Previous events

All previous events

AF7 (Pensions Transfers) - Pre Exam Training Day

  • Fri 29 Mar 9:30 am – 4:45 pm
  • The Shogun Business Centre

AF7 - Pre Exam Training Day

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AF7 Pre Exam Training Day - Poole

  • Thu 28 Mar 9:30 am – 4:30 pm

AF7 Pre Exam Training Day - Poole

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AF1 (Personal Tax & Trust Planning) - Pre Exam Training Day

  • Fri 22 Mar 9:30 am – 4:45 pm
  • The Shogun Business Centre

AF1 - Pre Exam Training Day

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Next Gen: Speed Mentoring Event

  • Thu 21 Mar 6:00 pm – 8:00 pm
  • Allianz - Ocean Village

NEXT GEN: Speed Mentoring Event 1st Floor the Quay, 30 Channel Way, Allianz, Ocean Village

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AF4 Pre Exam Training Day

  • Mon 18 Mar 9:30 am – 4:45 pm
  • Vitality Stadium, AFC Bournemouth

AF4 Training Day - Venue Macalister Suite - Vitality Stadium, Bournemouth.

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Embracing Change

  • Thu 07 Mar 12:15 pm – 1:45 pm
  • Holiday Inn - Eastleigh

By the end of the workshop the attendees will be able to: • Accurately identify the four stages of the change curve • Utilise the change curve methodology to create your own change support plan. Please note that this session will be interactive and you may be expected to express your own views with other delegates around the table.

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2019 Annual Dinner

  • Fri 01 Mar 7:00 pm – 11:00 pm
  • St Mary's Stadium

Save the Date - Details will be announced nearer the date

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Vulnerable Customers

  • Tue 19 Feb 12:15 pm – 1:45 pm
  • Cams Hall Golf Club

We welcome all members & guests to attend a seminar which will be presented by Lauren Glover from Sedgwick, Michelle Haynes from Aviva & Helena Evans from Davies Group Ltd.

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Dealing with Complaints

  • Tue 05 Feb 12:15 pm – 1:30 pm
  • Holiday Inn - Eastleigh

At some point an advisor is likely to receive a complaint for one thing or another. The seminar will focus on how best to avoid receiving a complaint, but if one is received, then effectively dealing with a client’s complaint, timeframes and should it get far, liaising with the Financial Ombudsman Service.

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Growth Mindset

  • Tue 29 Jan 12:15 pm – 1:45 pm
  • Holiday Inn - Eastleigh
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For Better or for Worse

  • Wed 16 Jan 12:15 pm – 1:45 pm
  • Cams Hall Golf Club

This session will provide an insight into some of the more bizarre cases that have had an impact on the industry

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Young Professionals Launch Event

  • Thu 10 Jan 5:00 pm – 10:00 pm
  • Ashcroft Centre

LAUNCH EVENT On Thursday 10th January we will be providing a talk by Melissa Kidd on the Secrets of Successful Business Networking. Please come along to take advantage of this session & meet the Young Professionals team.

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Quiz Night - Romsey Golf Course

  • Thu 22 Nov 7:00 pm – 11:00 pm
  • Romsey Golf Club
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Drones

  • Tue 20 Nov 12:15 pm – 1:45 pm
  • Cams Hall Golf Club

How Drones could assist in the Insurance Industry

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First Annual CPD & Networking Event

  • Wed 07 Nov 1:30 pm – 7:00 pm
  • St Mary's Stadium

Fire & Flood – Elements Out of Control

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An Insurers’ Guide to Product Liability

  • Thu 18 Oct 12:15 pm – 1:45 pm
  • Holiday Inn - Eastleigh

An Insurers’ Guide to Product Liability will be presented by Isabel Barter from 2 Temple Gardens

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Bingo Night - Cancelled

  • Thu 04 Oct 7:00 pm – 11:00 pm
  • Cams Hall Golf Club

Bingo Evening Come and join us in trying something new By Popular request we are holding a Bingo night on Thursday 04 October 2018

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Flood Re

  • Tue 02 Oct 12:15 pm – 1:45 pm
  • Holiday Inn - Eastleigh
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AF5 Pre Exam Training

  • Fri 28 Sep 9:30 am – 5:00 pm
  • Shogun Business Centre, Funtley, Fareham
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New Vehicle Tech

  • Wed 26 Sep 12:15 pm – 1:30 pm
  • Holiday Inn - Eastleigh

26th September 2018 – New Vehicle Technology – Holiday Inn, Eastleigh

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