Forthcoming events

This month

The FCA Client Money Rules for General Insurance: Complying with CASS 5

  • Wed 08 May 12:00 pm – 1:00 pm
    • Jim Dart Chartered MCSI, Int.Adv.Cert(RegComp), MICA, dart COMPLIANCE LIMITED

This session will focus on: Identifying whether firms operate under CASS 5.2, 5.3 or 5.4 or a hybrid model; How to correctly complete the RMAR Section C Client money return; The client money calculation requirements and Actions which could inadvertently affect the trust status of the accounts

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Annual Conference 2024 - The Future is Coming!

  • Tue 14 May 9:00 am – 5:00 pm

Date: Tuesday, 14 May 2024 Time: 9:30am to 4:30pm Venue: The Hold, by the University of Suffolk This conference is offered in close collaboration with the University of Suffolk and local partners The Insurance Institute of Ipswich, Suffolk and North Essex is pleased to bring you our annual conference for 2024, The Future is Coming! Think Tomorrows World, think BBC Click, think ahead… get hands on, get informed, and get ready! We’ll treat attendees to an interactive sneak peek into many of the weird, wonderful, (and scary) changes the Insurance industry is expected to face in the next five years, and beyond, so the industry can be better prepared.

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All You Need to Know About the CII Professional Qualifications Pathway

  • Tue 21 May 12:00 pm – 1:00 pm
    • Ian Simons, CII

Aim: to give an overview of the CII professional examination pathway whether you’re new to the sector or a professional looking to progress your career aspirations.

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PFS Local In Person Event

  • Tue 21 May 12:00 pm – 2:30 pm
  • Dunston Hall
    • Andrew MacKirdy, Redwheel
    • Raheel Altaf, Artemis
    • Tom Lemaigre, Janus Henderson

• TM Redwheel Global Equity Income Fund • Artemis SmartGARP Global Emerging Markets Fund • Janus Henderson European Equities

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