Previous events

All previous events

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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AF5 (Financial Planning Process) Pre-Exam Training, Friday July 3rd 2020

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

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 AF5 examination in July 2020.

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AF7 (Pension Transfers) Pre Exam Training, Wednesday 17th June 2020

  • Wed 17 Jun 9:30 am – 5:30 pm
  • Webinar
    • Dean Scott, L & D Digital

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 AF7 examination in July 2020.

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Young Professionals CPD Webinar - How to plan for your financial future

  • Tue 09 Jun 3:30 pm – 4:30 pm
  • Webinar
    • Jessica McGuigan DipPFS , Critchleys LLP
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Webinar-FCA New Temporary Rules for General Insurance (in response to coronavirus)

  • Mon 08 Jun 2:00 pm – 3:00 pm
  • Webinar
    • Branko Bjelobaba FCII, MIoD

This comprehensive and interactive one hour webinar will focus on the long list of new temporary rules and guidance now finalised by the FCA for the general insurance sector (apply from 18 May 2020) and is a one-stop-shop for knowing what has to be done in a compliant and timely manner. It goes in hand with the separate “How general insurance can cope financially as a result of coronavirus” event which looks at the critical financial aspects for intermediaries to enable them to ride out this storm.

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Mental Health Reboot; Coffee, Connection & Calm EVERY FRIDAY IN JUNE

  • Fri 05 Jun 10:00 am – 11:00 am
  • Webinar
    • Sarah Myerscough, Boston Tullis
    • Zoe Flint, Wellbeing Consultant

‘The Mental Health Reboot’ is your opportunity to: 1. Develop positive psychology techniques to help with anxiety, stress and low mood. 2. Meet and build relationships with new people. 3. Benefit from incredibly powerful guided meditations with a trained expert.

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Webinar 2 - The Perfect Storm - part 3 of the COVID 19 trilogy

  • Wed 03 Jun 2:00 pm – 3:00 pm
  • Webinar
    • Alan Chandler
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Webinar - The Perfect Storm- how capacity is disappearing fast from the UK insurance market

  • Thu 28 May 3:00 pm – 4:00 pm
  • Webinar
    • Alan Chandler

This is the last in the trilogy of insurance and Covid-19 webinars from Alan Chandler. This webinar effectively follows on from the BI and Covid-19 and policy coverage issues and Covid-19 and explores why we are likely to get one of the hardest ever insurance markets in the UK, and what underwriters and brokers can do to manage this.

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How to correctly advise policyholders on the Policy coverage gaps caused by Covid19 Webinar 2

  • Mon 11 May 2:30 pm – 3:30 pm
  • Webinar
    • Alan Chandler

Back by popular demand! 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 presentations will be providing this webinar on the essential things a broker must take into account, these will include his top ten tips which if followed will mean broking staff will be very busy

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

  • Tue 05 May 11:00 am – 12:00 pm
  • Webinar
    • Alan Chandler

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 presentations will be providing this webinar on the essential things a broker must take into account, these will include his top ten tips which if followed will mean broking staff will be very busy

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Vicarious Liability Webinar 2

  • Thu 30 Apr 2:00 pm – 3:00 pm
  • Webinar
    • Jeff Heasman, Jeff Heasman Training and Consulting

Back by popular demand, a second run of the Vicarious Liability webinar looking at the outcome of the Supreme Court judgement handed down on 1st April 2020.

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