Previous events
This month
The New Employment Rights Bill and its Potential Impact on the Insurance Industry
The Employment Rights Bill will potentially have a major impact on the insurance industry. This webinar will highlight the key provisions that will likely impact the insurance industry in terms of coverage, especially across employers´ liability and other commercial lines of business.
View event details
Soft Skills Event One Hour Seminars, Session Two - Wednesday 15th January 2025
Through its interactive and engaging instructor-led sessions, the Soft Skills Three 1 hour sessions will help experienced and newer members brush up on or learn specialist soft skills. The sessions are recorded and a copy is sent out to all delegates afterwards.
View event details
RO6 (Financial Planning Practice) Pre Exam Training, Monday 13th January 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, 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 January 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details
Soft Skills Event One Hour Seminars, Session One - Thursday 9th January 2025
Through its interactive and engaging instructor-led sessions, the Soft Skills Three 1 hour sessions will help experienced and newer members brush up on or learn specialist soft skills. The sessions are recorded and a copy is sent out to all delegates afterwards.
View event detailsAll previous events
CPD Webinar: Leadership and motivation in the insurance market
This presentation will look from an insurance perspective at the key areas of leadership and motivation. The topics covered will be: To look at what motivates an insurance team and its members To evaluate the attributes of a successful team To practice performance management and appraisal of a team To look at how the management concepts put forward by Hertzberg apply in insurance To explore leadership in insurance This presentation, delivered by Alan Chandler one of the most popular speakers in the UK, is appropriate for all members. Underwriters, claims staff, brokers, Loss Adjusters, IFA’s and anyone else who employs staff.
View event details
Flood Resilience: An opportunity to mitigate risk
This one-hour webinar provided by Ian Gibbs of Sedgwick International UK, will examine our understanding of flood risk. Ian will look at how we assess flood resilience and examine the impact this peril is having on our clients. We'll explore how clients can mitigate flood risk and can gain an awareness of the different resilience options available.
View event details
ANNUAL DINNER 2024
It's our Annual Black Tie Event! An evening of good food, awards, after dinner entertainment and more. There will even be an opportunity for guests to go pitch side at the fantastic St James' Park. Contact our dinner secretary, Dawn, if you're interested to find out more and to book your tickets.
View event detailsBeyond AI – Creating a world class client experience- 16/10/2024
The integration of artificial intelligence presents both opportunities and challenges. This training day is designed to equip financial advisers with the skills and knowledge necessary to enhance their client experience, ensuring they remain competitive and relevant. The program will cover the fundamentals of AI, its impact on client interactions, and strategies to leverage AI while maintaining a human touch. Through a combination of theoretical insights and practical exercises, participants will learn how to create a superior client experience that integrates the best of both human and AI capabilities.
View event detailsSales Innovation for Financial Planners- 15/10/2024
This one-day training programme is designed to equip financial planners with cutting-edge sales techniques that complement their marketing activity to help them stand out in a competitive market. The training will cover a range of innovative strategies, from leveraging virtual events to implementing client referral programs and consultative selling approaches.
View event detailsWhy Underinsurance in Home Contents is so Prevalent, and Practical Tips/Tools to Address it.
Underinsurance is a major issue in the industry – many reports suggest that around 2/3 of homes are underinsured. Unfortunately, the same is often true for the contents in those homes. Why is this, and what can insurers and brokers do about it?
View event details
Building Rapport in a Hybrid World
Whether we are working with prospects, existing clients, the insurance market, co-workers, or other stakeholders it is essential that we can quickly establish [and reestablish] rapport. Rapport also plays a role in building a wider relationship of trust.
View event details
AI and the Future of Insurance: Envisioning Tomorrow’s Journey - North-East Regional Conference
If you understand and use AI effectively it is a valuable tool, helping to provide professional client service, not your replacement. This event explores what AI means for the future of insurance, with a speaker panel of leading experts.
View event details
CPD Webinar: Advanced Marine Cargo Insurance
If you participated in our previous Introduction and Intermediate sessions earlier in the year by now your confidence and knowledge of marine cargo insurance should mean there are no sleepless nights but every now and then there is the nightmare … We conclude this series by examining and exploring areas of marine cargo insurance that are often overlooked as they might not be relevant to our day to day role. However, it’s always useful to expand knowledge and ‘see the bigger picture’. This session will look at Letters of Credit, the claims process and international legislation as well as other issues that can arise from time to time when dealing with cargo insurance.
View event detailsMember's Benefits & Personal Brand
One man’s journey from DJ’ing for U2 to feeding McFly to stand-up comedy ten-word stories through to being the President of the Local Business Rotary Club and working for the CII – along with a smattering of THE Heavyweight Champion of the World Muhammad Ali and how future thinking can play a key part in your personal development.
View event details
R06 - Financial Planning Practice Revision Day- 19/09/2024
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the October 2024 exam.
View event details
2024 PFS Tyne Tees Conference
All PFS Members are welcome. The Tyne Tees PFS Committee invite you to attend a full day event aimed at all individuals within the financial planning profession.
View event detailsPFS Tyne Tees Chartered Breakfast Event
All PFS Members are welcome. The Tyne Tees PFS Committee invite you to attend an interactive breakfast workshop in Durham, aimed at all individuals within the financial planning profession.
View event detailsAF4 Investment Planning Revision Day- 16/09/2024
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
View event detailsAF5 - Financial Planning Process Revision Day- 09/09/2024
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the September 2024 exam.
View event detailsAF1 Personal Tax and Trust Planning Revision Day- 23/08/2024
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
View event details