
Harrogate Summer Roadshow
Precision planning & protection perfection
How well are your clients able to articulate their financial goals?
When did you last go back to basics and consider how protection features in your clients’ plans?
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.
Tue 24 Jun 8:30 am – 4:00 pm
The Pavilions Great Yorkshire Events Centre
A Plain English Introduction to Engineering insurance and inspection
This is an hour’s presentation looking to provide a plain English overview of the Engineering insurance market, which is often shrouded in mystery and badly understood. We will look at both the inspection and insurance cover elements of Engineering insurance.
Wed 23 Jul 1:00 pm – 2:00 pm
Alan Chandler Chartered Insurer, Alan Chandler Training
Human V Automated Decision-Making: Have We Gone Too Far?
We have reached a critical crossroads in the digitisation and automation of processes within insurance and financial services. Some say that we have already gone too far and the human element is being continuously eroded, whereas others believe we have not gone far enough and that insurance and financial services continue to lag behind other professions. There is a fine balance to be struck.
This session is a pre-seminar webinar for our Flagship event "The Evolving Workplace in the 21st Century" happening on Thursday 9 October, Novotel, Leeds.
Thu 31 Jul 12:00 pm – 1:00 pm
Jeff Heasman, Insurance Upskill

The Evolving Workplace in the 21st Century - North-East Regional Flagship Event
We are delighted to announce the return of the CII/PFS North East Regional Forum flagship event, taking place on Thursday 9 October 2025 at the Novotel, Leeds city centre.
This year’s theme, “The Evolving Workplace in the 21st Century”, will explore the changing landscape of work and its impact on professionals in the insurance and financial services profession. Join us for a day of thought-provoking discussions, interactive sessions, and valuable networking opportunities.
Thu 09 Oct 9:00 am – 3:00 pm
Novotel Leeds
President's Message

Insurance Charity Awareness Week – Supporter Toolkit now available!
Life is challenging for many at the moment, and insurance people are no exception. The Insurance Charity needs your support to reach more people in the industry.
Tue 10 Jun. 2025

RO5 (Financial Protection) Pre Exam Training, Wednesday 18th June 2025
Through its interactive and engaging instructor-led sessions, the RO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 18 Jun 9:30 am – 4:30 pm
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