Events
Forthcoming events
RO2 (Investment Principles and Risk) Pre Exam Training, 19th March 2024
This course covers the main subjects of the RO2 syllabus and exam. The session is recorded and sent out to all delegates.
Tue 19 Mar 9:30 am – 4:30 pm
RO3 (Personal Taxation) Pre Exam Training, Tuesday 26th March 2024
This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.
Tue 26 Mar 9:30 am – 4:30 pm
RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 27th March 2024
This course covers the main topics covered in the RO4 syllabus and exam. The session is recorded and a copy is sent out to all delegates.
The learning objectives are as follows:
1. Understand the political, economic and social environment factors which provide the context for pensions planning.
2. Understand how the HM Revenue & Customs (HMRC) tax regime applies to pensions planning.
3. Understand the relevant aspects of pensions law and regulation to pensions planning.
4. Understand the structure, characteristics and application of Defined Benefit (DB) schemes to an individual’s pension planning.
5. Analyse the range of Defined Contribution (DC) scheme options as they apply to an individual’s pension planning.
6. Analyse the options and factors to consider for drawing pension benefits.
7. Explain the structure, relevance and application of State Schemes to an individual’s pension planning.
8. Evaluate the aims and objectives of retirement planning, including the relevant investment issues.
Wed 27 Mar – Tue 16 May
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 1: Wills/Intestacy & Introduction to Trusts
Tue 09 Apr 10:00 am – 4:00 pm
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 2: Inheritance Tax.
Wed 10 Apr 10:00 am – 4:00 pm
Apr 10th - Annual General Meeting Online
Your Council invites you to attend the 2024 Annual General Meeting of The Insurance Institute of Bournemouth
Wed 10 Apr 12:45 pm – 1:30 pm
Previous events
15th March 2024 - IIB Annual Dinner – Friday 15th March
Now sold out
What: Bournemouth Annual Dinner 2024
When: 7pm, Friday 15th of March 2024
Where: AFC Bournemouth, Vitality Stadium, Dean Court, BH7 7AF
Fri 15 Mar 7:00 pm – 11:59 pm
AFC Bournemouth
Mar 6 - Effective Time Management – Maximising Your Productivity - Online Webinar
Power up your personal productivity by making the most of your time to achieve your goals and amplify your results.
Wed 06 Mar 1:30 pm – 2:30 pm
Mary Eniolu, Can Do Academy
AF4 (Investment Planning) Pre-Exam Training, Monday 19th February 2024 & Monday 4th March
This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Thursday 7th March 2024. All sessions are recorded and sent out to all the delegates.
Mon 04 Mar 9:30 am – 4:30 pm
AF7 (Pension Transfers) Pre-exam Training, Tuesday 29th February 2024
This course covers the main topics of the AF7 syllabus in preparation for the AF7 exam on Tuesday 5th March 2024. This session is recorded and a copy is sent out to all delegates.
Thu 29 Feb 9:30 am – 4:30 pm
LATER LIFE PLANNING CONUNDRUMS - SOUTHAMPTON
The PFS are excited to invite you to register for the first series of new-style PFS XCHANGE events taking place in 2024!
Thu 29 Feb 8:45 am – 4:00 pm
Hilton at The Utilia Bowl (formerly the Ageas Bowl)
An Introduction to Allyship
This webinar is intended to increase your awareness, build knowledge, and give you practical skills to support a more inclusive workplace and your becoming an ally in and out of the office.
The session will explore the link between inclusion, equity, and allyship and describe the importance of allyship in the workplace. We will explore practical ways allies behave in the workplace, show you how to identify opportunities to be an ally as well as discuss some misconceptions about allyship. The session concludes with some final takeaways and a call to action to support the development of an inclusive culture in the insurance and financial services sectors.
Tue 20 Feb 10:30 am – 11:30 am
Dawn Jackson, The Clear Company