Previous events

This month

FCA Test Case on BI- the Judgment -16.10.20

  • Fri 16 Oct 2:00 pm – 3:00 pm
  • Webinar
    • Branko Bjelobaba

OPEN initially for those delegates who could not join the 2nd October event. who have received an email invitation. If there are places at 9th October, we will offer online booking at that time. This comprehensive and interactive one-hour webinar will focus on the judgment following the FCA’s ground-breaking test case at the High Court. The hearing concluded on 30 July and the judges have agreed to hand down their judgment for mid September. Eight days have been spent analysing countless policy wordings and individual words and their everyday meanings. The FCA consider some 370,000 insureds have had payments denied as insurers have interpreted wordings only to suit themselves and each of the eight insurers’ counsel has presented evidence and argument as to why their interpretation is correct and why the FCA has got this wrong. This case will be momentous and will set clear precedent as to the clarity of wordings and what needs to happen to ensure future cover is clear and understood by all parties. At the same time it will highlight the exposure for insurance brokers all of whom will have arranged these covers for clients (and some will be classed as co-manufacturers under PROD) and encourage them to robustly reassess their advice process under ICOBS and their overriding professional duty to clients thus ensuring their own professional indemnity costs remain reasonable (clearly not knowing how the case will go at this stage!).

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Business Interruption Insurance - all you need to know, explained in plain English

  • Thu 08 Oct 11:00 am – 12:00 pm
  • Webinar
    • Alan Chandler

The Arbory case has left brokers wide open to be sued if they do not proactively guide their clients through setting correct Gross profit sums insured - this is why this webinar is so essential. 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.

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FCA test case on Business Interruption Insurance - the judgment

  • Fri 02 Oct 2:00 pm – 3:00 pm
  • Webinar
    • Branko Bjelobaba FCII, MIoD, Chartered Insurance Practitioner., Branko Ltd

This comprehensive and interactive one-hour webinar will focus on the judgment following the FCA’s ground-breaking test case at the High Court. The hearing concluded on 30 July and the judges have agreed to hand down their judgment for mid September. Eight days have been spent analysing countless policy wordings and individual words and their everyday meanings. The FCA consider some 370,000 insureds have had payments denied as insurers have interpreted wordings only to suit themselves and each of the eight insurers’ counsel has presented evidence and argument as to why their interpretation is correct and why the FCA has got this wrong. This case will be momentous and will set clear precedent as to the clarity of wordings and what needs to happen to ensure future cover is clear and understood by all parties. At the same time it will highlight the exposure for insurance brokers all of whom will have arranged these covers for clients (and some will be classed as co-manufacturers under PROD) and encourage them to robustly reassess their advice process under ICOBS and their overriding professional duty to clients thus ensuring their own professional indemnity costs remain reasonable (clearly not knowing how the case will go at this stage!).

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Be The Best You Can be- 6 steps to success

  • Thu 01 Oct 2:00 pm – 3:00 pm
  • Webinar
    • Sandro Forte, Forte Financial Group

This is the final soft skills webinar in our trilogy. As one of the UK’s most respected and successful financial professionals Sandro Forte shares six key principles to success in growing a financial services business, even in challenging times. Sandro will focus on the importance of a strong mindset; generating new business opportunities, dealing with common objections and building a world class service proposition to create business sustainability.

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All previous events

RO6 (Financial Planning Practice) Pre Exam Training Day

  • Wed 30 Sep 9:30 am – 4:30 pm
  • Webinar
    • Dean Scott, L & D Digital

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the RO6 examination. Due to the COVID-19 pandemic, the Regional Committee have suspended all Face to Face events for 2020. This will be an online distance learning event.

