Events

A Series of two 1 hour webinars - please ensure you sign up to both. Anyone who has ever wished for more hours in the day will benefit from this interactive workshop designed to improve effectiveness in the workplace.

Following the success of our 2025 Institute Dinner which sold out pre-launch and in response to attendee’s request for further networking events open to the wider insurance and financial services community the Institute is organizing a summer charity barbecue networking event at the Iconic Library of Birmingham.

Welcome to Divorce, death and tax: effective planning for life’s key events – the third and final series of events within the 2024 XCHANGE programme. Join us this autumn at one of four locations across the UK for a deep dive into two of life's key events: divorce and death. You will gain essential guidance on current trends around the tax implications of divorce and death, ensuring you can provide expert guidance when it's needed most. Alongside this, we’ll equip you with fresh thinking on how best to communicate this effectively – ensuring you can build and maintain stronger relationships with your clients.

A Series of two 1 hour webinars - please ensure you sign up to both Anyone who has ever wished for more hours in the day will benefit from this interactive workshop designed to improve effectiveness in the workplace.

Like labelling in society, people tend to make judgements about wines based on labels, but in fact wine tasting requires us to notice characteristics and to reflect on our experience and this is exactly the same strategy that helps to encourage diversity and inclusion.

This comprehensive online event will focus on the various FCA statements and publications setting out the revised supervisory agenda for general insurance intermediaries and will cover current FCA reporting requirements on non-financial misconduct, their expectations, press coverage (incl Bloomberg’s findings which still remain relevant), Dame Amanda Blanc’s views and then the assessment of culture, changing behaviour, the key role of senior managers, individual staff conduct rules and how chartered status can help.