Previous events

RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 27th March 2024 - online distance learning event

• Wed 27 Mar – Tue 16 May

This course covers the main topics covered in the RO4 syllabus and exam. The session is recorded and a copy is sent out to all delegates. The learning objectives are as follows: 1. Understand the political, economic and social environment factors which provide the context for pensions planning. 2. Understand how the HM Revenue & Customs (HMRC) tax regime applies to pensions planning. 3. Understand the relevant aspects of pensions law and regulation to pensions planning. 4. Understand the structure, characteristics and application of Defined Benefit (DB) schemes to an individual’s pension planning. 5. Analyse the range of Defined Contribution (DC) scheme options as they apply to an individual’s pension planning. 6. Analyse the options and factors to consider for drawing pension benefits. 7. Explain the structure, relevance and application of State Schemes to an individual’s pension planning. 8. Evaluate the aims and objectives of retirement planning, including the relevant investment issues.

RO3 (Personal Taxation) Pre Exam Training, Tuesday 26th March 2024 - online distance learning event

• Tue 26 Mar 9:30 am – 4:30 pm

This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.

RO2 (Investment Principles and Risk) Pre Exam Training, Tuesday 19th March 2024 - online distance learning event

• Tue 19 Mar 9:30 am – 4:30 pm

This course covers the main subjects of the RO2 syllabus and exam. The session is recorded and sent out to all delegates.

Mar 6 - Effective Time Management – Maximising Your Productivity - Online Webinar

• Wed 06 Mar 1:30 pm – 2:30 pm
• • Mary Eniolu, Can Do Academy

Power up your personal productivity by making the most of your time to achieve your goals and amplify your results.

AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 19th February 2024 & Monday 4th March 2024- online distance learning event Day 2

• Mon 04 Mar 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Thursday 7th March 2024. All sessions are recorded and sent out to all the delegates.

AF7 (Pension Transfers) Pre-exam Training Thursday 29th February 2024 - online distance learning event

• Thu 29 Feb 9:30 am – 4:30 pm

This course covers the main topics of the AF7 syllabus in preparation for the AF7 exam on Tuesday 5th March 2024. This session is recorded and a copy is sent out to all delegates.

PFS XCHANGE LATER LIFE PLANNING CONUNDRUMS - Thursday 29th February 2024

• Thu 29 Feb 8:45 am – 4:00 pm
• Hilton at The Utilia Bowl (formerly the Ageas Bowl)

The PFS are excited to invite you to register for the first series of new-style PFS XCHANGE events taking place in 2024!

An Introduction to Allyship

• Tue 20 Feb 10:30 am – 11:30 am
• Online
• • Dawn Jackson, The Clear Company

This webinar is intended to increase your awareness, build knowledge, and give you practical skills to support a more inclusive workplace and your becoming an ally in and out of the office. The session will explore the link between inclusion, equity, and allyship and describe the importance of allyship in the workplace. We will explore practical ways allies behave in the workplace, show you how to identify opportunities to be an ally as well as discuss some misconceptions about allyship. The session concludes with some final takeaways and a call to action to support the development of an inclusive culture in the insurance and financial services sectors.

AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 19th February 2024 & Monday 4th March 2024- online distance learning event Day 1

• Mon 19 Feb 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Thursday 7th March 2024. All sessions are recorded and sent out to all the delegates.

AF5 (Financial Planning Process) Pre-Exam Training, Monday 5th February 2024 - online distance learning event

• Mon 05 Feb 9:30 am – 4:30 pm

To review the factfind issued by the CII in January 2024, in preparation for the AF5 exam on Tuesday 13th February 2024. This session is recorded and a copy is sent out to all delegates.

RO6 (Financial Planning Practice) Pre Exam Training, Friday 12th January 2024 - online distance learning event

• Fri 12 Jan 9:30 am – 4:30 pm

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 RO6 exam on Tuesday 23rd January 2024. The session is recorded and a copy is sent out to all delegates.

November 29th - Wine Tasting Event - Moving Beyond Labels: What Wine can Teach us About Diversity & Inclusion

• Wed 29 Nov 6:00 pm – 8:00 pm
• Suncliff Hotel – Overcliff Pub

Free to CII & PFS Members By tasting 5 different wines from Spain and Portugal, we will learn how to move beyond labels and relate this to diversity and inclusion both in the workplace and society as a whole.

Cert CII Fast Track Remote Learning Programme

• Wed 22 Nov – Mon 05 Feb
• • Alan Chandler

The Insurance Institutes of the South, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 14 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

Emerging litigation trends webinar

• Wed 22 Nov 11:00 am – 12:00 pm
• Online
• • Amanda McClimond, DAC Beachcroft
  • Sean McGahan, DAC Beachcroft

In this casualty webinar, Amanda McClimond and Sean McGahan explore emerging litigation risks, drawing on national and international trends to include business interruption, under insurance, social inflation, and cyber issues; and how to best respond to such risks.

Diploma in Insurance Online Training Programme

• Mon 20 Nov – Mon 17 Feb
• • Alan Chandler

The Insurance Institutes of the South, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 15 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

Joint Learning and Development (CPD) Conference

• Wed 18 Oct 8:45 am – 4:00 pm
• Lingfield Park Resort

There is still time to reserve your place for year's annual CPD conference, which is taking place on Wednesday 18 October at Lingfield Park Resort. Jointly hosted by the Insurance Institute of Sussex and North Downs Insurance Institute, it will be of interest to all general insurance professionals and will deliver 5 hours of quality CPD to attendees. The range of topical subjects has now been finalised and will cover: - the Building Safety Act 2022 - developments in cyber insurance - electric vehicles and their insurance implications - fraudulent injury claims - malicious risks and the current challenges faced by insurance clients in our modern world - renewable energy insurance These will all be presented by experts in their field. Further details can be found on our website by clicking on the Book Now button.

PFS Hants and Dorset Autumn Conference

• Thu 05 Oct 8:45 am – 3:00 pm
• Hilton at The Utilia Bowl (formerly the Ageas Bowl)
• • Elliott Date, Fidelity
  • Andy Woollon, Zurich
  • Phil Griffin, Quilter
  • Karl Steadman, JUST
  • Dean Swindell, PortfolioMetrix

October 4th - Welcome to New Members Webinars - PFS & CII

• Wed 04 Oct 11:00 am – 2:00 pm

The CII are hosting webinars on Wednesday 4 October for all members who have joined since April 2023.

RO6 (Financial Planning Practice) Pre Exam Training, Thursday 28th September 2023 - online distance learning event

• Thu 28 Sep 9:30 am – 4:30 pm

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 RO6 exam on Thursday 5th October 2023. The session is recorded and a copy is sent out to all delegates.

AF7 (Pension Transfers) Pre-exam Training Monday 18th September 2023 - online distance learning event

• Mon 18 Sep 9:30 am – 4:30 pm

This course covers the main topics of the AF7 syllabus in preparation for the AF7 exam on Tuesday 26th September 2023. This session is recorded and a copy is sent out to all delegates.