Forthcoming events

This month

RO5 (Financial Protection) Pre Exam Training, Wednesday 18th June 2025 - online distance learning event

  • Wed 18 Jun 9:30 am – 4:30 pm
  • Online

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.

View event details

Harrogate Summer Roadshow

  • Tue 24 Jun 8:30 am – 4:00 pm
  • The Pavilions Great Yorkshire Events Centre

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.

View event details

All forthcoming events

A Plain English Introduction to Engineering insurance and inspection

  • Wed 23 Jul 1:00 pm – 2:00 pm
    • Alan Chandler Chartered Insurer, Alan Chandler Training

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.

View event details

Human V Automated Decision-Making: Have We Gone Too Far?

  • Thu 31 Jul 12:00 pm – 1:00 pm
    • Jeff Heasman, Insurance Upskill

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.

View event details

The Evolving Workplace in the 21st Century - North-East Regional Flagship Event

  • Thu 09 Oct 9:00 am – 3:00 pm
  • Novotel Leeds

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.

View event details