Previous events

This month

CPD Webinar Presentation Thursday 2nd July 2020 "The Rise of Errors and Omission Claims Against Brokers and why Broker PI premiums are soaring"

  • Thu 02 Jul 2:00 pm – 3:00 pm
    • Alan Chandler

Broker Professional Indemnity premiums are in many cases doubling which reflect the fact that Pi underwriters believe the possibility of claims against brokers has never been higher. This presentation will explore why the amount of errors and omission claims against brokers are on the increase and how these can potentially be mitigated. Various new pieces of legislation including the brokers duty under the Insurance Act 2015, GDPR and the Insurance Distribution Directive are making brokers more vulnerable than ever, which coupled with increased litigation in society, increased client expectations and ever higher regulatory demands mean that brokers cannot continue to do what they have always done, far more proactivity is required. Alan Chandler who is widely regarded as one of the leading trainers and presenters within the UK will provide a number of examples of how the tide of litigation is turning against insurance brokers and what they need to do to mitigate their E&O risks.

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CPD Webinar Presentation Tuesday 23 June 2020 - Non-financial misconduct in general insurance

  • Tue 23 Jun 2:00 pm – 3:00 pm
    • Branko Bjelobaba FCII, MIoD

This comprehensive and interactive webinar will focus on the recently issued Dear CEO letter and will cover FCA expectations, press coverage (incl Bloomberg’s findings), assessment of culture, changing behaviour, the key role of senior managers and how chartered status can help. In addition, there will be coverage of the FCA’s Business Plan for 2020/21 and Sector Views and highlighting what you need to do in respect of:- a) Leadership b) Purpose c) Approach to rewarding and managing people d) Governance, systems and controls This webinar is interactive and participants will be encouraged to debate their thoughts on the route to cultural maturity, motivators and what a good and healthy culture looks like. This webinar is suitable for both general insurance and financial services.

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CPD Webinar Presentation Thursday 18 June 2020 - Inheritance Tax & Business Relief (BR)

  • Thu 18 Jun 12:30 pm – 1:30 pm
    • Anna Brooksbank, Time Investments

We are pleased to announce that locally based Business Development Manager, Anna Brooksbank from TIME Investments will be running an Inheritance Tax and Business Relief webinar exclusively for members of the PFS. We would like to invite members that are keen to either learn more about this area of the market or who would like a refresher to book their space on the link below. The session will qualify CPD. Members will have the opportunity to learn more about Inheritance Tax, Business Relief (BR) and the many ways in which this area of the market can help build on opportunities within your business.

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CPD Webinar Presentation Thursday 11 June 2020 - FCA New Temporary Rules for General Insurance (in response to coronovirus)

  • Thu 11 Jun 2:00 pm – 3:00 pm
    • Branko Bjelobaba FCII, MIoD

This comprehensive and interactive one hour webinar will focus on the long list of new temporary rules and guidance now finalised by the FCA for the general insurance sector (apply from 18 May 2020) and is a one-stop-shop for knowing what has to be done in a compliant and timely manner. It goes in hand with the separate “How general insurance can cope financially as a result of coronavirus” event which looks at the critical financial aspects for intermediaries to enable them to ride out this storm.

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CPD Webinar Presentation Wednesday 3rd June 2020 - "Why you need to be talking to your Clients about D&O and EPL Cover Now!"

  • Wed 03 Jun 1:00 pm – 2:00 pm
    • Alan Chandler

A webinar presentation by Alan Chandler, who is one of the most popular insurance speakers in the UK, will present "Why you need to be talking to your Clients about D&O and EPL Cover Now!" The webinar will be suitable for brokers, insurers and IFA's who may want to purchase this coverage for their own business.

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CPD Webinar Presentation Thursday 21 May 2020 - How to correctly advise policyholders on the Policy coverage gaps caused by the Covid-19 lockdown

  • Thu 21 May 3:00 pm – 4:00 pm
    • Alan Chandler

The Covid-19 lockdown has created far more gaps in covers than most brokers realise, and this webinar takes a look at where these coverage gaps arise and how best to advise your clients on these issues. Alan Chandler, who has recently delivered the very well received Bi and Covid-19 will be providing this webinar on the essential things a broker must take into account, these will include his top ten tips which if followed will mean broking staff will be very busy.

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CPD Webinar Presentation Tuesday 19 May 2020 - Bonds, trust and estate planning - getting the right balance.

  • Tue 19 May 10:00 am – 11:00 am
    • Neil Jones, Canada Life

Trust-based inheritance tax solutions have developed over many years alongside investment bonds and the various arrangements available can provide differing levels of access and varying IHT efficiencies. In this session we look at some of the common estate planning solutions available to advisers and how they can be used as part of a strategy to mitigate inheritance tax.

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CPD event Tuesday 17 March 2020 - has been cancelled

  • Tue 17 Mar 6:00 pm – 7:00 pm
  • Novotel York
    • Kevan Ramanauckis, Canada Life

Kevan will outline any Budget changes that will impact retirement advice – Good, bad or ugly and will describe new business opportunities, that arise from issues raised by the January 2020 “FCA Dear CEO letter”. Kevan will demonstrate how optimising income from all the clients assets and income can deliver the retirement they want and increase the legacy they leave and will demonstrate strategies to keep clients invested longer and de-risk retirement, for those with fund values of between £50,000 to £150,000.

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CPD event Tuesday 25 February 2020 - Personal Injury Claims - Where Next?

