Forthcoming events
This month
RO5 (Financial Protection) Pre Exam Training, Wednesday 26th March 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 8 of 10, Wednesday 26th March 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 8: Module 14: Philanthropic Client.
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AI: a diversity and inclusion ticking time-bomb
The FCA recently published a very detailed consultation paper on diversity and inclusion. Rightly so, it is high on the regulator´s agenda. Artificial intelligence and its potential impact on diversity and inclusion in companies, as well as our relationships with customers, is a critical issue that needs much more attention than it is currently receiving.
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Kent Annual Conference 2025
We’re delighted to hold our 12th annual conference once again on Tuesday 1st April. The event provides a superb opportunity to enjoy a fantastic day of education, debate and networking. It is always our aim for you to have plenty of take-aways and thought provoking insight from our brilliant speakers. The event is relevant to issues the sector faces and is an enabler to further your knowledge and understanding to assist you within the scope of your role and share within the workplace or even outside! From feedback ‘as the one to attend’ we cover off a wide range of topics from a variety of presenters with lunch and refreshments and certainly recommend you bring along your colleagues or contacts and gain CPD.
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Cocktail Masterclass 2025
The Insurance Institute of Southampton invites you to an unforgettable event to sharpen up your Cocktail Making skills. An opportunity to network with others from across the local institute. This exclusive event is open to members of the Insurance Institute of Southampton, and it promises an exceptional experience. Limited spaces so you will need to be quick!!
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PFS Hants & Dorset Regional Half Day Business Conference - Fareham, Wednesday 9th April 2025
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.
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Annual General Meeting 2025 & Talk on Unlocking the Right Support
We need you! To get down to our AGM... Your local institute council invites you to attend their 2025 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.
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PFS Hants & Dorset Regional Half Day Business Conference - Bournemouth Thursday 10th April 2025
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.
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Understanding Data Protection
The session 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.
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RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 15th April 2025 - online distance learning event
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.
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Leadership in Insurance
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
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Moving Beyond Labels: what wine can teach us about diversity and inclusion
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.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 9 of 10, Tuesday 29th April 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 9: Module 14: Revision & Technique.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 10 of 10, Wednesday 30th April 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 10: Module 14: Revision & Technique.
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RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 7th May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO1 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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Hygge Associates event - Mental Health Awareness
With one in four people in England experiencing a mental health issue each year, mental health is a significant concern. How much do you know? Would you be able to spot early warning signs? Would you know how to have a conversation with someone, whether they are a friend or a colleague in the workplace?
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Innovate Session 1 - Become more creative and innovative so you can solve your challenges!
Are you coping with the fast-moving pace of insurance? Do you have the skills to innovate to solve the tough challenges you, your team and your organisation are facing? Join this two-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better. Hosted by Harvey Wade, an award-winning innovator and ex-innovation lead at Allianz and Cisco, he works with insurance organisations to make them better at innovating.
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RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 21st May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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RO3 (Personal Taxation) Pre Exam Training, Wednesday 28th May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO3 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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The Missed Opportunity on Business Leads
The Missed Opportunities - changing employment trends During the last twenty years there has never been more changes in employment trends in the UK - yet in many cases the insurance industry has been slow to change. This presentation will point out the business opportunities that have arisen due to these changing trends and why they have often been missed.
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