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This month

Understanding behavioural economics to supercharge client retention and sales outcomes

  • Thu 04 Dec 1:00 pm – 2:00 pm
    • Nick Thomas, Nick Thomas & Associates

Whether you work in an insurance or personal finance role understanding the motivations behind buying decisions can inform your comprehension of clients, customers and colleagues decision making beyond pure sales scenarios. We might think that our clients make rational, logical buying decisions, but the truth is that the human brain uses mental shortcuts, known as heuristics, to make sense of complex decisions. Whilst these short cuts aid speed of decision making, the results are often irrational. This session will allow delegates to not only understand these heuristics and cognitive biases, but also to develop the skills and strategies that are essential if we want to influence buying behaviour in the real world, not just in theory • Introduction and context – why behavioural economics matters for insurance professionals • Core biases in organisational decision-making. To include: o Anchoring o Framing o Prospect Theory to include Loss Aversion o Status quo bias o Social proof o The endowment effect o The sunk cost fallacy o Reciprocity • Application to client and prospect strategy to include diagnostic discovery questions, framing strategies, choice architecture

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How forensic investigation can uncover the causes of cargo damage | Hawkins Webinar

  • Thu 27 Nov 9:30 am – 10:15 am
    • James Townsend | Materials, Chemistry & Biology Expert, Hawkins & Associates

Hawkins Marine Webinars Series Register here: https://www.hawkins.biz/news/hawkins-marine-webinars/

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Watertight Investigations: Hull Corrosion Analysis | Hawkins Webinar

  • Thu 13 Nov 9:30 am – 10:15 am
    • Giuseppe Scatigno | Mechanical Engineering Expert |, Hawkins & Associates

Hawkins Marine Webinars Series Register here: https://www.hawkins.biz/news/hawkins-marine-webinars/

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Face to Face CPD Breakfast Event at Alverton Hotel, Truro

  • Thu 06 Nov 8:30 am – 10:30 am
  • Alverton Hotel
    • Stuart Price, Bordier
    • Oliver Wilde, Foresight

This 1.5 hour CPD breakfast session is suitable for PFS members and takes place at the Alverton Hotel, Truro, TR1 1ZQ. The event is provided by Bordier and Foresight, split into two parts. After breakfast rolls and pastries delegates will receive a presentation covering retirement income advice followed by a session covering business relief for IHT planning, and navigating new budgetary changes.

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Hell or High Water: The Challenges of Dealing with Ship Fires | Hawkins Webinar

  • Thu 30 Oct 9:30 am – 10:15 am
    • John Gow | Fire & Explosion and Marine Investigator |, Hawkins & Associates

Hawkins Marine Webinars Series Register here: https://www.hawkins.biz/news/hawkins-marine-webinars/

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ACII Training for Plymouth & Cornwall members

  • Mon 27 Oct – Sun 01 Mar
    • Adrian Toomey ACII, Intuition Training

Funded ACII Tuition 995 Strategic Underwriting Starting Mon 27th Oct 2025 930 Advanced Broking Starting TBC (late Oct, early Nov 2025) CALLING ALL MEMBERS OF PLYMOUTH & CORNWALL INSURANCE INSTITUTE! Are you enrolled onto an ACII unit but need some help with revision and study? If you are enrolled or plan to enrol onto a ACII unit, please check this upcoming programme of study support as it might be just the help you need towards achieving your ACII.

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2025 Annual Black Tie Dinner

  • Fri 24 Oct 6:15 pm – 1:00 am
  • Duke of Cornwall Hotel

Join us for our Annual Black Tie Event held at The Duke of Cornwall Hotel, there will be a 3 course meal, live music from Blair and the Bullets and raffles etc. Tickets are available at £80 per person or £800 per table.

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2025 CII PFS Awards

  • Fri 24 Oct 6:15 pm – 1:00 am

This year's awards ceremony will be part of the Annual Black Tie Event held at The Duke of Cornwall Hotel. See the Annual Dinner events page for more, and now get nominating!

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WEBINAR: COVID-19 Claims Go Back to the Supreme Court: Where Are We Now and What's Next?

  • Thu 23 Oct 12:00 pm – 1:00 pm
    • Jeff Heasman, Insurance Upskill

Octobers technical CPD looks at the continuing legal landscape associated with COVID-19 business interruption claims as disputes return to court once again. The legal landscape for COVID-19 business interruption claims continues to evolve, with the UK Supreme Court set to weigh in once again. This one-hour webinar, will provide a clear and practical update on the latest litigation, including the much-anticipated “furlough windfall” issue and what these developments mean for insurers, brokers, and policyholders. An interesting update on litigation that has the potential to affect hundreds (or more) closed and open claims across a wide area of the market, no doubt causing a knock on for other lines of business. Whilst this is aimed primarily at our CII members given the wider implications for the financial sector, and UK as a whole we would also encourage PFS members to consider this webinar.

