Events
Forthcoming events

Great Client Questions with - Jackie Lockie CFPTM Chartered FCSI (Financial Planning)
Jacqueline Lockie, Director of Lockie Consultants, shares her 28 years of experience with us. She has trained and visited thousands of financial advice and planning firms over nearly three decades in the profession and has seen the good, bad and everything in between!
In this session she shares some of the very best questions that are firm favourites of advisers and planners right around the world.
Thu 01 May 12:30 pm – 1:30 pm
Jacqueline Lockie, Lockie Consultants
Business Interruption Claims Tips & Tricks from a forensic Accountant
We are pleased to invite you to ‘Business Interruption Claims: Tips and Tricks from a Forensic Accountant’ with Charlotte Ainsworth ACA.
Charlotte is a Chartered Accountant working as a Senior Manager with Crawford Forensic Accounting Services in London. Charlotte retrained as an accountant following a career in project management, she handles a wide variety of business interruption claims and specialises in renewable energy losses. This interactive session with real-life examples will share some tips of the trade so you know what to look out for with business interruption claims.
Thu 15 May 11:00 am – 1:00 pm
Charlotte Ainsworth ACA, Crawford Forensic Accounting Services in London

M92 Revision Course
Are you currently studying the M92 Business and finance module and would like some extra revision help? Then look no further! This is a two part revision set of revision sessions that will be taking place online on the following dates:
Revision Session 1 - 9.30am-12.30pm 23rd May 2025
Revision Session 2 - 9.30am-12.30pm 5th June 2025
Learners will gain insight into all areas of the M92 syllabus and build confidence to take their exam, using real-life examples to illustrate the many principles covered in the unit. The session is suitable for any learners with a reasonable level of familiarity with the M92 textbook, looking to prepare and revise for the exam.
By attending this event, delegates will be able to become more confident across the M92 syllabus.
With an interactive blend of revision quizzes, contribution calculation examples and mock exams, Adrian Toomey will provide insight into the key elements of the M92 syllabus, focusing on specific areas for questions and parts of the textbook that learners often struggle with. Learners should come prepared to participate and engage in a relaxed and supportive environment, building confidence with the subject matter to take on the M92 exam in the near future.
All attendees will also receive an additional bank of mock exams and revision quizzes, designed by Adrian to support preparation towards the M92 exam.
Adrian Toomey runs a specialist insurance training business (Intuition Training), coaching on many different Cert CII, Dip CII and ACII units. He runs training programmes and revision sessions with insurers, brokers, claims specialists and MGAs, from single office firms through to global organisations, supporting hundreds of learners towards successful completion of their CII qualifications.
Please note:
You are expected to attend both sessions/workshops.
Fri 23 May – Thu 05 Jun

M05 Revision Course
Are you currently studying the M05 Insurance law module and would like some extra revision help? Then look no further! This is a two part revision set of revision sessions that will be taking place online on the following dates:
Revision Session 1 - 9.30am-12.30pm 30th May 2025
Revision Session 2 - 9.30am-12.30pm 9th June 2025
Learners will gain insight into all areas of the M05 syllabus and build confidence to take their exam, using real-life examples to illustrate the many principles covered in the unit. The session is suitable for any learners with a reasonable level of familiarity with the M05 textbook, looking to prepare and revise for the exam.
By attending this event, delegates will be able to become more confident across the M05 syllabus.
With an interactive blend of revision quizzes, contribution calculation examples and mock exams, Adrian Toomey will provide insight into the key elements of the M05 syllabus, focusing on specific areas for questions and parts of the textbook that learners often struggle with. Learners should come prepared to participate and engage in a relaxed and supportive environment, building confidence with the subject matter to take on the M05 exam in the near future.
All attendees will also receive an additional bank of mock exams and revision quizzes, designed by Adrian to support preparation towards the M05 exam.
Adrian Toomey runs a specialist insurance training business (Intuition Training), coaching on many different Cert CII, Dip CII and ACII units. He runs training programmes and revision sessions with insurers, brokers, claims specialists and MGAs, from single office firms through to global organisations, supporting hundreds of learners towards successful completion of their CII qualifications.
Please note:
You are expected to attend both sessions/workshops.
Fri 30 May – Mon 09 Jun
An introduction to the insurance industry - Webinar
This is a 3 hour interactive webinar designed to introduce delegates to the Insurance Industry.
The course provides an introductory overview of the principle of risk transfer and looks at the different types of insurance and reinsurance available, the features of insurable risk and the make- up of the Lloyd’s and International Insurance Market.
The course will be highly interactive with delegate participation and engagement throughout. This half day course consists of two 90 minute on-line sessions with a 15 minute break.
The course is delivered by a COLF qualified Chartered Insurance Broker with over 40 years insurance experience who is a Certified Online Learning Facilitator (COLF).
Tue 10 Jun 9:30 am – 12:30 pm
Sarah Godfrey,

