Forthcoming events
All forthcoming events
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 of 10, Tuesday 7th January 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 3: Will Trusts.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4 of 10, Wednesday 8th January 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 4: The Nil Rate Band & Residential Nil Rate Band.
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Hawkins Forensic Investigation Part 1: The Myth of Spontaneous Human Combustion & The Science of Self-Heating
Dr Andrew Moncrieff will look at the age old idea of spontaneous human combustion, exploring reasons why a human body might suddenly burst into flames with no outside influences. He will be answering questions such as ‘what is it?’, ‘what does it involve?’ and ‘is it self-heating?’
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Your Career and Self Confidence - Part 1 - Your Concept of Success
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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R06 (Financial Planning Practice) Pre Exam Training, Monday 13th January 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the R06 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 January 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event detailsYour Career and Self Confidence - Part 2 - Imposter syndrome – up close
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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Consumer Duty: Management information to prove good outcomes
Delivering good outcomes is a requirement under the Consumer Duty and the regulator is looking for evidence that firms are monitoring outcomes and dealing with poor practice in an agile and timely way. Presented by Jim Dart of Dart Compliance
View event detailsHawkins Forensic Investigation Part 2: Factors Affecting Self-Heating & Self-Heating to Ignition
Presenter: Martin Pope - Fire & Explosions Expert - Hawkins Forensic Investigation Continuing the topic of self-heating, Martin provides an opportunity for the audience to consider the factors that affect self-heating processes. He will share details from real cases and discuss how science provides clues into this fascinating subject, including how different processes can lead to devastating fires in commercial laundries and hay barns, as well as fires in domestic properties which can be caused by tumble dryers.
View event detailsYour Career and Self Confidence - Part 3 - Tools to help change your inner conversation
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 detailsYour Career and Self Confidence - Part 4 - Resilience and rethinking risk taking
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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Intro to Parametrics
This introduction to parametric insurance is an excellent opportunity for delegates to develop their understanding of this type of insurance. Parametric insurance is not new but is being developed for SMEs and provides options for previously uninsurable risk, such as flood. Presented by Nick Thomas & David Hole
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The Role of a Broker
The role of a broker is one; not only do they have to ensure that their client is supported but ensure that the underwriter is also supported. Technical knowledge and interpersonal skills are paramount to being a good broker. This course is aimed to help you understand the key responsibilities that a broker has, and the legal implications imposed on them as an ‘agent’. The course will explore what a broker must do to negotiate, manage relationships and adhere to law and regulation.
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Introduction to the Insurance Industry
This one-hour webinar will be ideal for staff who are new or fairly new to the insurance industry, for those studying IF1 or for those who just want to get a better understanding of our industry.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 5 of 10, Tuesday 25th February 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 5: Post Death Matters & Trusts Used in Financial Services.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 6 of 10, Wednesday 26th February 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 6: Trust Taxation.
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The Market Cycle
What causes a market cycle and are we heading into a soft market in 2025? Hard markets usually last around a maximum of three years and this latest one started in 2020. This CPD presentation, delivered by Alan Chandler one of the UK’s most popular presenters, looks at what causes market cycles in the insurance industry and what is likely to occur in 2025.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 7 of 10, Tuesday 25th March 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 7: Module 12: Trustee Duties & Incapacitated Client.
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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.
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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