Previous events

All previous events

Menopause: What Everyone Needs to Know

  • Tue 28 Oct 12:00 pm – 1:00 pm
  • Online
    • Claire Russell

Menopause is a reality for every biological woman and it is vital to understand how menopause can affect psychological, emotional and physical health. This empowering session is for women, and anyone that lives with or works with women. The aim of the session is to raise awareness on menopause, to empower women and those that love them, and to share practical guidance on supporting someone (or yourself) through menopause.

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The Great CPD Debate: 15 Hours No More?

  • Thu 23 Oct 2:30 pm – 3:30 pm
  • Zoom- Webinar
    • Jeff Heasman, Insurance Upskill

Join us for an interactive debate on one of the most hotly contested topics in the industry: the FCA's proposal to scrap the minimum 15 hours CPD requirement. Should CPD be about hours, or demonstrating outcomes? What are the risks of removing a standard, and what are the benefits? This session will challenge assumptions, engage the audience, and explore what high-quality professional development should look like. Come with your views! The audience will help shape the discussion

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Crossing the Line: When WhatsApp Messages Create Binding Contracts

  • Thu 23 Oct 9:30 am – 10:30 am
  • Zoom- Webinar
    • Jeff Heasman, Insurance Upskill

Increasingly, key agreements in insurance and financial services are formed through everyday tools like WhatsApp, SMS, and email. But when does an informal message cross the line into a legally binding contract? The recent case of Jaevee Homes Ltd v Fincham provides a striking reminder: digital communications, even those that seem casual, can amount to enforceable agreements with serious financial consequences. For professionals in insurance and financial services, where trust, compliance, and clarity are paramount, this raises urgent questions about how we communicate with clients, brokers, underwriters, and third parties. This webinar will unpack the key legal principles of contract formation in the digital age, explore the implications of Jaevee Homes v Fincham, and equip you with strategies to safeguard your communications. You’ll walk away with a clear framework for managing digital correspondence without stumbling into unintended obligations.

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Beyond the Policy: Cultural Insights from an International Insurance Journey

  • Wed 22 Oct 10:30 am – 11:30 am
  • Zoom- Webinar
    • Jeff Heasman, Insurance Upskill

In this inspiring and insightful webinar, Jeff Heasman shares lessons from work travels across Asia, Europe, and Latin America. Discover how culture shapes the way risk is understood, relationships are built, and business is done. Through real-world stories and practical takeaways, this session will help you sharpen your cultural intelligence and rethink how you engage with not just clients, colleagues, and markets, but ordinary everyday people, across the world

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A plain English overview of reinsurance, including how reinsurance premiums affect the price charged to policyholders.

  • Tue 21 Oct 1:00 pm – 2:00 pm
  • Zoom- Webinar
    • Alan Chandler

Reinsurance premium increases have been one of the most significant causes of the current hard market for policyholders, it will also change cover offerings in a soft market, 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 policyholder’s premium and cover.

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Insurable Interest

  • Tue 14 Oct 10:00 am – 11:00 am
  • Zoom- Webinar
    • Chris Abram, Nick Thomas & Associates

Join us for this webinar which is an in-depth examination of this fundamental principle of insurance. Useful for anyone studying the IF1 or M05 subjects

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Women in Leadership Communication

  • Wed 08 Oct 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Susan Heaton-Wright, Superstar Communications

Communicating as a leader is an essential skill for any emerging talent. For female leaders and emerging leaders, these are particularly important to ensure you lead, make an impression and engage with your teams. In this interactive masterclass Susan will use elements from her Communications methodology, Superstar Communicator™, sharing Top Tips to ensure you have presence, credibility and impact when communicating as a female leader. Women don’t need fixing: this is an opportunity to be aware of small details that could make the maximum impact for success.

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Enabling Womens Careers - Sieze your day for Success!

  • Tue 07 Oct 12:00 pm – 1:30 pm
  • Online
    • Caroline Martin, Enabling Wings

This session will be live online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for women and their allies within all levels of PFS and CII. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.

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Guided Tour of Lloyd's of London

  • Thu 25 Sep 2:00 pm – 3:00 pm
  • Lloyds of London

Guided Tour around Lloyd's of London Come and join us, your local Institute for a guided tour by a Lloyd's Tour Manager, around the famous Lloyd's Building. There are limited spaces so please register quickly to avoid disappointment.

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Network for Success

  • Tue 09 Sep 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Susan Heaton-Wright, Superstar Communications

Networking is an essential skill if you wish to raise your profile professionally and/or move your business forward, yet it is something many people dread. Being able to create and maintain a strong network is crucial. This interactive masterclass provides the audience essential skills in face to face and online networking. Including meetings strangers, having interesting conversations, when to move on; following up, building business relationships and keeping in touch with your network. This session focuses on face to face and virtual networking. If required we will run a very interactive, practical session, where attendees could ‘try out’ face to face networking techniques

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Responsible Use of AI

  • Thu 04 Sep 12:00 pm – 1:00 pm
  • Zoom- Webinar
    • Kerris Earle, Zing 365

This webinar is designed to provide insights into the use of AI technology within general insurance firms, with a strong emphasis on compliance. It will cover AI fundamentals, its current and potential applications in the insurance sector, and the importance of adhering to regulations like GDPR and the Data Protection Act. Additionally, the session will explore upcoming EU legislation, offering strategies for responsible AI adoption that align with legal requirements and industry best practices

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How to set correct Commercial property, stock and contents sums insured

  • Tue 02 Sep 1:00 pm – 2:00 pm
  • Zoom- Webinar
    • Alan Chandler

It is estimated that at least 60% of policies have incorrect sums insured! This presentation looks at the major issue of under insurance in the UK property market and why sums insured are often so wrong. The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients actually need to take into account when settling Buildings, Contents and Stock sums insured. Alan will explore why under insurance is so common, the effects of under insurance for the client, and why under insurance is an increasing cause of Professional Indemnity claims against brokers. One of the problems is that the figures on the client’s balance sheet are not the same as those required for insurance purposes and Alan will point out the differences so that clients can be warned.