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Cert CII Training for Plymouth & Cornwall members

  • Thu 16 Oct – Thu 01 Jan
    • Adrian Toomey ACII, Intuition Training

Funded Cert CII Tuition Sessions starting Thursday 16th October 2025 CALLING ALL MEMBERS OF PLYMOUTH & CORNWALL INSURANCE INSTITUTE! Are you enrolled onto IF1 but need some help with revision and study? If you are enrolled or plan to enrol onto the IF1 Cert CII unit, please check this upcoming programme of study support as it might be just the help you need towards achieve your Cert CII.

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Marine Insurance Series Oct to Dec 2025 by Hawkins

  • Thu 16 Oct 9:30 am – 10:15 am
    • Dr Sophie Parsons, Hawkins

Hawkins Marine Webinars Series Register here: https://www.hawkins.biz/news/hawkins-marine-webinars/

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Face to Face CPD Morning at Lanhydrock

  • Wed 15 Oct 9:00 am – 1:00 pm
  • Lanhydrock Hotel

PFS Plymouth & Cornwall Members CPD Event - 15th October 4 hours of Face to Face CPD Registration 9am with tea, coffee & breakfast muffins - sessions commencing at 9:30am. Mid morning coffee & pastries also provided Lanhydrock Hotel and Golf Club, Bodmin PL30 5AQ

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Dip CII Training for Plymouth & Cornwall members

  • Wed 15 Oct – Thu 01 Jan
    • Adrian Toomey ACII, Intuition Training

Funded Dip CII Tuition M92 Starting Weds 15th Oct 2025 M85 Starting Weds 22nd Oct 2025 CALLING ALL MEMBERS OF PLYMOUTH & CORNWALL INSURANCE INSTITUTE! Are you enrolled onto a Dip CII unit but need some help with revision and study? If you are enrolled or plan to enrol onto a Dip CII unit, please check this upcoming programme of study support as it might be just the help you need to achieve your Dip CII.

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CII and PFS Council Meeting - 18th September 2025

  • Thu 18 Sep 5:00 pm – 6:30 pm

Anyone wishing to join to see what we get up to is welcome. Please email venetia.hallam@thmarch.co.uk to register your interest. Meetings are usually conducted online via Zoom, although in person contingents are occasionally hosted in person at both Yelverton, Devon and Truro, Cornwall.

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WEBINAR: Financial Planning for the Families of Children with Special Needs

  • Thu 11 Sep 10:00 am – 11:00 am
    • Rhiannon Gogh, SENDA

This webinar is focused on understanding the UK landscape with regards to special needs and disabilities and its impact upon financial planning. The seminar will focus on unique challenges faced by the families with children that have additional needs, how to meet those unique financial challenges and identifying some key areas of foreseeable harm. This should be a really interesting webinar from Rhiannon Gogh from SENDA (the UK Alliance of Special Educational Needs and Disability Advisers) into this challenging subject. While the seminar may be professionally focused at PFF members we encourage CII members to consider watching this generally informative CPD event.

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Cert CII Training

  • Tue 09 Sep – Thu 30 Oct
    • Adrian Toomey ACII, Intuition Training

Funded Cert CII Tuition Sessions starting Tuesday 9th Sept 2025 CALLING ALL MEMBERS OF PLYMOUTH & CORNWALL INSURANCE INSTITUTE! Are you enrolled onto a Cert unit but need some help with revision and study? If you are enrolled or plan to enrol onto a Cert CII unit, please check this upcoming programme of study support as it might be just the help you need to achieve your Cert CII.

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Breath In; Stress Out - Practical approaches to Stress Management

  • Wed 03 Sep 12:00 pm – 1:00 pm
  • Webinar
    • Mental Health in Business

Stress is a fact and life - and something most of us will experience. This session is especially pertinent for Stress Awareness Month (April) - but will be valuable year-round.

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Plymouth Fireworks Championship Boat Cruise 2025

  • Wed 13 Aug 7:00 pm – 10:30 pm

Join us on the Plymouth Venturer for a great night of unrivalled views of the first displays! This event is open to friends and family of PFS Members and the Insurance Institute too. The boat is fully equipped with a licensed bar and toilet facilities, heated saloon area and comfortable seating. There is also plenty of room to stroll around the open front, rear and large upper deck. Prices; Adult: £17 Child 5 - 15: £11 Child under 5: Free Please note that this event is non refundable. If you are unable to attend on the day, tickets are transferrable upon prior agreement with us. Children must be accompanied by an adult. Snacks and refreshments will be available to be purchased from the onboard bar.

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WEBINAR: An Introduction to Sustainability for the Insurance Industry

  • Thu 10 Jul 1:00 pm – 2:00 pm
    • Mike Wrathall, Wrathall Consulting

This session will provide an overview of sustainability and climate change in the context of the insurance industry, including a review of the roles the insurance industry can play in the transition to a more sustainable economy, regulatory implications and reputational risk while attempting to implement sustainable solutions within your business.

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Inheritance Tax and Business Relief

  • Tue 08 Jul 10:00 am – 11:00 am
  • Webinar
    • Dominique Butters, Blackfinch
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