Previous events
All previous events
Joint Professions’ Networking Group - Face to Face Event November 2023 - 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. See ticket prices and event details.
View event details
CPD & Wine Tasting Event 9th November 2023
Speaker: Jeff Heasman The Insurance Institute of Plymouth & Cornwall will be hosting a free CPD event with the opportunity for you to sample some Spanish and Portuguese wines. The seminar will be presented by the popular Jeff Heasman, who, as well as running an insurance training business, is the owner of a wine business in Spain and a professional member of the Society of Wine Educators. About the session: There are lots of parallels between the world of wine and the past year in insurance and financial services. There are also some lessons that we can take from the world of wine in terms of how we can harness potential for the year to come, based on predicted trends. In this fun and engaging session, Jeff will combine his knowledge and experience operating a wine business in Spain, together with his knowledge and experience of providing training to insurance and financial services firms across the world, to provide a review of the last year and discuss likely trends for the year ahead. 5 wines will be used for tasting to illustrate and bring to life the review of 2023 and predicted trends for 2024. We will then follow the event with a quiz! If you would like to attend, please RSVP to adrown@cornishmutual.co.uk Spaces are limited to 30 so it will be based on a first come, first served basis.
View event details
Financial Stress & Mental Health
Financial strain is recognised as being one of the key stress factors for adults, and it can be a major risk factor for poor mental health. It is not uncommon for people to neglect their mental health, specifically when they are experiencing financial stress. This can lead to significant problems in the long term and even worsen the existing financial stress. In this session, we will explore the relationship between financial stress and health - and attendees will leave with practical tools to help them combat financial stress, and stay well.
View event details
Plymouth Fireworks Championship Boat Cruise 2023
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: £16 Child 5 - 15: £10 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.
View event details
A Masterclass in Stress Management
Stress is a major contributor to mental and physical ill health. Not only is it important that individuals know how to identify and manage the negative effects of stress - there is also great value in all of us investing in proactively developing stress management tools as a great protective measure for long-term good mental health. This 1-hour mental health session introduces some new stress management tools and serves as a great reminder of the relationship between stress and ill-health.
View event details
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.
View event detailsR01 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.
View event detailsConsumer Duty and Protection Webinar (PFS - Exeter)
CPD event for PFS members arranged by Exeter Insurance Institute, all at Plymouth & Cornwall Insurance Institute welcome One-hour webinar provided by Lisa Aggett of Scottish Widows Learning objectives: • How customers are buying protection • How will consumer duty impact distribution • Why it matters • Benefits from creating a protection culture https://www.localinstitutes.cii.co.uk/exeter/home/events/2023/webinar-pfs-consumer-duty-and-protection/ If any issues or questions, please contact Exeter Insurance Institute. This is a CPD event arranged by Exeter Insurance Institute (not your local institute) and suitable for all PFS members
View event details
Remaining Resilient
Experts in positive psychology have long recognised that resilience is fundamental to good mental health and wellbeing and research consistently confirms that resilience is a capacity that is open to all to learn. Resilience is like a muscle – we need to use it to keep it strong, to prevent its power from diminishing. There is significant value in everyone investing time and energy into consciously developing resilience – as a strong protective factor for future mental and emotional health and wellbeing. In this session, we will explore how we can all make a commitment to safeguarding and nurturing our resilience skills in order to protect our future mental and emotional mental health and wellbeing.
View event detailsFace to Face (Exeter) - PFS - Drawdown Best Practise Workshop
CPD event for PFS members at Exeter Court Hotel arranged by Exeter Insurance Institute, all at Plymouth & Cornwall Insurance Institute welcome Session Overview: Live, PFS face to face training workshop with Colin Simmonds at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10:30am. PLEASE COPY AND PASTE LINK IN ORDER TO BOOK: https://www.localinstitutes.cii.co.uk/exeter/home/events/2023/face-to-face-pfs-drawdown-best-practise-workshop/ If any issues or questions, please contact Exeter Insurance Institute. This is a CPD event arranged by Exeter Insurance Institute (not your local institute) and suitable for all PFS members
View event details
WEBINAR: Proximate Cause and Exclusions: the Court of Appeal provides further guidance
In January 2023 the Court of Appeal delivered its judgment in the case of Brian Leighton (Garages) Ltd v Allianz Insurance Plc. The case provides further guidance as to what should be taken into account when considering scope of cover and especially proximate cause and exclusions. In this session, Jeff Heasman will examine the key aspects of the judgment and its impact on insureds and insurers.
View event details
Outcomes-Based Regulation: understanding how to work in the new regulatory environment
With the introduction of the new Consumer Duty, the FCA signalled a move towards an outcomesbased regulatory system. This session will address the following questions - What does this mean for firms? What differences will we see? How do we need to adapt the way we work to evidence compliance in this new regime?
View event detailsWEBINAR - FCA GI Consumer Duty and update, 30th March, 10am
The FCA has made it clear that "some firms may be further behind in their thinking and planning for the Duty. This brings a risk that they may not be ready in time, or they may struggle to embed the Duty effectively throughout their business." A recent review highlighted three key areas where firms should particularly focus their attention during the second half of the implementation period (to 31 July 2023):- 1) Effective prioritisation; 2) Embedding the substantive requirements; 3) Working with other firms (many firms need to work and share information with other firms in the distribution chain but some plans gave little focus to this area). A 13 page letter on 13 February 2023 makes things even clearer! This General Insurance focused session will also include an update on Product Value Assessments (note the FCA criticised insurers for their lack of progress with this). Both brokers and insurers have an important role to play and this session will ensure you understand what it is you have to do and what changes need to happen in year two of the process to ensure it all gets done. We will also cover the current position on multi-occupancy insurances following intervention by the government.
View event detailsWEBINAR: 5 Habits of Highly Effective Claims Handlers in Insurance
Using his vast experience as a former litigation executive acting on behalf of claimants, as a senior liability adjuster acting on behalf of insurers, and now training claims handlers across the world, Jeff Heasman delivers this session in which he highlights what he has identified as the top 5 habits of highly effective claims handlers. The session looks at how these habits impact the performance of individual claims handlers, their teams, companies and also the experience of the customer. This session is valuable not only for claims handlers but everyone within the insurance industry.
View event detailsUnconscious Bias
An unconscious or cognitive bias is a systematic thinking error that causes us to make poor decisions and judgments, often taking the form of social stereotypes. To make sense of the infinite complexity of the world, our brain has to take short-cuts, like categorising people into groups with expected traits. The downside is the potential for prejudice which can ultimately lead to institutionalised racism and gender bias.
View event detailsWEBINAR: All Change: 2 years in which the Supreme Court transformed the way we and our clients do business
From the FCA Test Case on business interruption to the Uber Test Case, the decisions on vicarious liability to the judgments on professional negligence, the Supreme Court has certainly had a busy and productive couple of years. The Supreme Court has handed down a series of judgments that not only significantly impact the way we work as an insurance industry but also the risk management advice we should always be considering when interacting with our clients. This webinar will provide an overview of the key judgments of the Supreme Court over the past two years and how they impact our industry and our clients.
View event details
New Year Energy Booster Training Session
In this unique cpd training session with the ever-energetic and enthusiastic Michael you will learn:
View event details