Previous events

All previous events

CF6 (Mortgage Advice) Pre Exam Training, Thursday 13th July 2023 - online distance learning event

  • Thu 13 Jul 9:30 am – 4:30 pm

To cover the CF6 syllabus and exam technique, preparing the student to pass the CF6 Mortgage Advice exam.

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CF6 (Mortgage Advice) Pre Exam Training, Thursday 13th July 2023 - online distance learning event

  • Thu 13 Jul 9:30 am – 4:30 pm

To cover the CF6 syllabus and exam technique, preparing the student to pass the CF6 Mortgage Advice exam.

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July 11th - Bank of England Meeting with Andrew Holder, Agent for South Central England

  • Tue 11 Jul 8:30 am – 10:30 am
  • Marsham Court Hotel

Join Dorset Chamber and The IIB for this off the record expert insight in to the economy and issues facing businesses with Andrew Holder, Agent for South Central England for the Bank of England. Members must book to attend and we ask for one member per business. Spaces are limited too, so early booking is advised

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July 5th - Online Event - How to Maximise the Impact of Every Presentation You Ever Give

  • Wed 05 Jul 12:30 pm – 4:00 pm
    • David Thomas

David Thomas will take our members through his unique process on how to maximise impact with any audience and every type of talk

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Hawkins Webinar - Spontaneous Combustion of Oily Rags

  • Thu 29 Jun 9:00 am – 9:45 am
  • Online
    • Jessica Ng, Hawkins

In this session the speaker will explain how improperly disposed/stored oily rags can self-heat and pose a risk of fire.

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RO6 (Financial Planning Practice) Pre Exam Training, Monday 26th June 2023 - online distance learning event

  • Mon 26 Jun 9:30 am – 4:30 pm

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 2023 sitting. The session is recorded and a copy is sent out to all delegates.

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June 22nd - Insurance Institute of Bournemouth Charity Golf Day 2023

  • Thu 22 Jun 10:30 am – 7:00 pm
  • Dudsbury Golf Course & Hotel

Price: £180 per team of 3 golfers (alternatively individual bookings can be taken for £60 per person and we will place you in a team). If you wish to join us just for the dinner the cost per person is £20.

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New and Young Professionals Event, Winchester, Thursday 15th June, 7pm to 9pm

  • Thu 15 Jun 7:00 pm – 9:00 pm
  • Rathbones

An event for New and Young Professionals in Financial Services in conjunction with the Foundation, a local group run by Young Professionals in Financial Services.

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FCA GI Consumer Duty Update In-Depth Workshop

  • Thu 15 Jun 10:30 am – 2:00 pm
  • Green Park Conference Centre
    • Branko Bjelobaba, Branko Ltd

With fewer than 90 days to go until the start of the Consumer Duty the FCA has urged firms to ensure they are ready for the 31 July deadline. Sheldon Mills, Executive Director of Consumers and Competition at the FCA, warned that firms who ignore the Duty or who pose the most harm can expect swift action. This General Insurance focused session will also include an update on Product Value Assessments where both brokers and insurers have an important role to play We will also cover the current position on multi-occupancy insurances following intervention by the government and the FCA’s new requirements that were published on 21 April 2023. Under the proposals, leaseholders would be defined as customers of buildings insurance and firms will have to act in leaseholder’s best interests and a ban on selling policies based on commission or remuneration levels. Insurers and brokers will also need to provide more information about policies to leaseholders, including detail of any commission paid.

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Hawkins Webinar - Should a Building be Demolished Following a Fire?

  • Thu 18 May 9:00 am – 9:45 am
  • Online
    • Yang Dang, Hawkins

In this session Yang will demonstrate the methodology and technology Hawkins uses to conduct structural assessment of fire damaged structures.

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RO5 Financial Protection - Wednesday 17th May 2023 - online distance learning event

  • Wed 17 May 9:30 am – 4:30 pm

This course covers the main topics covered in the RO5 syllabus and the exam. The session is recorded and a copy is sent out to all delegates.

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RO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 16th May 2023 - online distance learning event

  • Tue 16 May 9:30 am – 4:30 pm

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.

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RO3 (Personal Taxation) Pre Exam Training, Wednesday 10th May 2023 - online distance learning event

  • Wed 10 May 9:30 am – 4:30 pm

This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.

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Hawkins Webinar - The Perennial Problem of Bulk Cargo Liquefaction

  • Thu 04 May 9:00 am – 9:45 am
  • Online
    • Nico Zurcher, Hawkins

Nico’s presentation will answer the following questions: · What is liquefaction? · Which cargoes pose a risk when carried? · How can that risk be mitigated?

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Hawkins Webinar - Escape of Water: Really a Materials Problem?

  • Thu 20 Apr 9:00 am – 9:45 am
  • Online
    • Dr Chun Chan, Hawkins

Chun Chan will discuss how the fault is often placed on a defective component when an escape of water occurs, and how Hawkins investigates other potential causes to identify the real issue.

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Pictures from the Insurance Institute of Bournemouth Annual Dinner 2023

  • Thu 13 Apr – Mon 29 May
  • AFC Bournemouth

Pictures from the Annual Dinner on Friday March 24th 2023 at AFC Bournemouth

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April 12th - Annual General Meeting

  • Wed 12 Apr 12:30 pm – 2:00 pm

Your council invites you to attend the Online 2023 Annual General Meeting of The Insurance Institute of Bournemouth. Hear first hand reports from council members on previous and future activities and vote on the appointment of new council members

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Enabling great connection (an introduction to building rapport)

  • Wed 05 Apr 12:00 pm – 1:00 pm
  • Online
    • Caroline Martin, Enabling Wings

We are very excited to invite you to this interactive session on Zoom where we will be delving into how we can create great connections with others. This session is suitable for all levels of development and is for all CII and PFS Members

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March 30th - Mock Trial: Experience a Real-Life Liability Court Case

  • Thu 30 Mar 12:30 pm – 4:00 pm
  • Dudsbury Golf Course & Hotel
    • Kelvin Farmaner and Sarah Wheadon, Trethowans LLP
    • Gabriel Farmer, Guildhall Chambers

This half a day CPD event is arranged and hosted by the Insurance Institute of Bournemouth, bringing CII members relevant and engaging learning and support. Face to face networking opportunity. Lunch and refreshments will be provided.

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Hawkins Webinar - The Use of Drones to Inspect Fire-Damaged Buildings

  • Thu 30 Mar 9:30 am – 10:15 am
  • Online
    • Darren Cook, Hawkins

This session will look at how drones can overcome the challenges of restricted access and assist in the production of comprehensive illustrated reports.

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