Previous events
All previous events
7 Secrets of Highly Visible People-How to Raise your Visibility for Career Success in uncertain times
We are pleased to welcome back Susan Heaton Wright who delivered the 'Resilience and looking after yourself in challenging times' webinar in April. This webinar is the first in a trilogy of soft skills webinars in September and early October. Overview: How is it that some people rapidly climb the career ladder whilst others – who might be equally as good, remain at a lower level? Having studied very successful people; watching their behaviour, actions and attitudes, Susan has identified key engagements these successful people do in order to be visible to decision makers. And in this time where cuts are being made, you want to be the go to person: the person who is positively noticed – and she doesn't mean the loudest person: the last person standing when difficult decisions are made.
View event detailsJO2 (Trusts) Pre Exam Training
The Personal Finance Society Hants and Dorset, Surrey & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the JO2 examination. Due to COVID-19 the Regional Committees and local institutes have suspended all Face to Face events for 2020 and this event will be run as an Online Distance Learning event.
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AF4 (Investment Planning) Pre-Exam Training days- 3rd and 24th September
The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the AF4 examination. As AF4 is a large topic to cover, the training has been split into Day 1 and Day 2 to fully cover the subjects involved. Delegates are advised to attend both sessions. Due to the COVID-19 pandemic, the Regional Committees have suspended all Face to Face events for 2020. This will be an online distance learning event.
View event detailsHealth & Safety- Returning to Work after COVID 19
As employers consider a ‘Return to Work’ they must remember they have statutory duties to provide a safe place of work and also general legal duties of care towards anyone who may be accessing or using their place of business. They need to review and adapt their work practices and procedures in light of Government Guidelines and advice issued by the Health & Safety Executive including undertaking a Covid-19 risk assessment as soon as possible. All employers should consider publishing their risk assessment on their website and the government expects all employers with over 50 employees to do so.
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Storytelling: Communicate with Power and transform your business
People very easily forget data and facts, especially in a world where we are flooded with data and facts. However, people never forget a good story! Recognising and using the power of storytelling will transform the way you communicate, ensure you win new business and it will set you apart. Forget long (and often boring) case studies. Forget one-liner testimonials. Captivate your audience and wow your clients by crafting stories, delivering them in an engaging way and just watch your business come to life and thrive.
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Ghost Broking-the not so phantom menace
Ghost broking is a growing problem in the insurance industry. Ghost brokers prey on customers and insurance companies. It is not just the young and vulnerable who are victims of ghost broking. High net worth clients are also targeted. By looking at real-life cases we will examine what ghost broking is, typical tactics used, detection methods and strategies to counter this menace.
View event detailsPFS Soft Skills Webinars -July 2020
The Personal Finance Society Hants and Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised three exclusive 1-hour soft skills training sessions for all members, experienced and new, who wish to brush upon or learn these specialist skills. These sessions may be of particular interest to financial advisers, general insurance brokers and mortgage advisers, but would apply to anyone working within the Insurance and Financial Services Professions.
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RO1 Day 1 (Financial services, regulation and ethics) Pre Exam Training, Monday 13th July 2020 - online distance learning event
The Personal Finance Society Hants and Dorset & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Reading and Southampton have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the RO1 examination. The RO1 course will consist of two half day sessions on Monday 13th July and Monday 20th July.
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Personal Injury Claims...Where Next?
Over the last 30 years, few areas of the insurance market have seen such frequent and significant changes than that of personal injury claims. Various reforms have been introduced in attempts to tackle sensitive issues such as access to justice, fraud, legal fees and their effect on premium levels. Unsurprisingly these have generated strong feelings on all sides of the argument. The Civil Liability Act, now scheduled to take effect in April 2021, will introduce what are likely to be the most sweeping changes yet.
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Why you need to be talking to your Clients about D&O and EPL Cover Now!
Brokers have a small window of opportunity to place Directors and officers and Employment practices Liability covers for those clients that do not have these valuable insurances at present. Capacity is fact disappearing due to the potential recession caused Covid-19 and small firms who have no HR department are highly vulnerable to potential claims on the grounds of both wrongful dismissal and constructive dismissal. Solicitors on day time TV are encouraging ex employees to sue and this is why no business can ignore EPL cover and no director can ignore D&O cover.
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FCA Test Case on Business Interruption
Following on from Branko's webinar on the FCA's New Temporary Rules for General Insurance (in response to coronavirus) and the issuing of the FCA's final guidance effective from the date of publishing on 17 June and the actions that firms now MUST take and by 15 July, this comprehensive and interactive one hour webinar will focus solely on the ground-breaking test case at the High Court. Whilst the full hearing won’t begin until 20 July 2020 (and scheduled to take 8 days) we have already had a day of initial arguments (and this will happen again on 26 June 2020) and some of the insurers’ counsel have made interesting responses to the issues being raised by the FCA who have conducted a huge amount of assessment of a number of wordings (1,200 brokers and clients alike fed into their request for information).
View event detailsAF5 (Financial Planning Process) Pre-Exam Training, Friday July 3rd 2020
The Personal Finance Society Hants and Dorset & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Reading and Southampton have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the AF5 examination in July 2020.
View event detailsAF7 (Pension Transfers) Pre Exam Training, Wednesday 17th June 2020
The Personal Finance Society Hants and Dorset & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Reading and Southampton have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the AF7 examination in July 2020.
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Webinar-FCA New Temporary Rules for General Insurance (in response to coronavirus)
This comprehensive and interactive one hour webinar will focus on the long list of new temporary rules and guidance now finalised by the FCA for the general insurance sector (apply from 18 May 2020) and is a one-stop-shop for knowing what has to be done in a compliant and timely manner. It goes in hand with the separate “How general insurance can cope financially as a result of coronavirus” event which looks at the critical financial aspects for intermediaries to enable them to ride out this storm.
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Mental Health Reboot; Coffee, Connection & Calm EVERY FRIDAY IN JUNE
‘The Mental Health Reboot’ is your opportunity to: 1. Develop positive psychology techniques to help with anxiety, stress and low mood. 2. Meet and build relationships with new people. 3. Benefit from incredibly powerful guided meditations with a trained expert.
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Webinar - The Perfect Storm- how capacity is disappearing fast from the UK insurance market
This is the last in the trilogy of insurance and Covid-19 webinars from Alan Chandler. This webinar effectively follows on from the BI and Covid-19 and policy coverage issues and Covid-19 and explores why we are likely to get one of the hardest ever insurance markets in the UK, and what underwriters and brokers can do to manage this.
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