Previous events
This month
Stellar Start to smarter connections and smarter exams!
The PFS Lancashire, Merseyside and Cumbria regional commitee are delighted to invite you to join us for a 2 hour CPD event on networking and studying smarter! Michael Quigley, Kataholos - Connect and Conquer! Network with Confidence. Michael will explore practical networking training skills to connect with others with confidence and purpose, adding value to a situation. Register your place now as it will be a very popular event!
View event detailsWEBINAR: Macro-Economic Update with Vanguard
Macro-Economic Update Madison McCall CFA and Claire Hsu, will provide a high-level update on macroeconomic and geo-political developments & look at what advisers and clients should be thinking about.
View event details
Summer Ball
We’re delighted to be bringing back our Summer Ball. Booking is now open!
View event detailsAll previous events
M92 Business and Finance revision day
This intensive revision session is designed to help you develop your exam technique and knowledge for the M92 Insurance Business and Finance module. Led by one of the UK's foremost insurance trainers, Alan Chandler Chartered Insurer, the syllabus will be explained in plain English with practical examples. The session will not only cover the main areas of the syllabus, but also what the examiner looks for in respect of both multiple choice and coursework, as well as an interactive opportunity to ask Alan about any areas of the syllabus where candidates are stuck. It does not matter where you are in your M92 journey, Alan will make it appropriate for you.
View event detailsWEBINAR: Memorabilia: passing phase or appreciating asset?
Collecting things is something humans have always done – from interesting pebbles to glamorous diamonds! It’s a natural urge that many of us experience. Collecting memorabilia has become very fashionable, and can be very lucrative. But what is valuable, and what advice and guidance should a client be offered? This webinar explores a range of dierent types of memorabilia, why it is collectible, and offers insight on what clients should be thinking about.
View event detailsWEBINAR: The risks posed by lithium batteries with David Hole - 24 June 2025
Lithium-ion batteries were first mass-produced in the early 1990s, and they are performing a key role in the move away from reliance upon fossil fuels. However, using lithium to store energy presents a new set of risks to property underwriters. This session is designed to draw the underwriter’s and broker’s attention to these risks and why rating and wording alterations may be needed to counter this growing problem.
View event detailsWebinar - Closing the deal with Nick Thomas
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. This session explores how the work you do earlier in the process can make it easier for yourself by minimising objections and creating an ‘easier close’. We then explore how to handle objections when they do arise, and how to help secure the final close.
View event detailsAnnual General Meeting 2025
We need you! To get down to our AGM... Your local institute council invites you to attend their 2025 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.
View event details
In-person networking & CPD event - A Motivational Masterclass with Michael Quigley from Kataholos - "Let’s light you up:"
Come and spend an evening with us on Wednesday 5th February from 5.30pm at our in-person motivational masterclass with Michael Quigley, have a bite to eat and drink whilst networking with peers! This event will take place at The Barrel House in Kendal. Let’s focus on you: on what matters most to you, on what you want to achieve and let’s show you how to get there. We will be joined by award winning leadership trainer Michael Quigley from Kataholos to learn his unique approach to getting, and staying motivated for your long term success.
View event detailsThe Insurance Institute of Kendal Annual Dinner 2025
Bookings now open for our upcoming Annual Dinner 2025!
View event detailsONLINE CPD WEBINAR: Why Underinsurance in Home Contents is so Prevelant
Why underinsurance in home contents is so prevalent, and practical tips/tools to address it Underinsurance is a major issue in the industry – many reports suggest that around 2/3 of homes are underinsured. Unfortunately, the same is often true for the contents in those homes. Why is this, and what can the industry do about it?
View event detailsConsumer Duty with James Tye & Nick Thomas (1)
The FCA is determined to establish a consistent level for customer experiences and create better customer outcomes. The new rules came into force on the 31 July 2022 and were fully implemented by the 30 April 2023. This session is delivered by Nick Thomas with specialist claims consultant James Tye.
View event detailsDesk Based Yoga with Jade Allan
Led by Jade Allan, this desk based yoga event will focus predominantly on being super accessible (no sanskrit names, no chanting, no high impact/sweating) and giving people a mental break from the pressure and busyness of a typical work day. The chair session will require nothing except your usual desk chair (although if possible, we recommend not using one with wheels). We’ll offer movements and sequences that can be done any time through the day, even during meetings! The session is a space to let go of any intellectual analysis or ‘right’ way of doing things and drop into a very different space. A curiosity about what it feels like in our own bodies and an inner exploration of any benefits or shifts we experience.
View event detailsWebinar: Inclusive Futures Workshop
Join us and our guest speaker Emma Cann from Inclusive Futures CIC at our webinar to learn all about inclusive leadership.
View event detailsConsumer Duty with James Tye & Nick Thomas
The FCA is determined to establish a consistent level for customer experiences and create better customer outcomes. The new rules came into force on the 31 July 2022 and were fully implemented by the 30 April 2023. This session is delivered by Nick Thomas with specialist claims consultant James Tye.
View event detailsInsurance in an Uncertain World
The Insurance Institute of Bolton is delighted to once again be able to hold their flagship full day event, which is free for members to attend. The event covers a variety of topics with key industry speakers with plenty of opportunities to debate the topics and network.
View event detailsEmerging Risks with Chris Abram & Nick Thomas
This session on Emerging Risks looks at some of the issues that are changing the insurance industry – in terms of ways of working, and new insurance solutions being developed.
View event detailsExceptional Communication Skills with Michael Quigley
In this high energy, informative half day training session with Michael from Kataholos, you will be given 4 key techniques that you can use in order to become an essential, world class communicator.
View event detailsOnline CPD webinar - 'Replacing the Lifetime Allowance' by Craig Muir of Royal London
Online CPD event by Craig Muir, Senior Pension Development and Technical Manager from Royal London. Craig will explain how the LTA protections operate post- March 2023's budget, the main Finance Bill 2023 changes, and how the removal of the LTA affects your clients from 6th April 2024. Craig joined the Life & Pensions industry straight from university in 1988, putting his degree in Biological Sciences to great use by joining Scottish Widows before moving to Royal London. He has held several roles, including proposition training and development officer for Royal London before finally putting his analyst degree to use when he moved to Marketing in 1997 where he specialised in market research and analysis. Craig became Chairman of LAMRA, an informal association of Life Assurance providers, in 2004 as he worked to improve marketing and market research standards within the Financial Services Industry. Taking up a new role as an Intermediary Development & Technical Manager at the start of 2011, Craig is a specialist in interpreting and explaining changes to the pension rules and regulation. Craig is involved in developing adviser facing content, presenting, writing articles and commenting for the press.
View event details