Previous events
All previous events
Maximising Opportunities in a hard market.
There have been hard markets before, there have been recessions before, but never have the two emerged with such force at the same time. Policyholders desperate for savings will be receiving the unwelcome news of significant premium increases. The door of client inertia will be swung wide open, presenting fantastic new business opportunities, as well as offering serious threats to renewal books.
View event detailsAF7 - Revision Part 1
Revision Session One (please book part 1 & 2 together) Friday 2nd October 2020 1pm-4pm To review: Regulatory Background Transfer Advice Process DB & DC schemes Cii Chapters: 1, 2, 3,4 · Please have paper and a calculator available for both sessions Read the relevant parts of the AF7 textbook BEFORE each session; 100 hours study time recommended so start early It is your responsibility to enter for the exam Attendance on both webinars is required and early booking advised due to limited numbers of upto 12 to make sessions interactive.
View event detailsHow to succesfully conduct staff appraisals in the Insurance Industry
It is becoming increasingly difficult for Insurers, brokers, loss adjusters and IFA’s to recruit and retain quality staff. The reality is that at the moment the demand for qualified experienced quality staff in insurance far exceeds the availability of these staff in the marketplace, and so undertaking a great staff appraisal process is vital in ensuring you retain and motivate your staff.
View event detailsFinancial Resilience and Protection Opportunities webinar-Canada Life
In this webinar you will learn: • The cost of living in the UK • Up to date statistics on the UK’s financial wellbeing • Available welfare • The impact of mental health issues • Using our research, explore the protection opportunities this can create
View event detailsThe Perfect Storm - how capacity is disappearing fast from the UK insurance market.
This presentation will be exploring why capacity is draining out of the UK insurance market and why we are moving into a very hard market where niche covers will be difficult to place.
View event detailsCII Protection webinar-Guardian-How to change the protection conversation
This presentation will look at: • The current uncertainties in the market and impact Covid-19 & Brexit has had on individuals & businesses • Customer objections and attitudes towards protection. This will deep dive into certain objections backed up with industry/ONS facts and figures • The importance of protecting lifestyle as well as mortgage protection • Typical providers products vs Guardian • Guardian proposition overview • Advisers objectives
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YPG - CPD Event - Focus
Open to all CII members Strategies can be complicated, but to drive human behaviour Focus needs to be simple. When we achieve this, it’s crazy powerful
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YPG - CPD Event - Energy
Available to all CII members. Live BIG – Energy Webinar. The way we behave is driven by how we feel. How we feel is driven by how we think. Energy teaches us to recognise that our thoughts are just STORIES we have the power to change. When we do, we can shine – showing up as the best version of ourselves, every single day.
View event detailsPFS Guaranteeing Income in a Post Pension Freedom World
Guaranteeing Income in a Post Pension Freedom World Everyone will have different expectations of their retirement lifestyle but the underlying concern remains the same for most retirees - nobody wants to run out of money. We will discuss the regulatory requirement, consumer demand and operational delivery & best practice of providing a Guaranteed Income in a Post Pension Freedom world. We will look at the recommendations for an effective pension review and how you can deliver a blended portfolio to allow your clients to achieve the balance of freedom and security. There will be a short fun quiz at the end of the session.
View event detailsPFS AF7 Revision Session Webinar- Part 2
A webinar with Julia Holyoake AF7 Revision Sessions (2 Part) Date: Tuesday 23rd June-09.00-12.00. Webinar link will be sent with your confirmation of booking e-mail. This is Part 2 of 2. Once Signed on, both sessions are compulsory. Only 12 Spaces available.
View event detailsD&O and EPL- Why you need to be talking to your clients now. A Webinar with Alan Chandler.
This Session will briefly explain the history of D&O and how the D&O market place is changing dramatically due to the Covid-19 lockdown and its effect on the economy.
View event detailsPFS AF7 Revision Session Webinar- Part 1
A webinar with Julia Holyoake AF7 Revision Sessions (2 Part) Date: Tuesday 16th June-09.00-12.00. Webinar link will be sent with your confirmation of booking e-mail. This is Part 1 of 2. Once Signed on, Part 2 is compulsory. Only 12 Spaces available.
View event detailsPFS CPD Webinar- Drawdown Masterclass and Pension Hot Topics
A webinar with Gareth Davies Drawdown Masterclass and Pension Hot Topics Date: Tuesday 2nd June-9.00-10.30. Duration-1.5 hr CPD Webinar link will be sent with your confirmation of booking e-mail.
View event detailsPFS CPD Webinar- The Business Relief advice journey
A webinar with Chris Horsford: The Business Relief advice journey Date: Wednesday 13th May 09:30 Duration-1 hr CPD-45 minutes plus 15 minutes at the end for questions. Chris has fund managers lined up to take any questions. Webinar link will be sent with your confirmation of booking e-mail.
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PFS CPD Webinar- Redefining Structured Products
A webinar with Chris Horsford: Structured Products Masterclass Date: Tuesday 5th May 09:30 Duration-1 hr CPD-45 minutes plus 15 minutes at the end for questions. Chris has fund managers lined up to take any questions. Webinar link will be sent with your confirmation of booking e-mail.
View event detailsPolicy Coverage gaps - A webinar with Alan Chandler-
A webinar with Alan Chandler- How to correctly advise policyholders on the Policy coverage gaps caused by the Covid-19 lockdown.
View event detailsPFS CPD Webinar- Infrastructure Income fund
A webinar with Chris Horsford: Where to find income in the capital markets post COVID-19 Duration-1 hr CPD- 45 minutes plus 15 minutes at the end for questions. Chris Horsford has fund managers lined up to take any questions. Webinar link will be sent with your confirmation of booking e-mail.
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