Previous events
All previous events
WEBINAR - 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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Enabling Women's Careers - Overcoming Imposter Syndrome
Join us for the July Women's forum session to Enable Womens Careers 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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Summer Meet up 2023
The Insurance Institute of Chelmsford and South Essex Summer Meet up is open to members and non members of the Insurance and Financial Services profession and will be hosted by Sam and Tom from our Young Professionals Group. Food will be available to purchase and your first drink is FREE. Please confirm attendance so that we can arrange for a suitably sized area to be reserved. Please advise any special dietary requirements upon booking so that we can make sure the venue is well equipped. We look forward to seeing you!
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July 5th - Online Event - How to Maximise the Impact of Every Presentation You Ever Give
David Thomas will take our members through his unique process on how to maximise impact with any audience and every type of talk
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Hawkins Webinar - Spontaneous Combustion of Oily Rags
In this session the speaker will explain how improperly disposed/stored oily rags can self-heat and pose a risk of fire.
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Enabling Your Inner Critic
As humans we are hard wired to search for danger. In the modern world, where there are no saber tooth tigers, this is not always helpful and can hold us back from achieving. Join us for this Live-Online and fully interactive session on Zoom where Caroline will share her some practical tips on how you can retrain your inner critic and set yourself up for success. After the main theory aspect of the session you will have the opportunity to work with others in a very short break out where you will be invited to meet others in the group and put the theory into practice. If you are able to have your camera on this will be an added bonus for others in the group. This session is suitable for all levels of development and is for all CII and PFS Members.
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Insurance Charities Awareness Week - Presentation
Insurance Charities Awareness Week (ICAW) will take place between the 19 to 23 June this year. In line with this, we are pleased to offer a presentation from the Insurance Charities to raise awareness of the financial and practical support they offer in times of need along with the eligibility requirements and a Q&A session.
View event detailsUnderstanding Claims Handling
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.
View event detailsEnabling Women's Careers - Putting Our Needs First
Join us for the June Women's forum session to Enable Womens Careers 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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Business Interruption Extensions and advanced Loss of Profit
One of the many things the Covid-19 pandemic has taught the insurance industry is the importance of going through the various Bi extensions with clients and documenting these discussions. Failure to do this could leave the broker wide open to a PI claim against them.
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Intro to Commercial Combined Insurance
This course gives an introduction to commercial combined insurance policies. Within it we will examine the core cover and the optional covers available. We will also look at the rating factors that helps an underwriter decide whether to accept the risk.
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Young Professionals Virtual Networking
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
View event detailsHuman v Automated Decision-Making: have we gone too far?
We have reached a critical crossroads in the digitisation and automation of processes within insurance and financial services. Some say that we have already gone too far and the human element is being continuously eroded, whereas others believe we have not gone far enough and that insurance and financial services continues to lag behind other professions. There is a fine balance to be struck. Based on doctoral research being conducted by Jeff Heasman and other sources of research and industry insights, this thought-provoking webinar will examine both sides of the debate and suggest a way forward to ensure the best possible outcome for the profession and for our clients. With the new Consumer Duty requiring a review of algorithms to test for bias in decision-making, the debate has never been more relevant.
View event detailsMO5 Insurance Law – 1 day - Face to Face Masterclass
The Masterclass will focus on key areas of the M05 syllabus & the two aspects of Mixed Assessment: Coursework & the Multiple-choice exam components. For the CII Diploma (GI) both components need to be passed within 18 months of enrolment. For the Coursework component, we will focus on coursework techniques to help you to adopt the required mindset for coursework, which differs from CII exams. Candidates often struggle taking the step up from Certificate to Diploma. We will consider what good looks like to the CII & how to turn a blank template into a finished assignment. For the Exam component, we will look to help candidates become more confident about sitting the Insurance Law exam, by mastering effective study & exam techniques. At ACT One we are passionate about learning & promote active learning.
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Hawkins Webinar - Numerical Analysis in Forensic Geotechnical Engineering
In this session the speaker will provide a glimpse of numerical analysis in geotechnical engineering including: · Basic concepts · Application to forensic investigations · Case studies
View event detailsContractors all risks - an introduction
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
View event detailsEnabling effective virtual meetings
Join us for this zoom session where Caroline will be sharing top tips to engaging effectively in the virtual world with online meetings and training sessions.
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NHS Pensions – The Scheme details, the Taxation implications and McCloud
The regular news coverage of the issues facing higher earning NHS staff such as Consultants and GPs will not have escaped your attention. We are delighted to welcome Graham Crossley from MediFintech.co.uk to provide PFS members with the knowledge and understanding of how the NHS Pension works, the issues and its implications for NHS staff. This webinar is suitable for financial planners and paraplanners who currently or may provide advice to NHS staff in the future. Please join the webinar from 9:20 so we can start promptly at 9:30.
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Annual Quiz 2023
It's time to have some fun - together! The institute's Young Professionals are hosting their Annual Quiz in May at The Breakfast Club, Chelmsford and invite you to join in. Bring friends, family, colleagues, the more the merrier! Tickets price is £16 per person and will include buffet food (please let us know of any food allergies), with drinks to be purchased separately. Prizes available for the winning team and a charity raffle to be held on the night! Teams of 4-7 people.
View event detailsEnabling Women's Careers - 1st Session - Empowerment
We are excited to announce that we have joined forces with our local institutes to bring you monthly sessions to Enable Womens Careers. This is the first of our joint sessions where Caroline will design and facilitate collaborative sessions on a monthly basis. These sessions will not be recorded as we aim to create a safe space for members to express themselves and grow as the months progress. Futre topics will be determined by the members each month. These sessions are for all levels for PFS and CII.
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