Previous events
All previous events
Webinar - Trust, Transparency and Visibility: striking the right balance in the workplace
This thought-provoking webinar addresses the key question: is there a link between trust, transparency, visibility and performance in the workplace?
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Webinar - Personal Injury Claims - Where next?
This presentation looks at the background to the current market for injury claims and how it will be affected by the CLA. It predicts the likely consequences for insurers, intermediaries, claimants and the insuring public and takes into account other topical and disrupting factors in the Motor market such as Ogden, general claims inflation and now the dramatic onset of Covid-19.
View event detailsWebinar - How to build resilience in the face of redundancy
Work is a big part of our identity. When our job changes or ends, how does that impact our sense of self? How can we navigate the choppy waters of change effectively? And how do we ensure the inner critic doesn’t have a field day?
View event detailsWebinar - An insight into Professional Negligence Claims
Like it or not, negligence claims have become part and parcel of professional life. In this talk, Jonathan Watmough of Keystone Law explains: • How claims arise • How, in practice, claims are conducted • The funding available for claims • The legal issues / principles that arise • Steps that can be taken to avoid claims
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Webinar - Get it Write - A Masterclass for Paraplanners
Whether you are writing suitability reports, emails or letters, helping clients to understand advisor’s recommendations is no easy task. This engaging and practical session will steer you away from communication traps and lay down some communication ground rules. You will be able to strike the right tone, build trust and write concisely. The FCA is calling for the industry to improve the readability of the reports – this session will start to show you how.
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Practical Soft Skills Workshop- Masterclass (Oct 2020)
This one-day course focuses on the tiny details that make the difference between good client relationships and great client relationships. During the day you will learn what your communication style says about you and how you can adapt the way that you communicate to instantly build rapport with those around you.
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Webinar - Personal Impact and Power
Our personal communication style can greatly affect how effective we are. Whether you want to be more influential, understand the body language of power or come across more confidently in your conversations, this webinar can help. It brings together elements of communication, assertiveness and influencing so that you can be clear, confident and sure-footed when it matters.
View event detailsPractical Soft Skills Workshop- New Starters
This one-day course focuses on building great client relationships. You will learn techniques to build trust and move fluently through the meeting agenda, whilst maintaining focus on the client’s needs. You will learn the six key questions that achieve a real understanding of the client’s objectives, enable you to recommend solutions based on real understanding and produce a compliant file.
View event detailsPractical Soft Skills Workshop- New Starters (Oct 2020)
This one-day course focuses on building great client relationships. You will learn techniques to build trust and move fluently through the meeting agenda, whilst maintaining focus on the client’s needs. You will learn the six key questions that achieve a real understanding of the client’s objectives, enable you to recommend solutions based on real understanding and produce a compliant file.
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Webinar - Understanding the implications of policy exclusions following Covid-19
We know pretty much the whole market will apply some sort of pandemic exclusion for pandemics/covid-19 or more worryingly the words communicable diseases will be used, this starts bringing all sorts of extra scenarios that will be excluded for clients. Importantly, this will be for liability as well as property and Bi and could leave a policyholder with a lawsuit that is not covered by their insurance policy.
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Webinar - How to succeed with your inner critic
Many of us have an inner voice that is telling us we’re not enough – be that clever enough, successful enough, attractive enough. For some of us, it is so familiar that we believe it’s part of our very fabric and we wouldn’t achieve anything without it. This session will introduce the idea that there are other ways to motivate yourself which can mean you enjoy your work more and can perform at an even higher level whilst reducing anxiety, stress and the risk of burnout.
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Webinar - Credit Hire - The what? When? How? And Who?
This webinar looks at the development of credit hire, the legalities, and how the current market operates. It also includes some significant case studies and how the concept might develop in the future.
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Webinar - Coaching and Mentoring (second session)
How many of us were using video conferencing technology before March 2020? The challenges of the last six months have meant that adapting and learning new skills is more important than ever. This session is designed for anyone who is involved with sharing their knowledge and expertise with others,
View event detailsWebinar - Coaching and Mentoring
How many of us were using video conferencing technology before March 2020? The challenges of the last six months have meant that adapting and learning new skills is more important than ever. This session is designed for anyone who is involved with sharing their knowledge and expertise with others,
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Webinar - How to maximise opportunities in a Hard market
‘If you can keep your head when all about you are losing theirs and blaming it on you. If you can trust yourself when all men doubt you, then yours is the hard insurance market and all the distressed clients within in it.’ (an insurance version of Rudyard Kipling).
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AF5 - Financial Planning Process Revision Day- 01/10/2020
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the October 2020 exam.
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Webinar - FCA Business Interruption Test Case - the judgement
This comprehensive and interactive one-hour webinar will focus on the judgement following the FCA’s ground-breaking test case at the High Court. The hearing concluded on 30 July and the judges have agreed to hand down their judgement for mid-September. Eight days have been spent analysing countless policy wordings and individual words and their everyday meanings.
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Webinar - Fire & Fury, when disaster struck: What happened next?
Following on from last year's successful regional seminar, we're pleased to announce the second chapter focusing on the civil, fraud and criminal aspects of the disaster case-study. It promises to be a fascinating session, culminating in a mock-trial
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Webinar - Resilience Bringing wellbeing into your daily regime 2
A heavy workload can be stressful and exhausting and for many, COVID-19 has added to this stress. This session will help individuals develop personal resilience and take positive steps to manage wellbeing during challenging times.
View event detailsWebinar - Resilience Bringing wellbeing into your daily regime
A heavy workload can be stressful and exhausting and for many, COVID-19 has added to this stress. This session will help individuals develop personal resilience and take positive steps to manage wellbeing during challenging times.
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