Previous events
All previous events
JO2 (Trusts) Pre Exam Training, Friday 14th February 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 detailsAn Overview of Insurance Law
In this webinar we will undertake a comprehensive overview of the key aspects of insurance law.
View event detailsMemorabilia: Passing Phase or Appreciating Asset?
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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AF4 (Investment Planning) Pre Exam Training, Thursday 6th & Friday 7th February 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.
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AF5 (Financial Planning Practice) Pre Exam Training, Wednesday 5th February 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 February 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: The changing Ogden rate and how it will reduce liability premiums
How liability rates will significantly fall from January 2025 due to the recent Ogden rate reduction? The Ogden rate is used by courts to increase or decrease large personal injury liability claims. It was one of the main reasons why the market went so hard in recent years when the rate started loading liability settlements, and it will be one of the man reasons why we will now go into a softer market due to the fact it will start discounting liability settlements from 10 January 2025. This presentation will be delivered by Alan Chandler, Chartered Insurer, and he will explain what the Ogden rate is and how it affects liability settlements
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CPD Webinar: READING, UNDERSTANDING AND APPLYING LAWS
The study and practice of law is often considered difficult because of the sheer volume of information that needs to be read, understood and applied, whether in a case study for a professional exam or as part of providing advice to a client.
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Soft Skills Event One Hour Seminars, Session Three - Wednesday 22nd January 2025
Through its interactive and engaging instructor-led sessions, the Soft Skills Three 1 hour sessions will help experienced and newer members brush up on or learn specialist soft skills. The sessions are recorded and a copy is sent out to all delegates afterwards.
View event detailsThe New Employment Rights Bill and its Potential Impact on the Insurance Industry
The Employment Rights Bill will potentially have a major impact on the insurance industry. This webinar will highlight the key provisions that will likely impact the insurance industry in terms of coverage, especially across employers´ liability and other commercial lines of business.
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Soft Skills Event One Hour Seminars, Session Two - Wednesday 15th January 2025
Through its interactive and engaging instructor-led sessions, the Soft Skills Three 1 hour sessions will help experienced and newer members brush up on or learn specialist soft skills. The sessions are recorded and a copy is sent out to all delegates afterwards.
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RO6 (Financial Planning Practice) Pre Exam Training, Monday 13th January 2025 - online distance learning event
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 January 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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Soft Skills Event One Hour Seminars, Session One - Thursday 9th January 2025
Through its interactive and engaging instructor-led sessions, the Soft Skills Three 1 hour sessions will help experienced and newer members brush up on or learn specialist soft skills. The sessions are recorded and a copy is sent out to all delegates afterwards.
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CPD Webinar: Leadership and motivation in the insurance market
This presentation will look from an insurance perspective at the key areas of leadership and motivation. The topics covered will be: To look at what motivates an insurance team and its members To evaluate the attributes of a successful team To practice performance management and appraisal of a team To look at how the management concepts put forward by Hertzberg apply in insurance To explore leadership in insurance This presentation, delivered by Alan Chandler one of the most popular speakers in the UK, is appropriate for all members. Underwriters, claims staff, brokers, Loss Adjusters, IFA’s and anyone else who employs staff.
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Flood Resilience: An opportunity to mitigate risk
This one-hour webinar provided by Ian Gibbs of Sedgwick International UK, will examine our understanding of flood risk. Ian will look at how we assess flood resilience and examine the impact this peril is having on our clients. We'll explore how clients can mitigate flood risk and can gain an awareness of the different resilience options available.
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ANNUAL DINNER 2024
It's our Annual Black Tie Event! An evening of good food, awards, after dinner entertainment and more. There will even be an opportunity for guests to go pitch side at the fantastic St James' Park. Contact our dinner secretary, Dawn, if you're interested to find out more and to book your tickets.
View event detailsBeyond AI – Creating a world class client experience- 16/10/2024
The integration of artificial intelligence presents both opportunities and challenges. This training day is designed to equip financial advisers with the skills and knowledge necessary to enhance their client experience, ensuring they remain competitive and relevant. The program will cover the fundamentals of AI, its impact on client interactions, and strategies to leverage AI while maintaining a human touch. Through a combination of theoretical insights and practical exercises, participants will learn how to create a superior client experience that integrates the best of both human and AI capabilities.
View event detailsSales Innovation for Financial Planners- 15/10/2024
This one-day training programme is designed to equip financial planners with cutting-edge sales techniques that complement their marketing activity to help them stand out in a competitive market. The training will cover a range of innovative strategies, from leveraging virtual events to implementing client referral programs and consultative selling approaches.
View event detailsWhy Underinsurance in Home Contents is so Prevalent, and Practical Tips/Tools to Address it.
Underinsurance is a major issue in the industry – many reports suggest that around 2/3 of homes are underinsured. Unfortunately, the same is often true for the contents in those homes. Why is this, and what can insurers and brokers do about it?
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Building Rapport in a Hybrid World
Whether we are working with prospects, existing clients, the insurance market, co-workers, or other stakeholders it is essential that we can quickly establish [and reestablish] rapport. Rapport also plays a role in building a wider relationship of trust.
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AI and the Future of Insurance: Envisioning Tomorrow’s Journey - North-East Regional Conference
If you understand and use AI effectively it is a valuable tool, helping to provide professional client service, not your replacement. This event explores what AI means for the future of insurance, with a speaker panel of leading experts.
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