Previous events
This month
CPD Webinar: The Law of Tort
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 detailsAll previous events
Human 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.
View event detailsInsurance Fraud: what the latest data shows us and what we need to be doing as an industry
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.
View event detailsBuilding Confidence and Shifting State
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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2025 PFS Tyne Tees conference
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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PFS Tyne Tees Chartered Connections Breakfast
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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CPD Webinar: Policy Terms and Conditions – navigating the small print (1)
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: Diversity in Practice: Working with Lesbian, Gay, Bisexual & Trans (LGBT+) Communities
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.
View event detailsWhy Errors and Omission Claims Against Brokers are Increasing and how to Mitigate These
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.
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CPD Webinar: The Risks Posed by Lithium Batteries
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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RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 24th June 2025
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 July 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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RO5 (Financial Protection) Pre Exam Training, Wednesday 18th June 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO5 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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