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The Rise of Errors and Omission Claims Against Brokers and how these can be mitigated

  • Tue 29 Jul 1:00 pm – 2:00 pm
  • Zoom- Webinar
    • Alan Chandler

This presentation will explore why the number of errors and omission claims against brokers are on the increase and how these can potentially be mitigated. Ask a Pi solicitor which Pi claims are the easiest to deal with, and they nearly always say broker Pi claims because you just must settle! – brokers time and again fail to professionally train staff and record key things in a correct manner, meaning that when these claims go to court there is often no defence. Various new pieces of legislation including the brokers' duty under the Insurance Act 2015, GDPR and the Insurance Distribution Directive are making brokers more vulnerable than ever, which coupled with increased litigation in society, increased client expectations and ever higher regulatory demands mean that brokers cannot continue to do what they have always done, far more proactivity is required. Alan Chandler who is widely regarded as one of the leading trainers and presenters within the UK will provide a number of examples of how the tide of litigation is turning against insurance brokers, and what they need to do to mitigate their E&O risks

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Topgolf

  • Thu 17 Jul 6:00 pm – 8:00 pm
  • Topgolf Watford

Join us for a fun evening at Topgolf. No golfing ability? No problem! Topgolf is a game that anyone can play (and win). Score points by hitting micro-chipped golf balls at giant dartboard-like targets on an outfield. The closer you get your ball to the centre or ‘bullseye’ and the further the distance, the more points earned. The fun and games don’t stop there; food and drinks brought to you while you play. The event includes Unlimited Topgolf Games Lifetime Memberships for all guests Backyard BBQ Platters Vegan Platter 2x House Drink Tokens per guest Competitions Full Prize Pack Club Hire Can you beat last years winner Will Pearce Book Early not to miss out on this event

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Enabling Womens Careers - Confidence, Calm and Courage - Thriving beyond your comfort zone

  • Tue 08 Jul 12:00 pm – 1:30 pm
  • Online
    • Caroline Martin, Enabling Wings

In this workshop we are going to take a dive into Confidence Calm and Courage and exploring what might be holding us back and how we can all thrive beyond our comfort zones. This session will be live online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.

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Hops and Risk: what the evolution of beer teaches us about innovation in insurance

  • Thu 03 Jul 6:00 pm – 8:30 pm
  • London Luton Vale Hotel
    • Jeff Heasman, Insurance Upskill

Join us for this Face to Face session where this fun and interactive session explores how centuries of brewing innovation, from monastic traditions to craft revolutions, mirror the forces reshaping the insurance industry today. By tasting 5 different beers, we will analyse how brewers have responded to cultural shifts, technology, regulation, and consumer demands and what insurance professionals can take as valuable lessons for designing resilient, customer-centric innovations.

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Patto's Story - Lessons in Resilience

  • Thu 03 Jul 10:00 am – 11:00 am
  • Zoom- Webinar
    • Andrew Patterson
    • Nick Thomas, Nick Thomas & Associates

Andrew Patterson is a former professional cricketer whose life took an unexpected turn when diagnosed with Hereditary Spastic Paraplegia, a condition that left him confined to a wheelchair. Patto’s tremendous resilience has seen him travel to USA to endure an operation where two-thirds of the nerves in his spine were severed, followed by gruelling and ongoing rehabilitation that has enabled him to walk short distances. His inspirational story is one of perseverance, adapting to new realities, and not giving up. His experience has taught him the value of resilience. This empowering session will explore how everyone can develop this skill for themselves

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How to develop and demonstrate Credibility

  • Thu 26 Jun 12:30 pm – 1:30 pm
  • Webinar
    • Susan Heaton-Wright, Superstar Communicator

There are situations in business where we need to demonstrate your credibility or personal impact. This gives clients, prospects, stakeholders, colleagues and senior staff more confidence in your abilities. In this session I share key characteristics of credibility and how to use it in an authentic way in business conversations. I also build your awareness of how your presence and confidence plays a role in credibility, even when you are not speaking

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Marine Cargo (2)

  • Tue 24 Jun 12:00 pm – 1:00 pm
  • Zoom- Webinar
    • Matt Owen-James, Zing365

Products get made all over the world. Once that a product is made, it needs to be transported to the retailer to be sold. This course will explore the element of marine cargo insurance, and how contracts are formed between the seller and the buyer of the goods. It will explore the insurable interest principle and how it differs to a general insurance product due to the nature and operation of this industry. You will determine the variety of products available within the market, along with the appropriate underwriting considerations for each. Finally, the course will look at how claims arise, and how they technically work when a loss occurs.

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Insurance Fraud: what the latest data shows us and what we need to be doing as an industry

  • Thu 12 Jun 10:30 am – 11:30 am
  • Zoom- Webinar
    • Jeff Heasman, Insurance Upskill

Various data and statistics have been released from different sources over the last year which help to give us an insight in to the current state of insurance fraud in the UK, from ghost broking to application fraud to claims. During this webinar, we will examine the data and statistics to identify trends and what we need to be doing as an industry in the continued fight against insurance fraud.

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