  • Tue 25 Feb 6:00 pm – 7:00 pm
  • Novotel York
    • Bernard Thornton, Chartered Insurance Practitioner

Over the last 25 years, few areas of the insurance market have seen such frequent and significant changes than that of personal injury claims. Various reforms have been introduced in attempts to tackle sensitive issues such as access to justice, fraud, legal fees and their effect on premium levels. Unsurprisingly these have generated strong feelings on all sides of the argument. In April 2020, the Civil Liability Act will introduce what are likely to be the most sweeping changes of all. This lecture looks at the background to the current market for injury claims and predicts the likely outcomes for insurers, intermediaries, claimants and the insuring public. This presentation will be of value to those involved in Motor claims, underwriting, broking or anyone wishing to widen their knowledge of a highly topical and sometimes contentious aspect of general insurance.

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CPD event Tuesday 21 January 2020 - ESG Investing

  • Tue 21 Jan 6:00 pm – 7:00 pm
  • Novotel York
    • Graham Finley, BMO Global Asset Management (EMEA)

Asset management has been transformed recently by: the cultural changes that followed the financial crisis, the rise of technology, the growth in regulation and the expansion of Emerging Markets. The most profound however, and the most exciting is the debate about the purpose of Investing. Across the financial sector, there is growing recognition that whilst of course delivering financial returns is our objective, we also need to analyse how our actions - or inactions - have an impact on the world’s needs. Responsible investment is an umbrella term that incorporates a range of practices and approaches in considering the key environmental, social and governance (ESG) risks, opportunities and impacts of the investing. This takes many forms and has evolved from being primarily an exclusionary approach to one of integrating analysis of relevant ESG issues into investment processes; engaging in dialogue with companies on significant matters related to ESG issue; reducing risk; improving performance; encourage best practice and underpinning long-term investor value.

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CPD event Tuesday 19 November 2019 - Explosion investigations

  • Tue 19 Nov 6:00 pm – 7:00 pm
  • Novotel York
    • Charlie Gardner, Burgoynes Consulting Scientists and Engineers

This presentation by Charlie Gardner will provide you with an understanding of types and characteristics of explosions, some basic combustion explosion theory, investigation techniques and will include case studies.

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CPD event Tuesday 15 October 2019 - Risk Solutions

  • Tue 15 Oct 6:00 pm – 7:00 pm
  • Novotel York
    • Debra Sales, Aviva

The presentation will help you to identify opportunities in having financial protection as an integral part of your business model. Understand the changing landscape and need for protection later in life. Broaden your understanding of wealth preservation and how this can fit in with your recommendation. Understand the financial impact of a critical illness such as cancer.

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Cocktail Masterclass

  • Thu 26 Sep 6:30 pm – 8:15 pm
  • The Principal Hotel

Do you enjoy a cocktail? Would you like to know more about making cocktails? We are delighted that we have been able to arrange a "Cocktail Masterclass" evening where you can learn about the origins of cocktails, be competitive by creating your own cocktail and network with your friends and colleagues. Tickets are priced at only £24.00 per head and your evening will commence with a cocktail and nibbles on arrival. Your first drink will be prepared by one of The Chapter House Bar's dedicated bar team who will explain its origins and answer your burning drinks questions. The bar team will prepare another cocktail and then you can get competitive by creating your own cocktail.

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'Fire and Fury' - when disaster strikes have you really got it all covered? North East Institutes Seminar 2019

  • Tue 24 Sep 10:30 am – 3:00 pm
  • Wetherby Racecourse

The 2019 North East Local Institutes Seminar looks at a real-life scenario, with contributions from experts on Liability, Business Interruption, Key Man Protection, HSE Investigation, Material Damage and more. BOOK NOW

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CPD event Tuesday 17 September 2019 - Harnessing Drone Technology in the Insurance Industry

  • Tue 17 Sep 6:00 pm – 7:00 pm
  • Novotel York
    • Matthew Greaves , Drones On Demand

Drones regularly feature in the media - usually attracting negative publicity. This session aims to dismiss some of the myths surrounding drones and examine how they can be used to quickly, safely and accurately capture data for use by the Insurance Industry. Matthew will also be talking about some examples, completed in conjunction with Ecclesiastical Insurance Group.

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July CPD Event -" Advantage of Advice" A presentation by Angie Staunton APFS Business Development Manager, Vanguard Asset Management - Tuesday 23 July 2019

  • Tue 23 Jul 6:00 pm – 7:00 pm
  • Novotel York
    • Angie Staunton APFS , Vanguard Asset Management

The Advice Value Proposition is changing and so are client expectations! Driven by regulatory and technological pressure, fees are under the spotlight. Vanguard have long been a supporter of the advice market and their extensive research, carried out over several decades, helps us support the evolution of the modern advice practice. Angie Staunton will share Vanguard’s latest research and help us focus on the things that matter to clients while encouraging us to think about how to better articulate the “Advantage of Advice”.

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CPD & Supper Evening: Leaving the EU - the outcome?

  • Thu 06 Jun 7:00 pm – 10:00 pm
  • Mansion House York
    • Professor Trevor Williams

Leaving the EU: the outcome. The final part of the economic trilogy presentations by Professor Trevor Williams. In 2017 Trevor reflected on the referendum result, 2018 was an overview of the negotiations and in 2019, what is the outcome?

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May CPD Event - A better understanding of flood risk - Tuesday 21 May 2019

  • Tue 21 May 6:00 pm – 7:00 pm
  • Novotel York
    • Nicholas West, Flood Consult Ltd
    • Martin McDermid, Flood Consult Ltd

Flood Consult International has been setup to offer clients from commercial, industrial, insurance and utility sectors a better understanding of their flood risk and how to defend against it. The core staff at FCI have over 25 years’ experience of working in the flood defence industry during which time we have offered consultancy and designed solutions for a variety of assets from a minor extension on a warehouse to a nuclear power station.

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April 2019 AGM - Tuesday 16 April 2019

  • Tue 16 Apr 6:00 pm – 7:00 pm
  • Novotel York
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