Forthcoming events

This month

A review of the last year and the year to come in insurance and financial services-What the world of wine can teach us!’

  • Thu 21 Nov 6:00 pm – 8:00 pm
  • Reading Town Hall, Blagrave Street READING
    • Jeff Heasman, Insurance Upskill

There are lots of parallels between the world of wine and the past year in insurance and financial services. There are also some lessons that we can take from the world of wine in terms of how we can harness potential for the year to come, based on predicted trends. In this fun and engaging session, Jeff will combine his knowledge and experience operating a wine business in Spain, together with his knowledge and experience of providing training to insurance and financial services firms across the world, to provide a review of the last year and discuss likely trends for the year ahead. 5 wines will be used for tasting to illustrate and bring to life the review of 2024 and predicted trends for 2025.

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Social mobility and being an inclusive leader (Equality , Diversity & Inclusion Month)

  • Fri 22 Nov 12:30 pm – 1:30 pm
    • Jess Woodsford, Inclusive Futures

This session will explore the challenges relating to socio-economic backgrounds, and why this is important to consider in a work context. We will then look at the concept of Inclusive Leadership and the importance of creating inclusive environments. You will have the opportunity to explore and discuss how you can apply these principles to your own workplace.

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Vulnerable Customers

  • Wed 27 Nov 12:00 pm – 1:00 pm
  • Online

CPD event presented by Alan Chandler. The FCA have found following a thematic review that vulnerable customers are often not treated fairly. In fact, many Insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurer has loaded rates at renewal. Some of the UK's largest institutions have been guilty of proactively targeting these individuals and the regulator has had enough of Insurers and brokers balancing their books on the most vulnerable in our society.

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Hawkins Webinar - Reliance on Manufacturers’ Advice: Is it Robust Enough to Rely on?

  • Thu 28 Nov 9:30 am – 10:15 am
  • Online

Presenter: Margaret Wright - Built Environment Expert - Hawkins Forensic Investigation Overview: When developing their designs for buildings, designers and other specifiers seek information and advice from construction product and system manufacturers, and suppliers, about their products. This information not only informs the early design decisions made by them, but it also influences the decisions made at the various stages of the procurement process. Join Forensic Architect, Margaret Wright as she discusses some of the steps that specifiers can take to help mitigate the associated risks.

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Menopause; What Everyone Needs to Know (Equality, Diversity & Inclusion Month)

  • Fri 29 Nov 12:30 pm – 1:30 pm
    • Claire Russell, Mental Health in Business

Menopause is a reality for every biological woman and it is vital to understand how menopause can affect psychological, emotional and physical health. This empowering session is for women, and anyone that lives with or works with women. The aim of the session is to raise awareness on menopause, to empower women and those that love them, and to share practical guidance on supporting someone (or yourself) through menopause.

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All forthcoming events

AF8 (Retirement Income Planning) Preparation Tester Event, Wednesday 4th December 2024 - online distance learning event

  • Wed 04 Dec 10:00 am – 4:00 pm

The objective is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement. This session is recorded and a copy is sent out to all delegates.

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Lloyd's and the London Market

  • Thu 05 Dec 1:00 pm – 2:00 pm
  • Online

CPD event presented by Zing 365 - Jennifer Yeates. This course looks into the London Market and just how Lloyd’s is positioned within it. We look at the operation of Lloyds, its stakeholders and its place in the global insurance market. There are a variety of different classes of business that are transacted through Lloyd’s and we will look at how risks are placed and the claims process. We will complete the session by identifying the regulatory bodies within this marketplace.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 1 of 10, Tuesday 10th December 2024

  • Tue 10 Dec 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 1: Wills/Intestacy & Introduction to Trusts

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 2 of 10, Wednesday 11th December 2024

  • Wed 11 Dec 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 2: Inheritance Tax.

