 Jan 1:00 pm – 4:00 pm
Understanding the implications of policy exclusions following Covid-19
This highly topical and timely webinar is being delivered by Alan Chandler one of the most popular presenters in the UK. We know pretty much the whole market will apply some sort of pandemic exclusion for pandemics/covid-19, or more worryingly the words communicable diseases will be used; this starts bringing all sorts of extra scenarios that will be excluded for clients. How exclusions are worded will be incredibly significant, with some proposed wordings being very scary indeed. All insurance staff need to understand the law relating to exclusions. 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.
Tue 15 Dec 1:00 pm – 2:00 pm