Previous events

All previous events

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 - Friday 8th April 2022 - online distance learning event

  • Fri 08 Apr 9:30 am – 4:30 pm

Final reminder to register for DAY 2 of the AF1 online distance learning course.

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Creating and Claiming Value in negotiation

  • Wed 06 Apr 1:00 pm – 2:00 pm
  • Online
    • Jeff Heasman, Insurance UpSkill

This masterclass in negotiation focuses on how to create and claim value in a negotiation. A critical skill in a hard market. We will look at how to ensure the negotiation does not become focused around price and premium by discussing how to create value in a negotiation through identifying interests. We will focus on how to identify distributive interests (win-lose), integrative interests (win-win) and common interests. We will then build on this by looking at how you create a strategy for placing a value on these interests for you and your negotiation partner and then how you present proposals in which value is created for all but in a way that you end up claiming the lion's share.

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Legal Update: Overcoming Risks in the New Normal

  • Mon 21 Mar 1:00 pm – 2:00 pm
  • Online
    • Jonathan Edwards, Harrison Clark Rickerbys
    • Adam Finch, Harrison Clark Rickerbys
    • Rachel Roberts, Harrison Clark Rickerbys

Insurance specialists from law firm Harrison Clark Rickerbys, will present on how to overcome organisational risks emerging from the pandemic, and will provide a general insurance legal update. Topics include: • Managing employment risks around the shift to hybrid working • Cyber risks and their financial, operational, and reputational impacts • General update on personal injury claims.

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Property Insurance, premium increases

  • Fri 11 Mar 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

Given the rebuild cost inflation is so high the already significant worry of property under insurance in the UK is going to get worse. It is estimated that over 80% of policies have incorrect property sums insured and that is before the 2022 cost increases. The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients need to take into when settling Buildings sums insured. Alan will explore why under insurance is so common, the effects of under insurance for the client and why under insurance is an increasing cause of Professional Indemnity claims against brokers.

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The “purpose of duty” and a major new approach to professional negligence claims from the Supreme Court

  • Thu 03 Mar 1:00 pm – 2:00 pm
  • Online
    • Jeff Heasman, Insurance UpSkill

In 2021 the Supreme Court, consisting of seven justices, handed down judgment in two cases (Manchester Building Society v Grant Thornton UK LLP and Khan v Meadows). These are two major decisions that will have a major impact on anyone who provides professional services and how claims should be approached. The Supreme Court has created a new roadmap and provided guidance on this area of law that will have major ramifications. This session will take you through the decisions of the Supreme Court and provide guidance on how providers of professional services should be taking steps now to mitigate the risk of claims being made against them, as well as looking at how the decisions will impact claims.

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Making the most of Microsoft Teams

  • Thu 17 Feb 1:00 pm – 2:00 pm
  • Online
    • Glyn Brooks, Brooklyn Education

This webinar is aimed at new Teams users or those with experience, but are keen to further their knowledge of additional features. The session will provide an overview of the platform and its core features.

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How to write assignments

  • Tue 15 Feb 2:00 pm – 3:00 pm
  • Online
    • Alan Chandler

This webinar will explain how best to construct your coursework assignments, providing examples and answers relevant to the question being asked. The session will also explore referencing and how to differentiate between key words to make the most of your word count.

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CANCELLED - AF5 (Financial Planning Process) Pre-Exam Training, Tuesday 1st February 2022 - online distance learning event

  • Tue 01 Feb 9:30 am – 4:30 pm

The course will cover in detail the factfind issued by the CII and help prepare the candidate for the AF5 exam in February 2022.

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AF7 (Pension Transfers) Pre-exam Training Friday 28th January 2022 - online distance learning event

  • Fri 28 Jan 9:30 am – 4:30 pm

The course covers pension transfers both from money purchase and final salary arrangements. Main features of a DB scheme. Cash Equivalent Transfer Value (CETV). Factors that must be taken into account to ensure that advice is appropriate. Income in drawdown, the key factors and features.

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JO5 (Pension Income Options) Pre Exam Training, Tuesday 25th January 2022 - online distance learning event

  • Tue 25 Jan 9:30 am – 4:30 pm

The course will cover the main sources of later life income using both pension and non-pension assets. The options available on the death of the member for both crystallised and uncrystallised funds. Income drawdown investment strategies. Final Salary Scheme benefits. State Pension benefits.

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BI Regional Update

  • Thu 20 Jan 1:00 pm – 2:00 pm
  • Online
    • Roland Romata, RR Compliance

We have all closely followed the BI Test case launched by the FCA late 2020, with the final judgment having been handed down on 15 January 2021. The outcome was clear and far-reaching. The case highlighted the ongoing exposure of insurance brokers who arranged the relevant policies (who should have by now reassessed their advice process under ICOBS, duty of care to clients). Now that the noise has settled, we will review how the industry acted on the findings and what (if any) other implications have emerged.

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JO2 (Trusts) Pre Exam Training, Thursday 20th January 2022 - online distance learning event

  • Thu 20 Jan 9:30 am – 4:30 pm

The day will cover how trusts can be set up together with the roles and responsibilities of trustees. The main uses of trusts in financial planning. Understand the rules of intestacy and the uses of Deeds of Variation. Lasting Power of Attorney. Bankruptcy.

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