Previous events

This month

Financial Conduct Authority – Introduction to Regulation of General Insurance

  • Fri 19 Apr 12:30 pm – 1:30 pm
  • Zoom- Webinar
    • Kerris Earle, Zing365

"This session is designed as an introduction or a refresher to the regulation of general insurance for intermediaries in the UK. As such, it delivers an overview of core elements of the UK’s regulatory framework, who the regulations apply to, ICOBS, on core regulatory principles and rules across GI. This session does not cover the minute details of the rules of the FCA, and as such the course should not be relied upon on when making compliance decisions for your organisation. "

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R06 Financial Planning Practice April 2024

  • Tue 16 Apr 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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All previous events

Enabling excellent customer service

  • Wed 27 Mar 12:00 pm – 1:30 pm
  • Online
    • Caroline Martin Cert CII, Enabling Wings

Join us for this interactive session which will be hosted Live-online on Zoom. We aim to make this session as close to an in person session as possible and so please have your camera's on where possible so that you can interact fully with other members of the group.

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Insurance History: Past & Present

  • Thu 29 Feb 10:00 am – 11:00 am
  • Online
    • Howard Benge, The Insurance Museum

Join Howard Benge from the Insurance Museum for a quick journey through the history of insurance and take a look at what an insurance museum can do today. Howard Benge is a museum and heritage professional who specialises in public engagement. He has worked at the City of London Corporation, National Trust and Imperial War Museum. He is Chairman of the Old Talbot House Foundation.

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AF7 Pension Transfers February 2024

  • Thu 22 Feb 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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Identify the unique insurance requirements of high-net-worth individuals across different asset classes

  • Fri 09 Feb 12:30 pm – 1:30 pm
  • Webinar
    • Matt Owen-James, Zing365

"In an ever-evolving insurance landscape, catering to the distinct needs of high-net-worth clients demands unparalleled understanding and finesse. Throughout the session, delve into the intricacies of insurance products customized for high-net-worth individuals, covering home insurance for luxury properties, holiday homes, high-value car coverage, fine art and specie insurance, and cyber insurance tailored to affluent clients. Uncover the unique underwriting factors pivotal in evaluating risks associated with these assets, gaining insights into risk assessment methodologies crucial in catering to high-net-worth portfolios."

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AF5 Financial Planning Process February 2024

  • Mon 05 Feb 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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AF4 Investment Planning Remote Study Course Q1 2024

  • Tue 23 Jan. 9:30 am
  • ZOOM WEBINAR
    • John Trayner
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AF1 Revision Course

  • Mon 22 Jan – Tue 23 Jan
    • Steve Davis, Financial Adviser Academy

We are pleased to offer 12 places on our AF1 revision course to prepare you for AF1. Its aim is to prepare you to sit and pass the February 2024 AF1 exam. You will be provided with all the materials needed to pass the exam. The course will be held virtually over two half days, Monday 22nd and Tuesday 23rd January 2024 at 13:30 till 16:30. This will be held over zoom and be run by Steve Davis of the Financial Adviser academy. This course is designed to help you through the exam, not be the beginning of your studies. It is vital that you have already read the content of AF1 before attending the session. This is based on a first come, first serve basis as places are limited to 12. The cost is £50 per person and this is non refundable.

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Uncommon Sense for Health & Performance - The Six Actions

  • Thu 18 Jan 10:00 am – 11:00 am
  • Online
    • Ollie Martin, Nick Thomas & Associates

This session delivered by Ollie Martin, author of ‘Uncommon Sense’, introduces you to six simple daily actions that will make you fitter and healthier than the majority of the population, and help ignite your performance and productivity. This myth-busting presentation will give you the latest hacks on what works and what does not, interspersed with short practices and tests to support engagement, and illustrate and support learning.

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Goal Setting for performance

  • Wed 17 Jan 12:00 pm – 1:00 pm
  • Online
    • Caroline Martin, Enabling Wings

Join us for this interactive session to explore goal setting! This session is a live workshop on zoom and is suitable for PFS and CII members at all levels of development. Please have your camera on for the benefit of the group.

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RO6 Financial Planning Practice January 2024

  • Tue 16 Jan 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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JO2 Trusts January 2024

  • Tue 09 Jan – Wed 10 Jan
  • ZOOM WEBINAR
    • John Trayner
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How to be positively disruptive

  • Tue 19 Dec 12:00 pm – 1:00 pm

Having the ability to challenge existing norms; to identify opportunities and bring these to the workplace are invaluable for companies, but it's a fine line between being Disruptive and a positive disruptor. In this topic we will discover how to avoid being mediocre: but a positively disruptive, invaluable member of your team.

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How to design your vision and align your life

  • Tue 12 Dec 10:00 am – 11:30 am
  • Online
    • Caroline Martin, Enabling Wings

Caroline is a huge believer in exploring possibilities and dreaming big! She is not only an International Bestselling Co-Author but has also recently featured on the front page of the latest Rapport Magazine, the industry magazine for the Association for Neuro Linguistic Programming for sharing her magical methedolgy on 'How to design your vision and align your life' Gift yourself 90 minutes dedicated to your own development to ignite your reticular activator into setting yourself up for success in 2024. This session is suitable for all levels of development. Please have your camera on and be open to working with others.

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Hawkins Webinar - Finding Evidence of Fraud & Deliberate Fire Setting

  • Thu 07 Dec 9:30 am – 10:15 am
  • Online
    • Russ Smith, Hawkins

Russ will cover the identification of physical evidence that identifies fires as being started deliberately, alongside evidence that identifies where fires and other peril claims are potentially fraudulent.

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Hawkins - Corrosion in the Power Industry

  • Thu 30 Nov 9:30 am – 10:15 am
  • Online
    • Dr Giuseppe Scatigno, Hawkins

Giuseppe will focus on two widespread corrosion mechanisms that routinely lead to large business interruption claims in the power industry: Corrosion Under Insulation, and Microbiologically Induced Corrosion. He will discuss causes of these degradation mechanisms, as well as how to recognise and prevent them.

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Will Trusts Seminar hosted by Jan Tyler

  • Tue 28 Nov 12:30 pm – 2:00 pm
  • Howes Percival
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