Events

Sip and Flourish is a fun and unique concept developed by renowned international trainer, Jeff Heasman. The concept involves active learning in a relaxed environment and is based on the idea that people learn better when they are relaxed and having fun. Jeff combines wine tasting (non-alcoholic options are also available on request) to bring out key learning points. 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.

Leadership and motivation in the insurance market presented by Alan Chandler. This presentation will look from an insurance perspective at the key areas of leadership and motivation

Through its interactive and engaging instructor-led sessions, 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 April 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

This session hosted by Zing365 will give you an overview of the key components of the UK GDPR, the Data Protection Act 2018 and the requirements for sound Data Security in an easily digestible and practical format. We will explore how the regulations and laws work in conjunction to ensure that customers, employees and the firms’ information and data is adequately protected from theft or misuse, with particular focus on practical actions to be taken in a "new" hybrid working environment.

A half day conference covering fixed term annuities, SIPP & SSAS business opportunities, getting better returns on cash deposits and preparing your business (client's) for exit.