Previous events

All previous events

WEBINAR: BI Test Case - Supreme Court Judgment

  • Tue 09 Feb 1:00 pm – 2:00 pm
    • Damian Glynn, Sedgwick International UK
    • Toby Rogers, Clyde & Co

This webinar will cover the Supreme Court Judgment on the BI Test Case, with views from Damian Glynn, Sedgwick and Toby Rogers, Clyde & Co.

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4th, 11th &18th February 2021 Soft Skills One Hour Seminars

  • Thu 04 Feb – Thu 18 Feb

Three exclusive 1-hour soft skills training sessions for all members, experienced and new, who wish to brush upon or learn these specialist skills.

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WEBINAR: The Generation Game

  • Wed 27 Jan 3:00 pm – 4:30 pm
    • Russell Beck, ImagineThinkDo Ltd

The Generation Game' is designed to stretch your imagination and unlock the value of your people. It will cover the challenges and opportunities of managing a multi-generational workforce.

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M92 Remote Revision Course - Business and Finance in Insurance

  • Mon 25 Jan 1:00 pm – 4:00 pm
    • Alan Chandler, Insurance Trainer

This M92 course is limited to 20 members and will be delivered over 2x three hour revision sessions which will cover all the main aspects of the CII diploma subject M92 business and finance module.

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WEBINAR: The Insurance Implications of Brexit

  • Mon 18 Jan 3:00 pm – 4:00 pm
    • Alan Chandler

Despite dominating much of the press coverage for many years, due to the occurrence of Covid-19 around the globe Brexit is now getting far less press coverage, and there is a danger the insurance industry could slip into 2021 without fully considering the impact of Brexit.

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January - March 2021 Financial Service Revision Courses

  • Sun 10 Jan – Thu 25 Mar

Online distance learning revision courses below for the months of January, February and March 2021.

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Lunchtime Online CPD Networking - Dec 2020 - Client Retention and New Business in the ‘New Normal’

  • Wed 09 Dec 1:00 pm – 2:00 pm
  • Online Seminar / Workshop
    • Nick Thomas, Nick Thomas & Associates

The webinar will focus on the importance of trusted adviser status and the consultative approach.

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PFS Hants and Dorset Regional Programme Summer / Autumn 2020

  • Mon 30 Nov – Mon 30 Nov

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a series of exam revision days and CPD events

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Bank of England Agent's Off the Record Online Briefing (1)

  • Wed 11 Nov 2:00 pm – 3:00 pm
    • Andrew Holder, Bank of England Agency

Andrew will outline the Bank's latest views on the UK economy and future prospects, followed by Q&A

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Lunchtime Online CPD Networking - Nov 2020 - FCA Focus on Culture and Behaviour in General Insurance

  • Wed 11 Nov 1:00 pm – 2:10 pm
  • Online Seminar / Workshop
    • Branko Bjelobaba FCII

This comprehensive and interactive webinar will focus on the Dear CEO letter that was published on 4 September 2020 which set out a new supervisory agenda for general insurance intermediaries 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.

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Remote Pre-Exam Training AF4 (Investment Planning)

  • Thu 03 Sep – Thu 24 Sep

The cost of the day’s training will be £82 for PFS members and £92 for non-PFS members. Your attendance will be confirmed once you have booked online. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.

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Remote Pre-Exam Training. RO2, RO3 and RO4 August 2020

  • Fri 21 Aug 9:30 am – 5:30 pm

RO3 (Personal Taxation) Pre Exam Training Friday August 7th, RO2 (Investment Principles and Risk) Pre Exam Training Friday August 14th and RO4 (Pensions and Retirement Planning) Pre Exam Training Friday August 21st

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Bank of England Agent's Off the Record Online Briefing

  • Thu 13 Aug 2:00 pm – 3:00 pm
    • Andrew Holder, Bank of England Agency

The UK economic slump because of Covid-19 will be less severe than expected, but the recovery will also take longer, the Bank of England has said.

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