Previous events

This month

Kent Annual Conference 2025

  • Tue 01 Apr 8:45 am – 4:00 pm
  • Kent Showground, Events Centre, The Clive Emson Building, Maidstone

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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All previous events

AI: a diversity and inclusion ticking time-bomb

  • Thu 27 Mar 12:00 pm – 1:00 pm
  • Online

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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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 8 of 10, Wednesday 26th March 2025

  • Wed 26 Mar 10:00 am – 4:00 pm
  • Quilter Cheviot Southampton Office

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 8: Module 14: Philanthropic Client.

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RO5 (Financial Protection) Pre Exam Training, Wednesday 26th March 2025 - online distance learning event

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

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 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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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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