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.

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.

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.

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.

This session focuses on the importance of Trust in prospect and client relationships, and how to build it.

Essential skills and networking for financial planners and general insurance professionals. Complimentary lunch included. Click through to access the booking link.