Previous events

This month

The Wonderful World of Watches

  • Wed 01 Oct 11:45 am – 12:45 pm
    • Rachel Doerr, Doerr Dallas Valuations

Many people collect watches – a single watch can easily exceed the limits included within many home contents policies, needing them to be specified. This webinar is an introduction to the watch market, looking at how it is changing, factors influencing price, key risks, and what brokers and insurers should be considering to protect both themselves and their clients. Who is it for? This webinar is for: - Brokers and insurers who handle home contents insurance for MNW and HNW clients who may have a single specifiable watch or a valuable collection - Claims handlers and loss adjusters who want to understand what to look for in, and risks around, valuations with which they may be presented - Compliance teams considering how to ensure clients and policyholders get the information they need to make informed decisions, and that they are treated fairly

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RO6 (Financial Planning Practice) Pre Exam Training, Wednesday 1st October 2025 - On Line Distance Learning

  • Wed 01 Oct 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the October 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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All previous events

WEBINAR - Critical ignoring: a key skill to work effectively and advise clients in a digital and information economy

  • Wed 24 Sep 11:00 am – 12:00 pm
    • Jeff Heasman MABP, PGCert CELTA, LL.B (Hons), LL.M

In an era of increasing noise (online and offline) and information / data overload, critical thinking alone isn’t enough. We need to master the skill of critical ignoring. In this webinar, Jeff Heasman will introduce the skill of critical ignoring and show how to harness it to carefully select where to focus our limited attentional capacities with the result that we are able to work more effectively as individuals and better advise clients.

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JO5 (Pension Income Options) Pre Exam Training, Monday 22nd September 2025 - online distance learning event

  • Mon 22 Sep 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the JO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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AF4 (Investment Planning) Pre Exam Training, Thursday 18th & Friday 19th September 2025 - online distance learning event

  • Thu 18 Sep – Fri 19 Sep

Through its interactive and engaging instructor-led sessions, the two AF4 preparation days aims to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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MID-KENT SUMMER SOCIAL EVENT

  • Thu 11 Sep 5:30 pm – 8:30 pm
  • Edenwood Place

Come along to the wonderful Edenwood Place for an evening of FOOD, networking and fun.

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AF7 (Pension Transfers) Pre Exam Training, Monday 8th September 2025 - online distance learning event

  • Mon 08 Sep 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the AF7 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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AF5 (Financial Planning Practice) Pre Exam Training, Thursday 4th September 2025 - online distance learning event

  • Thu 04 Sep 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the AF5 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the fact find that will be examined in the September 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Wednesday 3rd & Thursday 4th September 2025 - On Line Event

  • Wed 03 Sep – Thu 04 Sep

Through its interactive and engaging instructor-led sessions, the two AF1 preparation days aim to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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JO2 (Trusts) Pre Exam Training, Tuesday 2nd September 2025 - online distance learning event

  • Tue 02 Sep 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the JO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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Rescheduled webinar - Survival of the Friendliest: how to build  relationships that drive business success in a soft market

  • Tue 12 Aug 11:30 am – 12:30 pm
    • Jeff Heasman MABP, PGCert CELTA, LL.B (Hons), LL.M

In a soft insurance market, where competition is high and margins are tight, the professionals who thrive aren’t just the smartest or most experienced, they’re the ones who build the strongest relationships. This one-hour webinar explores the concept of “Survival of the Friendliest”. The idea that collaboration, trust, and connection are the true drivers of long-term success. Join us to learn how to cultivate meaningful relationships with clients, brokers, underwriters, and colleagues that lead to sustained business growth. Discover practical, proven strategies for deepening trust, differentiating your service, and becoming the go-to partner, even in a crowded market.

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Cocktail masterclass and networking event

  • Fri 08 Aug 6:00 pm – 8:00 pm
  • Mumu's

Ever wondered how to make some of your favourite cocktails? Join us for an evening of networking and cocktail-making.

