Previous events
All previous events
Webinar for Exeter PFS members - Underwrite Me-Scottish Widows Protection CPD
An insight into Underwrite Me and why we made the decision to be on board. Benefits of Underwrite Me to you and your business. Potentially one application form and underwriting questions that will be delivered to multiple providers and compare decisions and prices in turn a faster decision with real time to purchase and be on cover. Will this give you more efficient pipeline process and free your time to see more clients and write more business? Can the tool help in IDD – due diligence to ensure best terms for your client. Some items to note Underwrite Me is only available for personal protection and not business protection. Likewise Family Income benefit only covers Life Cover only.
View event detailsWebinar - Generate your own Positive Vibes - Guided Meditation to promote positive feelings
Webinar - with The Soul Spa, the last of six guided mental relaxation sessions in February with the aim of helping you to stay mentally calm and strong during these extraordinary times.
View event detailsWebinar - Discover the Treasures of your Unconscious Mind - Guided Meditation for Focus and Flow
The Soul Spa will be running six guided mental relaxation sessions in February with the aim of helping you to stay mentally calm and strong during these extraordinary times.
View event detailsWebinar - A Gentle Journey to Inner-Peace - Guided meditation to let go of the stresses of the day
Webinar - with The Soul Spa, the fourth of six guided mental relaxation sessions in February with the aim of helping you to stay mentally calm and strong during these extraordinary times.
View event detailsWebinar-Supreme Court Judgments in FCA's business interruption insurance test case
An overview of last months Supreme Court Judgments regarding business interruption following the FCA insurance test case
View event detailsWebinar - Resilience and looking after yourself in challenging times by Susan Heaton-Wright
Many of us are used to working with others in an office or visiting clients face to face. Having a daily routine and being able to live fulfilling lives meeting others and participating in hobbies. As our working and home lives are being changed drastically, we need to look after our physical wellbeing even more – and that of our families. This is focused on your physical, emotional and mental wellbeing. This is an interactive workshop with a workbook and a chance to ask questions and share good practice.
View event detailsWebinar - Breathing for Creativity – Learn how breathing can open your mind
Webinar - with The Soul Spa, the third of six guided mental relaxation sessions in February with the aim of helping you to stay mentally calm and strong during these extraordinary times.
View event detailsWebinar - Teach yourself to Sleep - Guided meditation for relaxation and better sleep
Webinar - with The Soul Spa, the second of six guided mental relaxation sessions in February with the aim of helping you to stay mentally calm and strong during these extraordinary times.
View event detailsWebinar - Your Mind is as Vast as the Ocean - Guided meditation to calm your mind and release stress
The Soul Spa will be running six guided mental relaxation sessions in February with the aim of helping you to stay mentally calm and strong during these extraordinary times.
View event detailsWebinar on the insurance implications of Brexit
Despite dominating much of press coverage for many years, due to the occurrence of Covid-19 around the globe Brexit is now getting far less press coverage, and there is a danger the insurance industry could slip into 2021 without fully considering the impact of Brexit. The UK are due to leave the EU at the end of the year and there will be implications for insurance contracts. Whilst there is a chance of something being negotiated the FCA are preparing for all eventualities. This webinar, presented by Alan Chandler, one of the most popular presenters in the UK will run through a brief history of how the EU has changed insurance, before exploring how the insurance industry could change from January. There will be Implications for nearly all classes of business including motor insurance, travel insurance, commercial insurance and marine insurance which will be explored as well as exploring what will be the position on insurers who passport into the UK. Learning Outcomes Delegates will be able to: · Understand the history of how the EU has changed the insurance industry · Understand the potential implications of Brexit on insurance policies · Understand the potential implications of future passporting
View event detailsAn overview of Professional Indemnity Insurance
Exeter institute - An overview of professional indemnity insurance Thursday 21st Jan, 2021 15.30 – 17.00 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. It 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. Learning Objectives Understand the main purpose of professional indemnity cover Understand the case law that supports the pi market Understand why demand for pi is increasing but capacity decreasing Understand the issues surrounding a claims made wording Understand why limits of indemnity are often inadequate
View event detailsIntroduction to tax planning using Enterprise Investment Schemes (EIS), Venture Capital Schemes (VCT) and Business Property Relief (BPR).
LEARNING OBJECTIVE: This training session is designed to: o Offer a nuanced understanding of cyber risk which remains relevant and topical. o Examine cyber risk in light of the Covid-19 global pandemic. o Provide strategies that participants can apply themselves, or discuss with clients, to minimize their risk. LEARNING OUTCOMES: By the end of this session participants will: o Understand how cyber risk has altered since Covid-19 and which risks are of most concern to insurers. o Be aware of how claims trends have been influenced by Covid-19. o Feel confident in applying some strategies to mitigate these risks.
View event detailsCyber Risk Landscape Post Covid-19 - Webinar
LEARNING OBJECTIVE: This training session is designed to: o Offer a nuanced understanding of cyber risk which remains relevant and topical. o Examine cyber risk in light of the Covid-19 global pandemic. o Provide strategies that participants can apply themselves, or discuss with clients, to minimize their risk. LEARNING OUTCOMES: By the end of this session participants will: o Understand how cyber risk has altered since Covid-19 and which risks are of most concern to insurers. o Be aware of how claims trends have been influenced by Covid-19. o Feel confident in applying some strategies to mitigate these risks.
View event detailsA plain English overview of Contractors Insurance
Exeter institute - An overview of professional indemnity insurance Wednesday 2nd December 2020 16.00 – 17.00 From small builder to plumbers through to large building firms there are an increasing number of contractors needing insurance often due to the fact that building firms now take on contractors rather than employees. These contractors need professional guidance on their insurance needs and this presentation will outline the main factors to be taken into account. As an example would a small building firm really understand the difference between labour-only and Bona-fide sub-contractors, if they do not have a broker they are in big trouble as the Insurance Act 2015 says they must make a fair presentation of risk, without help how do they do this? The presentation will look at the main insurance needs of a contractor. The webinar will include looking at contract works cover, understanding contractor liability cover including non-negligence cover, understanding the Business Interruption cover including understanding how to add fines and damages to the contractors’ policy and why current limits of indemnity are often not sufficient. The contractors sector will suffer badly from the hardening market and this presentation will look at how you can best get your clients’ needs correctly arranged. This presentation will be applicable for brokers, underwriters, claims staff and loss adjusters. Learning objectives: Delegates will be able to: Understand Contract works cover Understand contractors liability cover including non-negligence Understand the Business interruption requirements including how to add fines and damages cover Understand why the current limits of indemnity offered under contractors policies are often too low
View event detailsCPD Event- Sales & Client Retention in the New Normal
Nick Thomas presents a webinar on the importance of client relationships in a hard market and with remote working.
View event detailsWhat are ETF’s presented by Blackrock
Session Overview: An ETF combines the diversification benefits on an index fund with the intraday flexibility of a stock. Although an ETF seeks to track an index, success can vary, and a variety of factors can impact this, including ETF structure, access to the underlying markets, tax considerations and impact of currency. In this presentation, Tom will draw on his extensive experience to highlight the benefits of using ETFs in portfolios and what to consider in the product selection process.
View event detailsWhat are ETF’s presented by Blackrock - Part 2
In this presentation, Nurul will draw on her experience as an ETF trading specialist to discuss how trading ETFs can be simple.
View event detailsCPD Event- Consultative Sales Skills- A Webinar with Nick Thomas
Nick Thomas presents a webinar on the principles of consultative selling and its advantages.
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