Previous events

All previous events

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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Creating and Claiming Value in negotiation

  • Wed 06 Apr 1:00 pm – 2:00 pm
  • Online
    • Jeff Heasman, Insurance UpSkill

This masterclass in negotiation focuses on how to create and claim value in a negotiation. A critical skill in a hard market. We will look at how to ensure the negotiation does not become focused around price and premium by discussing how to create value in a negotiation through identifying interests. We will focus on how to identify distributive interests (win-lose), integrative interests (win-win) and common interests. We will then build on this by looking at how you create a strategy for placing a value on these interests for you and your negotiation partner and then how you present proposals in which value is created for all but in a way that you end up claiming the lion's share.

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Legal Update: Overcoming Risks in the New Normal

  • Mon 21 Mar 1:00 pm – 2:00 pm
  • Online
    • Jonathan Edwards, Harrison Clark Rickerbys
    • Adam Finch, Harrison Clark Rickerbys
    • Rachel Roberts, Harrison Clark Rickerbys

Insurance specialists from law firm Harrison Clark Rickerbys, will present on how to overcome organisational risks emerging from the pandemic, and will provide a general insurance legal update. Topics include: • Managing employment risks around the shift to hybrid working • Cyber risks and their financial, operational, and reputational impacts • General update on personal injury claims.

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