Events
Previous events

Preston Summer Roadshow
Precision planning & protection perfection
How well are your clients able to articulate their financial goals?
When did you last go back to basics and consider how protection features in your clients’ plans?
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.
Tue 10 Jun 8:30 am – 4:00 pm
Barton Manor Hotel & Spa

Handling price-based objections
So often it seems that winning or losing a new deal comes down to our price whether it is fee, premium or commission. This comprehensive session will help delegates minimise the chance of price-based objections coming up, recognise types of price objections and what might lie behind them, before providing strategies and tactics to deal with specific objections
Tue 06 May 10:00 am – 11:00 am
Nick Thomas, Nick Thomas & Associates
Annual General Meeting 2025
We need you! To get down to our AGM...
Your local institute council invites you to attend their 2025 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year.
If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved.
Book your place today.
Tue 29 Apr 5:00 pm – 6:30 pm
Oak Royal Golf Country Club

Enhancing your Personal Brand– develop your reputation for success
Everyone has a brand. It affects everything at work – from how receptive people are to your ideas to your chances of promotion. Your brand has two dimensions – your self-definition (your own sense of who you are and what value you bring] and the compilation of the perceptions (based on all kinds of data) held about you by others.
Brand management involves making sure your intentions and the reality of your brand to others are aligned
Wed 09 Apr 10:00 am – 11:00 am
Nick Thomas, Nick Thomas & Associates

Motor Trade – Risk Management Challenges
A challenging class of insurance business for brokers relates to motor
trade risks. Persuading many motor traders that they would benefit from a methodical approach to risk management is sometimes easier
said than done.
This workshop seeks to simplify the risk management process for busy
motor traders who have not previously appreciated the benefits of focusing upon the risks they face nor the potential savings in insurance premiums that may result.
Thu 06 Mar 10:00 am – 11:00 am
David Hole ACII,

How to Avoid Claim-Related Complaints
It will come as no surprise to learn that the vast majority of complaints stem from the handling of claims submitted to insurers. The claim is the “moment of truth” in the contract where the customer learns whether the premium paid over potentially a long period, has been well-spent.
Whilst it is imperative to have a prompt resource and efficient process to deal with complaints, this workshop focuses upon proactively reducing their number through retaining the initiative whilst moving a claim towards fulfilment.
Thu 06 Feb 10:00 am – 11:00 am
David Hole ACII,