Previous events

All previous events

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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Online Event - An Overview of Professional Indemnity Insurance

  • Tue 30 May 12:00 pm – 1:00 pm
    • Alan Chandler

This presentation provides an overview of professional indemnity insurance. It looks at the main case law underpinning the PI market, why the PI market is expanding in terms of number of policyholders needing the cover yet at the same time the capacity is decreasing. The webinar, presented by Alan Chandler, one of the most popular presenters in the UK, explores the problems posed by a claims made wording and the difficulty clients have going into retirement without adequate run off cover. The presentation also looks at ensuring the correct limits of indemnity are set.

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Online Event - The missed opportunity understanding employment trends

  • Tue 23 May 12:00 pm – 1:00 pm
    • Alan Chandler

During the last twenty years there has never been more changes in employment trends in the UK - yet in many cases the insurance industry has been slow to change. This presentation will point out the business opportunities that have arisen due to these changing trends and why they have often been missed.

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Online Event - 7 top tips on how to be a more effective and more efficient learner when studying for professional qualifications

  • Wed 17 May 10:00 am – 11:00 am
    • Jeff Heasman, Insurance Upskill

This practical and interactive webinar is perfect for candidates studying towards professional qualifications with either an exam or coursework element. With often limited, or sometimes no tutor support, it is extremely difficult to balance home, work and study.

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Breakfast Event on Directors & Officers Liability Insurance

  • Wed 10 May 8:30 am – 9:30 am
  • Clayton Hotel
    • Matthew Owen-James, Zing 365

This course introduces you to Directors & Officers Insurance. It is important to understand the role of a director and officer and how a claim might arise for them so that you can best advise your client. This course aims to take you through the basics of a D&O policy, explaining who it is most suitable for as well as the cover provided and how a claim may look.

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Novus Face-to-Face Event - Invest In Yourself

  • Thu 27 Apr 6:00 pm – 11:00 pm
  • Kapu
    • Jeff Heasman, Insurance Upskill
    • Sean Driscoll, ALS Training

Novus would like to invite you to their first face-to-face event of the year. This free event will be focusing on ‘Investing in yourself’, and the event will consist of professional development, networking and raising your profile. Our guest speakers for the evening include Jeff Heasman from Insurance Upskill and Sean Driscoll from ALS Training. We are also delighted to have Kingsbridge Insurance sponsor the event.

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Online event - Understanding Insurance Claims Handling

  • Thu 27 Apr 12:00 pm – 1:00 pm
    • Alan Chandler

The webinar explores the importance of early notification of claim by the policyholder, what information a claims handler will typically seek and when they will use an outsourcer. The presentation will also explore both the insured and insurers obligations in respect of a claim and why insurers must settle promptly.

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Webinar on The Future of Regulation

  • Thu 20 Apr 12:30 pm – 1:30 pm
    • Kerris Earle, Zing 365

In this 60 minute webinar we will look at up and coming regulation and considerations for the general insurance industry, spotlighting key areas of focus including consumer protection, digital transformation (including data privacy & cyber security), and Environmental, Social & Governance.

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Annual General Meeting 2023

  • Tue 18 Apr 10:00 am – 11:00 am
  • Clayton Hotel

We need you! To get down to our AGM... Your local institute council invites you to attend their 2023 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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Online Event - Policy wordings in Commercial Insurance

  • Wed 12 Apr 12:00 pm – 1:00 pm
    • Alan Chandler

This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English walk through what makes up a commercial insurance policy wording. One of the learnings of the 2020 Bi and Covid-19 court battles is the fact that you ignore the construction of policy wordings at your peril.

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Online Event - Laughing Yourself to Wellness

  • Wed 05 Apr 11:00 am – 12:00 pm
    • Jeff Heasman, Insurance Upskill

People very rarely succeed in something unless they are having fun doing it. This may explain why laughter clubs are popping up in companies, large and small, across the world and why it has been receiving so much coverage in the press in recent years!

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