Events
Forthcoming events

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Days 3 & 4
20th & 21st August 2025
Wed 20 Aug – Sat 21 Jun
Cams Hall, Fareham

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Days 5 & 6
2nd & 3rd September 2025
Tue 02 Sep 10:00 am – 4:00 pm
Cams Hall, Fareham

Sep 12th - IIB Tropical Networking Boat Party
🌴 Ahoy party-goers! Ready to mix business with island-style pleasure? Join us for a 3-hour sunset cruise along the stunning Jurassic Coast - think Dorset scenery with Caribbean flair.
Fri 12 Sep 7:00 pm – 10:30 am
The Fortuna

Hygge Associates event - Menopause Awareness
For years, menopause has been a taboo topic, especially in the workplace. However, it is a natural phase that many women will experience. Three out of four menopausal people will experience symptoms, with one in four having very problematic symptoms. Menopause can potentially impact everyone and should be a topic we all know about.
Thu 25 Sep 1:00 pm – 2:00 pm
Online

The Wonderful World of Watches
Many people collect watches – a single watch can easily exceed the limits included within many home
contents policies, needing them to be specified.
This webinar is an introduction to the watch market, looking at how it is changing, factors influencing
price, key risks, and what brokers and insurers should be considering to protect both themselves and
their clients.
Who is it for?
This webinar is for:
- Brokers and insurers who handle home contents insurance for MNW and HNW clients who may
have a single specifiable watch or a valuable collection
- Claims handlers and loss adjusters who want to understand what to look for in, and risks around,
valuations with which they may be presented
- Compliance teams considering how to ensure clients and policyholders get the information they
need to make informed decisions, and that they are treated fairly
Wed 01 Oct 11:45 am – 12:45 pm
Rachel Doerr, Doerr Dallas Valuations

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Days 7 & 8
21st & 22nd October
Revision & Technique
Tue 21 Oct 10:00 am – 4:00 pm
Cams Hall, Fareham
Previous events

Hygge Associates event - Disability Awareness
What comes to mind when you hear the word 'disability'? How would you define it? Do you know what is considered a disability by law and how to create inclusive workspaces free from discrimination and prejudice?
Thu 17 Jul 1:00 pm – 2:00 pm
Online

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Days 1 & 2
15th & 16th July 2025
Tue 15 Jul 10:00 am – 4:00 pm
Cams Hall, Fareham

July 8th - Bank of England Meeting - Last few spaces laft
Bank of England Meeting with Andrew Holder, Agent for Central Southern England
**Exclusive event for Dorset Chamber Members, Bournemouth Chamber Members and The Insurance Institute of Bournemouth Members.**
Tue 08 Jul 8:00 am – 10:00 am
Marsham Court Hotel

The risk posed by Lithium Batteries
Lithium-ion batteries were first mass-produced in the early 1990s. They are performing a key role in the move away from reliance upon fossil fuels however, there are different risks that using lithium to store energy present to property underwriters.
This short workshop is designed to draw the underwriter’s and broker’s attention to these risks and why rating and wording alterations may be needed to counter this growing problem.
Tue 01 Jul 1:00 pm – 2:00 pm
David Hole, Searchlight Insurance Training

RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 24th June 2025
Through its interactive and engaging instructor-led sessions, the RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the July 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Tue 24 Jun 9:30 am – 4:30 pm
Online

RO5 (Financial Protection) Pre Exam Training, Wednesday 18th June 2025
Through its interactive and engaging instructor-led sessions, the RO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 18 Jun 9:30 am – 4:30 pm
Online