Webinar - Networking – a professional approach
We are pleased to invite you to join this webinar presented by Nick Thomas. Nick offers a unique combination of skills in the UK insurance training sector – an industry sales specialist and a widely qualified professional coach and trainer. Nick is an Economics graduate with over 25 years corporate insurance broking experience. He was a highly successful sales producer in the UK broking market before progressing into regional and then national sales leadership roles. As National Development Director at HSBC, Nick was one of only 40 people from a global workforce of 265,000 selected as part of the STARS programme to recognise exceptional performance. He is a highly trained consultative sales specialist, and his experience includes a secondment with a major management consultant to design a best practice sales process.
Tue 10 Jun 10:00 am – 11:00 am
Nick Thomas,
Previous events
Annual General Meeting 2025
We need you! To get down to our AGM...
When: Tuesday the 22nd of April
Where: Ipswich Town Football Club - Hall of Fame Suite
Time: 17:30 - 19:00
The Insurance Institute of Ipswich, Suffolk and North Essex will be hosting its annual general meeting on the 22nd April at 5.30pm. Join us at the Hall of Fame suite at Ipswich Town Football Club, where we will report on previous and future activities of the institute and vote on the appointment of council members for the year.
This is a great opportunity to get involved in your local institute and have a say and influence in the learning, social and professional activities within the community of insurance and personal finance professionals. We are always looking for new members and generous volunteers who wish to make a positive contribution.
Buffet food will be offered and the AGM itself will be directly followed by an opportunity to meet your local council members and learn more about our institute.
We look forward to seeing you there!
Tue 22 Apr 5:30 pm – 7:00 pm

Managing Stress & Avoiding Burnout
Understanding and addressing the impact of stress and burnout has never been more crucial. This webinar serves as an enlightening look into these often-overlooked challenges. We begin by demystifying the complexities of stress and burnout, ensuring participants have a clear understanding of what these terms truly mean, their causes, and the warning signs. Recognising these early indicators can be a game-changer in prevention, and it's this proactive stance that sets the tone for the session.
As we move forward, our focus shifts from awareness to actionable strategies. Participants will be equipped with tools and techniques to manage stress and avoid burnout, not just for themselves but for their teams as well. Collaboration plays a significant role here; after all, a team that supports one another thrives together.
The session culminates in a look at the broader organisational picture, emphasising the creation of an ‘Anti-Burnout Culture’. By implementing supportive systems, fostering open communication, and celebrating successes, organisations can ensure they are places of mental wellbeing and productivity. As we wrap up, participants will be reminded of the importance of continued self-care and lifelong learning in the realm of mental health, ensuring they're well-prepared for the journey ahead.
Tue 15 Apr 12:00 pm – 1:00 pm
Jay Unwin, Mental health in business