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An overview of how the Covid19 pandemic has impacted customers, brokers and insurers with regard to cyber insurance

  • Mon 28 Sep 2:30 pm – 3:30 pm
  • Webinar
    • Stephen Ridley Cert CII, Hiscox UK

In this session, we will be looking at how the Covid-19 pandemic has changed the cyber risk landscape, drawing from Hiscox’s claims experience and anecdotal examples during this period. We will consider how a shift in working practices has created more vulnerabilities to be exploited, how criminals have adjusted to capitalise on these, what the impact is when it comes to handling incidents, and how companies can ensure they are best protected against the most common threats. NB This will be a webex webinar

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J05 (Pension Income Options) Pre Exam Training

  • Thu 24 Sep 9:30 am – 4:30 pm
  • Webinar
    • John Trayner FCII FPFS

The Personal Finance Society Hants and Dorset, Surrey & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the JO5 examination. Due to COVID-19 the Regional Committee have suspended all Face to Face events for 2020 and this event will be run as an Online Distance Learning event.

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7 habits of highly effective negotiators in the insurance and financial services industry

  • Wed 23 Sep 3:00 pm – 4:00 pm
  • Webinar
    • Jeff Heasman, Insurance Upskill

We welcome back a regular presenter, Jeff Heasman for the second in our trilogy of soft skills seminars for September and October. Good negotiation skills are crucial to many different roles within the insurance and financial services sector, and though we may not always realise it, most of our day-to-day work centres around negotiations. That said, little or no formal training is devoted towards these essential skills. This is an interactive and fun session that introduces the key elements of a negotiation process.

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AF2 (Business Financial Planning) Pre-Exam Training Day

  • Wed 23 Sep 9:30 am – 4:30 pm
  • Webinar
    • Dean Scott

The Personal Finance Society Hants & Dorset, Surrey, Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the AF2 examination. Due to the COVID-19 pandemic, the Regional Committees have suspended all Face to Face events for 2020. This will be an online distance learning event.

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7 Secrets of Highly Visible People-How to Raise your Visibility for Career Success in uncertain times

  • Thu 17 Sep 2:30 pm – 4:00 pm
  • Webinar
    • Susan Heaton Wright, Superstar Communicator

We are pleased to welcome back Susan Heaton Wright who delivered the 'Resilience and looking after yourself in challenging times' webinar in April. This webinar is the first in a trilogy of soft skills webinars in September and early October. Overview: How is it that some people rapidly climb the career ladder whilst others – who might be equally as good, remain at a lower level? Having studied very successful people; watching their behaviour, actions and attitudes, Susan has identified key engagements these successful people do in order to be visible to decision makers. And in this time where cuts are being made, you want to be the go to person: the person who is positively noticed – and she doesn't mean the loudest person: the last person standing when difficult decisions are made.

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JO2 (Trusts) Pre Exam Training

  • Wed 16 Sep 9:30 am – 4:30 am
  • Webinar
    • John Trayner FCII FPFS

The Personal Finance Society Hants and Dorset, Surrey & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the JO2 examination. Due to COVID-19 the Regional Committees and local institutes have suspended all Face to Face events for 2020 and this event will be run as an Online Distance Learning event.

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AF4 (Investment Planning) Pre-Exam Training days- 3rd and 24th September

  • Thu 03 Sep 9:30 am – 5:00 pm
  • Webinar
    • Dean Scott, L & D Digital

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the AF4 examination. As AF4 is a large topic to cover, the training has been split into Day 1 and Day 2 to fully cover the subjects involved. Delegates are advised to attend both sessions. Due to the COVID-19 pandemic, the Regional Committees have suspended all Face to Face events for 2020. This will be an online distance learning event.

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Health & Safety- Returning to Work after COVID 19

  • Tue 21 Jul 4:30 pm – 5:30 pm
  • Webinar
    • Alan Davies, BDB Pitmans LLP

As employers consider a ‘Return to Work’ they must remember they have statutory duties to provide a safe place of work and also general legal duties of care towards anyone who may be accessing or using their place of business. They need to review and adapt their work practices and procedures in light of Government Guidelines and advice issued by the Health & Safety Executive including undertaking a Covid-19 risk assessment as soon as possible. All employers should consider publishing their risk assessment on their website and the government expects all employers with over 50 employees to do so.

