Previous events
This month
Understanding Disclosure & Representations in Insurance
A CPD event from Insurance Upskill - Jeff Heasman Clear and accurate disclosure remains a cornerstone of insurance contracts, yet it continues to be a source of risk and dispute. This practical session unpacks legal duties from the 2012 and 2015 Acts, recent case law, and highlights common pitfalls. You will learn strategies to improve compliance and communication across the policy lifecycle from proposal to claims.
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RO1 (Financial services, regulation and ethics) Pre Exam Training, Tuesday 4th November 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO1 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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FULLY BOOKED - To Pair or Not to Pair: Wine, beer & curry, a private dining experience, complimentary to our members.
Join us for a curry night with wine and beer tasting! 1 space left - book yours now! 🍷🍺 To Pair or Not to Pair? 🍛 Wine, beer, curry & connection, an evening of insight and a private dining experience, complimentary to our members.
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Men’s Mental Health / Men: It’s OK to Talk
MEN: IT’S OK TO TALK (AND OTHER WAYS TO PROCESS DIFFICULT STUFF) presented by Mental Health in Business Ltd with speaker Jay Unwin Talking is good for us. We all know that and yet some of us find it hard to talk about how we feel, especially when we aren’t feeling good. This session is aimed at men and those that would like to support the men in their lives.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 7 & Day 8, Tuesday 21st October and Wednesday 22nd October 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 7 & 8 21st & 22nd October Revision & Technique
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Quiz Night - October 2025
Get ready to test your knowledge, flex your brain muscles, and the chance to catch up with other members. From trivia titans to casual quizzers, there's something for everyone.
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A plain English overview of understanding an insurance policy wording
This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English walk through what makes up an insurance policy wording. One of the learnings of the BI and Covid-19 court battles is the fact that you ignore the construction of policy wordings at your peril. All brokers, underwriters and claims staff should have a good grasp of the component parts of an insurance policy wording and this presentation will provide this understanding
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PFS Southampton Autumn Roadshow
Wealth and cashflow planning helping clients visualise their future Our Autumn Roadshows will focus on the intrinsically linked topics of cashflow and wealth planning. We’ll also cut to the chase on exactly how AI is already driving real efficiencies within advice firms.
View event detailsThe Future of Insurance in a Fast-Developing Tech World
A CPD Event from Insurance Upskill, Jeff Heasman The insurance industry is entering a period of rapid digital transformation. This session explores the technologies reshaping underwriting, distribution, and claims, from AI to automation, and examines how UK insurance professionals can stay competitive in an evolving landscape. This session is a must attend for professionals looking to understand what’s next and how to adapt to future-proof themselves and their organisations.
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The Wonderful World of Watches
Many people collect watches – a single watch can easily exceed the limits included within many home contents policies, needing them to be specified. This webinar is an introduction to the watch market, looking at how it is changing, factors influencing price, key risks, and what brokers and insurers should be considering to protect both themselves and their clients. Who is it for? This webinar is for: - Brokers and insurers who handle home contents insurance for MNW and HNW clients who may have a single specifiable watch or a valuable collection - Claims handlers and loss adjusters who want to understand what to look for in, and risks around, valuations with which they may be presented - Compliance teams considering how to ensure clients and policyholders get the information they need to make informed decisions, and that they are treated fairly
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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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Hygge Associates event - Menopause Awareness
For years, menopause has been a taboo topic, especially in the workplace. However, it is a natural phase that many women will experience. Three out of four menopausal people will experience symptoms, with one in four having very problematic symptoms. Menopause can potentially impact everyone and should be a topic we all know about.
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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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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.
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Innovate Session 2 - Be more creative and know how to build support for your ideas
Join this session to develop your creativity muscles that you can use in combination with innovative techniques to come up with fresh solutions. Learn how to make your ideas stand out and how to best engage with others to build support. Hosted by Harvey Wade, an award-winning innovator and ex-innovation lead at Allianz and Cisco, he works with insurance organisations to make them better at innovating.
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Precision on Tap: What Beer, Aviation, and Insurance Have in Common
Guided Beer Tasting: Sample a curated flight of 4 craft beers, with a tasting guide built around sensory analysis and decision-making skills. Aviation Anecdotes: Real cockpit stories illustrating how critical thinking, calm under pressure, and strict process adherence saved lives and how these principles apply to insurance.
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Chemical Hazards: Risks Associated with Chemistry Laboratories & Processing Environments - Hawkins Forensic Investigation
Presented by Benedict Barron - Hawkins Forensic Investigation Overview: Ben discusses some of the inherent chemical hazards found in chemistry laboratories and processing areas. He will focus on hazards associated with chemical compatibility and reactivity, the use of flammable solvents, and chemical exposure. These hazards can pose risk of fires, chemical spills, overpressure events and personal injury, sometimes with catastrophic outcomes. Ben will briefly explore the main contributing factors that exacerbate the frequency of such events and how these can be mitigated.
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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.
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Motor Trade insurance
The presentation, provided by Alan Chandler one of the most popular insurance presenters in the UK, will provide an overview of the main covers for a Motor Trader and show where brokers make mistakes when setting up covers. Alan will explore the background as to why the motor trade market has experienced such large rate increases. The presentation will also look into how a broker can help clients by getting motor traders to focus more on risk management.
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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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