Previous events

All previous events

WEBINAR: BI Test Case - Supreme Court Judgment

  • Tue 09 Feb 1:00 pm – 2:00 pm
    • Damian Glynn, Sedgwick International UK
    • Toby Rogers, Clyde & Co

This webinar will cover the Supreme Court Judgment on the BI Test Case, with views from Damian Glynn, Sedgwick and Toby Rogers, Clyde & Co.

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WEBINAR: The Generation Game

  • Wed 27 Jan 3:00 pm – 4:30 pm
    • Russell Beck, ImagineThinkDo Ltd

The Generation Game' is designed to stretch your imagination and unlock the value of your people. It will cover the challenges and opportunities of managing a multi-generational workforce.

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M92 Remote Revision Course - Business and Finance in Insurance

  • Mon 25 Jan 1:00 pm – 4:00 pm
    • Alan Chandler, Insurance Trainer

This M92 course is limited to 20 members and will be delivered over 2x three hour revision sessions which will cover all the main aspects of the CII diploma subject M92 business and finance module.

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MO5 Remote Revision Course - Insurance Law

  • Mon 25 Jan 9:30 am – 12:30 pm
    • Alan Chandler

This MO5 remote course is limited to 20 members and will be delivered over 2 three hour revision sessions which will cover all the main aspects of the CII diploma subject MO5 insurance law module.

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WEBINAR: The Insurance Implications of Brexit

  • Mon 18 Jan 3:00 pm – 4:00 pm
    • Alan Chandler

Despite dominating much of the press coverage for many years, due to the occurrence of Covid-19 around the globe Brexit is now getting far less press coverage, and there is a danger the insurance industry could slip into 2021 without fully considering the impact of Brexit.

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R01 (Financial services, regulation and ethics) Exam Training Days -Day 1 and Day 2

  • Tue 10 Nov 9:30 am – 12:30 pm
  • Webinar
    • Giles Hewitt, Hewitt Financial Training Ltd

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committee 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 RO1 examination. The RO1 course will consist of two half day sessions on Tuesday 10th November and Tuesday 17th November. Due to the COVID-19 pandemic, all face to face training organised by the Regional Committee has been suspended for 2020.

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CF6 (Mortgage Advice) Pre Exam Training Day

  • Thu 05 Nov 9:30 am – 4:30 pm
  • Webinar
    • Paul Archer

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 the CF6 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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How to set the correct property sums insured

  • Wed 04 Nov 11:00 am – 12:00 pm
  • Webinar
    • Alan Chandler

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

  • Thu 22 Oct 2:00 pm – 3:00 pm
  • Webinar
    • Alan Chandler

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

  • 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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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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