Previous events

All previous events

Professional indemnity, what the law takes into account in the event of a claim

  • Tue 17 Oct 12:30 pm – 1:30 pm
  • Online
    • Alan Chandler

This presentation looks at the main case law underpinning the Professional Indemnity market and what a judge looks for when determining whether a professional has failed in their care/ contractual obligations.

View event details

An Introduction to Artificial Intelligence/Machine Learning and how it is being adopted in Insurance

  • Wed 11 Oct 12:30 pm – 1:30 pm
  • Online
    • Gary Nuttell

In this webinar we will provide some basic definitions and explanations about what AI actually is and how it works as well as providing examples of AI in use in both our personal and business lives, with a focus on the insurance sector.

View event details

Lloyds Tour

  • Thu 05 Oct 2:00 pm – 3:00 pm
  • Lloyd's of London

This is a unique opportunity to explore this striking post-modern building, which is not open to the general public, and see its famous underwriting floor.

View event details

A Practical Guide to Successful Retirement and achieving wellbeing

  • Thu 05 Oct 12:00 pm – 1:00 pm
  • Online

This workshop aims to introduce you to the key elements that contribute to wellbeing in retirement so that you can start to put them into practice.

View event details

Contractors All Risks - an introduction

  • Wed 04 Oct 12:00 pm – 1:00 pm
  • Online
    • Diane Jenkins BA (Hons), ACII, Chartered Insurance Broker.

This session examines 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 details

Managing Change

  • Tue 03 Oct 12:00 pm – 1:30 pm
  • Online
    • Katherine Jones

This session is designed to identify when change is necessary, understand the typical responses to change and some techniques for coping with this in a way that is positive to you and your organisation.

View event details

RO6 (Financial Planning Practice) Pre Exam Training, Thursday 28th September 2023 - online distance learning event

  • Thu 28 Sep 9:30 am – 4:30 pm

The RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the RO6 exam on Thursday 5th October 2023. The session is recorded and a copy is sent out to all delegates.

View event details

Insurance for Multi-Occupancy Buildings – Impact of FCA Review

  • Tue 26 Sep 4:00 pm – 5:00 pm
  • Online
    • Diane Jenkins BA (Hons), ACII, Chartered Insurance Broker.

This session will look how insurance for multi-occupancy buildings will be affected by the FCA consultation Sept 2022 (CP23/8: multi-occupancy building insurance) and Multi-Occupancy Buildings Insurance Broker Remuneration report April 2023.

View event details

Property Owners sector focus - insurance issues and guidance

  • Thu 21 Sep 12:30 pm – 1:30 pm
  • Online
    • Diane Jenkins BA (Hons)

This session on Property Owners is another of our series of sessions looking at sector specific contemporary insurance related issues and offering practical guidance for dealing with them.

View event details

AF7 (Pension Transfers) Pre-exam Training Monday 18th September 2023 - online distance learning event

  • Mon 18 Sep 9:30 am – 4:30 pm

This course covers the main topics of the AF7 syllabus in preparation for the AF7 exam on Tuesday 26th September 2023. This session is recorded and a copy is sent out to all delegates.

View event details

Summer BBQ Experience - and insights into becoming part of something very special!

  • Thu 14 Sep 6:00 pm – 8:30 pm
  • Harbour Hotel - Guildford

Join us for our Summer BBQ Experience! If you feel you could make a positive contribution to your local institute, this is an ideal first step to becoming involved.

View event details

AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Thursday 14th September & Friday 15th September 2023- online distance learning event

  • Thu 14 Sep 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Tuesday 3rd October 2023. All sessions are recorded and sent out to all the delegates.

View event details

Metaverse ? That’s for gamers, not Insurance, isn’t it ?

  • Thu 07 Sep 12:30 pm – 1:30 pm
    • Gary Nuttall

Most people will have heard of “The Metaverse” but do you know what it is, where to find it and what it does?

View event details

PFS Surrey Autumn Conference

  • Wed 06 Sep 8:45 am – 3:15 pm
  • Epsom Downs Racecourse
    • Karl Steadman, JUST
    • John Corbyn, Quilter
    • Benjamin Peele, Sarb Thind, PortfolioMetrix
    • Andy Woollon, Zurich
    • James Bird, Fidelity
View event details

AF5 (Financial Planning Process) Pre-Exam Training, Tuesday 5th September 2023 - online distance learning event

  • Tue 05 Sep 9:30 am – 4:30 pm

To review the factfind issued by the CII in August/September 2023, in preparation for the AF5 exam on Tuesday 19th September 2023. This session is recorded and a copy is sent out to all delegates.

View event details

A plain English overview of reinsurance, including how reinsurance premiums affect the price charged to policyholders

  • Wed 30 Aug 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This webinar will explain why reinsurance is so essential.

View event details

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Tuesday 29th August & Friday 1st September 2023 - online distance learning event

  • Tue 29 Aug 9:30 am – 4:30 pm

A 2 day course covering the AF1 syllabus and exam in preparation for the AF1 exam on Thursday 12th September. All sessions are recorded and sent out to all the delegates.

View event details

Retail sector focus - insurance issues and guidance

  • Tue 15 Aug 8:00 am – 9:00 am
  • Online
    • Diane Jenkins BA (Hons)

This session on Retail is another of our series of sessions looking at sector specific contemporary insurance related issues and offering practical guidance for dealing with them.

View event details

It’s all about the balance - Hatha Yoga

  • Fri 21 Jul 7:15 am – 8:00 am
  • Wellbeing Programme
  • Online event

Bring some balance back into your life with our next wellbeing session – Hatha Yoga!

View event details

CF6 (Mortgage Advice) Pre Exam Training, Thursday 13th July 2023 - online distance learning event

  • Thu 13 Jul 9:30 am – 4:30 pm
  • Online

To cover the CF6 syllabus and exam technique, preparing the student to pass the CF6 Mortgage Advice exam.

View event details