Forthcoming events

This month

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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PFS Tyne Tees Chartered Connections Breakfast

  • Thu 10 Jul 7:45 am – 9:00 am
  • Ramside Hall

A workshop aimed at Chartered members, and those who are nearing Chartered, to look into the technical differences of SIPPs V SASS

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2025 PFS Tyne Tees conference

  • Thu 10 Jul 8:30 am – 3:00 pm
  • Ramside Hall

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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Building Confidence and Shifting State

  • Thu 10 Jul 12:00 pm – 1:00 pm
    • Nick Thomas

This empowering session shows delegates how to take control of their emotional state, shifting to the best possible state to achieve highly successful outcomes at work and at home.

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

  • Wed 23 Jul 12:30 pm – 1:30 pm
    • 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.

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Understanding Business Interruption Insurance Extensions and Advanced Loss of Profit

  • Fri 25 Jul 1:00 pm – 2:00 pm
    • Alan Chandler

One of the many things the Covid-19 pandemic has taught the insurance industry is the importance of going through the various Bi extensions with clients and documenting these discussions. Failure to do this could leave the broker wide open to a PI claim against them.

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Vulnerable Customers

  • Wed 30 Jul 1:00 pm – 2:00 pm
    • Alan Chandler

The FCA have found following a thematic review that vulnerable customers are often not treated fairly. In fact, many Insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurer has loaded rates at renewal.

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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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All forthcoming events

Enhancing Your Personal Brand

  • Wed 17 Sep 12:00 pm – 1:00 pm
    • Nick Thomas

Your brand has two dimensions – your self-definition (your own sense of who you are and what value you bring] and the compilation of the perceptions (based on all kinds of data) held about you by others. Brand management involves making sure your intentions and the reality of your brand to others are aligned

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A Day at the Races

  • Fri 19 Sep 11:30 am – 5:00 pm
  • The Royal Armouries, New Dock Hall

We are delighted to announce that in partnership with BIBA Yorkshire & Northern, we are holding "A Day at the Races" on Friday 19 September 2025 at the spectacular Royal Armouries, Leeds.

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The Evolving Workplace in the 21st Century - North-East Regional Flagship Event

  • Thu 09 Oct 9:00 am – 3:00 pm
  • Novotel Leeds

We are delighted to announce the return of the CII/PFS North East Regional Forum flagship event, taking place on Thursday 9 October 2025 at the Novotel, Leeds city centre. This year’s theme, “The Evolving Workplace in the 21st Century”, will explore the changing landscape of work and its impact on professionals in the insurance and financial services profession. Join us for a day of thought-provoking discussions, interactive sessions, and valuable networking opportunities.

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ANNUAL DINNER 2025

  • Fri 17 Oct 6:00 pm – 1:00 am
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