Previous events
All previous events
M92 Insurance Business & Finance - DipCII Learning Assistance - Advance Registration Required (1)
FULLY BOOKED M92 Insurance Business & Finance - DipCII Learning Assistance Program - Advance Booking Necessary.
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(PFS) Online Revision R05
The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R05 examination.
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Getting Mastery of Time
Do you feel that there is never enough time in the day to get things done? Are you working evenings and weekends to catch up? Do you get lots of distractions which take you away from your tasks, especially if working from home? Does it feel like it’s a never ending vicious circle? If so, then this webinar is just what you need.
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WEBINAR: 4 Cyber Loss Scenarios You Should Use to Test and Demonstrate the Coverage Provided Under Your Customers’ Cyber Insurance Policies
An opportunity to really appreciate the types of incidents that are and are not covered by Cyber Insurance
View event details(PFS) Online Revision R02 - Two Day Course (March)
The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R02 examination.
View event detailsAnxiety Adjusted Returns
In all decisions poor decisions arise from the tension between the ‘sensible’ decision for long-term financial needs, and the ‘emotionally comfortable’ decision in the short term. This need for emotional comfort means that investors continually deviate from good financial decisions, at the cost of financial returns - for investments this can cost on average 3% per year over time (and this is without considering other financial decisions: savings, debt, insurance etc.). Improving decision-making requires moving towards a better trade-off between optimal and comfortable… finding a cheaper way of buying the emotional comfort that we all need. There are many ways of narrowing the gap, making investors more comfortable with better investment solutions … but to do this well requires understand each individual investor's unique financial personality. This has particular resonance in regard to both Covid, and the rise in retail day-trading … both exacerbate the emotional component of decision making and raise the chances of very costly bad decisions. Decision prosthetics can help guide people more consistently to better decisions.
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WEBINAR - Road Carriers Liabilities – The Basics, The Changes from September 2020 and the Impact of Brexit
This webinar will cover both RHA and CMR including the changes made to RHA from 1/9/20, the effects of Brexit.
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(PFS) Online Revision R04 - Two day course
The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.
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Webinar: Impactful Online Meetings
We are all operating in an increasingly virtual world and this session aims to help you get the most out of online meetings. It will explore how to mitigate limitations and exploit advantages of virtual meetings and gives delegates the tools to ensure online meetings are effective.
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Council Meeting - February
Nottingham Insurance Institute Council meeting. If you are not a member of council and would like to attend, please contact our secretary to obtain more information and reserve your place. andrew.fennell@successionwealth.co.uk
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Planning for the next generation using Pensions
To quote from the Blue Oyster Cult song lyrics, “Don’t fear the reaper”. An essential part of the advisers role is the planning the steps taken to protect your clients estate. Since the introduction of pension freedoms and the increased flexibility and choice open to clients and whom can benefit from their remaining pension pot, this has become even more important when planning how wealth is cascaded. However, there are things that can be done today with pensions to help spread the wealth at an earlier point in time whilst providing valuable tax savings for your clients. The session will examine ways of using pensions contributions to benefit others along with considerations around the lifetime allowances and the outcomes of the recent Staveley case with respect to pension transfers within two years of death.
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Webinar: Sales processes, planning and pipeline management – ‘hope is not a strategy’
Research demonstrates what we know intuitively to be true – sales outcomes are significantly enhanced when we have effective, well documented and understood sales plans and processes. The webinar will cover the key aspects of how to maximise your effectiveness in relation to sales processes and planning.
View event details(PFS) Online Revision R02 - Two day Course
The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.
View event detailsM05 Insurance Law - DipCII Learning Assistance - Advance Registration Required (4)
FULLY BOOKED M05 Insurance Law - DipCII Learning Assistance Program - Advance Booking Necessary.
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Webinar: How To Prevent Burnout & Promote Thriving
Burnout and overload an extreme but understandable response to our radically changing workplace. It can include mental, emotional and physical elements. This talk explores the features of overload and burnout and suggests the practical things we can all do to help ourselves thrive instead.
View event details(PFS) Online Revision RO1 - Two Day Course
05th and 08th February 2021 - start time 9.30am - finish 4.30pm. The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01 examination.
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Webinar: Telephone Sales and Communication Skills
In the remote working and remote trading world we now live in, telephone skills have become even more important both in sales and account management. The webinar will cover the key aspects of how to maximise your effectiveness in relation to telephone communications and engagement:
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WEBINAR: Delegating For Virtual Leaders
How you allocate and follow up work as a leader has always been important, but for leaders that work remotely, effective delegation is even more important. Effective delegation will help you and your team work collaboratively across remote locations to deliver against the business needs with agility and without bottle necking the process.
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Webinar: Effective communication in a Virtual World
We are all continuing to operate in a virtual world where effective communication is more important than ever. This session will help you understand the importance of building rapport, how to do this in a virtual environment and how to adapt to challenges such as the loss of body language as a way of communication.
View event details2021 Annual Dinner - Cancelled due to Current Restrictions
The usual date for our President’s Annual Dinner is January, and you will appreciate that we cannot run the event this year due to the pandemic………………………however, once we have that behind us, planning will begin for the 2022 Dinner, and we will focus on this being an absolute spectacle, celebrating the fact that we (hopefully by that time) CAN DO IT!!!! – no restrictions required (hopefully)!!!"
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