Events

In the insurance industry, in particular, we often focus on developing our technical skills, and our product and service knowledge in the belief that this alone will be all we need to win new clients, and then provide great service to existing clients. But of course if the prospect does not ‘trust’ us sufficiently we are unlikely to be appointed in the first place, and if our clients don’t trust us, it will be more difficult for us to bring value, and our position will be constantly under threat. This session focuses on the importance of Trust in prospect and client relationships, and how to build it.

The Legal Principles of Insurance This webinar will provide a plain English overview of the main legal principles of insurance, which are: 1. Insurable interest 2. Proximate cause 3. Indemnity 4. Subrogation 5. Contribution 6. The duty not to misrepresent/ Fair presentation of risk All staff working in the insurance industry should have a practical working knowledge of these principles and this one-hour webinar delivered by Alan Chandler, one of the most popular insurance presenters in the UK, will provide the practical knowledge of these very important pillars that underpin our industry. This one-hour webinar will be useful for all brokers, underwriters, and claims staff and as they form the main basis of the CII exams very useful for anyone studying subjects such as IF1 and MO5.

*Additional Places added, likely to sell out quickly* The PFS North Scotland is pleased to bring members in remoter UK regions the opportunity to access training from two of the UK’s top trainers on Doughnut Economics. This course would usually only be available to those the speakers are able to travel to see, but working with the PFS we are able to bring this session to you online. “We believe Doughnut Economics is for everyone. It doesn’t matter if you’re at the start of your sustainability, ESG or impact journey or well on your way. Taking two half days out of the everyday to invest in re-looking at your organisation through a new framework and fresh eyes is always going to be a worthwhile investment.” Members are welcome to attend the course on their own or with peers and colleagues in groups. In 2023, the Doughnut Economics Action Lab (DEAL) launched a one-day workshop to help bring more organisations into the doughnut. Nancy & Ali are both members of the DEAL Community and trained to deliver the Doughnut Workshop. You can find our public declaration forms on the DEAL website: Plans with Purpose & True Horizon. Our goal is to help you go beyond business as usual to unlock transformative ideas through collaboration, innovation and leading examples of doughnuts in action. Where and When Wednesday 20th November 2024 Wednesday 27th November 2024 This workshop is run on-line as two half day sessions from 9am till 1pm.

The PFS North Scotland Committee is pleased to be working with the Insurance Institute of Aberdeen and Insurance Institute of the Highlands and Islands to bring the following CPD session to PFS members free of charge. Our Pension Switch Suitability Masterclass is a six-hour online structured CPD workshop dedicated to the compliance, technical, practical, and professional synthesis of pension switch advice. From detailed analysis of the client's existing pensions to presenting the advice effectively and compliantly in the suitability report, this course covers the end-to-end pension switch process. It is the six-hour workshop version of our SCQF Level 9 Practical Investment Planning qualification. It is ideal for Financial Advisers and Paraplanners completing pension switch advice looking for CPD that's relevant, high quality, and can genuinely enhance your business. Due to the nature of the workshop, spaces are limited so early booking is advised. If you are unable to secure a place please contact alan@unburdenedsolutions.co.uk and we will operate a waiting list for members who want to access this valuable content.

We’re excited to invite you to our upcoming ‘Lunch and Big Ideas’ event: Business Success and Succession – Teams, Tech, and Transition. If you’re ready to grow your business, harness the latest tech, and plan for the future, this is the place to be! Lunch will be served – expect delicious soup and sandwiches to keep you fuelled for the afternoon!

The session will provide an update on Consumer Duty, fair value assessments and the new rules on multi-occupancy buildings insurances. We will also cover the requirements imposed by the new Leasehold and Freehold Reform Act which will ban commission sharing.