Forthcoming events

This month

Underinsurance part 2 - Memorabilia: Passing Phase or Appreciating Asset?

  • Tue 20 May 12:00 pm – 1:00 pm
    • Rachel Doerr, Doerr Dallas Valuations

Collecting things is something humans have always done – from interesting pebbles to glamorous diamonds! It’s a natural urge that many of us experience. Collecting memorabilia has become very fashionable, and can be very lucrative. But what is valuable, and what advice and guidance should a client be offered?

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RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 21st May 2025 - online distance learning event

  • Wed 21 May 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the RO2 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.

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The Rise of Errors and Omission Claims Against Brokers and how these can be mitigated

  • Tue 27 May 1:00 pm – 2:00 pm
    • Alan Chandler Chartered Insurer, Alan Chandler Training

This presentation will explore why the number of errors and omission claims against brokers are on the increase and how these can potentially be mitigated. Ask a PI solicitor which PI claims are the easiest to deal with, and they nearly always say broker PI claims because you just must settle! Brokers time and again fail to professionally train staff and record key things in a correct manner, meaning that when these claims go to court there is often no defence.

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RO3 (Personal Taxation) Pre Exam Training, Wednesday 28th May 2025 - online distance learning event

  • Wed 28 May 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the RO3 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.

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RO4 (Pensions and Retirement Planning) Pre Exam Training, Thursday 29th May 2025 - online distance learning event

  • Thu 29 May 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the RO4 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.

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All forthcoming events

Part 3 of a three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better.

  • Tue 03 Jun 12:00 pm – 1:00 pm
    • Harvey Wade, Innovate21

Are you coping with the fast-moving pace of insurance? Do you have the skills to innovate to solve the tough challenges you, your team and your organisation are facing? This is the third part of this three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better. Hosted by Harvey Wade, an award-winning innovator and ex-innovation lead at Allianz and Cisco, he works with insurance organisations to make them better at innovating.

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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.

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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.

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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.

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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.

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