Previous events
All previous events
How to set the correct property sums insured
It is estimated that 90% of policies have incorrect sums insured! This presentation looks at the major issue of under insurance in the UK property market and how to help your clients avoiding the under insurance trap. The webinar, will look at what clients actually need to take into when settling Buildings, Contents and Stock sums insured.
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Motor Trade -An overview of Motor Trade insurance and why rates will continue to increase
The presentation will provide a walk through all the main and varied covers for a Motor Trader and point out areas where brokers make mistakes when setting up these covers. There is a significant challenge for motor traders at present, the only way they can sell their vehicles is using unaccompanied demonstrations, which has been traditionally excluded by most policies! The presentation will be delivered by Alan Chandler, one of the most popular insurance presenters in the UK.. Alan will explore the background as to why the motor trade market is hardening so badly and why rates will continue to rise. The presentation will also look into how a broker can help clients by getting motor traders to focus more on risk management.
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FCA Test Case on BI- the Judgment -16.10.20
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
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
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
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.
View event detailsRO6 (Financial Planning Practice) Pre Exam Training Day
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
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
View event detailsJ05 (Pension Income Options) Pre Exam Training
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
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
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
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.
View event detailsJO2 (Trusts) Pre Exam Training
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
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
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
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
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
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
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.
View event detailsPersonal Injury Claims...Where Next?
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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