Previous events

All previous events

Webinar - Fixed Costs Extension with Horwich Farrelly

  • Wed 29 Nov 1:00 pm – 2:00 pm
    • Paul McCarthy, Horwich Farrelly

Join us for an insightful seminar on the Fixed Costs Extension which came into effect on 01/10/23. This session will provide you with an overview of the key elements of the new regime, with a particular emphasis on the opportunities and risks it presents to insurers.

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How ETF’s work – a behind the scenes and what to avoid

  • Thu 23 Nov 12:30 pm – 1:30 pm
    • Alan Kinnaird Chartered FSCI, Walker Crips Investment Management

ETF's - how they work, how they are developing and what you need to know.

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Employers Liability, Public Liability and Products Liability overview

  • Tue 21 Nov 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

This webinar looks at providing an overview of the essential insurance covers of employers liability, public liability and products liability, what these policies cover and how a client could become legally liable. The presentation will be provided by Alan Chandler, one of the most popular presenters in the UK, and Alan will in his usual plain English style look to enable delegates to gain a full understanding of liability insurance and why current limits of indemnity may no longer be enough.

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Household Insurance - Dealing with Under Insurance

  • Mon 20 Nov 12:00 pm – 1:00 pm

This webinar, delivered by Alan Chandler, one of the most popular presenters in the UK, examines the challenge of making sure personal lines policyholders avoid under insurance. Where the insured has to provide a building sum insured, only 10% of policyholders in the UK get this correct, we can therefore see there is a major issue of under insurance. Challenges also exist in bedroom rated policies. Inner limits are often not taken into account leaving a policyholder badly under insured at point of claim. Alan will look at what needs to be taken into account in respect of setting Household policy cover on the correct footing.

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PFS Yorkshire Specialist Regional Roadshow | Accumulation & Investment | 2023

  • Wed 08 Nov 8:45 am – 2:40 pm
  • Tankersley Manor Hotel
    • Amy Henderson, TIME
    • George Rolls, M&G
    • Ben Moxon, Orbis
    • George Fox, Jupiter
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Understanding how insurers calculate a motor fleet rate

  • Thu 19 Oct 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

This presentation will look at how Insurers compile a motor fleet history and why brokers need to be aware of the cut-off date used. The webinar will explore the way in which underwriters look at fleet claims trends, and how they go about adding in expenses to obtain the quotation they offer your client. Very importantly, the presentation also looks at fleet risk management improvements that could be put in place by a client, and why it is so essential that a broker proactively brings these to the attention of an insurer.

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In-person Conference - Insuring the future: Modern methods of construction, the underwriting of modular buildings, and impacts on claims

  • Thu 12 Oct 9:30 am – 4:00 pm
  • Wetherby Racecourse
    • Dave Hill, Corroventa
    • Kerry Smith, McLarens
    • James Clarke, Hawkins
    • Jack Corden, Davis French & Associates
    • Colin Kite, Polygon

Join us for our annual in-person conference, organised by the insurance institutes of the North-East. Industry experts come together to explore modern methods of construction in an interactive case-study based format.

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PFS Yorkshire Autumn Conference

  • Tue 10 Oct 8:45 am – 3:00 pm
  • Wetherby Racecourse
    • Elliott Date, Fidelity
    • Andy Woollon, Zurich
    • Ash Kapasi, Quilter
    • Karl Steadman, JUST
    • Jim Clay, PortfolioMetrix
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Webinar: Inflation Goes High, We Go Low

  • Tue 03 Oct 12:00 pm – 1:00 pm
    • Simoney Kyriakou

Are you in charge of the UK economy? Do you work for the Bank of England? If the answers to these are 'no', then you may be forgiven for thinking there's not much you can do about inflation. But financial advice professionals are very much at the front line when it comes to helping clients navigate what inflation means for them and their finances.

