Previous events
All previous events
Enabling Personal Success - 1 Day face to face workshop
Join us for the 'Enabling Personal Success' workshop, delivered by the IICSE President for 2023/24, Caroline Martin of Enabling Wings and returning after two successful and popular sessions in 2022. New Chapter - Refreshed Focus! This session is suitable for all levels of development and for both PFS and Insurance CII Members.
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AF4 Revision Course
When: Session 1 - Monday the 18th September 13:30 to 16:30 Session 2 - Tuesday the 19th September 13:30 to 16:30 Where: Online - Zoom Cost: £60.00 per person This AF4 Revision Course will take place over two afternoons and will provide revision tips for the AF4 module. In our experience, passing AF4 takes three ingredients: 1. Good exam technique – not missing out on marks you should get 2. Knowledge relevant to the case study at hand – at the right depth (and no more!) for a Level 6 exam 3. The ability to put the first two together on the day - for three hours, on every question – on a remotely invigilated computer! The two half-day sessions are designed to ensure you have all of these three ingredients and are therefore match-fit come the day of the exam on October 3rd. The gaps between sessions allow for consolidation and prep for the next session, a rest, plus you may have a business to run or other meetings. Session 1 on Monday the 18th of September 13:30 - 16:30 will focus on: • Providing an insight into the AF4 exam • Cash and calculators • Debt • Assessing returns Session 2 on Tuesday the 19th of September 13:30 - 16:30 will focus on: • Reviewing the work from session one • Products • Benchmarking • Suitability • Next steps to passing This revision session will be hosted by Steve Davies. Steve has a wealth of industry experience having worked in financial services since the late seventies. He served his apprenticeship as a broker consultant and in providing direct advice before moving into training. He has a passion for helping people and this comes across in everything he does. His training approach is unique and this is what makes the difference. He holds Fellowship of both the CII & PFS. He is an Accredited CII Trainer (Advanced Level) and Chartered Financial Planner. He served as a senior CII examiner for several years which gives him a huge insight into the whole exam process. He has over 1,000 exam credits with the CII and has designed and run training for the CII's AF exam question writing team. He is also a Pension Transfer specialist. Steve specialises in taxation, investment and planning.
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Hawkins Webinar - The Effects of Hydrogen on Materials Properties: Hawkins’ Experience in the Context of Insurance Claims
Introducing the basic characteristics of hydrogen, the current trend for its applications, and its effects on materials. Lin includes recent examples of materials failures in the context of insurance claims.
View event detailsContractors all risks - an introduction (1)
Join Diane for this webinar where this session will look at Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover
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Getting back into balance
As the summer comes to a close, the leaves start to turn and the children return to school, what better time than now to take back control of the reigns of life and review our priorities for the rest of the year and beyond. This fun and interactive session will be Live-Online on zoom and will not be recorded to enable sharing and networking. Please have your camera on where possible for the benefit of the group.
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Introduction to the Data Protection Act
Join Kerris Earle for this webinar where she will provide an overview of the Data Protection Act including type of data protected and how data is classified
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Hawkins Webinar - Sprinkler Systems, & the Potential Problems
Christabel provides a review of sprinkler pipework including: Commissioning process Material compatibility and what can go wrong
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Digital Danger Decoded: Outsmarting Fraud, Outmaneuvering Scams & Boosting Your Business' Cyber Resilience
Join us on a thrilling journey and learn how to turn your business into a digital fortress. Delivered online via Zoom, book now for an engaging session with Daniel Williams where we’ll delve into the underbelly of the cybercrime world and examine the current trends in fraud, as well as the cutting-edge techniques employed by scammers. But it's not all doom and gloom; we'll shine a light on the strategies and tactics your business can employ to stay one step ahead. Don't just react - be proactive, be informed and be resilient.
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Enabling excellent customer service
Join us for this interactive session which will be hosted Live-Online on Zoom. Please have your camera's on where possible to interact for the benefit of the group.
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Hawkins Webinar - Inclusion Conclusion
Glass is often thermally toughened, and whilst this imparts strength, it can also leave it vulnerable to fracture by debris from manufacture; inclusions. Elly will discuss types of glass and the manner in which they fracture, looking at some real life examples.
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Enabling Womens Careers - 9th August 2023 - 12 Noon - Communicating with Confidence
Join us for the September Women's Forum session on Communicating with Confidence. This session will be Live-Online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.
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Young Professionals Virtual Networking - July
Join Tom Hill the leader of our Young professionals Group (YPG) and his team for a fun and interactive meet up on Zoom featuring industry professionals sharing their insights into effective networking. This session is open to Personal Finance Society and Insurance Professionals. Where possible it will be helpful to have your camera on so that you can interact with other members on screen and in a quick breakout session
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Exceptional Communication with Michael from Kataholos
The best way to improve your relationships, is through the way that you communicate. So come along and enjoy learning some new material to help you to do so!
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How to escape life's drama (An Introduction to Transactional Analysis)
Join us for this interactive session which will be hosted Live-Online on Zoom. Please have your camera's on where possible to interact for the benefit of the group.
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Golf Day at the Warren Golf Club Woodham Walter
Our Golf Secretary David Smith is hosting our next Golf day on Tuesday 25th July at The Warren Golf Club in Woodham Walter. The day will commence with tea/coffee and bacon rolls at 11am followed by the first tee off will be at 12noon. After the golf there will be a 2 course meal and prize giving at around 5:30pm The subsidised price for this event is £49.50 per person. The dress code is casual for dinner. Please contact Davis Smith on 07885 879559 to book your place
View event detailsWEBINAR: LeakSafe Solutions - Protecting Properties from Water Damage
This webinar will focus on a specific sector and identify common causes of Escape Of Water and features of the types of buildings that suffer from EoW. It will cover the solutions that are provided and identify where each are most effective. It will also bring it to life with case studies and real-life examples, demonstrating how we can partner together to provide the best customer experience.
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Consumer Duty Skills Toolkit
The Consumer Duty deadline approaches, join us in person at Portman Road – Ipswich Town Football Club – Premier Suite, where Jeff Heasman will provide the tools and guidance to navigate this new regulatory environment.
View event detailsWebinar - How to use Storytelling in Business Communication
Using stories in our communication: whether it be speaking, written or using social media, is a powerful way to engage and influence your audience. In this virtual masterclass, I show you how to use this powerful communication tool to capture the attention of others and to motivate them to take action. Susan is an inspirational speaker of international renown and this session can enhance your performance and career.
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CII New Generation Programme – What you need to know hosted by 2023 Broking Group
Are you thinking of applying this year for the CII New Generation Programme?.... Here's your chance to hear from the current CII New Gen Broking Group. They will walk you through the acceptance criteria and talk you though what you can do to help your application stand out. In addition they will talk about what their current experience has been like on the programme and answer any burning questions you may have.
View event detailsWEBINAR - The Importance of Emotional Intelligence at Work
The session will explore the importance of Emotional Intelligence by outlining the many benefits to employees, prospects, customers, and organisations. We will explore common workplace situations that can trigger negative emotions and share effective techniques for managing a variety of emotions, such as frustration, disappointment, and nervousness. We also look at the importance of empathy, as a key EI skill and explain how to be empathetic, in a sincere way, with colleagues and customers.
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