Previous events

All previous events

AF7 (Pension Transfers) Pre Exam Training, Friday September 13th 2019, Bournemouth

  • Fri 13 Sep 9:30 am – 4:45 pm
  • AFC Bournemouth

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a training day for those members who are studying for and taking the AF7 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.

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Lunchtime CPD Networking - 11th September 2019 - Mindfulness – An Introduction to the benefits of Mindfulness at Work’

  • Wed 11 Sep 12:30 pm – 2:00 pm
  • Hallmark Carlton
    • Geoff Frewin

Mindfulness – 'An Introduction to the benefits of Mindfulness at Work’

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Overview and Outlook for the UK Economy - Sorry Fully Booked

  • Tue 10 Sep 8:00 am – 10:30 am
  • Hallmark Carlton
    • Florence Hubert, Bank of England Agency for Southern Central England

An "off the record" briefing from Bank of England Deputy Agent for Central Southern England Florence Hubert entitled 'Overview and Outlook for the UK Economy'.

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Two Day AF1 (Personal Tax & Trust Planning) Pre Exam Training, Friday September 6th and Tuesday September 17th

  • Fri 06 Sep 9:30 am – 4:45 pm
  • AFC Bournemouth

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a training day for those members who are studying for and taking the AF1 examination. As AF1 is a large topic to cover, the training has been split into Day 1 and Day 2 to fully cover the subjects involved. Delegates are advised to attend both sessions. Priority will be given to Dorset based members of the PFS Hants and Dorset Region

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AF7 (Pension Transfers) Pre Exam Training, Monday September 2nd 2019, Bournemouth (1)

  • Mon 02 Sep 9:30 am – 4:45 pm
  • AFC Bournemouth

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a training day for those members who are studying for and taking the AF7 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.

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Young Professionals Group Social Evening June 2019

  • Thu 06 Jun. 6:30 pm
  • Mr Mulligan's

Launch event at Mr Mulligans, situated in the new BH2 Leisure Complex, opposite the Hilton Hotel, just a stones throw from the beach

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RO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 4th June 2019, Fareham

  • Tue 04 Jun 9:15 am – 4:45 pm
  • Shogun Business Centre

The Personal Finance Society (PFS) Hants and Dorset Regional Committee in association with the Insurance Institute of Southampton (IIS) have organised a training day for those members who are studying for and taking the RO4 examination.

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Lunchtime CPD Networking - May 2019 - Fraud / Financial Crime - Postponed

  • Wed 15 May 12:30 pm – 2:00 pm
  • Best Western Royale Hotel
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RO2 (Investment Principles and Risk) Pre Exam Training

  • Wed 01 May 8:45 am – 5:00 pm
  • Strategic Solutions

A training day for those members who are studying for and taking the RO2 examination

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Lunchtime CPD Networking - Apr 2019 - Terrorism - A Dynamic Risk

  • Wed 10 Apr 12:30 pm – 2:00 pm
  • Best Western Royale Hotel
    • Sarah Moore, Pool Re

Sarah will cover the 2017 terrorist events in the UK, how these demonstrate the dynamic nature of the risk along with how cover is evolving.

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Annual General Meeting

  • Wed 10 Apr 12:20 pm – 12:50 pm
  • Best Western Royale Hotel

Your council invites you to attend the 2019 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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AF5 (Financial Planning Process) Workshop - April 3rd 2019 - Poole

  • Wed 03 Apr 9:30 am – 4:45 pm
  • Strategic Solutions

The Hants and Dorset PFS Regional Committee in association with the Insurance Institute of Bournemouth have organised a training day for those members who are studying for and taking the AF5 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.

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AF7 Pension Planning Workshop - March 28th 2019 - Poole

  • Thu 28 Mar 9:30 am – 4:45 pm
  • Strategic Solutions

The Hants and Dorset PFS Regional Committee in association with the Insurance Institute of Bournemouth have organised a training day for those members who are studying for and taking the AF7 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.

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Annual Dinner - March 22 2019

  • Fri 22 Mar 7:00 pm – 12:30 am
  • AFC Bournemouth

The President of The Insurance Institute of Bournemouth is delighted to invite all members and their guests to the 2019 Annual Dinner Ticket price - £ 60 per person Dress code - Dinner Jackets, Black Tie / Evening Dress

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Lunchtime CPD Networking - Mar 2019 - 10 Tactics for Networking with Confidence

  • Wed 13 Mar 12:30 pm – 2:00 pm
  • Best Western Royale Hotel
    • Louise White​​​, Ageas Insurance Ltd

Have an understanding of common fears around networking and how to overcome them Know how to control nerves around networking by controlling their physiology Have a range of tactics and strategies to build confidence in their networking ability

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Overview and Outlook for the UK Economy - An Off-the-Record Briefing Feb 2019

  • Wed 27 Feb 8:00 am – 10:30 am
  • Hallmark Carlton
    • Florence Hubert, Bank of England Agency for Southern Central England

An "off the record" briefing from Bank of England Deputy Agent for Central Southern England Florence Hubert entitled 'Overview and Outlook for the UK Economy'.

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Lunchtime CPD Networking - Feb 2019 - Insuretech for Claims – The Rise of Drones

  • Wed 13 Feb 12:30 pm – 2:00 pm
  • Best Western Royale Hotel
    • Jon Mainwaring, Chief Technical Officer at Qlaims and Mark Boyt, CEO of Drone Safe Register

The potential for using drones in property claims and risk surveys. The legal and technical aspects of using drones commercially in the UK

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Lunchtime CPD Networking - 9th January 2019 - Future Broking Market

  • Wed 09 Jan 12:30 pm – 2:00 pm
  • Best Western Royale Hotel
    • Paul Dyer, GRP

An overview of the current UK broking market

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Lunchtime CPD Networking - Nov 2018 - Soft Skills – Procrastination

  • Wed 14 Nov 12:30 pm – 2:00 pm
  • Best Western Royale Hotel
    • Peter Radford, Beyond This

In this session our speaker will explain why many people fail to achieve their goals & why people procrastinate.

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