Previous events

All previous events

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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Vicarious Liability webinar-23.4.20

  • Thu 23 Apr 2:00 pm – 3:00 pm
  • Webinar
    • Jeff Heasman, Jeff Heasman Training and Consulting
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Resilience and looking after yourself in challenging times webinar

  • Tue 21 Apr 2:30 pm – 3:30 pm
  • Webinar
    • Susan Heaton-Wright, Superstar Communicator

Many of us are used to working with others in an office, or visiting clients face to face. Having a daily routine and being able to live fulfilling lives meeting others and participating in hobbies. As our working and home lives are being changed drastically, we need to look after our physical wellbeing even more – and that of our families. This is focused on your physical, emotional and mental wellbeing. This is an interactive webinar with a workbook and a chance to ask questions and share good practice.

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How insurance intermediaries can cope financially during Covid 19

  • Wed 15 Apr 2:00 pm – 3:00 pm
  • Webinar
    • Branko Bjelobaba FCII,FCA Compliance Consultant

This webinar will focus on the current urgent financial aspects of riding this storm - overall business solvency, compliance with COND 2.4 and client money. This webinar is of relevance to general insurance brokers and insurers.

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Webinar 2- Communicating in Uncertain Times -7th April 2020

  • Tue 07 Apr 3:00 pm – 4:00 pm
  • Webinar
    • Jeff Heasman PGCert CELTA, LL.B (Hons), LL.M

A second webinar presentation due to popular demand! The spread of COVID-19 has created difficult and uncertain times for customers and the insurance industry. Customer anxiety is heightened. The industry is under pressure. There are conflicting news stories about what insurance will or will not cover. Never has communication to customers been more important. This webinar provides tips on what to say and what not to say. How to say it and how not to say it. Technical knowledge is the foundation but if we cannot communicate with customers in a way that is effective, especially in the current climate, we risk alienating our customers and losing business as well as reputation.

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Webinar-Communicating in Uncertain Times-2.4.20

  • Thu 02 Apr 1:45 pm – 2:45 pm
  • Webinar
    • Jeff Heasman PGCert CELTA, LL.B (Hons), LL.M, Jeff Heasman Training and Consulting

The spread of COVID-19 has created difficult and uncertain times for customers and the insurance industry. Customer anxiety is heightened. The industry is under pressure. There are conflicting news stories about what insurance will or will not cover. Never has communication to customers been more important. This webinar provides tips on what to say and what not to say. How to say it and how not to say it. Technical knowledge is the foundation but if we cannot communicate with customers in a way that is effective, especially in the current climate, we risk alienating our customers and losing business as well as reputation.

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A plain English explanation of how to answer the most common question of the moment: 'Does my Bi policy cover Covid-19?' 30.3.20

  • Mon 30 Mar 2:30 pm – 3:30 pm
  • Webinar
    • Alan Chandler

Alan Chandler, who is well known to our members having delivered a number of well received presentations, will be presenting a thirty minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid -19 ?'. The UK government said that by declaring Covid-19 a notifiable disease it would trigger Business interruption policies so that they will cover any losses - we will explore whether this statement is correct.

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