Previous events
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The Power of Listening
‘Nature hath given [us] one tongue but two ears, that we may hear from others twice as much as we speak.’ Epictetus [Ancient Greek philosopher]. Many of us merely ‘hear’ and fail to really ‘listen’. Effective listening can have a profound effect on all our interpersonal relationships at work and home. In this session Nick Thomas brings together his expertise from the worlds of sales and coaching to help improve awareness of the importance of effective listening, and some key skills and tools to improve performance in multiple different environments.
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Insurance Museum Collections & How They Tell The Story of Insurance
The Insurance Museum has a modest collection of items that stretch back to the 1650s. Join Howard Benge, Director of the Insurance Museum, to investigate these items in detail, how they help to tell the story of insurance and what other items the Insurance Museum will be using when it establishes a physical museum.
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READING, UNDERSTANDING AND APPLYING LAWS
The study and practice of law is often considered difficult because of the sheer volume of information that needs to be read, understood and applied, whether in a case study for a professional exam or as part of providing advice to a client. In this session, Jeff Heasman combines over 20 years of experience studying law, working with the law and teaching law to students and professionals across the world, to provide invaluable skills that will help you read laws more quickly, better understand those laws and then apply them in a logical and clear way, whether for a case study as part of a professional qualification or for when providing advice to a client.
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Enabling Womens Careers - September - The return to routine
Join us for this months Enabling Women's Careers Session. This month we will be exploring the return to routine. Now that the summer is over, what do you want the rest of the year to be like. Are there patterns you want to keep or new ones you want to adopt to set you up for a successful final quarter. This session will be live online on Zoom. It will not be recorded as we aim to create an environment as close to an in person session as possible which is 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 each other. Please allow up to 90 minutes for this session and have your camera on to be able to interact with the group.
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The Five Key Habits of a Trusted Advisor
In this session, relying on parts of his doctoral research into the concept of trust in financial services, Jeff Heasman will explore the building blocks of trust in client/advisor relationships and explore 5 key areas that is important to focus on in our relationships to ensure that our clients see us not just as any other advisor but rather as a trusted advisor.
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Assessing Needs for Customers with Characteristics of Vulnerability
Join us to assess the needs for customers with characteristics of vulnerability and consider how identifying customer vulnerabilities may give rise to additional or varied cover requirements.
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Evening Gliding - Dunstable Downs
Join us for an evening of Gilding at Dunstable Downs where you will experience the thrill of gilding over the Downs followed by a drink and some food.
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How liability can arise in tort
We sell many different liability insurance policies to customers every day; Motor, Employers Liability, Public Liability, Products liability, D&O, Professional Indemnity, Cyber Liability and more - what are we protecting the customers against, well it is largely being protected against being sued in the law of tort. Therefore, brokers, underwriters and claims staff alike should understand the law of tort, as failure to understand this means protections may be inadequate and a fair presentation of risk may not occur.
View event detailsCommercial property clauses and conditions
This webinar will cover the main clauses and conditions found in a Commercial All Risks wording
View event detailsTrust – building trustworthiness and trusted advisor status
In the insurance industry, in particular, we often focus on developing our technical skills, and our product and service knowledge in the belief that this alone will be all we need to win new clients, and then provide great service to existing clients. But of course if the prospect does not ‘trust’ us sufficiently we are unlikely to be appointed in the first place, and if our clients don’t trust us, it will be more difficult for us to bring value, and our position will be constantly under threat. This session focuses on the importance of Trust in prospect and client relationships, and how to build it.
View event detailsHow to make and break relationships
Although AI brings us automation, Financial services has and will always be a relationship business. Summer is a great time but, how will it make or break your relationships and how can you choose what you want it to be for you? This session is live online and will involve group exploration. Please have your camera's on and interract where possible for the benefit of the group.
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Insurance Charities Awareness Week - Presentation
Insurance Charities Awareness Week (ICAW) took place between the 24 to 28 June this year. In line with this, we are pleased to offer a presentation from the Insurance Charities explaining how they can help with financial and practical support to those in need along with the eligibility requirements and a Q&A session.
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Enabling Personal Success - Day Workshop (Only 10 Spaces Available)
Join us for this fun packed session to Enable Your Personal Success! In this 6 hour face-to face workshop you will: - Design your ideal balanced life and begin to create how you want your future to be - Align your life to what is important to you to do more of what you enjoy - Overcome internal challenges and become your best supporter - Review and implement new habits for success - Learn the keys to show up as your best self - Set a new goal with steps to achieve it! Only 10 spaces available.
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Advanced Contractors All Risks
This session examines how the standard Joint Contracts Tribunal contract has influenced the Contractors' insurance product, where and to whom the building contract imposes responsibility for insurance and the main classes affected
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Topgolf
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 Book Early not to miss out on this event
View event detailsFinancial awareness – a plain English overview for all insurance staff on how to understand clients’ accounts
This presentation, provided by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English understanding of what is in a balance sheet, Profit and Loss account, a cash flow statement and how these can be read easily by non-accountants. The webinar will also include an overview of the main financial ratios again explained in a plain English way aimed at non accountants.
View event detailsEnabling Womens Careers - 19th June - Managing Stress
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.
View event detailsEnabling Womens Careers - 19th June - Managing Stress
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.
View event detailsInsurance History: Past and Present
Join Howard Benge from the Insurance Museum for a quick journey through the history of insurance and take a look at what an insurance museum can do today.
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