Previous events

RO3 (Personal Taxation) Pre Exam Training, Monday 18th May 2020 - online distance learning event

• Mon 18 May 9:30 am – 4:30 pm

POSTPONED - Investment and Technical Half Day Conference, Friday 15th May 2020, Whiteley

• Fri 15 May 9:45 am – 3:30 pm
• Zurich Auditorium, the Zurich Centre, 3000 Parkway, Whiteley

What to say and how to say it: communicating with customers in difficult and uncertain times

• Wed 13 May 1:00 pm – 2:00 pm
• Webinar

The spread of COVID-19 has created difficult and uncertain times for customers and the insurance industry. Customer anxiety is heightened. The industry is under pressure. There are conflicting news stories about what insurance will or will not cover. Never has communication to customers been more important. Communicating in such difficult and uncertain times requires skill in what to say but also what not to say. Skill in how to deliver the message or how not to deliver the message. This webinar will provide a strategy on how to communicate with customers in the current climate in a way that will reduce anxiety, provide clarity and keep the customer onboard.

POSTPONED - CF6 (Mortgage Advice) Pre Exam Training, Wednesday 13th May 2020, Whiteley

• Wed 13 May 9:30 am – 4:30 pm
• Zurich Auditorium, the Zurich Centre, 3000 Parkway, Whiteley

Insuring Ground Risk

• Tue 12 May 12:15 pm – 1:45 pm
• Ageas Bowl

PLEASE NOTE THIS IS POSTPONED DUE TO COVID 19

POSTPONED - RO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 12th May 2020, Whiteley

• Tue 12 May 9:30 am – 4:30 pm
• Zurich Auditorium, the Zurich Centre, 3000 Parkway, Whiteley

New date for the AGM of the Insurance Institute of Southampton via Zoom Video Conferencing, Friday 1st May at 1pm

• Fri 01 May 1:00 pm – 2:00 pm

MGA Model

• Mon 27 Apr 12:15 pm – 1:45 pm

PLEASE NOTE THIS IS POSTPONED DUE TO COVID 19

CANCELLED - RO1 (Financial services, regulation and ethics) Pre Exam Training, Thursday 23rd April 2020, Bournemouth

• Thu 23 Apr 9:30 am – 4:30 pm
• Investec Wealth & Investment, Bournemouth

CANCELLED - RO6 (Financial Planning Practice) Pre Exam Training, Monday April 6th 2020, Bournemouth

• Mon 06 Apr 9:30 am – 4:30 pm
• Vitality Stadium, AFC Bournemouth

MEETING CANCELLED - Insurance Fraud Taskforce

• Fri 03 Apr 12:15 pm – 1:45 pm
• Ageas Bowl

PLEASE NOTE THIS IS NOW POSTPONED DUE TO COVID 19

AGM POSTPONED - NEW DATE TO BE ARRANGED

• Thu 02 Apr 12:00 pm – 2:30 pm
• Hilton at The Utilia Bowl (formerly the Ageas Bowl)

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2, Wednesday 18th March

• Wed 18 Mar 9:30 am – 4:30 pm
• The Shogun Business Centre

The Generation Game

• Fri 13 Mar 2:30 pm – 4:30 pm
• Zurich Auditorium, the Zurich Centre, 3000 Parkway, Whiteley

AF7 (Pension Transfers) Pre Exam Training, Wednesday March 11th 2020, Bournemouth

• Wed 11 Mar 9:30 am – 4:30 pm
• Investec Wealth & Investment, Bournemouth

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Monday March 9th 2020 Day 1, Fareham

• Mon 09 Mar 9:30 am – 3:30 pm
• Shogun Business Centre, Funtley, Fareham

Annual Dinner Tables selling fast ....... don't miss out .... secure your reservation now!

• Fri 28 Feb 6:30 pm – 11:00 pm
• Hilton at The Utilia Bowl (formerly the Ageas Bowl)

The Insurance Institute of Southampton, in association with the Personal Finance Society Hants and Dorset Region are delighted to invite you to our Annual Dinner, we do hope you will be able to join us at the new venue – Hilton at the Ageas Bowl and support us in celebrating what’s looking to be a very busy year.

RO2 (Investment Principles and Risk) Pre Exam Training, Thursday 27th February 2020

• Thu 27 Feb 9:30 am – 4:30 pm
• Vitality Stadium, AFC Bournemouth

Wellbeing

• Wed 26 Feb 12:15 pm – 1:45 pm
• Ageas Bowl

Can wellbeing really live up to the hype? We welcome all members & guests to attend a lunch time seminar which will be presented by Nick Bloy from Wellbeing Republic. It will be held at the Hambledon Suite at The Ageas Bowl

Appliance Fires

• Tue 28 Jan 12:15 pm – 1:45 pm
• Ageas Bowl

This Seminar will be held in the Hampshire Suite at the Ageas Bowl