Forthcoming events
This month
FCA Focus on Culture and Behaviour in General Insurance
This event will focus on the various FCA statements and publications setting out the revised supervisory agenda for general insurance intermediaries and will cover current FCA reporting requirements on non-financial misconduct.
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CPD Webinar: Contractors Insurance Masterclass - Advanced
This is the 3rd and final part of our Masterclass sessions on Contractors Insurance. This session studies claims and cases that have determined the legal interpretation of policy wordings. In doing so, it summarises and builds on the learnings of our two earlier webinars enabling policyholders/clients to operate within a highly contractual environment
View event detailsProximate Cause and Exclusions: the Court of Appeal provides further guidance
In this session, Jeff Heasman will examine the key aspects of the judgments of 2 cases and their impact on insureds and insurers.
View event detailsAnnual General Meeting 2025
We need you! To get down to our AGM... Your local institute council invites you to attend their 2025 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.
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CPD Webinar: Embracing AI with compliance in mind
This webinar is designed to provide insights into the use of AI technology within general insurance firms, with a strong emphasis on compliance. It will cover AI fundamentals, its current and potential applications in the insurance sector, and the importance of adhering to regulations like GDPR and the Data Protection Act.
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CPD Webinar: Patto’s story – lessons in building resilience
Andrew Patterson is a former professional cricketer whose life took an unexpected turn when diagnosed with Hereditary Spastic Paraplegia, a condition that left him confined to a wheelchair. His inspirational story is one of perseverance, adapting to new realities, and not giving up.
View event detailsCompassion fatigue: the silent but very serious risk to people working in insurance and financial services
In insurance and financial services, we are so often called upon to demonstrate high levels of compassion in a whole range of different scenarios. If not dealt with properly, this can lead to fatigue that is bad for our mental and physical health and which in turn begins to significantly impact our performance and at worst lead to burnout.
View event detailsUnderstanding Business Interruption Insurance 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.
View event detailsInsurance Fraud: what the latest data shows us and what we need to be doing as an industry
Various data and statistics have been released from different sources over the last year which help to give us an insight in to the current state of insurance fraud in the UK, from ghost broking to application fraud to claims.
View event detailsForecasting and Pipeline Management
This session will demonstrate to sales/team leaders and individual salespeople [whether you are a pure seller, BDM or Account Executive ] the vital importance of effective pipeline management to ALL of their roles, and some effective strategies and tips for achieving it.
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CPD Webinar: The Risks Posed by Lithium Batteries
This session is designed to draw the underwriter’s and broker’s attention to the risks to property underwriters from Lithium Batteries and why rating and wording alterations may be needed to counter this growing problem.
View event detailsWhy Errors and Omission Claims Against Brokers are Increasing and how to Mitigate These
This presentation will explore why the number of errors and omission claims against brokers are on the increase and how these can potentially be mitigated.
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PFS Tyne Tees Chartered Connections Breakfast
A workshop aimed at Chartered members, and those who are nearing Chartered, to look into the technical differences of SIPPs V SASS
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2025 PFS Tyne Tees conference
Don’t miss this opportunity to expand your knowledge, refine your skills, and network with peers. Join us to stay ahead in the financial planning profession!
View event detailsBuilding Confidence and Shifting State
This empowering session shows delegates how to take control of their emotional state, shifting to the best possible state to achieve highly successful outcomes at work and at home.
View event detailsVulnerable Customers
The FCA have found following a thematic review that vulnerable customers are often not treated fairly. In fact, many Insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurer has loaded rates at renewal.
View event detailsEnhancing Your Personal Brand
Your brand has two dimensions – your self-definition (your own sense of who you are and what value you bring] and the compilation of the perceptions (based on all kinds of data) held about you by others. Brand management involves making sure your intentions and the reality of your brand to others are aligned
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