Previous events
All previous events
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 8 of 10, Wednesday 28th August 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 8 : Philanthropic Client.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 7 of 10, Tuesday 27th August 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 7 : Trustee Duties & Incapacitated Client.
View event details
July 11th - Sorry fully booked - Bank of England Meeting with Andrew Holder, Agent for Central Southern England
Join Dorset & Bournemouth Chambers and The IIB for this off the record insight into the economy and issues facing businesses with Andrew Holder, Agent for Central Southern England for the Bank of England.
View event details
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 6 of 10, Wednesday 10th July 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 6 : Trust Taxation.
View event detailsFinancial Stress & Mental Health
Financial strain is recognised as being one of the key stress factors for adults, and it can be a major risk factor for poor mental health. It is not uncommon for people to neglect their mental health, specifically when they are experiencing financial stress. This can lead to significant problems in the long term and even worsen the existing financial stress. In this session, we will explore the relationship between financial stress and health - and attendees will leave with practical tools to help them combat financial stress, and stay well.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 5 of 10, Tuesday 9th July 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 5 : Post Death Matters & Trusts Used in Financial Services.
View event details
July 3rd - Insurance Institute of Bournemouth Charity Golf Day 2024
Charity Golf Day 2024 Crane Valley Golf Club Wednesday 3rd July 2024 09:30 to 19:30
View event details
Summer Bowling Event
Summer Bowling Event A new event to celebrate the summer of 2024! The Insurance Institute of Southampton invites you to our Bowling event at the Hollywood Bowl West Quay Southampton.
View event detailsMen: It’s OK to Talk (and other ways to process difficult stuff)
Talking is good for us. We all know that and yet some of us find it hard to talk about how we feel, especially when we aren’t feeling good. This session is aimed at men and those who would like to support the men in their lives. The aim of the session is to shine a light on why some men find it difficult to open up, to explore ways to support men when they are struggling and to share some alternative ways to process difficult stuff, for those who really don’t like talking. In this interactive session, attendees will develop an understanding of some of the challenges facing men today and will take away some helpful ways to support men (or themselves) through difficult times.
View event details
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4 of 10, Wednesday 5th June 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 4 : The Nil Rate Band and Residential Nil Rate Band.
View event details
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 of 10, Tuesday 4th June 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 3 : Will Trusts.
View event details
Happiness at Work
Mental Health in Business believes that happiness at work should be a top priority for all organisations, big and small, national and international. That’s why they have developed this session, especially for the International Happiness at Work Week (23 – 27 September, 2024), the International Week of Happiness at Work.
View event details
Apr 10th - Annual General Meeting Online
Your Council invites you to attend the 2024 Annual General Meeting of The Insurance Institute of Bournemouth
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 2 of 10, Wednesday 10th April 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 2: Inheritance Tax.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 1 of 10, Tuesday 9th April 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 1: Wills/Intestacy & Introduction to Trusts
View event details
RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 27th March 2024 - online distance learning event
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.
View event details
RO3 (Personal Taxation) Pre Exam Training, Tuesday 26th March 2024 - online distance learning event
This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.
View event details
RO2 (Investment Principles and Risk) Pre Exam Training, Tuesday 19th March 2024 - online distance learning event
This course covers the main subjects of the RO2 syllabus and exam. The session is recorded and sent out to all delegates.
View event details
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.
View event details
AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 19th February 2024 & Monday 4th March 2024- online distance learning event Day 2
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.
View event details