Forthcoming events

This month

CII & PFS Members - Summer Social Gathering

  • Fri 21 Jun 5:00 pm – 11:00 pm

We are inviting all CII and PFS members to a summer social gathering at a venue TBC Celebrate the longest day with your fellow professionals, all are welcome!

View event details

Tax Efficiency and Estate Planning Seminars (25th June 2024)

  • Tue 25 Jun 8:30 am – 12:00 pm
  • Royal Victoria, Crowne Plaza, Sheffield
    • Anne Slater-Brooks, Triple Point
    • Adam Greaves, Rathbones inc. Investec Wealth & Investment
    • Chris Hare, Puma Investments
    • Jane Netting, Wrigleys Solicitors LLP

Tax-Efficiency and Estate Planning Seminars: EIS/VCT, Business Relief, AIM, Trusts

View event details

All forthcoming events

CPD Webinar: SURE: A new technique to ensure clients have understood your advice

  • Wed 10 Jul 12:00 pm – 1:00 pm
    • Jeff Heasman, Insurance Upskill

We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice! That is why, in this session, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching. Concept checking is designed to determine, with as much certainty as possible, that the client has understood the advice. Easy to apply to day-to-day interactions with clients, the SURE technique will help avoid misunderstandings now and in the future.

View event details

In Person CPD Event: Building rapport in a hybrid world

  • Wed 28 Aug 12:00 pm – 1:30 pm
  • AMP
    • Nick Thomas, Nick Thomas & Associates

Building Rapport is critical in business. It’s your tool for nurturing strong relationships whilst sharpening your capacity to influence others. Whether we are working with prospects, existing clients, the insurance market, co-workers, or other stakeholders it is essential that we can quickly establish [and reestablish] rapport. Rapport also plays a role in building a wider relationship of trust.

View event details

CPD Webinar: Advanced Marine Cargo Insurance

  • Wed 18 Sep 12:00 pm – 1:00 pm
    • Alan Hornby, Chartered Insurance Practitioner

If you participated in our previous Introduction and Intermediate sessions earlier in the year by now your confidence and knowledge of marine cargo insurance should mean there are no sleepless nights but every now and then there is the nightmare … We conclude this series by examining and exploring areas of marine cargo insurance that are often overlooked as they might not be relevant to our day to day role. However, it’s always useful to expand knowledge and ‘see the bigger picture’. This session will look at Letters of Credit, the claims process and international legislation as well as other issues that can arise from time to time when dealing with cargo insurance.

View event details

2024 PFS-Member Autumn Conference

  • Thu 17 Oct 9:00 am – 3:00 pm
  • Royal Victoria, Crowne Plaza, Sheffield

Retirement planning and Investment-themed conference to be held held at Crowne Plaza Royal Victoria Hotel, Sheffield. **full details of content to be confirmed in due course**

View event details