Previous events

All previous events

Webinar on EQUALITY, DIVERSITY AND INCLUSION (ED&I) TRAINING

  • Tue 14 Feb 12:30 pm – 1:30 pm
    • Kerris Earle, Zing 365

At the heart of Equality, Diversity, and Inclusion (ED&I) is treating others fairly and with respect regardless of their differences. In the UK workplaces are becoming more culturally diverse year on year, making ED&I an essential part of all staff training in order to build an open and positive work environment.

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Online Event - Sales prospecting skills - contacting the prospect

  • Mon 06 Feb 10:00 am – 11:00 am
    • Nick Thomas

This session builds on the previous one where we discussed the importance of a multiple touchpoint strategy to connect with prospects. In this session we drill down to look at best practice for each of the key contact areas.

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Online Event - Manufacturing Sector - Insurance Issues & Guidance

  • Tue 31 Jan 11:00 am – 12:00 pm
    • Nick Thoams, Nick Thomas & 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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Breakfast Event on The Cost of Living Crisis And it’s Effects on Insurance

  • Thu 26 Jan 8:30 am – 9:30 am
  • Clayton Hotel
    • Matthew Owen-James, Zing 365

The cost of living has affected us all in one way or another, whether that is the price of food or the price of energy. But what’s the cause? And most importantly, how are businesses affected? This course will explore the key areas that brokers and insurers need to take into account when understanding the insured’s needs.

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PFS Breakfast Event - The Fight Against Greenwashing

  • Wed 25 Jan 9:00 am – 11:00 am
  • Miskin Manor
    • Henry Boucher, Sarasin & Partners

Investors’ desire to make a positive difference has driven huge inflows into strategies that make sustainability claims. However, mounting evidence that a number of ‘sustainable’ strategies were not as green as they seemed has galvanised regulators to act. Rather than trusting high-level descriptions of investment approaches by Asset Managers, advisers should be prepared to dig deeper.

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Online Event - Understanding the basics of regulation in the insurance industry

  • Fri 13 Jan 12:00 pm – 1:00 pm
    • Alan Chandler

This webinar looks to provide an overview of the history of regulation within the UK insurance industry, who are the main regulators, how do they regulate and why regulation is so essential. The presentation will examine the principle-based approach to regulation put in place by the UK regulators and how this differs from rules based regulation in many other countries. it will also look at the main aspects of regulation including fair treatment for customer, ICOBS, training and competence requirements and solvency margins. All staff need to have an overview of how regulation applies to the insurance industry within which they work, and this presentation will provide this overview

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