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  • Thu 21 Sep 6:00 pm – 8:30 pm

ICAEW |York and The Insurance Institute of York invite you to their collaborative BUSINESS OF WINE-MAKING EVENT Thursday 21 September 18.00–20.30 Dunesford Vineyard, Howe Field Road, Upper Dunsforth, North Yorkshire YO26 9RU

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Understanding insurance claims handling

  • Thu 14 Sep 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

This webinar delivered by Alan Chandler one of the leading presenters in the UK, looks at what a claims handler would look for in the event of a claim. The webinar explores the importance of early notification of claim by the policyholder, what information a claims handler will typically seek and when they will use an outsourcer. The presentation will also explore both the insured and insurers obligations in respect of a claim and why insurers must settle promptly.

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Restoring Trust In Insurance By Improving Customer Service

  • Thu 14 Sep 11:00 am – 12:00 pm
    • Bernard Thornton FCII

At a time when the public image of insurance has never been in a more intensive spotlight, this webinar looks at the joint issues of customer service and trust – inextricably linked and vital to the future prosperity of the insurance sector.

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The Rise of Errors and Omission Claims Against Brokers and why Broker Pi premiums are soaring

  • Tue 08 Aug 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

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 number of errors and omission claims against brokers are on the increase and how these can potentially be mitigated.

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Webinar - Everyone Counts!

  • Tue 25 Jul 12:00 pm – 1:00 pm
    • Sam Sims, National Numeracy

A shocking 49% of adults in the UK have the numeracy level expected of a primary school child. This increases vulnerability to debt, fraud, financial exclusion and unemployment, and contributes to up to £25 billion each year in lost earnings. This webinar will introduce the issue of low numeracy in the UK, as well as the work and impact of National Numeracy towards addressing it.

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FCA GI Consumer Duty and update

  • Tue 18 Jul 12:00 pm – 1:00 pm
    • Branko Bjelobaba FCII MIoD, Branko Ltd

The FCA has made it clear that "some firms may be further behind in their thinking and planning for the Duty. This brings a risk that they may not be ready in time, or they may struggle to embed the Duty effectively throughout their business." Are you ready?

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CPD Event - Creating and Claiming Value in Negotiations

  • Wed 07 Jun 12:00 pm – 1:00 pm
  • AMP
    • Jeff Heasman, MABP, LL.B (Hons), LL.M

This event, presented by Jeff Heasman, MABP, LL.B (Hons), LL.M, focuses on how to create and claim value in a negotiation. A critical skill in a hard market. Please see the event page for further details.

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Webinar: Rest, Recovery, Recharge - Ready for Productivity

  • Tue 30 May 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

The well-known phrase “I`ll sleep when I die” is old school. The number of hours worked DOES NOT correlate with performance. This session addresses the WHY, WHAT and HOW to rest, recover and recharge, so that you are ready to achieve!

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Webinar: Exploring Inclusion and Diversity - Considering Socio-economic background and creating inclusive environments

  • Wed 24 May 12:00 pm – 1:00 pm
    • Rose Sellman-Leava, Inclusive Futures CIC
    • Jess Woodsford, Inclusive Futures CIC

Despite not being one of the 9 protected characteristics under the Equality Act, people from lower socio-economic backgrounds experience bias, discrimination and significant inequality of opportunity.

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Webinar: Building barriers to burnout and bridges to brilliance

  • Tue 16 May 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

Would you feed your Ferrari frogs? If the answer is a big fat “NO” then this course is for you. If you want to fuel your body for physical health, it is vital that you understand and apply the contents of this course.

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CII Examination techniques - May 2023

  • Mon 15 May 9:00 am – 12:00 pm
    • Alan Chandler, Alan Chandler Insurance Training and Consultancy

This three-hour workshop (which will include a break) will aid all those who are taking CII or PFS examinations. It is a generic overview delivered by Alan Chandler, who is one of the most popular insurance presenters in the UK, and who has been both tutor and examiner for many different CII subjects.

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