Events
Forthcoming events

AGM 2021
We need you! (To get down to our AGM, that is...)
Our 2021 AGM will be held Remotely through Zoom on Tuesday 27th April at 12pm please click on the link to book your place and download AGM Agenda and Draft Model Constitution
Tue 27 Apr 12:00 pm – 1:00 pm
Previous events

Resilience and Coping with Difficult Situations
Overview: 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 workshop with a workbook and a chance to ask questions and share good practice.
Learning Objectives: The aim of this course is that you will go away with knowledge and practical ways to improve your resilience in these challenging times. This includes:
1. Explore what causes you stress and the effects it has on you.
2. Share ideas and practices to protect you from the effects of stress, balance with feel good chemicals and to ‘recharge your batteries’.
3. Techniques to access positive thoughts and emotions to develop your energy and resourcefulness
4. Accessing exercise and hobbies virtually in our current world.
5. What you can do to help and support others
Tue 02 Mar 12:00 pm – 1:00 pm
Susan Heaton- Wright, Superstar Communicator

Effective Communication in a Virtual world
• Understand the
importance of rapport
building in relationship
building and influencing
• Understand how to build
and use rapport – pacing
and leading
• Understand that much of
our belief and feeling
about what someone says
is interpreted through
their body language.
Techniques to adapt to the
loss of the body language
aspect in the virtual world
Wed 17 Feb 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas & Associates

FCA Business Interruption Insurance Test Case – Supreme Court Appeal - Rescheduled
Learning objectives - by the end of this webinar delegates will gain insights into:
• The Test Case and why brought;
• The appeal - what has been decided;
• The threat to brokers in terms of the advice process;
• ICOBS and how to ensure your sales process is robust.
Tue 26 Jan 2:00 pm – 3:00 pm
Branko Bjelobaba FCII, MIoD, Chartered Insurance Practitioner, Branko Ltd

‘Credit Hire – The What? When? How? and Who?
This webinar looks at the development of credit hire, the legalities, and how the current market operates. It also includes some significant case studies and how the concept might develop in the future.
Learning Objectives
At the end of this event, the delegate will be able to identify and understand:
• The background and development of the credit hire market
• Important test cases which have steered its operation
• The ABI General Terms of Agreement and how it works in practice
• The approach to replacement vehicles by different players
• Ideas for client communication
Tue 08 Dec 12:00 pm – 1:00 pm

Pension Planning For All
Refresh on the ongoing legislative requirements for workplace pensions
Providing additional support to employees
The impact of Covid 19 on pension funds
How much should we be saving?
Current key issues in pensions
The future of pensions
Thu 05 Nov 12:00 pm – 1:00 pm
Emily Small, Richard Jacobs Pension & Trustee Services Ltd

FCA BI Test Case 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 judgment was handed down on 15 September.
Learning Objectives
• The Test Case and why brought;
• The judgment - what has been decided;
• The threat to brokers in terms of the advice process;
• ICOBS and how to ensure your sales process is robust.
Thu 22 Oct 2:00 pm – 3:00 pm
Branko, Branko Ltd