Previous events

All previous events

How to correctly advise policyholders on the policy coverage gaps caused by the Covid-19 lockdown

  • Tue 30 Jun 1:00 pm – 2:00 pm
  • Webinar
    • Alan Chandler

A MUST FOR ALL BROKING STAFF The Covid-19 lockdown has created far more gaps in covers than most brokers realise, and this webinar takes a look at where these coverage gaps arise and how best to advise your clients on these issues. Alan Chandler, who has recently delivered the very well-received BI and Covid-19 session will be providing this webinar on the essential things a brokers must take into account. Click here to see more.

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Annual General Meeting

  • Thu 07 May 5:00 pm – 5:30 pm
  • Video Conference Call
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Communicating with Customers in Difficult and Uncertain Times

  • Tue 14 Apr 10:30 am – 11:30 am
  • Webinar
    • Jeff Heasman, Jeff Heasman Training and Consulting

The spread of COVID-19 has created difficult and uncertain times for customers and the insurance industry. Customer anxiety is heightened. The industry is under pressure. There are conflicting news stories about what insurance will or will not cover. Never has communication to customers been more important. Communicating in such difficult and uncertain times requires skill in what to say but also what not to say. Skill in how to deliver the message or how not to deliver the message. This webinar will provide a strategy on how to communicate with customers in the current climate in a way that will reduce anxiety, provide clarity and keep the customer on-board. Learning Objectives By the end of the session, participants will be able to: • identify how to communicate with customers at times of difficulty and uncertainty. • describe the language and communication methods most suitable for your customers. • implement a strategy to communicate in a way that provides clarity and reassurance to customers in a way that keeps them on-board.

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POSTPONED - Annual General Meeting - POSTPONED

  • Thu 02 Apr 6:30 pm – 8:00 pm
  • Lanhydrock Hotel
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Webinar presentation on a plain English explanation of how to answer the most common question of the moment: 'does my Bi policy cover Covid-19?'

  • Mon 30 Mar – Fri 30 Mar
  • Webinar
    • Alan Chandler

The UK government said that by declaring Covid-19 a notifiable disease it would trigger Business interruption policies so that they will cover any losses - we will explore whether this statement is correct. It is essential that brokers, underwriters and claims staff alike have a full understanding of what the correct commercial insurance position is on the virus that is disrupting all our lives. It is not just policyholders who are asking this question, we all know friends and family who run small businesses and they will be asking anyone who works in insurance what the position is and why. This presentation will give you the answers. Alan will explore briefly the background of Business interruption cover in the UK and focus specifically on the Bi extensions that may or may not cover Covid-19. It will be done in Alan's plain English style so that you can go away and feel confident in talking about how Bi cover responds to the biggest issue of the day.

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Time Management - Thursday 12th March

  • Thu 12 Mar 9:15 am – 3:30 pm
  • Cornish Mutual
    • Rob Salt, Plymouth Business Training

This course is for anyone that needs to increase their personal effectiveness through time management. In the stresses of the modern world it is easy for us to operate on automatic pilot. By doing this we often fail to make the best use of our time. It sometimes helps to stop and take stock of the situation and think about how we are working. This time management training course will encourage you to stop and think about how you operate and will help anybody who is not making the best use of their time. By the end of the training course participants will be able to: • Recognise what prevents them from making the best use of their time. • Make necessary long, medium and short term plans to help schedule and organise activities. • Manage their 'To Do List' effectively. • Control interruptions so they have limited impact • Recognise and manage common time wasters. • Identify why they procrastinate & how to manage it.

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Beach Clean - Perranporth Beach - Saturday 15th February 2020

  • Sat 15 Feb – Fri 14 Feb

Perranporth Marine Conservation Trust have organised a beach clean for Saturday 15th February at 3pm. All welcome.

