Previous events

This month

Autumn PFS Roadshow 2025 (Middlesbrough)

  • Tue 16 Sep – Tue 16 Sep
  • Leonardo Hotel

Our approach is evolving in 2025. PFS XCHANGE will bring you larger, multi-streamed events offering a greater choice of content for all. PFS Local will deliver events across each of our 26 regions. In September the Roadshow will be in Middlesbrough, at the Leonardo Hotel, Middlesbrough.

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CPD Webinar: The Law of Tort

  • Wed 10 Sep 12:00 pm – 1:00 pm
    • Jennifer Yeates, Zing 365

We will explore the torts in civil law and look at how they may relate to insurance and the cover that is provided to businesses & individuals. This course is ideal for those wishing to learn more about private law and how it is such an integral part of insurance

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The Cyber Evolution: Defending the Dynamic Workplace

  • Thu 04 Sep 12:00 pm – 1:00 pm
    • Rosehana Amin, Clyde & Co LLP
    • Bethan Griffiths, Clyde & Co LLP

The digital transformation of the workplace has created unprecedented opportunities and equally unprecedented risks. As remote work becomes the norm and cloud technologies reshape how we operate, cybercriminals are exploiting new vulnerabilities faster than ever before.

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All previous events

Human V Automated Decision-Making: Have We Gone Too Far?

  • Thu 31 Jul 12:00 pm – 1:00 pm
    • Jeff Heasman, Insurance Upskill

We have reached a critical crossroads in the digitisation and automation of processes within insurance and financial services. Some say that we have already gone too far and the human element is being continuously eroded, whereas others believe we have not gone far enough and that insurance and financial services continue to lag behind other professions. There is a fine balance to be struck. This session is a pre-seminar webinar for our Flagship event "The Evolving Workplace in the 21st Century" happening on Thursday 9 October, Novotel, Leeds.

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2025 PFS Tyne Tees conference

  • Thu 10 Jul 8:30 am – 3:00 pm
  • Ramside Hall Hotel and Golf Club

Join us for an exclusive professional development event designed specifically for members of the Personal Finance Society (PFS) and financial planning professionals. This comprehensive event will provide in-depth insights into several key areas crucial for enhancing your practice and staying current in the ever-evolving financial landscape. Don’t miss this opportunity to expand your knowledge, refine your skills, and network with peers. Join us to stay ahead in the financial planning profession!

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Chartered Connections Breakfast

  • Thu 10 Jul 7:45 am – 9:00 am
  • Ramside Hall Hotel and Golf Club
    • Kerry Houghton, @SIPP

A workshop aimed at chartered members, and those who are nearing chartered, to look into the technical differences of SIPPs V SASS The session will look into the similarities and differences the 2 products. Looking at when one may be better for a client than the other There will be case study examples for each to look into the benefits and disadvantages of both of the products.

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CPD Webinar: Policy Terms and Conditions – navigating the small print (1)

  • Tue 08 Jul 12:00 pm – 1:00 pm
    • Kerris Earle, Zing 365

In this webinar we cover some of the fundamentals of general insurance policy terms and conditions, emphasising their significance in the insurance industry. Why we have these minimum knowledge requirements around them as well as the legal and regulatory framework, with a focus on effective client communication.

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CPD Webinar - Cyber Insurance

  • Thu 03 Jul 12:00 pm – 1:00 pm
    • David Hole, Nick Thomas Associates

Cyber risk is a growing issue for all businesses, so brokers and insurers need to understand the risks and insurance cover available. No two cyber policies are the same so this can be a complex area for insurers, brokers, and their clients to understand the cover offered. This session reviews the cyber risk insurance solutions available in this rapidly changing class.

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CPD Webinar: Diversity in Practice: Working with Lesbian, Gay, Bisexual & Trans (LGBT+) Communities

  • Tue 01 Jul 1:00 pm – 2:00 pm
    • Joni Clark, Diversity Trust

To round up Pride month this webinar explores the history of the LGBT+ community as well as language, terminology, discrimination and definitions. The webinar will aim to help organisations improve the services they deliver to Lesbian, Gay, Bisexual and Transgender (LGBT+) people and to explore good practice for working within a context of equality, diversity and inclusion.

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Investigation of Electric Shock Injuries

  • Thu 26 Jun 9:30 am – 10:30 am
    • Richard Heath, Hawkins

Electrical Engineer Richard Heath will review the basic concepts of electric shocks, how they occur, and how electric shock personal injury cases are investigated.

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CPD Webinar: The Risks Posed by Lithium Batteries

  • Tue 24 Jun 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

This session is designed to draw the underwriter’s and broker’s attention to the risks to property underwriters from Lithium Batteries and why rating and wording alterations may be needed to counter this growing problem.

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Hawkins Webinar - Pedestrian Protection Through Vehicle Design

  • Thu 19 Jun 9:30 am – 10:30 am
    • Adam Barrow, Hawkins

Vehicle design plays a crucial role in preventing and mitigating injuries during road traffic collisions. However, in the UK, pedestrians remain over-represented in road casualty figures compared to other vehicular transport modes.

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Part 3 – Improve ideas & Get Buy-in

  • Tue 10 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 three-part series 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. Due to technical issues this webinar was cancelled on the 3rd June and has been re-scheduled for 10th June 2025.

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Understanding Hand-Arm Vibration Syndrome (HAVS)

  • Thu 29 May 9:30 am – 10:30 am
    • Dr Andrew Peplow, Hawkins

Hand-Arm Vibration Syndrome (HAVS) is a debilitating condition caused by prolonged exposure to vibration, typically from the use of power tools or machinery in industries such as construction, manufacturing, and forestry. In this presentation, Principal Acoustics Consultant Dr Andrew Peplow, provides a comprehensive understanding of HAVS, including its causes and symptoms. This session is entirely hosted by Hawkins

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

  • Tue 27 May 1:00 pm – 2:00 pm
    • Alan Chandler Chartered Insurer, Alan Chandler Training

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.

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Underinsurance part 2 - Memorabilia: Passing Phase or Appreciating Asset?

  • Tue 20 May 12:00 pm – 1:00 pm
    • Rachel Doerr, Doerr Dallas Valuations

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?

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When Audible Warning Alarms Cause Injury

  • Thu 15 May 9:30 am – 10:30 am
    • Rosalind Lambert-Porter, Hawkins

Whether or not an audible warning alarm is effective is dependent on its ability to draw the attention of the listener. If that alarm is not sufficiently distinctive, people can suffer serious injuries. Conversely, if that alarm is too loud, the alarm itself has potential to cause injury. Ros Lambert-Porter, will define the characteristics of effective audible alarms and where they might fail

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CPD Webinar: Patto’s story – lessons in building resilience

  • Wed 14 May 12:00 pm – 1:00 pm
    • Andrew Patterson, 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. His inspirational story is one of perseverance, adapting to new realities, and not giving up.

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Get a Grip: The Investigation of Pedestrian Slips & Falls

  • Thu 08 May 9:30 am – 10:30 am
    • Dr Paul Lemon, Hawkins

Pedestrian falls are the single most common cause of major injuries in the workplace, and are a leading cause of injuries across a wide range of non-workplace environments. Dr Paul Lemon, will look at the methods that should be used to investigate slipping incidents.

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CPD Webinar: Embracing AI with compliance in mind

  • Wed 07 May 12:00 pm – 1:00 pm
    • 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.

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