Previous events

All previous events

Webinar on Motor Claims

  • Tue 10 Oct 8:30 am – 9:30 am
    • Jennifer Yeates, Zing 365

Motor insurance is one of the faster developing insurance products in the 20th and 21st century, and in today’s technology led world, insurers are looking at more ways to handle and settle claim. During this course, we will look at process of handling claims for damages to vehicles, and identify the parties involved during the claims process. We will also be exploring fraud and mis-representation.

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PFS Event - Royal Mint Experience & an Introduction to Gold Bullion Investment

  • Tue 10 Oct 8:30 am – 11:00 am
  • Royal Mint Experience
    • Steven Jones, Chartered MCSI, Royal Mint

The PFS South Wales region invite you to a special event at the Royal Mint Experience. The event begins with a 1-hour seminar giving an introduction to gold bullion investment, followed by a complimentary tour of The Royal Mint Experience.

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Online Event - Banana Skins – Risks facing the Insurance Industry

  • Thu 05 Oct 10:00 am – 11:00 am
    • Branko Bjelobaba FCII, MIoD

What are the risks facing the global insurance industry right now and how are these impacting UK insurers and brokers? The sector appears to be rather relaxed regarding corporate governance but the failure to attract and retain the right talent is now rated in the top five risks. Will the wider impact of macro-economic factors continue to impact in terms of coverage, price/value and overall service delivery?

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PFS Webinar Series - Long Term Care - Part 4

  • Tue 03 Oct 10:00 am – 11:00 am
    • Graham Duffy, Just

Confronting the UK care system is a daunting reality for many families every year. LTC qualified advisers are ideally placed to help people through all the aspects of the care system, from local authority “care needs” assessments and the role of the NHS, through to considering all the options for funding care. Through being qualified and up to date with your knowledge you can make a positive difference, potentially helping thousands of families in a vulnerable position.

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PFS Webinar Series - Long Term Care - Part 3

  • Tue 26 Sep 10:00 am – 11:00 am
    • Graham Duffy, Just

Confronting the UK care system is a daunting reality for many families every year. LTC qualified advisers are ideally placed to help people through all the aspects of the care system, from local authority “care needs” assessments and the role of the NHS, through to considering all the options for funding care. Through being qualified and up to date with your knowledge you can make a positive difference, potentially helping thousands of families in a vulnerable position.

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Online Event - Public Liability: where are we heading? A review of recent case law

  • Tue 19 Sep 10:00 am – 11:00 am
    • Jeff Heasman, Insurance Upskill

This webinar will analyse recent case law in the UK and provide an overview of key liability trends and where they are likely to lead in the coming years and what we should be doing now as an insurance industry to prepare.

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Online event - Inflation and the insurance considerations

  • Wed 13 Sep 2:00 pm – 3:00 pm
    • Diane Jenkins BA [Hons], ACII, Chartered Insurance Broker – technical insurance trainer, Nick Thomas Associates

This session on inflation considers what affect increasing inflation has on business insurance – what clauses and cover issues brokers and insurers need to consider for various classes of cover

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Breakfast Event on Handling Price Objections

  • Wed 13 Sep 8:30 am – 9:30 am
  • Clayton Hotel
    • Matthew Owen-James, Zing 365

Insurance is one of those things that people buy because they need it. A budget will be set in their minds, and they will want it as cheap as possible. Sometimes, the price of the product may not meet their expectations, resulting in objections.

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PFS Webinar Series - Long Term Care - Part 2

  • Tue 12 Sep 10:00 am – 11:00 am
    • Graham Duffy, Just

Confronting the UK care system is a daunting reality for many families every year. LTC qualified advisers are ideally placed to help people through all the aspects of the care system, from local authority “care needs” assessments and the role of the NHS, through to considering all the options for funding care. Through being qualified and up to date with your knowledge you can make a positive difference, potentially helping thousands of families in a vulnerable position.

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Online event - Creating an effective coaching and mentoring environment

  • Thu 07 Sep 12:30 pm – 1:30 pm
    • Matthew Owen-James, Zing 365

This live-online webinar aims to explain what coaching is all about. We will go through the process of how to prepare and deliver effective coaching together with a look at ways one can be supportive as a mentor. There will be hints and tips on maintaining a positive environment to allow coaching and mentoring to be well received and effective. This course is best suited to anyone in a team leader or managerial role who wants to inspire their staff.

