Previous events

This month

IIPB Christmas Lunch 2024

  • Fri 06 Dec 12:00 pm – 8:00 pm
  • Ashlar House

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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The Sales Mindset How we can, and should all be salespeople

  • Tue 03 Dec 10:00 am – 11:00 am
    • Nick Thomas, Nick Thomas & Associates

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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All previous events

Pensions & Peroni - CPD event followed by some Christmas Cheer!

  • Thu 28 Nov 3:00 pm – 7:00 pm
  • OneCoWork Winckley Square

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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Advanced Contractors All Risks

  • Wed 20 Nov 10:00 am – 11:00 am
    • Alan Tucker FCII, FIRM

This session examines how the standard Joint Contracts Tribunal contract has influenced the Contractors' insurance product, where and to whom the building contract imposes responsibility for insurance and the main classes affected

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Contractors All Risks - an Introduction (Rearranged)

  • Tue 29 Oct 10:00 am – 11:00 am
    • Alan Tucker FCII, FIRM

This session examines Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover. Please note - this is a rearranged webinar from 17th October 2024. You will have to book again if you booked onto the last session.

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Contractors All Risks - an Introduction

  • Thu 17 Oct 10:00 am – 11:00 am
    • Alan Tucker FCII, FIRM

This session examines Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover

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PFS Autumn Members Event

  • Wed 02 Oct 9:00 am – 4:15 pm
  • Barton Manor Hotel & Spa

The PFS Lancashire, Merseyside & Cumbria regional committee and the Chartered Insurance Institute of Preston & Blackpool are delighted to have joined forces to bring to you our Two-Part Autumn Members’ event in Preston.

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Building Confidence and shifting your Emotional State

  • Wed 18 Sep 10:00 am – 11:00 am
    • Nick Thomas, Nick Thomas & Associates

Many people believe that their emotional state is entirely dictated by external factors over which they have no control. For example, how often do we hear people say, ‘You make me angry/happy/sad’? In the workplace many develop and unconscious strategies that affect their emotional state and significantly affect their performance; typical examples include making telephone calls – particularly cold calls – and presenting or speaking in public. This empowering session shows delegates how to take control of their emotional state, shifting to the best possible state to achieve highly successful outcomes at work and at home.

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A Guide to Understanding Policy Wordings

  • Thu 08 Aug 10:00 am – 11:00 am
    • David Hole ACII, Nick Thomas & Associates

Recent litigation has demonstrated the importance of understanding the policy contract wording. This webinar explains how policy wordings are constructed and may be interpreted

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The Power of Questions

  • Thu 25 Jul 10:00 am – 11:00 am
    • Nick Thomas, Nick Thomas & Associates

‘The wise man doesn't give the right answers, he poses the right questions.’ Claude Levi-Strauss. Asking the right questions of ourselves, as much as of others, is one of the keys to success in our business and personal lives. This virtual training programme helps us to understand why questions are so important and how powerful they can be in leading us to the outcomes we want to achieve. This type of learning is applicable at all levels across the insurance industry, whether in sales, negotiation, claims, underwriting, broking or simply working collaboratively in teams or meetings

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Manufacturing Industry Focus

  • Thu 27 Jun 10:00 am – 11:00 am
    • Chris Abram ACII, Nick Thomas and Associates

This session on manufacturing is the first of a series of sessions looking at sector specific contemporary insurance related issues, and offering practical guidance for dealing with them

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Summer Social & Networking Event at Forum, Preston

  • Tue 18 Jun 5:00 pm – 8:00 pm
  • Forum Bar & Kitchen

Join us for a fun Summer Social & Networking Event at Forum, Preston - a great opportunity to mingle, make new connections and win prizes! Come and mingle with like-minded individuals, make new connections, and enjoy delicious food and drinks in a relaxed atmosphere. We would like to hear your ideas about the kind of local PFS events you would like to see happening in the future and how we can further develop our community. We will have an idea's box for future events with a prize draw!

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Challenging for Sales Success

  • Thu 13 Jun 10:00 am – 11:00 am
    • Nick Thomas, Nick Thomas & Associates

For decades B2B organisations in solution selling have focused their sales approach on understanding client needs and building strong relationships. But research in recent years has clearly established that this is no longer enough, and that the very best salespeople go beyond traditional consultative and solution selling to ‘challenge’ their clients in multiple ways. This session introduces the ‘Challenger Sale’.

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Economic Outlook by the Bank of England

  • Tue 21 May 10:00 am – 11:00 am
    • Ken Clark, Bank of England

One of the Bank of England's key responsibilities, as the central bank of the UK, is the conduct of monetary policy. In this Economic Update we will hear how since the MPC’s previous meeting, market-implied paths for advanced economy policy rates have shifted up

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Networking – a professional approach

  • Tue 07 May 10:00 am – 11:00 am
    • Nick Thomas, Nick Thomas & Associates

Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam. This session emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers

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Annual General Meeting 2024

  • Tue 23 Apr 5:00 pm – 6:00 pm
  • Oak Royal Golf Country Club

We need you! To get down to our AGM... Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.

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Property Owners Sector focus - insurance issues and guidance

  • Wed 10 Apr 10:00 am – 11:00 am
    • Diane Jenkins BA [Hons], ACII, Technical Insurance Trainer

This session on Property Owners is another of our series of sessions looking at sector specific contemporary insurance related issues, and offering practical guidance for dealing with them

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Mergers and acquisitions – key insurance issues

  • Wed 20 Mar 10:00 am – 11:00 am
    • Diane Jenkins BA [Hons], ACII, Technical Insurance Trainer

This session looks at some of the insurance issues faced during a client merger or acquisition and explores some of the insurance solutions available.

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The Power of Listening

  • Tue 05 Mar 10:00 am – 11:00 am
    • Nick Thomas, Nick Thomas & Associates

‘Nature hath given [us] one tongue but two ears, that we may hear from others twice as much as we speak.’ Epictetus [Ancient Greek philosopher]. Many of us merely ‘hear’ and fail to really ‘listen’. Effective listening can have a profound effect on all our interpersonal relationships at work and home. In this session Nick Thomas brings together his expertise from the worlds of sales and coaching to help improve awareness of the importance of effective listening, and some key skills and tools to improve performance in multiple different environments.

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Emerging Risks to the Insurance Industry

  • Wed 21 Feb 10:00 am – 11:00 am
    • Diane Jenkins BA [Hons], ACII, Technical Insurance Trainer

This session on Emerging Risks looks at some of the issues that are changing the insurance industry – in terms of ways of working, and new insurance solutions being developed

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