Forthcoming events
This month
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.
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STEP (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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Pension Transfer Specialists (PTS) Course, Tuesday 20th May 2025
OBJECTIVES • Be up-to-date with current developments in the Defined Benefit/Safeguarded benefit transfer market. • All-round knowledge quiz. • Demonstrate fact-finding, analysis and recommendation skills on two case studies.
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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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RO4 (Pensions and Retirement Planning) Pre Exam Training, Thursday 29th May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO4 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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Can We Trust AI in Insurance?
The issues of digital trust and responsible AI are amongst the most important issues facing the insurance industry. But what do we mean by digital trust and responsible AI? How does trust manifest itself in an increasingly digital and automated world? This webinar will address these critical issues and offer suggestions on what companies and individuals need to be doing now to ensure we do all we can to win customer trust and implement AI in a responsible way.
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Sexual Harassment Regulation Change
Explore what sexual harassment is and the variety of forms it can take. Delve into the applicable law, including the new Worker Protection Act 2023 that came into effect 26th October 2024, creating a statutory “preventative duty” for employers to put in place “reasonable steps” to prevent sexual harassment, and the enhanced protections and support it creates for employees. Look at sexual harassment within financial services, shining a spotlight on the “Sexism in the City” inquiry, and the role the Regulators have to play
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RO5 (Financial Protection) Pre Exam Training, Wednesday 18th June 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 1 & Day 2, Wednesday June 18th and Thursday June 19th 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 1 & 2 18th & 19th June 2025
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Cyber Insurance: The Challenges of Cyber
This webinar aims to discuss cyber insurance in todays insurance market. We will look at the development and reactions to increasingly complex attacks on different types of businesses and what the insurance market is doing to counter this form of threat, mitigate loss and meet the challenges faced within this insurance class. We will use real life examples of what can go wrong and how a cyber insurance policy can offer both protection and pe
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Be a SuperStar Communicator
How to be a SuperStar Communicator and make a positive impact in all business conversations is essential. Being able to contribute to all business conversations; make an impact; share your opinions with confidence and clarity and to influence are essential. Whether you are a leader, managing a team or a team member, developing these skills are essential.
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Introduction to Claims Handling
This course is designed to give an insight into claims handling and the various parties involved during the claims journey. During the session, we will look at the different ways in which indemnity can be applied, and how Insurers can recover their outlay, along with common reasons for declinatures. We will also look at the regulatory and legislative environment that impacts claims handling.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 & Day 4, Tuesday 15th July and Wednesday 16th July 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 3 & 4 15th & 16th July 2025
View event detailsHygge Associates event - Disability Awareness
What comes to mind when you hear the word 'disability'? How would you define it? Do you know what is considered a disability by law and how to create inclusive workspaces free from discrimination and prejudice?
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