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Storytelling: Communicate with Power and transform your business

  • Thu 16 Jul 3:30 pm – 4:30 pm
  • Webinar
    • Jeff Heasman, Insurance Upskill

People very easily forget data and facts, especially in a world where we are flooded with data and facts. However, people never forget a good story! Recognising and using the power of storytelling will transform the way you communicate, ensure you win new business and it will set you apart. Forget long (and often boring) case studies. Forget one-liner testimonials. Captivate your audience and wow your clients by crafting stories, delivering them in an engaging way and just watch your business come to life and thrive.

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Ghost Broking-the not so phantom menace

  • Tue 14 Jul 3:30 pm – 4:30 pm
    • Jeff Heasman, Insurance Upskill

Ghost broking is a growing problem in the insurance industry. Ghost brokers prey on customers and insurance companies. It is not just the young and vulnerable who are victims of ghost broking. High net worth clients are also targeted. By looking at real-life cases we will examine what ghost broking is, typical tactics used, detection methods and strategies to counter this menace.

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PFS Soft Skills Webinars -July 2020

  • Tue 14 Jul 10:00 am – 11:00 am
    • Bernie De Souza

The Personal Finance Society Hants and Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised three exclusive 1-hour soft skills training sessions for all members, experienced and new, who wish to brush upon or learn these specialist skills. These sessions may be of particular interest to financial advisers, general insurance brokers and mortgage advisers, but would apply to anyone working within the Insurance and Financial Services Professions.

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RO1 Day 1 (Financial services, regulation and ethics) Pre Exam Training, Monday 13th July 2020 - online distance learning event

  • Mon 13 Jul 9:30 am – 12:30 pm
  • Webinar
    • Giles Hewitt, Hewitt Financial Training Ltd

The Personal Finance Society Hants and Dorset & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Reading and Southampton have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the RO1 examination. The RO1 course will consist of two half day sessions on Monday 13th July and Monday 20th July.

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Personal Injury Claims...Where Next?

  • Thu 09 Jul 3:00 pm – 4:00 pm
  • Webinar
    • Bernard Thornton FCII Chartered Insurance Practitioner

Over the last 30 years, few areas of the insurance market have seen such frequent and significant changes than that of personal injury claims. Various reforms have been introduced in attempts to tackle sensitive issues such as access to justice, fraud, legal fees and their effect on premium levels. Unsurprisingly these have generated strong feelings on all sides of the argument. The Civil Liability Act, now scheduled to take effect in April 2021, will introduce what are likely to be the most sweeping changes yet.

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Why you need to be talking to your Clients about D&O and EPL Cover Now!

  • Wed 08 Jul 1:00 pm – 2:00 pm
  • Webinar
    • Alan Chandler

Brokers have a small window of opportunity to place Directors and officers and Employment practices Liability covers for those clients that do not have these valuable insurances at present. Capacity is fact disappearing due to the potential recession caused Covid-19 and small firms who have no HR department are highly vulnerable to potential claims on the grounds of both wrongful dismissal and constructive dismissal. Solicitors on day time TV are encouraging ex employees to sue and this is why no business can ignore EPL cover and no director can ignore D&O cover.

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FCA Test Case on Business Interruption

  • Mon 06 Jul 2:00 pm – 3:00 pm
  • Webinar
    • Branko Bjelobaba

Following on from Branko's webinar on the FCA's New Temporary Rules for General Insurance (in response to coronavirus) and the issuing of the FCA's final guidance effective from the date of publishing on 17 June and the actions that firms now MUST take and by 15 July, this comprehensive and interactive one hour webinar will focus solely on the ground-breaking test case at the High Court. Whilst the full hearing won’t begin until 20 July 2020 (and scheduled to take 8 days) we have already had a day of initial arguments (and this will happen again on 26 June 2020) and some of the insurers’ counsel have made interesting responses to the issues being raised by the FCA who have conducted a huge amount of assessment of a number of wordings (1,200 brokers and clients alike fed into their request for information).

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