Previous events
All previous events
Later Life Lending Webinar: Equity Release in Focus
The use of equity release as a financial tool has gained significant momentum of the last 5 years and is showing no sign of slowing. Jane and Daniel from Pure Retirement Ltd will present a general introduction to the industry, providing the knowledge, contact and support to allow people to venture further into this space. This session will help alleviate some common misconceptions with equity release and showcase how viable it is as a financial consideration for you and your clients.
View event detailsHow to maximise opportunities in a Hard market
"If you can keep your head when all about you are losing theirs and blaming it on you. If you can trust yourself when all men doubt you, then yours is the hard insurance market and all the distressed clients within in it" (an insurance version of Rudyard Kipling) There have been hard markets before, there have been recessions before, but never have the two emerged with such force at the same time. Policyholders desperate for savings will be receiving the unwelcome news of significant premium increases. The door of client inertia will be swung wide open, presenting fantastic new business opportunities, as well as offering serious threats to renewal books. This webinar is delivered by Alan Chandler and is a great follow on from his incredibly well-received presentation "The Perfect Storm" on why there will be a hard market.
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Pandemic Stress and the Importance of Workplace Wellness
Free taster session provided by Madeline Blackburn from Soul Spa Meditation. This will involve dealing with stress in the workplace. Optional donation to MIND charity (link to follow)
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Joint Professions’ Networking Group - Virtual Networking Event - Booking details below
The Joint Professions’ Networking Group (JPNG) is a group of professional organisations, drawn from around the region, offering an opportunity to meet and forge genuine connections with fellow professionals in a social environment. The group was formed in 2009, with 14 professional member organisations, with a mix of lawyers, accountants, surveyors, directors and property professionals, as well as members of the banking, insurance and investment sectors. This is a networking and CPD event arranged by JPNG and suitable for all PFS and CII professionals to attend.
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Cancelled - Annual Black Tie Dinner
Cancelled - BUT see our virtual event December 4th and make your nominations now!
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Directors' & Officers' Insurance and Employment Practices Liability in a plain English nutshell
This session will briefly explain the history and how the D&O market place is changing, including the fact that many more directors are being sued individually and also the fact that the amount of HSE prosecutions have trebled against individual directors since 2015. This is no longer a cover that ANY director can ignore, and ironically if a director refuses D&O without consulting their fellow directors they have massively increased their own personal D&O exposure. Too many brokers are saying to their clients that the maximum limit a company should set for D&O is the sum total of all the directors personal assets - this is wrong and will lead to a PI claim against that broker! The trainer for this session, Alan Chandler, runs his own training and consultancy business, so does not come with any agenda for promoting a specific insurer's wording. This presentation will be focusing on how to make it easy to understand the main purpose of this valuable cover. Alan Chandler, widely regarded as one of the leading trainers and presenters within the UK, in his usual engaging style will help provide a plain English overview on D & O and EPL insurance suitable for all those in the insurance industry.
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Financial awareness: a plain English overview for all insurance staff
Covid-19 has forced the UK into a recession and understanding clients accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives, account handlers and underwriters will need to understand the main terminology. This presentation looks to provide a plain English understanding of what is in a balance sheet, Profit and Loss account, a cash flow statement and how these can be read easily by non accountants. The webinar will also include an overview of the main financial ratios again explained in a plain English way aimed at non accountants. Alan Chandler, widely regarded as one of the leading trainers and presenters within the UK, in his usual engaging style will help provide a plain English overview for financial awareness suitable for all those in the insurance industry.
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Professional Indemnity insurance - an overview
This presentation provides an overview of professional indemnity insurance. It looks at the main case law underpinning the PI market, why the PI market is expanding in terms of number of policyholders needing the cover yet at the same time the capacity is decreasing. It explores the problems posed by a claims made wording and the difficulty clients have going into retirement without adequate run off cover. The presentation also looks at ensuring the correct limits of indemnity are set. Alan Chandler, widely regarded as one of the leading trainers and presenters within the UK, in his usual engaging style will help provide an overview of Professional Indemnity suitable for all those in the insurance industry.
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Working Well: An Introduction to Mental Health Awareness (3 hours)
Join this short course taught by national expert Amber Cowburn, to give you a thorough introduction to mental health awareness. You will learn about current mental health statistics, why mental health is of core importance to business, the continuum of mental health, how to proactively look after employee wellbeing, and how to support and signpost. Working Well provide sector leading mental health training that empowers participants, using expertise and enthusiasm. Their courses are packed with current research, to ensure comprehensive understanding and confidence to focus on employee wellbeing.