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Joint Professions' Networking Group

  • Tue 11 Feb – Mon 10 Feb
  • The Mercure Rougemont Hotel
    • Malindi Myers, Bank of England

Economic Development in the UK Economy from the Bank of England Tuesday 11th February 2020 6pm to 8pm Drakes Bar

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Time Management - Thursday 16th December

  • Thu 16 Jan – Wed 15 Jan
  • Jurys Inn
    • Rob Salt, Plymouth Business Training

This course is for anyone that needs to increase their personal effectiveness through time management. In the stresses of the modern world it is easy for us to operate on automatic pilot. By doing this we often fail to make the best use of our time. It sometimes helps to stop and take stock of the situation and think about how we are working. This time management training course will encourage you to stop and think about how you operate and will help anybody who is not making the best use of their time. By the end of the training course participants will be able to: • Recognise what prevents them from making the best use of their time. • Make necessary long, medium and short term plans to help schedule and organise activities. • Manage their 'To Do List' effectively. • Control interruptions so they have limited impact • Recognise and manage common time wasters. • Identify why they procrastinate & how to manage it.

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RO2 Revision Day

  • Mon 09 Dec 9:30 am – 4:30 pm
  • National Trust

Giles Hewitt is a highly experienced F.S professional who combined his knowledge gained in previous careers as both a Banker and then Financial Adviser and coupled this with a professional teaching qualification to establish my own highly successful training company for the last 15 years. As the course is in just 1 day, you will understand we cannot cover all the RO2 syllabus and as such we will focus on the key areas where the most marks are coming from.

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Insuring Women's Futures

  • Tue 19 Nov 9:00 am – 11:00 am

Being held at: Odeon BFI IMAX 1 Charlie Chaplin Walk London SE1 8XR Timings: 09.00 - 09.30 - Registration and Refreshment 09.30 - 10.30 - Official Launch 10.30 - 11.00 - Networking

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RO1 Revision Day - 5th November 2019

  • Tue 05 Nov 9:30 am – 4:30 pm
  • Epiphany House
    • Giles Hewitt, Hewitt Financial Training

Giles Hewitt is a highly experienced F.S professional who combined his knowledge gained in previous careers as both a Banker and then Financial Adviser and coupled this with a professional teaching qualification to establish my own highly successful training company for the last 15 years. As the course is in just 1 day, you will understand we cannot cover all the RO1 syllabus and as such we will focus on the key areas where the most marks are coming from - and that is chapters 4-8 which centres on the topic Regulation.

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Annual Black Tie Dinner

  • Fri 01 Nov. 7:00 pm
  • Duke of Cornwall Hotel

As ever, your support for this highly popular event is greatly appreciated.

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Household/Motor Claims Handling

  • Tue 15 Oct 2:00 pm – 5:00 pm
  • Cornish Mutual
    • Dave Hole, Searchlight

Household and Private Motor Insurance Claims This presentational workshop is suitable for those already working within a claims environment who wish to increase their technical knowledge of handling household and private motor insurance claims. This workshop will supplement the real-life experience of handling claims day-to-day.

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Commercial Claims Handling

  • Tue 15 Oct 9:00 am – 1:00 pm
  • Cornish Mutual
    • Dave Hole, Searchlight

This half day interactive workshop for those who already have some experience in Commercial insurance claims and will include opportunities for discussion and application of knowledge using case studies. In addition to the main topics, the workshop will review the fundamental aspects of Commercial Claims handling.

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Business Interruption - Session 3 - Plymouth

  • Wed 02 Oct 1:15 pm – 3:15 pm
  • The Future Inn Hotel
    • Alan Chandler
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Business Interruption - Session 2 - Plymouth

  • Wed 02 Oct 11:15 am – 12:45 pm
  • The Future Inn Hotel
    • Alan Chandler
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Business Interruption - Session 1 - Plymouth

  • Wed 02 Oct 9:00 am – 11:00 am
  • The Future Inn Hotel
    • Alan Chandler
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Business Interruption - Session 3 - Cornwall

  • Tue 01 Oct – Mon 30 Sep
  • Cornish Mutual
    • Alan Chandler
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Business Interruption - Session 2 - Cornwall

  • Tue 01 Oct 11:15 am – 12:45 pm
  • Cornish Mutual
    • Alan Chandler
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