Previous events
This month
The Evolving Workplace in the 21st Century - North-East Regional Flagship Event. This event has been cancelled.
We are sorry to announce that this event has been cancelled. We apologize for any inconvenience this may cause. Thank you for your understanding.
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RO6 (Financial Planning Practice) Pre Exam Training, Wednesday 1st October 2025 - On Line Distance Learning
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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CPD Webinar: Autism & Neurodiversity in the Workplace - extra date added!
ANOTHER CHANCE TO ATTEND!!!!! Following the popularity and technical difficulties at the last session we're hosting this session again. The webinar aims to increase awareness of autism and neurodiversity in the workplace, and allow attendees the opportunity to discuss workplace specific circumstances, develop strategies to support a neurodiverse workforce, and identify next steps for their organisation.
View event detailsParametric Insurance/New ways of underwriting in the 21st century
“Indemnity, or not Indemnity, that is the question.” An exploration of the growth and uses of parametric insurance products.
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JO5 (Pension Income Options) Pre Exam Training, Monday 22nd September 2025 - online distance learning event
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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A Day at the Races
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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AF4 (Investment Planning) Pre Exam Training, Thursday 18th & Friday 19th September 2025 - online distance learning event
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.
View event detailsCPD Webinar: Autism & Neurodiversity in the Workplace
The webinar aims to increase awareness of autism and neurodiversity in the workplace, and allow attendees the opportunity to discuss workplace specific circumstances, develop strategies to support a neurodiverse workforce, and identify next steps for their organisation.
View event detailsEnhancing Your Personal Brand
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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Invesco Investment Intelligence Seminar
Join Invesco for the next round of Investment Intelligence Seminars, as we continue to build upon your knowledge, providing topical content for you to share with your clients.
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CPD Webinar: The Law of Tort - POSTPONED
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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AF7 (Pension Transfers) Pre Exam Training, Monday 8th September 2025 - online distance learning event
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.
View event detailsGolf Fixture Friday 5 September 2025
Our FINAL fixture of 2025. Friday 5th September at Boldon Golf Club, first tee at 12:04 £35 per person.
View event detailsThe Cyber Evolution: Defending the Dynamic Workplace
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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AF5 (Financial Planning Practice) Pre Exam Training, Thursday 4th September 2025 - online distance learning event
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
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
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.
View event detailsHuman V Automated Decision-Making: Have We Gone Too Far?
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.
View event detailsVulnerable Customers
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.
View event detailsUnderstanding Business Interruption Insurance Extensions and Advanced Loss of Profit
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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