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FCA Business Interruption Test Case - the judgment
Branko Bjelobaba FCII delivers this comprehensive and interactive one-hour webinar, which will focus on the judgment following the FCA’s ground-breaking test case at the High Court. The hearing concluded on 30th July and the judges have agreed to hand down their judgment for mid-September. Eight days have been spent analysing countless policy wordings and individual words and their everyday meanings. The FCA consider some 370,000 insureds have had payments denied as insurers have interpreted wordings only to suit themselves and each of the eight insurers’ counsel has presented evidence and argument as to why their interpretation is correct and why the FCA has got this wrong. This case will be momentous and will set clear precedent as to the clarity of wordings and what needs to happen to ensure future cover is clear and understood by all parties. At the same time it will highlight the exposure for insurance brokers all of whom will have arranged these covers for clients (and some will be classed as co-manufacturers under PROD) and encourage them to robustly reassess their advice process under ICOBS and their overriding professional duty to clients thus ensuring their own professional indemnity costs remain reasonable (clearly not knowing how the case will go at the time of advertising this session!).
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State of the economy update: The latest economic overview in this changing world
The Outlook for the UK Economy from The Bank of England: attendees will get an up-to-date overview as to the state of the economy and an insight into its latest economic forecasts.
View event detailsHow Employers' Liability, Public Liability and Products Liability can arise and why current limits are no longer enough
How Employers Liability, Public Liability and Products Liability can arise and why current limits are no longer enough. This webinar presented by Alan Chandler, one of the most popular insurance presenters in the UK, will examine how policyholders can be liable for claims and how in this increasingly litigious world, the limits of indemnity currently being offered are no longer enough, meaning brokers could be exposed to PI claims by offering traditional policies.
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Examination Techniques Workshop
This 3 hour workshop will aid all those who are taking CII or PFS examinations. This interactive course will deal with how to impress the examiner, looking at the different examination terminology and what the examiner expects when they use key phrases. The workshop will explore a range of study techniques to see which ones are most appropriate for you, as well as looking at how to time manage both in respect of revision and the actual exam. Alan Chandler, one of the most popular insurance presenters in the UK, has been both tutor and examiner for many different CII subjects and is perfectly placed to provide us with a useful and generic overview of exam techniques.
View event detailsMentally Preparing for a Post-Lockdown World
This workshop will provide practical plans, tips and easy strategies to help returning employees cope mentally with the stress that can accompany the change involved in returning to a bustling workplace. In preparing to return to what is being termed the ‘new normal, Michael Quigley, Founder of Kataholos leads this session which will focus on helping address the real feelings and emotions experienced when interacting with colleagues and management.
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CANCELLED: Plymouth Fireworks Championships
Join us on the Plymouth Venturer for a great night of unrivalled views of the first displays!
View event detailsThe rise of Errors & Omissions claims against brokers and how these can be mitigated
How broker errors and omission claims are increasing and how these can be mitigated This presentation will explore why the amount of errors and omission claims against brokers are on the increase. Various new pieces of legislation including the broker's duty under the Insurance Act 2015, GDPR and the Insurance Distribution Directive are making brokers more vulnerable which, coupled with increased litigation in society, increased client expectations and ever higher regulatory demands mean that brokers cannot continue to do what they have always done. Far more proactivity is required. Alan Chandler, widely regarded as one of the leading trainers and presenters within the UK, will provide a number of examples of how the tide of litigation is turning against insurance brokers and what they need to do to mitigate their E&O risks.
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Be seen; be heard: make an impact VIRTUALLY!
With these changing times, we are all being forced to communicate virtually: conference calls, webinars, phone calls, as well as emails. In this interactive webinar, join this one hour session to find out specific techniques to ensure you are making an impact when communicating virtually.
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The Perfect Storm: why capacity is draining out of the UK insurance market and why we are moving into a very hard market
This presentation, aimed at those working in commercial insurance, will explore why capacity is draining out of the UK insurance market and why we are moving into a very hard market where niche covers will be difficult to place. How Solvency II, the recent stock market crash, the Ogden change, soft rating, recent floods and now BI and Covid-19 have all combined to create the perfect storm and how rates will have to significantly increase with many high risk businesses facing the prospect of getting no alternative quotes - Click on the subject title to see more or book.
View event detailsHow to correctly advise policyholders on the policy coverage gaps caused by the Covid-19 lockdown
A MUST FOR ALL BROKING STAFF The Covid-19 lockdown has created far more gaps in covers than most brokers realise, and this webinar takes a look at where these coverage gaps arise and how best to advise your clients on these issues. Alan Chandler, who has recently delivered the very well-received BI and Covid-19 session will be providing this webinar on the essential things a brokers must take into account. Click here to see more.
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