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Hawkins Webinar - Bolted Steel Connections in Fires

  • Thu 12 Dec 9:30 am – 10:15 am
  • Online

Presenter: Andrew Foster - Hawkins Forensic Investigation Overview: Bolts are critical components in structural steel connections that effectively govern their performance, particularly during fires where robustness becomes an important factor. Andrew explores the fundamental ways in which bolted connections can fail and some of the options available to achieve better performance.

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Innovation, Competition & Consumer Behaviours: what we can learn from sparkling wines.

  • Fri 13 Dec 6:00 pm – 8:00 pm

Innovation, Competition & Consumer Behaviours - What we can learn from Sparkling Wines. When it comes to disruption, increased competition and changing consumer behaviours in the wine industry, champagne has experienced it all in recent years as new world and old world wineries have begun to produce top quality wines to challenge the traditional producers. There are parallels with the insurance and financial services industries, which have also been experiencing similar trends in respect to the services and products we offer in light of changing consumer behaviours. Through tasting 5 sparkling wines from different corners of the world, Jeff Heasman will draw on his expertise in wines and insurance to show what lessons we can learn in insurance and financial services when it comes to innovation and competition in the market. Renowned for their fun and relaxed way of learning, this is a session not to be missed!

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Your Career and Self Confidence - Part 1 - Your Concept of Success

  • Thu 09 Jan 1:00 pm – 2:00 pm
  • Online

How to succeed without feeling like an imposter Why is this important? Self-doubt, feelings of inadequacy or a lack of confidence can burden and cripple career progression. This programme unlocks tools and strategies to achieve healthier thought patterns, boost confidence and collaboration within teams. What is this? This is a four-part, interactive programme of 1 x hour sessions - to be held in January. It’s designed to help members of the Insurance Institute of the Southampton develop their self confidence, increase their motivation and build resilience. Drawing on cutting edge research, the programme is both thought provoking and practical and has received great feedback from participants.

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Your Career and Self Confidence - Part 2 - Imposter syndrome – up close

  • Thu 16 Jan 1:00 pm – 2:00 pm
  • Online

How to succeed without feeling like an imposter Why is this important? Self-doubt, feelings of inadequacy or a lack of confidence can burden and cripple career progression. This programme unlocks tools and strategies to achieve healthier thought patterns, boost confidence and collaboration within teams. What is this? This is a four-part, interactive programme of 1 x hour sessions - to be held in January. It’s designed to help members of the Insurance Institute of the Southampton develop their self confidence, increase their motivation and build resilience. Drawing on cutting edge research, the programme is both thought provoking and practical and has received great feedback from participants.

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Your Career and Self Confidence - Part 3 - Tools to help change your inner conversation

  • Thu 23 Jan 1:00 pm – 2:00 pm
  • Online

How to succeed without feeling like an imposter Why is this important? Self-doubt, feelings of inadequacy or a lack of confidence can burden and cripple career progression. This programme unlocks tools and strategies to achieve healthier thought patterns, boost confidence and collaboration within teams. What is this? This is a four-part, interactive programme of 1 x hour sessions - to be held in January. It’s designed to help members of the Insurance Institute of the Southampton develop their self confidence, increase their motivation and build resilience. Drawing on cutting edge research, the programme is both thought provoking and practical and has received great feedback from participants.

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Your Career and Self Confidence - Part 4 - Resilience and rethinking risk taking

  • Thu 30 Jan 1:00 pm – 2:00 pm
  • Online

How to succeed without feeling like an imposter Why is this important? Self-doubt, feelings of inadequacy or a lack of confidence can burden and cripple career progression. This programme unlocks tools and strategies to achieve healthier thought patterns, boost confidence and collaboration within teams. What is this? This is a four-part, interactive programme of 1 x hour sessions - to be held in January. It’s designed to help members of the Insurance Institute of the Southampton develop their self confidence, increase their motivation and build resilience. Drawing on cutting edge research, the programme is both thought provoking and practical and has received great feedback from participants.

View event details