Previous events
All previous events
Webinar - An Introduction to Engineering Insurance
Engineering insurance can be a difficult area for brokers and insurers to understand. This introduction to engineering insurance session looks at the main covers and helps brokers and insurers identify key risk areas.
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Through The Grapevine - What wine can teach us about being a better communicator
We welcome Jeff Heasman, Insurance Upskill to Sandy Park, Exeter
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PFS CPD Event - ESG Accord
ESG Accord launched at the end of 2020 to address the compliance gap created from dramatic changes in the investment universe over the last couple of years as a result of the increasing inclusion of ESG and Sustainability metrics.
View event detailsWebinar - Closing the Deal – Objection handling and closing
In the same way that many salespeople experience ‘call reluctance’, many others fail to ask for the business, or to have appropriate strategies to deal with objections when they do.
View event detailsWebinar - A Guide to Understanding Policy Wordings
Recent litigation has demonstrated the importance of understanding the policy contract wording. This webinar explains how policy wordings are constructed and may be interpreted.
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Webinar - PFS - Decumulation-strategies for investing/sustainable income in retirement
Unlike at accumulation, decumulation includes added risks. Since pension freedoms there has been a significant rise in the use of income drawdown with an equal rise in the need to manage decumulation risks.
View event detailsWebinar - Sales Prospecting Skills - building a quality pipeline
This session looks at how we build a pipeline of quality target prospects using an effective referral process, and a best practice prospect contact strategy in the modern virtual and hybrid world.
View event detailsPFS CPD Event - The Investing for Drawdown Challenge
Since Pension Freedoms opened up six years ago, we’ve seen a significant shift in consumer behaviour and the solutions they use to create retirement income.
View event detailsWebinar - An Introduction to Parametric Insurance
This introduction to parametric insurance is an excellent opportunity for delegates to develop their understanding of this type of insurance.
View event detailsWebinar - Taxation of Bonds – Offshore and Onshore
Learn when a chargeable event occurs and how the gain is calculated.
View event detailsWebinar - CPD Event - Order Of Gifting
From an IHT point of view, the order of gifting has always been important.
View event detailsWebinar - Retirement Planning & Developing a Centralised Retirement Proposition
Since Pension Freedoms opened up six years ago, we’ve seen a significant shift in consumer behaviour and the solutions they use to create retirement income.
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Webinar - Black belt negotiation
The second session with Tom. Black belt negotiation: how much are you leaving on the table? Imagine bringing in an extra £27,000 every month. These are the results of hundreds of professionals trained by the presenter.
View event detailsWebinar - PFS - LPA training
Lasting Power of Attorney, the importance for you and your clients.
View event detailsWebinar - Cognitive biases that undermine performance
Neuroscience explains why so much of our behaviour is based on emotion and why despite our best endeavours we often fall short of the results we want. We provide insight into how the brain works and inspire the motivation to change.
View event detailsWebinar - Sustainable Finance
On 3 February 2021, the UK Government announced that it had signed up to the International Platform on Sustainable Finance.
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Webinar - 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 May 2021, will introduce what are likely to be the most sweeping changes yet.
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Webinar for Exeter PFS members - Value of Added benefits - Scottish Widows Care Protection CPD
As protection providers we all have some form of benefit attached to a policy. But turn this around to help you overcome objectives and close the sale. If we use Car Insurance as a great example as consumers we all check our annual renewal via a comparison site and in the main all tick for ‘legal services’ or ‘no claims protection’ but we are happy to pay for such additional benefits. Upsell the benefits attached to your Protection Policy whereby there is no additional charge. Use examples to demonstrate how this can help your client and their immediate family. Mr Client you have a back exclusion on your policy but you can still use the services of Scottish Widows Care. Mental Health is big talking point currently with Covid-19. Scottish Widows can provide you with specialist nurses who can assist you. Nurses must have a minimum of ten years training whether NHS or private sector to work within Scottish Widows Care.
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