Previous events

All previous events

A Review of The Last Year And The Year To Come In Insurance And Financial Services

  • Thu 07 Dec 6:00 pm – 8:00 pm
    • Jeff Heasman, Insurance Upskill

There are lots of parallels between the world of wine and the past year in insurance and financial services. There are also some lessons that we can take from the world of wine in terms of how we can harness potential for the year to come, based on predicted trends.

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Online Event - A Plain English Introduction to Engineering insurance and inspection

  • Wed 06 Dec 1:00 pm – 2:00 pm
    • Alan Chandler

This is an hour's presentation looking to provide a plain English overview of the Engineering insurance market which is often shrouded in mystery and badly understood. We will look at both the inspection and insurance cover elements of Engineering insurance.

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Online Event - The Power of Questions’

  • Tue 05 Dec 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

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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PFS South Wales Autumn Conference

  • Wed 22 Nov 8:45 am – 3:00 pm
  • Hensol Castle
    • James Bird, Fidelity
    • Andy Woollon, Zurich
    • John Corbyn, Quilter
    • Karl Steadman, JUST
    • Dean Swindell, PortfolioMetrix
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Novus Social Event - Beaujolais Day at The Ivy

  • Thu 16 Nov 2:00 pm – 5:30 pm

Celebrate one of the biggest and best days of the year in Wales, at The Shearwater Room in The Ivy, Cardiff’s all-day private dining space. Its polished parquet floor and beautiful Art Deco-style brass lighting set a stunning stage for artwork that references the variety and range of the local area, from Cardiff Castle to The Welsh Dragon and The Hayes.

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Online event - Managing and Handling Change

  • Thu 16 Nov 12:30 pm – 1:30 pm
    • Matthew Owen-James, Zing 365

This module explores how we can plan and implement change in a managed and sustainable way. The programme will look at planning for change and then how we plan to roll out and implement the change. The session will look at the typical difficulties and challenges created by change and how we can deliver in a positive and effective manner.

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2023 Beaujolais Nouveau Day

  • Thu 16 Nov 12:00 pm – 5:00 pm
  • The Pontcanna Inn

BOOKINGS NOW OPEN! We will be celebrating Beaujolais Day at the Pontcanna Inn, Cathedral Road, Cardiff, CF11 9LL. A 3-course gourmet lunch plus half a bottle of Beau Nou at a cost of only £55 per person. Please click on the link to reserve your space now.

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Online Event - A Plain English overview of reinsurance, including how reinsurance premiums affect the price charged to policyholders.

  • Wed 08 Nov 1:00 pm – 2:00 pm
    • Alan Chandler

Reinsurance premium increases have been one of the most significant causes of the current hard market for policyholders, and that is why it is essential that all brokers, underwriters, and claims staff have a basic overview of how reinsurance operates. This webinar will be presented by Alan Chandler, one of the most popular speakers in the UK. Alan will explain why reinsurance is so essential, the different types of reinsurance and how reinsurance can significantly affect policyholders premium and cover.

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2023 Annual Quiz

  • Thu 26 Oct 5:30 pm – 10:00 pm
  • Sandringham Hotel

The Insurance Institute of Cardiff invites you to enter our Annual Quiz! At a cost of £6 per person to include buffet food. Get a team (of up to 6) together and come test your general knowledge. Please book your places asap for catering purposes. Individuals and smaller groups can join together on the night. We hope to see you there!

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Online Event - Understanding and addressing buyer influences'

  • Thu 19 Oct 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas Associates

How often do we lose an existing account, or fail to win a sales pitch despite having what we think is clearly the best proposition? The most common reason that this happens is that we fail to identify, understand, and address the decision making dynamic and wider buying influences at our prospect or client. This session demonstrates a step-by-step methodology to make sure you cover all the bases and are not left scratching your head after another unexplained failure.

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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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