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PFS Webinar Series - Long Term Care - Part 1

  • Tue 05 Sep 10:00 am – 11:00 am
    • Graham Duffy, Just

Confronting the UK care system is a daunting reality for many families every year. LTC qualified advisers are ideally placed to help people through all the aspects of the care system, from local authority “care needs” assessments and the role of the NHS, through to considering all the options for funding care. Through being qualified and up to date with your knowledge you can make a positive difference, potentially helping thousands of families in a vulnerable position.

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2023 Summer Social Event hosted by the Insurance Institute of Cardiff and BIBA

  • Thu 24 Aug 5:30 pm – 9:00 pm
  • The Botanist Bar

Join us for our annual Summer Social event sponsored by Kingsbridge Group and the Insurance institute of Cardiff on the rooftop terrace of The Botanist, Cardiff. An opportunity for our members and industry peers to get together for a fun evening of networking and socialising with complimentary nibbles to be provided. Tickets available at a cost of £5.00 per person.

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Online Event - Employers Liability, Public Liability and Products Liability overview

  • Wed 16 Aug 12:00 pm – 1:00 pm
    • Alan Chandler

This webinar looks at providing an overview of the essential insurance covers of employers liability, public liability and products liability, what these policies cover and how a client could become legally liable. The presentation will be provided by Alan Chandler, one of the most popular presenters in the UK, and Alan will in his usual plain English style look to enable delegates to gain a full understanding of liability insurance and why current limits of indemnity may no longer be enough.

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Online event - Cultivating Diversity, Inclusion and Belonging at work.

  • Thu 10 Aug 12:30 pm – 1:30 pm
    • Kerris Earle, Zing 365

This webinar on Cultivating Diversity, Inclusion and Belonging at work will help the attendee to understand what Equality, Diversity & Inclusion (ED&I) mean to the workplace overall, as well as the role that each individual has to play within it. A barrier for cultivating belonging at work is often in the form of biases, prejudice and discrimination. We will explore how they can occur, how to identify them and most importantly what we can do to reduce them.

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Online Event - Socioeconomic Status and Inclusive Leadership

  • Wed 12 Jul 12:00 pm – 1:00 pm
    • Jess Woodsford, Inclusive Features

Join this webinar to learn more about how we can all improve social mobility through Inclusive Leadership. You will learn the 4 key traits of an Inclusive Leader and be given a chance to reflect on how to create a more inclusive culture at your organisation, which will directly impact the retention, wellbeing and productivity of your current and future workforce.

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Wine & Wellbeing; What wine can teach us about how to develop sensory awareness for better mental wellbeing

  • Thu 06 Jul 6:00 pm – 8:00 pm
  • Big Moose Coffee Co
    • Jeff Heasman, Insurance Upskill

We often take our senses for granted and yet greater sensory awareness enables us to focus on the present, reduce anxiety and improve our emotional reactions to things that occur around us. Sensory awareness is also a fundamental part of wine tasting. In this fun and entertaining CPD session, through using sensory awareness techniques to taste 5 different wines from Spain and Portugal, we will learn what sensory awareness is and how it can be used to improve our mental wellbeing.

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Online Event - Law of Torts in a nutshell

  • Thu 06 Jul 10:00 am – 11:00 am
    • Jeff Heasman, Insurance Upskill

All too often we overthink principles of tort law and we get confused by the raft of cases that exist in this area of law. In turn, we confuse ourselves and our customers in the way we explain and apply those principles of law.

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Online Event - An Overview of Commercial Package Insurance

  • Wed 28 Jun 12:00 pm – 1:00 pm
    • Alan Chandler

This webinar will provide a practical look into the various sections of a typical commercial package insurance policy, what is covered and what protection a commercial customer actually obtains, so that brokers, underwriters and claims staff alike can be confident when explaining the different sections of cover.

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Online Workshop for MO5 Insurance Law Intensive Revision Course

  • Fri 23 Jun 9:30 am – 4:00 pm
    • Alan Chandler

This intensive revision course is designed to help you develop your exam technique and knowledge for the MO5 module. These webinars will help delegates wherever they are in their MO5 journey, at the beginning or at the end revising for their multiple-choice examination.

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Webinar on Complaint Handling in a Regulated Environment

  • Tue 06 Jun 12:30 pm – 1:30 pm
    • Kerris Earle, Zing 365

Complaints are often viewed as an inconvenience to firms, as they can be time-consuming and costly to resolve. However, complaints are actually a constructive way for firms to assess and review their activities, particularly what might not be going right, and to investigate whether their products are fitting the wants, needs and expectations of their target customers.

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