Previous events

This month

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 7 of 10, Tuesday 25th March 2025

  • Tue 25 Mar 10:00 am – 4:00 pm
  • Quilter Cheviot Southampton Office

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 7: Module 12: Trustee Duties & Incapacitated Client.

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Hygge Associates event - Stress Awareness

  • Thu 20 Mar 1:00 pm – 2:00 pm
  • Online

How often do you experience stress? Do you know how to identify its signs and symptoms and manage it effectively? Are you aware of the impacts of long-term stress and the responsibilities employers have in managing workplace stress?

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The Forensic Examination of Photovoltaic Systems - Hawkins Forensic Investigation

  • Thu 20 Mar 9:30 am – 10:15 am
  • Online

Join Forensic Fire Investigator Dr Nick Carey, as he explains the basics of photovoltaic installations, the electrical safety risks of fires scenes involving them, and typical faults/damage which can lead to fires or other failures.

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Quiz Night - March 2025

  • Wed 19 Mar 7:00 pm – 11:00 pm
  • Romsey Golf Club

Get ready to test your knowledge, flex your brain muscles, and the chance to catch up with other members. From trivia titans to casual quizzers, there's something for everyone.

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RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 19th March 2025 - online distance learning event

  • Wed 19 Mar 9:30 am – 4:30 pm
  • Online

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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Liability Inflation and Ogden

  • Wed 12 Mar 12:00 pm – 1:00 pm
  • Online

Liability insurances, understanding the impact of both inflation and the Ogden rate on liability settlements

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RO3 (Personal Taxation) Pre Exam Training, Wednesday 12th March 2025 - online distance learning event

  • Wed 12 Mar 9:30 am – 4:30 pm
  • Online

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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Illicit Cultivation & Processing of Cannabis - Hawkins Forensic Investigation

  • Thu 06 Mar 9:30 am – 10:15 am
  • Online

Ian Tatner will discuss methods used during the illicit cultivation of cannabis plants and subsequent processing of the crop and how such activities can lead to extensive property damage and danger to life.

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The Market Cycle

  • Wed 05 Mar 12:00 pm – 1:00 pm
  • Online

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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RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 5th March 2025 - online distance learning event

  • Wed 05 Mar 9:30 am – 4:30 pm
  • Online

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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JO5 (Pension Income Options) Pre Exam Training, Monday 3rd March 2025 - online distance learning event

  • Mon 03 Mar 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the JO5 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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All previous events

Wine, Climate and Sustainability: what the wine industry can teach us about ESG strategies in business

  • Fri 28 Feb 6:00 pm – 8:00 pm
  • Allianz

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 Heasman combines wine and chocolate pairings offer powerful metaphors and practical lessons for understanding trust in ESG (Environmental, Social, and Governance) and building closer customer relationships. Through tasting 5 wines and pairing them with chocolates, we will examine how trust, authenticity, and shared values are central to building stronger customer relationships through ESG principles in insurance and financial services.

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AF7 (Pension Transfers) Pre Exam Training, Thursday 27th February 2025 - online distance learning event

  • Thu 27 Feb 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the AF7 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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Paraplanning Fundamentals - unlock your full potential - Thursday 27th February 2025 - online learning workshop

  • Thu 27 Feb 9:30 am – 1:00 pm
  • Online

Join this half-day Paraplanner training workshop with The Verve Group, to dive deep into all stages of the advice journey. Explore how great paraplanners can add value, improve client outcomes and really stand out in their role. The session is recorded and a copy is sent out to all delegates afterwards.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 6 of 10, Wednesday 26th February 2025

  • Wed 26 Feb 10:00 am – 4:00 pm
  • Quilter Cheviot Salisbury Office

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 6: Trust Taxation.

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RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 26th Feb 2025 - online distance learning event

  • Wed 26 Feb 9:30 am – 4:30 pm
  • Online

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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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 5 of 10, Tuesday 25th February 2025

  • Tue 25 Feb 10:00 am – 4:00 pm
  • Quilter Cheviot Salisbury Office

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 5: Post Death Matters & Trusts Used in Financial Services.

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Introduction to the Insurance Industry

  • Thu 20 Feb 12:00 pm – 1:00 pm
  • Online

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.

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Lithium-Ion Battery Fire - A Forensic Insight - Hawkins Forensic Investigation

  • Thu 20 Feb 9:30 am – 10:15 am
  • Online

Electrical Engineer Richard Heath will explain the science behind these incidents, the techniques used to mitigate the risks, and how modern forensic investigation techniques can shed light on the causes of battery failures. He will also include a review of the problems that everyday consumers face regarding lithium-ion batteries and discuss the challenges an investigator might encounter when conducting such investigations.

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The Role of a Broker

  • Wed 19 Feb 1:00 pm – 2:00 pm
  • Online

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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