Previous events

All previous events

AF7 Pension Transfers September 2023

  • Wed 13 Sep 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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WEBINAR - Getting to grips with investment trusts

  • Tue 12 Sep 10:00 am – 11:00 am
    • Nick Britton, AIC

The use of investment trusts by financial advisers has increased sixfold since RDR, but those firms who use them regularly with clients are still in the minority. This webinar offers a broad view of what investment trusts offer clients, their risks and what to look out for when researching and selecting investment trusts.

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AF5 Financial Planning Process September 2023

  • Tue 12 Sep 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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WEBINAR - Effective Time Management – maximising your productivity

  • Thu 07 Sep 10:00 am – 11:00 am
    • Mary Eniolu, Can Do Academy

Effective Time Management – maximising your productivity Power up your personal productivity by making the most of your time to achieve your goals and amplify your results.

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PFS Kent Autumn Conference

  • Thu 07 Sep 8:45 am – 3:00 pm
  • Mercure Great Danes Hotel, Maidstone
    • Karl Steadman, JUST
    • John Corbyn, Quilter
    • Benjamin Peele, Jim Clay, PortfolioMetrix
    • Andy Woollon, Zurich
    • Elliott Date, Fidelity
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AF1 Personal Tax and Trust Planning Revision September 2023

  • Tue 05 Sep 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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AF4 Investment Planning Remote Study Course Q3 2023

  • Mon 04 Sep. 9:30 am
  • ZOOM WEBINAR
    • John Trayner
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Hawkins Webinar - Sprinkler Systems, & the Potential Problems

  • Thu 31 Aug 9:30 am – 10:10 am
  • Online
    • Dr Christabel Evans, Hawkins

Christabel provides a review of sprinkler pipework including: Commissioning process Material compatibility and what can go wrong

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SUMMER SERIES - WINE AND CPD (2)

  • Thu 24 Aug 5:30 pm – 8:00 pm
  • Edenwood Place
    • Jeff Heasman MABP, PGCert CELTA, LL.B (Hons), LL.M

Wine and Wellbeing: what wine tasting can teach us about how to develop sensory awareness for better mental wellbeing About the session We often take our senses for granted and yet greater sensory awareness enables us to focus on the present, reduce anxiety and improve our emotional reactions to things that occur around us. Sensory awareness is also a fundamental part of wine tasting. In this fun and entertaining CPD session, through using sensory awareness techniques to taste 5 different wines from Spain and Portugal, we will learn what sensory awareness is and how it can be used to improve our mental wellbeing.

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Hawkins Webinar - Inclusion Conclusion

  • Thu 17 Aug 9:30 am – 10:10 am
  • Online
    • Dr Eleanor Jay, Hawkins

Glass is often thermally toughened, and whilst this imparts strength, it can also leave it vulnerable to fracture by debris from manufacture; inclusions. Elly will discuss types of glass and the manner in which they fracture, looking at some real life examples.

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WEBINAR - Succeeding in Sales - love, fear and everything in between.

  • Wed 16 Aug 10:00 am – 11:00 am
    • Haydn Griffiths

The secrets to sales - love, fear and everything in between.

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

  • Tue 15 Aug 12:00 pm – 1:00 pm
    • Alan Chandler

A plain English overview of reinsurance, including how reinsurance premiums affect the price charged to policyholders. Reinsurance premium increases have been one of the most significant causes of the current hard market for policyholders, and that is why it is essential that all brokers, underwriters, and claims staff have a basic overview of how reinsurance operates.

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SUMMER SERIES - WINE AND CPD

  • Thu 27 Jul 5:30 pm – 8:00 pm
  • Edenwood Place
    • Jeff Heasman MABP, PGCert CELTA, LL.B (Hons), LL.M

Through the Grapevine: what wine can teach us about being a better communicator! About the session The characteristics of a good wine can teach us a lot about the characteristics of a good communicator. Each wine is unique in its character and so too is each person. However, there are common ingredients and methods that go in to producing the finished article, whether it be a good wine or a good communicator. Through tasting five different Spanish and Portugese wines, each with a unique character, this session will relate these characteristics to the five essential characteristics of a good communicator, from preparation through to execution of a message.

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WEBINAR - Reclaim Energy - Fuel Productivity

  • Tue 25 Jul 11:00 am – 12:00 pm
    • Richard Knox, Enrich Health

The 'Reclaim Energy / Fuel Productivity' masterclass is a 30-40 minute interactive presentation aimed at professionals working in mainly sedentary job roles. The session is designed to provide valuable insights and information to improve the health habits of employees both at home and in the office, ultimately leading to increased productivity and improved overall wellbeing.

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WEBINAR - Introduction to Marine Cargo

  • Tue 11 Jul 11:00 am – 12:00 pm
    • John Potter ACII

This Teams presentation provides an introduction to the cover available for goods that are in transit from a seller in one country to a buyer in another one and sometimes on another continent. The course will introduce you to a selection of goods typically traded throughout the world and the various methods of transport used in getting goods from seller to buyer. The discussion includes matters such as: 1. The reasons why the owners of goods in transit should insure them for their full value and for the widest cover available. 2. The types of cover that can be obtained, as provided for by the Institute Cargo Clauses of the London Marine insurance market. 3. The risk profiles of goods. 4. Typical claims. 5. The modes of transport used in a typical carriage of goods.

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J02 Trusts July 2023

  • Tue 11 Jul – Wed 12 Jul
  • ZOOM WEBINAR
    • John Trayner
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WEBINAR - 4 cyber loss scenarios you should use to test and demonstrate the coverage provided under your customers’ cyber insurance policies

  • Wed 05 Jul 1:00 pm – 2:00 pm
    • Neil Park MA MBA FCII

The disappointment of customers and the many policy disputes on business interruption coverage following the pandemic have illustrated that many insureds and some of their brokers did not understand the limitations of property damage/business interruption coverage. Cyber insurance policies are newer, less tested and arguably trickier to understand than property damage/business interruption policies so brokers and insurers must be able to clearly explain to customers the coverage and any limitations to the coverage to prevent similar policy disputes. The best way of doing this is to scenario test the policy wording with potential cyber scenarios so we can understand how the policies may respond.

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Hawkins Webinar - Spontaneous Combustion of Oily Rags

  • Thu 29 Jun 9:00 am – 9:45 am
  • Online
    • Jessica Ng, Hawkins

In this session the speaker will explain how improperly disposed/stored oily rags can self-heat and pose a risk of fire.

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FCA GI Consumer Duty and update

  • Tue 27 Jun 5:30 pm – 7:30 pm
  • Edenwood Place
    • Branko Bjelobaba

A one hour briefing presented by Branko Bjelobaba FCII, FCA Compliance Consultant and CII Accredited Advanced General Insurance Trainer

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