It’s this challenge which inspired Partners& to create our own Partners& Academy in 2021. Since then, the programme has been recognised as the Best Training Programme in our industry at the UK Broker Awards in 2023 and our Leadership Academy has recently been accredited by the Chartered Insurance Institute.
In the spirit of true partnership, we would like to offer you the opportunity to nominate one of your rising stars to benefit from this structured, award winning, accredited training programme. Why? Because our commitment to partnership extends beyond designing an effective insurance and benefits programme that will protect your business and your people. We want to make a difference and work with our clients, to help them confront their challenges and find solutions, realising their ambitions and delivering their plans.
The details that follow outline the proposed programme. Please have a look at it and consider who in your team would benefit.
Phil Barton
CEO, Partners&
Leadership isn’t about position or status, it’s about humility, listening, understanding, and influencing. Our belief is that powerful leadership is embedded in the acronym CCIV, which stands for Care, Courage, Integrity, and Vision.
I’m delighted to be leading this programme and sharing what I’ve learned over the years – from the football pitch to the sales floor and ultimately to the board room of large corporates and entrepreneurial businesses.
I look forward to working with you.
Phil Barton
Partners& Leadership Academy
What is it?
An award-winning programme designed to expand your knowledge of what it means to be a leader, equip you with the skills to lead a team, a department or company, and build the attributes you will need for a successful career.
Who it’s aimed at?
Top talent with leadership potential looking for a relevant and insightful programme focused on a rounded approach to leadership – from creating your own brand and presenting with impact to recruiting the right team and coaching for performance. Delegates are likely to be one step away from the Board Room currently.
What can you expect?
- Insightful discussion
- Thought provoking content
- Interactive sessions, with exercises designed to embed the learning.
- Stimulating reading list
- Opportunity to build your network with delegates from other industries.
- Access to senior business leaders
- Graduation ceremony upon completion of the course
Why consider this programme?
- Award winning content, designed to equip delegates with a broad range of essential leadership skills.
- Provides a reference toolkit for all delegates to apply practical leadership models to their working practices.
- Formally recognised and accredited by a professional body, the Chartered Institute of Insurance (CII).
- Presented by leading figures in the insurance industry, and selected guest speakers from the wider economy.
- Opportunity to meet, collaborate and network with like-minded peers across a wide range of industries.
What’s the structure?
- Limited to 16-20 attendees
- Ten 3-hour sessions delivered on Teams.
- Includes reading material from a range of books to support learning.
- Delivered by senior leaders from key disciplines across Partners&
Read all about the programme
Recruitment Masterclass
This module seeks to equip leaders with a toolkit to enable them to attract, select, and induct new team members more effectively, as a result giving them an edge in the war for talent.
Performance coaching
This module equips a leader with an array of diagnostic tools to identify performance gaps, hone their feedback skills and deliver impactful performance coaching aimed at improving the effectiveness of team members.
Governance, budgeting, and risk management
This module seeks to develop a leader’s understanding of the value of strong governance, their ability to use risk management techniques in a practical way to improve decision-making and to provide the skills for effective budgeting and forecasting.
Delivering impactful presentations
This module aims to provide a repeatable process and approach for delegates to design and deliver impactful presentations to all different stakeholder groups, including board level presentations.
Networking effectiveness and brand ‘Me’
This module offers an opportunity for a delegate to reflect on their personal brand and refine how they are perceived internally and in the wider marketplace, particularly in the context of more effective networking.
Diversity, belonging, and inclusion / sustainability
This module aims to raise the awareness of D&I and sustainability issues, highlighting the benefits to the organisation and wider community of engaging with a structured sustainability programme.
Building personal resilience
This module equips leaders for the challenging environment we all operate within today…enabling them to acquire a growth mindset and respond with a learning mentality to setbacks and challenges.
Effective change management
This module is designed to enable delegates to understand the process of change by exploring several key change models, whilst developing understanding of the most effective ways to manage change and the roles that different stakeholders play in the process.
Influencing skills
This module looks to explain different influencing styles (equipping delegates with an intimate understanding of the Push / Pull approach to influencing) and looks to address at least one current challenge faced by each delegate in their workplace.
Motivation and communication
This module raise awareness of motivation theory, assisting delegates to apply their understanding to practical issues in the workplace. In addition, it provides a clear template for best practice communication, including delivery of effective team meetings.
Nomination form
Meet the trainers
Phil Barton, Group CEO, Partners&
During over 40 years in the insurance and financial services sector, Phil has developed a track record for building highly successful teams and businesses. His extensive experience in building successful advisory businesses gained through many leadership roles with Jelf, AXA, Prudential, and Marsh, has given him the insight and vision to create a new form of advisory business that will challenge current market practice.
Phil shares knowledge gained through his lived experience with those on his training sessions. Phil himself continues to learn and shares the knowledge gained from his MBA achieved through the Open University, with delegates as well as from the many leadership development courses he has attended over his years. Phil has an innate ability to connect with learners, to encourage debate, challenge as well as encourage reflection to arm delegates with the tools needed to implement the learning they have undertaken.
Phillipa Sherman, Chief Financial Officer, Partners&
Phill is a highly experienced CFO, bringing skill and capability gained from involvement across a wide range of businesses in regulated financial services and non-regulated sectors. From financial services, high-growth fast-paced SME environments, high-street retail, her experience reflects the profile of much of our client base.
She considers the impact of issues from multiple perspectives including commercial considerations, accounting, and regulated viewpoints.
An innovative problem solver, she has transformed the provision of financial information and forward-looking plans and taken the business through inaugural external audit. She brings rigor and financial acumen, ensuring our financial environment continues to cater effectively for our fast pace of growth.
Natalie McLean, Chief People Officer, Partners&
Natalie is an experienced HR professional with qualifications to match, BA, LLB and MBA. Whilst working for RBS Natalie lectured on change management at the University of Edinburgh.
Her career has spanned a variety of sectors including financial services, insurance, NGOs, and manufacturing across various international organisations.
She is pragmatic, commercial, and truly understands the “H” of the HR function.