Previous events

All previous events

AF7 (Pension Transfers) Pre-exam Training Friday 2nd September 2022 - online distance learning event

  • Fri 02 Sep 9:30 am – 4:30 pm

This course covers the main topics of the AF7 syllabus and the exam. This session is recorded and a copy is sent out to all delegates.

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JO5 (Pension Income Options) Pre Exam Training, Thursday 1st September 2022 - online distance learning event

  • Thu 01 Sep 9:30 am – 4:30 pm

This course covers the main aspects of retirement income planning covered in the JO5 syllabus and exam. This session is recorded and a copy is sent out to all delegates.

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JO2 (Trusts) Pre Exam Training, Tuesday 30th August 2022 - online distance learning event

  • Tue 30 Aug 9:30 am – 4:30 pm

The course will cover the key areas of study of the JO2 (Trusts) syllabus and the exam. This session is recorded and a copy is sent out to all delegates.

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AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 22nd August & Friday 26th August 2022 - online distance learning event

  • Mon 22 Aug – Fri 26 Aug

This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam. All sessions are recorded and sent out to all the delegates.

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AF1 (Personal Tax & Trust Planning) Pre Exam Training, - Tuesday 16th & Wednesday 17th August 2022 - online distance learning event

  • Tue 16 Aug – Wed 17 Aug

2 day course covering the AF1 syllabus and exam. All sessions are recorded and sent out to all the delegates.

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J12 (Securities Advice & Dealing) Pre Exam Training, Tuesday 2nd August 2022 - online distance learning event

  • Tue 02 Aug 9:30 am – 4:30 pm

A one day event to cover the main topics tested in J12. This session is recorded and a copy is sent out to all delegates.

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J12 (Securities Advice & Dealing) Pre Exam Training, Tuesday 2nd August 2022 - online distance learning event

  • Tue 02 Aug 9:30 am – 4:30 pm

A one day event to cover the main topics tested in J12. This session is recorded and a copy is sent out to all delegates.

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The cost of poor acoustics in building, industry & environment

  • Tue 12 Jul 1:00 pm – 2:00 pm
  • Online
    • Ros Lambert-Porter, Hawkins

Acoustic design is not something most people think about until a problem is identified. Errors in design, construction, or simply failure to consider acoustics can lead to annoyance, loss of privacy, and, in some cases, increased risk to health and safety. This webinar will address some of the common issues we investigate, with a particular focus on noise in the built environment.

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17th Annual Golf Day - Tuesday 21st June 2022

  • Tue 21 Jun 11:00 am – 8:00 pm
  • The Club at Mapledurham

The 17th Annual Golf Day in memory of Andrew Bickerton will take place this year at Mapledurham Golf Club on Tuesday 21st June 2022.

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Seminar-THROUGH THE GRAPEVINE: WHAT WINE CAN TEACH US ABOUT BEING A BETTER COMMUNICATOR!

  • Wed 15 Jun 6:00 pm – 7:00 pm
  • The Town Hall, Reading
    • Jeff Heasman, Insurance Upskill

The characteristics of a good wine can teach us a lot about the characteristics of a good communicator. Each wine is unique in its character and so too is each person. However, there are common ingredients and methods that go in to producing the finished article, whether it be a good wine or a good communicator. Through tasting five different Spanish wines, each with a unique character, this session will relate these characteristics to the five essential characteristics of a good communicator, from preparation through to the execution of a message

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Managing Anxiety through Change

  • Wed 15 Jun 12:00 pm – 1:00 pm
  • Online
    • Claire Russell, Mental Health in Business

This webinar will explore anxiety, what it is, how and why it shows up in the workplace and what can be done to reduce the impact of anxiety on well-being and performance. Attendees will get practical tools and techniques to help them manage anxiety and to thrive at work and in life.

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Insurance Considerations for the Digital Asset Industry

  • Thu 09 Jun 11:00 am – 12:00 pm
  • Online
    • Claire Davey, Cyber Claire Ltd

Insurance Considerations for the Digital Asset Industry provides participants with an explanation of digital asset currencies and NFTs – what they are and what insurance coverages are available. The session brings this to life through public claims scenarios and offers a ‘check list’ of good risk management practices that underwriters can look out for.

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Floodflash

  • Tue 24 May 2:00 pm – 3:00 pm
    • Oliver Fielding, Floodflash

Oliver Fielding and Ola Jacob Raji from Floodflash will take you through an alternative option to Traditional Flood Cover when this may not be available for your clients and explain what parametric insurance is & how it works.

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Reading Next Gen Network Launch-The Reading Edit

  • Thu 19 May 5:30 pm – 10:00 pm
  • Thirsty Bear

To celebrate the re-launch of the Reading Next Gen Network, we’re putting on a launch event to meet you all & get your contributions for the network going forward. We’re looking forward to hearing your ideas for future events & anyone who would like to be on the committee going forwards. We will be throwing another launch event in Oxford later in the year, so if you can’t make this one you’ll have another opportunity!

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A Practical Guide to Successful Retirement

  • Wed 18 May 5:00 pm – 6:15 pm
  • Online
    • Anne Cannings, Retirement Life Plan
    • Nigel Pacey, Retirement Life Plan

Retirement is a major life transition. It is likely to last many years. While for many it is the reward for years of hard work, for a significant proportion retirement is not the positive experience they expected. This workshop uses an evidenced based approach to explore the key challenges and adjustments required, and identifies what we need to do, beyond the financial planning, to ensure a fulfilling future.

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