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Webinar – Directors and Officers and Employment Practices Liability insurance in a plain English nutshell

  • Tue 29 Jul 10:00 am – 11:00 am
    • Alan Chandler, Alan Chandler Training

The webinar will explain the history of D&O and how the D&O marketplace is changing dramatically due to the economy. The sad fact is that many businesses will struggle badly over the next few years and lots of redundancies will have to be made. This will result in a sharp spike in both Directors and Officers and Employment Liability Practices claims. It should also be noted that many more directors are being sued in recent times individually and that the amount of HSE prosecutions have trebled against individual directors since 2015. This is no longer a cover that ANY director can ignore, and ironically if a director refuses D&O without consulting their fellow directors, they have massively increased their own personal D&O exposure. This webinar, presented by Alan Chandler, one of the most popular presenters in the UK, will explore the sources of potential claims for both D&O and EPL. and how to put the right cover in place.

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Lunch & Learn - Rewiring the Mind: CBT, NLP & Managing Anxiety

  • Wed 09 Jul 12:30 pm – 2:00 pm
  • Edenwood Place
    • Jeanette Forder, Phoenix Wellness Coaching
    • Lisa Watson, Watson's Health

The Mindshift Lounge programme was developed as a response to the growing need for holistic workplace wellbeing and leadership development solutions.

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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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WEBINAR - Survival of the Friendliest: how to build  relationships that drive business success in a soft market

  • Thu 03 Jul 12:00 pm – 1:00 pm
    • Jeff Heasman MABP, PGCert CELTA, LL.B (Hons), LL.M

In a soft insurance market, where competition is high and margins are tight, the professionals who thrive aren’t just the smartest or most experienced, they’re the ones who build the strongest relationships. This one-hour webinar explores the concept of “Survival of the Friendliest”. The idea that collaboration, trust, and connection are the true drivers of long-term success. Join us to learn how to cultivate meaningful relationships with clients, brokers, underwriters, and colleagues that lead to sustained business growth. Discover practical, proven strategies for deepening trust, differentiating your service, and becoming the go-to partner, even in a crowded market.

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The risk posed by Lithium Batteries

  • Tue 01 Jul 1:00 pm – 2:00 pm
    • David Hole, Searchlight Insurance Training

Lithium-ion batteries were first mass-produced in the early 1990s. They are performing a key role in the move away from reliance upon fossil fuels however, there are different risks that using lithium to store energy present to property underwriters. This short workshop 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.

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WEBINAR – Innovation Skills – Improve Your Ideas & Get Buy-in

  • Tue 17 Jun 12:00 pm – 1:00 pm
    • Harvey Wade, Innovate21

Are you coping with the fast-moving pace of insurance? Do you have the skills to innovate to solve the tough challenges you, your team and your organisation are facing? Join this webinar to learn and practice innovation tools that you can put to immediate use that will make innovation better. Hosted by Harvey Wade, an award-winning innovator and ex-innovation lead at Allianz and Cisco, he works with insurance organisations to make them better at innovating.

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Webinar – Commercial Property Insurance – What is actually covered by an All Risks wording

  • Tue 03 Jun 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

This presentation explores what is covered by an 'All risks' Commercial Property wording which is not as wide as the title suggests! Alan Chandler, one of the most popular presenters in the UK explores how each peril covered could actually cause a loss and what is excluded under each peril. Brokers use the term ‘All Risks’ every single day but rarely stop to think about the full coverage they are offering. This webinar will enable staff to get under the bonnet of an All Risks wording and have more confidence in advising on this cover going forward.

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WEBINAR – Innovation Skills – Learn Idea Techniques & Make Ideas Pop

  • Wed 21 May 12:00 pm – 1:00 pm
    • Harvey Wade, Innovate21

Are you coping with the fast-moving pace of insurance? Do you have the skills to innovate to solve the tough challenges you, your team and your organisation are facing? Join this webinar to learn and practice innovation tools that you can put to immediate use that will make innovation better. Hosted by Harvey Wade, an award-winning innovator and ex-innovation lead at Allianz and Cisco, he works with insurance organisations to make them better at innovating.

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