Previous events
All previous events
AF4 Investment Planning
This three-day course aims to significantly improve delegates' chances of passing their AF4 exam by developing an understanding of the key technical points that are likely to be tested. Each session takes place at K2 Leisure Centre, Crawley and opens for registration at 9.00am for a 9.30am start and ends at 4.45pm, providing six hours' CPD each day. 11 July, 5 September, 26 September The cost of this course is £165 for CII/PFS members (£225 for non-members) and includes all tuition, tea/coffee on arrival and during formal breaks and a buffet lunch. Please visit our friends at Sussex Insurance Institute to book your place
View event detailsAF1 Personal Tax and Trust Planning
This three-day course aims to significantly improve delegates' chances of passing their AF1 exam by developing an understanding of the key technical points that are likely to be tested. Each session takes place at K2 Leisure Centre, Crawley and opens for registration at 9.00am for a 9.30am start and ends at 4.45pm, providing six hours' CPD each day. 11 July, 5 September, 26 September The cost of this course is £165 for CII/PFS members (£225 for non-members) and includes all tuition, tea/coffee on arrival and during formal breaks and a buffet lunch. Please visit our friends at Sussex Insurance Institute to book your place
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R01 Financial Services Regulation & Ethics
The session takes place at K2 Leisure Centre, Crawley and opens for registration at 9.00am for a 9.30am start and ends at 4.45pm, providing six hours' CPD. The cost of this course is £65 for CII/PFS members (£85 for non-members) and includes all tuition, tea/coffee on arrival and during formal breaks and a buffet lunch. Please visit our friends at Sussex Insurance Institute to book your place
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Time Management
This workshop is designed to help you develop your time management and improve your effectiveness at work. It introduces the skills, techniques and habits that will allow you to achieve your goals more effectively in less time.
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Pathway to Chartered
The session takes place at K2 Leisure Centre, Crawley and opens for registration at 9.00am for a 9.30am start and ends at 4.45pm, providing six hours' CPD. Please visit our friends at Sussex Insurance Institute to book your place
View event detailsR03 Personal Taxation
The session takes place at K2 Leisure Centre, Crawley and opens for registration at 9.00am for a 9.30am start and ends at 4.45pm, providing six hours' CPD. The cost of this course is £65 for CII/PFS members (£85 for non-members) and includes all tuition, tea/coffee on arrival and during formal breaks and a buffet lunch. Please visit our friends at Sussex Insurance Institute to book your place
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Thatcham Research
Thatcham Research is the independent voice of automotive safety & repair, advising motorists, insurers and vehicle manufacturers to help reduce accident frequency, severity and costs and to realise the vision of ‘Safer cars, fewer crashes’. The pace of technological change in the insurance industry is at an unprecedented level, with an increasing number of complex and connected vehicles being launched into the UK market. Thatcham Research’s role, in this rapidly changing market, is to ensure that new technology is fully researched and understood by evaluating its potential impact for its Insurer Members. This talk will cover vehicle technologies that enable or are considered todays Advanced Driver Assistance Systems, how these are evolving into the Automated Driving space & the potential implications these may have on vehicle repair, vehicle security and for motor insurance. Roy Darch Biography As Insurance Services Development Manager, the key aspect of Roy’s role involves and engagement with member insurers and building on existing relationships as well as establishing new relationships with non-insurer members. Alongside this Roy is responsible for ensuring that Thatcham delivers value to its members through new and innovative products and services. Roy a background in financial services with over a decade of experience in the insurance industry having spent many of those years as a motor claims manager at a leading UK insurer.
View event detailsOverview of the legal developments in the last 12 months
The Insurance Act 2015 or some of its components; Presentation obligations, Clauses about risk Fraud Proportionate remedies The Enterprise Act and its remedy for late payment of an insurance claim. This came into force in May and is potentially quite important for how all parties act in the claims process as there has not previously been a remedy when the claims process is delayed. Interpretation of insurance contract terms An example-based talk about some of the surprising ways in which policy provisions have been interpreted by the courts, arguably against expectation. Can cover obligations to take reasonable care and how various warranties designed to exclude cover for hot work, burglary, fire etc. have been interpreted. Differences between conditions precedent and other terms Claims notification clauses The recent Macaferry case, whether condition precedent, what “immediately” and other time requirements mean, the consequences of late notification Overview of the legal developments in last 12 months A mixed collection of Enterprise Act and decisions like Versloot which moves forward the law on using a fraudulent device in a claim, Macaferry decision Fraud and fraudulent devices in a claim
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Annual General Meeting
Please see details of our forthcoming AGM. Please note the venue has been changed to Jury’s Inn
View event detailsAnnual Dinner - FULLY BOOKED
FULLY BOOKED.....Our annual dinner will once again be held at Selsdon Park Hotel on Friday 2nd March 2018. Come along to network and be entertained.
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Hacking - the new "Sting"
Hacking is a very real threat for businesses of all sizes: cybercrime is estimated to cost business more than £21bn a year. You wouldn’t leave your car unlocked. Yet we do with our most important business assets all the time – whether it’s compromising data through unlocked computers or open files accessible to un-vetted contractors. Professional hackers use seven steps, some of which terrorists use to get to know an organisation. Understanding these, training your staff on how they can be hacked, is the best way to defend yourself.
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Construction Training
‘an overview on construction injury claims - statistics and trends, summary of recent cases including con neg , issues between subcontractors /Defendants , defensibility and claims handling strategies’.
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Senior Managers and Certification Regime
MEETING CANCELLED Everyone's favourite Branko is back to make sure we fully understand all that jargon. Buffet lunch and registration 12:30 - 1:00pm Click on book now to reserve your place.
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IDD
IDD Registration 10:15 - 10:30. Start 10:30. Buffet lunch 12:00-12:20. Finish 1:50pm.
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Ogden Training POSTPONED
IMPORTANT UNFORTUNATELY THIS EVENT HAS BEEN POSTPONED Changes in the Ogden Discount Rate Registration 9:20am for a 9:30am start. Finish 11:30am Please click on the book now button to reserve your place.
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Let's forget marketing
Registration 8:50am for 9:00 start. Aged 28, David Scarlett was alone, broke and homeless. Yet, thanks to chance introductions to mentors and new friends... he turned his life around, repaid over 100,000 of debt, and became a respected Financial Adviser and Business Coach. Today, David inspires others to become 'Soul Millionaires' through his programmes, books, products and consultancy. Please click on Book Now to reserve your place
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