Previous events

All previous events

Quiz Evening For The Insurance Charities Awareness Week

  • Wed 22 Jun 7:00 pm – 10:00 pm
  • Romsey Golf Club

Exciting News! In aid of The Southampton Institute supporting The Insurance Charities Awareness Week (20th – 24th June), we are hosting our In-Person quiz evening for the first time in over two years.

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Managing Anxiety through Change

  • Wed 15 Jun 12:00 pm – 1:00 pm
  • Online
    • Claire Russell, Mental Health in Business

This webinar will explore anxiety, what it is, how and why it shows up in the workplace and what can be done to reduce the impact of anxiety on well-being and performance. Attendees will get practical tools and techniques to help them manage anxiety and to thrive at work and in life.

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Insurance Considerations for the Digital Asset Industry

  • Thu 09 Jun 11:00 am – 12:00 pm
  • Online
    • Claire Davey, Cyber Claire Ltd

Insurance Considerations for the Digital Asset Industry provides participants with an explanation of digital asset currencies and NFTs – what they are and what insurance coverages are available. The session brings this to life through public claims scenarios and offers a ‘check list’ of good risk management practices that underwriters can look out for.

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Restoring Trust in Insurance by Improving Customer Service

  • Thu 26 May 1:00 pm – 2:00 pm
  • Webinar

We welcome all members & guests to attend this online lunchtime session hosted by Bernard Thornton. With almost 50 years of insurance experience to draw on, Bernard looks at how businesses and individuals can distinguish themselves from the standard perceptions, using time-honoured principles of customer service and applying them to the modern-day technical world of insurance.

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A Practical Guide to Successful Retirement

  • Wed 18 May 5:00 pm – 6:15 pm
  • Online
    • Anne Cannings, Retirement Life Plan
    • Nigel Pacey, Retirement Life Plan

Retirement is a major life transition. It is likely to last many years. While for many it is the reward for years of hard work, for a significant proportion retirement is not the positive experience they expected. This workshop uses an evidenced based approach to explore the key challenges and adjustments required, and identifies what we need to do, beyond the financial planning, to ensure a fulfilling future.

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Public and Environmental Liability

  • Tue 10 May 1:00 pm – 2:00 pm
  • Online
    • Frazer Murray-Hall, BA CIP MIAgrM, The Davies Group

The aim of this webinar is to identify the key issues of Environmental Impairment Liability and to take away some of the mystery or misunderstanding that is commonly found with this complex area of claims.

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AF4 (Investment Planning) Pre-Exam Training, Tuesday 10th May 2022 - Day 2 - online distance learning event

  • Tue 10 May 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the syllabus. All sessions are recorded and sent on to the delegates.

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AF4 (Investment Planning) Pre-Exam Training, Monday 9th May 2022 - Day 1 - online distance learning event

  • Mon 09 May 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the syllabus. All sessions are recorded and sent on to the delegates.

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AF7 (Pension Transfers) Pre-exam Training Wednesday 4th May 2022 - online distance learning event

  • Wed 04 May 9:30 am – 4:30 pm

To prepare for the AF7 exam covering the main aspects of the CII syllabus regarding pension transfers.

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Annual General Meeting 2022

  • Thu 28 Apr. 1:00 pm

We need you! (To Support our AGM, that is...) Your council invites you to attend the 2022 Annual General Meeting of Southampton Insurance Institute. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. If you feel you could make a positive contribution, it is an ideal first step to becoming involved.

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AF5 (Financial Planning Process) Pre-Exam Training, Thursday 28th April 2022 - online distance learning event

  • Thu 28 Apr 9:30 am – 4:30 pm

To review the factfind issued by the CII, in preparation for the AF5 exam in May 2022

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Young Professionals: How to Demonstrate and Develop Credibility

  • Thu 21 Apr 1:00 pm – 2:00 pm
  • Online

This webinar, aimed at young professionals, explores the characteristics of credibility and how to use it in an authentic way in business conversations. It also explores the importance of presence and confidence in credibility, even when not speaking. The aim of this webinar is for delegates to identify the knowledge and practical solutions on how to use gravitas and personal impact authentically.

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RO6 (Financial Planning Practice) Pre Exam Training, Thursday 21st April 2022 - online distance learning event

  • Thu 21 Apr 9:30 am – 4:30 pm

This course will cover the case study issued by the CII inpreparation for the RO6 exam on 26th April 2022.

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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 - Friday 8th April 2022 - online distance learning event

  • Fri 08 Apr 9:30 am – 4:30 pm

Final reminder to register for DAY 2 of the AF1 online distance learning course.

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