CPD Webinar: Patto’s story – lessons in building resilience
Andrew Patterson is a former professional cricketer whose life took an unexpected turn when diagnosed with Hereditary Spastic Paraplegia, a condition that left him confined to a wheelchair. His inspirational story is one of perseverance, adapting to new realities, and not giving up.
Wed 14 May 12:00 pm – 1:00 pm
Andrew Patterson, Nick Thomas & Associates
When Audible Warning Alarms Cause Injury
Whether or not an audible warning alarm is effective is dependent on its ability to draw the attention of the listener. If that alarm is not sufficiently distinctive, people can suffer serious injuries. Conversely, if that alarm is too loud, the alarm itself has potential to cause injury.
Ros Lambert-Porter, will define the characteristics of effective audible alarms and where they might fail
Thu 15 May 9:30 am – 10:30 am
Rosalind Lambert-Porter, Hawkins
Underinsurance part 2 - Memorabilia: 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?
Tue 20 May 12:00 pm – 1:00 pm
Rachel Doerr, Doerr Dallas Valuations
The Rise of Errors and Omission Claims Against Brokers and how these can be mitigated
This presentation will explore why the number of errors and omission claims against brokers are on the increase and how these can potentially be mitigated. Ask a PI solicitor which PI claims are the easiest to deal with, and they nearly always say broker PI claims because you just must settle! Brokers time and again fail to professionally train staff and record key things in a correct manner, meaning that when these claims go to court there is often no defence.
Tue 27 May 1:00 pm – 2:00 pm
Alan Chandler Chartered Insurer, Alan Chandler Training
Understanding Hand-Arm Vibration Syndrome (HAVS)
Hand-Arm Vibration Syndrome (HAVS) is a debilitating condition caused by prolonged exposure to vibration, typically from the use of power tools or machinery in industries such as construction, manufacturing, and forestry.
In this presentation, Principal Acoustics Consultant Dr Andrew Peplow, provides a comprehensive understanding of HAVS, including its causes and symptoms.
This session is entirely hosted by Hawkins
Thu 29 May 9:30 am – 10:30 am
Dr Andrew Peplow, Hawkins
CPD Webinar: The Risks Posed by Lithium Batteries
This session is designed to draw the underwriter’s and broker’s attention to the risks to property underwriters from Lithium Batteries and why rating and wording alterations may be needed to counter this growing problem.
Tue 24 Jun 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas & Associates
Investigation of Electric Shock Injuries
Electrical Engineer Richard Heath will review the basic concepts of electric shocks, how they occur, and how electric shock personal injury cases are investigated.
Thu 26 Jun 9:30 am – 10:30 am
Richard Heath, Hawkins
Chartered Connections Breakfast
A workshop aimed at chartered members, and those who are nearing chartered, to look into the technical differences of SIPPs V SASS
The session will look into the similarities and differences the 2 products. Looking at when one may be better for a client than the other
There will be case study examples for each to look into the benefits and disadvantages of both of the products.
Thu 10 Jul 7:45 am – 9:00 am
Kerry Houghton, @SIPP
2025 PFS Tyne Tees conference
Join us for an exclusive professional development event designed specifically for members of the Personal Finance Society (PFS) and financial planning professionals. This comprehensive event will provide in-depth insights into several key areas crucial for enhancing your practice and staying current in the ever-evolving financial landscape.
Don’t miss this opportunity to expand your knowledge, refine your skills, and network with peers. Join us to stay ahead in the financial planning profession!
Thu 10 Jul 8:30 am – 3:00 pm
Ramside Hall Hotel and Golf Club
Autumn PFS Roadshow 2025 (Middlesbrough) - Date for diary
Our approach is evolving in 2025. PFS XCHANGE will bring you larger, multi-streamed events offering a greater choice of content for all. PFS Local will deliver events across each of our 26 regions.
In September the Roadshow will be in Middlesbrough, venue and times to be confirmed.
For more details please follow this link https://www.thepfs.org/events/in-person-events/
Tue 16 Sep – Tue 16 Sep
Venue TBC
News
The Insurance Charity Awareness Week – Get Involved!
The Insurance Charity's annual awareness week will run from 23-27 June with the aim to highlight the Charity does to ensure that no current or former insurance employee who is struggling due to challenging circumstances misses out on the support it can offer.
Wed 16 Apr. 2025
President's Message
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Get a Grip: The Investigation of Pedestrian Slips & Falls
Pedestrian falls are the single most common cause of major injuries in the workplace, and are a leading cause of injuries across a wide range of non-workplace environments.
Dr Paul Lemon, will look at the methods that should be used to investigate slipping incidents.
Thu 08 May 9:30 am – 10:30 am
Dr Paul Lemon, Hawkins
