Events
Forthcoming events
The Budget and IHT Planning - The Good, The Bad and The Ugly
Presentation by Time investments held at the Star Inn, Willerby, Hull
Please note: this is face to face in person and not online.
Networking buffet lunch followed by presentation.
Free car parking available at the venue
Tue 15 Jul 12:30 pm – 2:30 pm
Star Inn, Willerby, Hull
A Plain English Introduction to Engineering insurance and inspection
This is an hour’s presentation looking to provide a plain English overview of the Engineering insurance market, which is often shrouded in mystery and badly understood. We will look at both the inspection and insurance cover elements of Engineering insurance.
Wed 23 Jul 1:00 pm – 2:00 pm
Alan Chandler Chartered Insurer, Alan Chandler Training
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.
Thu 31 Jul 12:00 pm – 1:00 pm
Jeff Heasman, Insurance Upskill
Storytelling for Business
Using stories in our communication: whether it be speaking, written or using social media, is a powerful way to engage and influence your audience. It ensures your messages are memorable and ‘stick’. They are particularly powerful when sharing complicated or technical information.
This session explains the science behind storytelling; how to structure stories for the maximum power and when to use them.
Thu 11 Sep 12:00 pm – 1:00 pm
Industry Expert: Susan Heaton-Wright, Multi-Award winning International Impact, Communications & Speaking Consultant, Keynote Speaker, Facilitator, Mentor,
A Day at the Races
We are delighted to announce that in partnership with BIBA Yorkshire & Northern, we are holding "A Day at the Races" on Friday 19 September 2025 at the spectacular Royal Armouries, Leeds.
Fri 19 Sep 11:30 am – 5:00 pm
The Royal Armouries, New Dock Hall
The Evolving Workplace in the 21st Century - North-East Regional Flagship Event
We are delighted to announce the return of the CII/PFS North East Regional Forum flagship event, taking place on Thursday 9 October 2025 at the Novotel, Leeds city centre.
This year’s theme, “The Evolving Workplace in the 21st Century”, will explore the changing landscape of work and its impact on professionals in the insurance and financial services profession. Join us for a day of thought-provoking discussions, interactive sessions, and valuable networking opportunities.
Thu 09 Oct 9:00 am – 3:00 pm
Novotel Leeds
Previous events
Harrogate Summer Roadshow
Precision planning & protection perfection
How well are your clients able to articulate their financial goals?
When did you last go back to basics and consider how protection features in your clients’ plans?
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.
Tue 24 Jun 8:30 am – 4:00 pm
The Pavilions Great Yorkshire Events Centre
RO5 (Financial Protection) Pre Exam Training, Wednesday 18th June 2025
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.
Wed 18 Jun 9:30 am – 4:30 pm
Online
Part 3 – Improve ideas & Get Buy-in
Are you coping with the fast-moving pace of insurance? Do you have the skills to innovate to solve the tough challenges you, your team and your organisation are facing?
Join this three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better. 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.
Due to technical issues this webinar was cancelled on the 3rd June and has been re-scheduled for 10th June 2025.
Tue 10 Jun 12:00 pm – 1:00 pm
Harvey Wade, Innovate21
Part 3 – Improve ideas & Get Buy-in (3 June 2025)
Are you coping with the fast-moving pace of insurance? Do you have the skills to innovate to solve the tough challenges you, your team and your organisation are facing?
This is the third part of this three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better. 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.
Tue 03 Jun 12:00 pm – 1:00 pm
Harvey Wade, Innovate21
RO4 (Pensions and Retirement Planning) Pre Exam Training, Thursday 29th May 2025
Through its interactive and engaging instructor-led sessions, the RO4 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.
Thu 29 May 9:30 am – 4:30 pm
Online
RO3 (Personal Taxation) Pre Exam Training, Wednesday 28th May 2025
Through its interactive and engaging instructor-led sessions, the RO3 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.
Wed 28 May 9:30 am – 4:30 pm
Online