A guide to understanding policy wordings with - David Hole ACII
We are pleased to invite you to a guide to understanding policy wordings with David Hole ACII. David is an experienced insurance professional with a career spanning 39 years; he has enjoyed wide exposure in the London Insurance Market and elsewhere resulting from his industry-specific training activity.
David is a part-time complaint manager for a Lloyd’s cover holder, as well as a subject matter expert for the Chartered Insurance Institute, authoring and updating modules for the CII computer-based training programme, Broker Assess. His experience includes Head of Claims at Plum Underwriting Ltd, where he was responsible for managing the relationship between insurers and claims third party administrators, handling larger claims received via technical referral processes.
David has been delivering technical insurance training for over 20 years, to a variety of different industry customers in the UK and abroad and provides examination support for clients undertaking CII studies to achieve industry recognised designations. He provides training on many general insurance classes up to at least intermediate level to include motor trade insurance, cyber, marine cargo, commercial property, business interruption, liabilities, construction, engineering, and trade credit. He also delivers more generic underwriting and claims training.
Tue 08 Apr 1:00 pm – 2:00 pm
Dave Hole ACII, Lloyd’s

The Insurance Institute of Ipswich, Suffolk & North Essex Annual Dinner – Friday 4th April
*Tickets on sale NOW!
On behalf of our President Oliver Watson, we are delighted to announce that our Annual Dinner will take place on Friday 4th April 2025!
Our dinner will be held once again at the amazing Milsoms Kesgrave Hall.
Our annual dinner is a pleasurable evening of celebration, networking and great entertainment providing an excellent opportunity to entertain guests, celebrate the exam successes of our students, network with colleagues, make new friends and generate new business contacts.
The evening will commence at 6pm with welcome drinks, followed by a sumptuous 4-course meal (including the much-loved cheese course!). Guests will be treated to a very enjoyable evening full of entertainment, guest speakers, award-giving and the chance to win some amazing prizes in the charity raffle, this year raising funds for the Presidents chosen charity ‘Suffolk Mind’. We will have exclusive use of the whole hotel after last orders and the live entertainment and dancing will continue until 1am!
Ticket Prices:
• £90.00 – Early bird tickets 10+ people purchased before 1st February 2025
• £95.00 – Early bird tickets for individuals purchased before 1st February 2025
• £110.00 – All other ticket sales after 1st February 2025
For all dinner-related enquiries and to book the much sought after tickets, please contact our Dinner Secretary: cassie.watts@mclarens.com
Fri 04 Apr 6:00 pm – 1:00 am
Milsoms Kesgrave Hall

LM2 Revision Course
Are you currently studying the CII Diploma LM2 London market two and would like some extra revision help? Then look no further! This is a two part revision set of revision sessions that will be taking place online on the following dates:
Revision Session 1 - 9.30am-12.30pm 12th March 2025
Revision Session 2 - 9.30am-12.30pm 20th March 2025
Learners will gain insight into all areas of the LM2 syllabus and build confidence to take their exam, using real-life examples to illustrate the many principles covered in the unit. The session is suitable for any learners with a reasonable level of familiarity with the LM2 textbook, looking to prepare and revise for the exam.
By attending this event, delegates will be able to become more confident across the LM2 syllabus.
With an interactive blend of revision quizzes, contribution calculation examples and mock exams, Adrian Toomey will provide insight into the key elements of the LM2 syllabus, focusing on specific areas for questions and parts of the textbook that learners often struggle with. Learners should come prepared to participate and engage in a relaxed and supportive environment, building confidence with the subject matter to take on the LM2 exam in the near future.
All attendees will also receive an additional bank of mock exams and revision quizzes, designed by Adrian to support preparation towards the LM2 exam.
Adrian Toomey runs a specialist insurance training business (Intuition Training), coaching on many different Cert CII, Dip CII and ACII units. He runs training programmes and revision sessions with insurers, brokers, claims specialists and MGAs, from single office firms through to global organisations, supporting hundreds of learners towards successful completion of their CII qualifications.
Please note:
You are expected to attend both sessions/workshops.
Wed 12 Mar – Thu 20 Mar

The Insurance Institute of Ipswich, Suffolk & North Essex Prize winner's Ceremony
The Insurance Institute of Ipswich, Suffolk & North Essex is holding a special event on Tuesday 4th March 2025 at the Ipswich Town Football Club, to celebrate the success of our members that have excelled in the Chartered Insurance Institute (CII) examinations during 2024.
Tue 04 Mar 12:00 pm – 3:00 pm
Jonny Benjamin MBE,