Forthcoming events
This month
Pensions & Peroni - CPD event followed by some Christmas Cheer!
The PFS Lancashire, Merseyside and Cumbria regional committee are delighted to invite you to join us for a festive delve into all things pensions! The event will comprise of 2 speakers, giving you a combined total of 80 minutes’ CPD. We will then move on to the nearby Forum bar, where canapes and drinks will be served until 7.00pm. Our first speaker, Mark Stewart of Scottish Widows, will be looking at recent changes to pensions. Our second speaker, Kerry Houghton, will be looking at reviving the love of SSAS, along with the practical steps to property purchase in pensions with Forbes solicitors. We will then have a brief insight into the ‘good retirement’ of a financial adviser. It is going to be a very popular event, so please register as soon as possible.
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The Sales Mindset How we can, and should all be salespeople
There are many misconceptions around the nature of sales and what it takes to be a salesperson. These misconceptions can prevent salespeople, or people who have some sales responsibility from achieving their ‘sales’ potential or even ‘selling' in the first place. This empowering session dispels many sales myths including the concept of the ‘natural salesperson’, demonstrating that attitudes are often more important than attributes, and that the skills we lack can be developed through the right kind of practice. It also explores attitudes to sales and reframes sales as a virtuous pursuit that brings potential value to clients. More than anything it examines why people fail to achieve sales outcomes - how they get in their own way, and how to remove these obstacles
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IIPB Christmas Lunch 2024
We are pleased to provide details of this years Insurance Institute of Preston & Blackpool Christmas Lunch. This event is always well attended, with a fantastic 4 Course Christmas Lunch at the Masonic Hall and an Afternoon of Raffles and Entertainment - followed by a traditional finish at the Market Tavern. This years Entertainment comes by way of the fantastic comedian, Sam Harland
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