Previous events

All previous events

AF7 (Pension Transfers) Pre-exam Training Tuesday 28th February 2023 - online distance learning event

  • Tue 28 Feb 9:30 am – 4:30 pm

This course covers the main topics of the AF7 syllabus and the exam. This session is recorded and a copy is sent out to all delegates.

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Diversity and Inclusion Webinar

  • Fri 24 Feb 1:00 pm – 3:35 pm
  • Webinar

We Welcome all members and guest to attend this afternoon webinar via Zoom. We have a fantastic line-up of speakers and we hope that you can join us.

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WEBINAR - The Civil Liability Act Revisited (Personal Injury Claims England/Wales)

  • Thu 23 Feb 12:00 pm – 1:00 pm
  • Online
    • Bernard Thornton

The Civil Liability Act, introduced on 31 May 2021, brought about the biggest changes to RTA personal injury claims procedures in 30 years. Whilst it is still relatively early days, the Act has now had a little time to bed in. The webinar will be of value to those involved in Motor claims, underwriting, broking or anyone wishing to widen their knowledge of a highly topical and fast moving aspect of general insurance.

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STEP Financial Services Certificate Course Information Only

  • Thu 23 Feb 1:00 am – 1:05 am

STEP (Society of Trust and Estate Practitioners) Certificate Course. This 10 day FACE to FACE course over 9 months will prepare the candidate for the STEP Financial Services Certificate Exam on 7th November 2023. To express your interest in this course, please register. If we have sufficient numbers we will run the course.

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AF5 (Financial Planning Process) Pre-Exam Training, Friday 17th February 2023 - online distance learning event

  • Fri 17 Feb 9:30 am – 4:30 pm

To review the factfind issued by the CII in February 2023, in preparation for the AF5 exam on 28th February 2023. This session is recorded and a copy is sent out to all delegates.

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JO5 (Pension Income Options) Pre Exam Training, Thursday 16th February 20223 - online distance learning event

  • Thu 16 Feb 9:30 am – 4:30 pm

This course covers the main aspects of retirement income planning covered in the JO5 syllabus and exam. This session is recorded and a copy is sent out to all delegates.

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Hawkins Webinar - BLEVEs: The Hidden Dangers of Back Boilers

  • Thu 16 Feb 9:30 am – 10:15 am
  • Online
    • Dr Tom Peat, Hawkins

This session will cover the risks associated with domestic back boilers, and how environmental factors and incorrect decommissioning can result in catastrophic damage to property.

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JO2 (Trusts) Pre Exam Training, Wednesday 15th February 2023 - online distance learning event

  • Wed 15 Feb 9:30 am – 4:30 pm

The course will cover the key areas of study of the JO2 (Trusts) syllabus and the exam. This session is recorded and a copy is sent out to all delegates.

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Hawkins Webinar - Crane Safety - Not just torquing nuts! A review of the Carol Anne crane collapse

  • Thu 02 Feb 9:30 am – 10:15 am
  • Online
    • John Holland, Hawkins

A review of a fatal crane accident that occurred on the Carol Anne workboat off Mull in 2015 including: - the mechanics of the incident - the complexity of crane mounting - the benefits of investigating at an early stage

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WEBINAR - Resilience for Good Mental Wellbeing

  • Wed 01 Feb 12:00 pm – 1:00 pm
  • Online
    • Steve Heath, Mental Health in Business

Resilience is fundamental to good mental health and success in business/work and life. This webinar explores how we can all develop resilience in ourselves and in our teams. This will include practical advice and tools to help you to build your and your team's resilience. The session is a mix of slides and interactive discussions designed to ensure effective learning in a short timeframe.

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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Monday 30th & Tuesday 31st January 2023 - online distance learning event

  • Mon 30 Jan – Tue 31 Jan

2 day course covering the AF1 syllabus and exam. All sessions are recorded and sent out to all the delegates.

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Inflation and Insurance Considerations

  • Wed 25 Jan 2:00 pm – 3:00 pm
  • Webinar
    • Diane Jenkins, Nick Thomas & Associates

The session on inflation considers what affect increasing inflation has on business insurance – what clauses and cover issues brokers and insurers need to consider for various classes of cover.

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Consumer Duty

  • Wed 25 Jan 1:00 pm – 2:00 pm
    • Branko Bjelobaba FCII, Branko Ltd

BRANKO BJELOBABA - What is the new Consumer Duty and what will you have to do?

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Hawkins Webinar - Over-Fired Air (OFA) in Industrial Boilers

  • Thu 19 Jan 9:30 am – 10:15 am
  • Online
    • Dr Paul Moody, Hawkins

Paul will discuss how pollution control technology can cause a loss of steam and/or power generation.

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18th January RO6 (Financial Planning Practice) Pre Exam Training, Wednesday 18th January 2023 - online distance learning event

  • Wed 18 Jan 9:30 am – 4:30 pm

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the RO6 examination.

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BI Covid Claims Update-where are we now?

  • Tue 17 Jan 2:00 pm – 3:00 pm
    • Branko Bjelobaba

This webinar will provide an update post the Supreme Court Appeal judgment of 15 January 2021 and will focus on a number of various decisions made on complaints referred to the FOS, insurer statistics on claims payments, courts cases including: Corbin & King v AXA, Stonegate pubs, Greggs and Various Eateries (judgments handed down on 17 October 2022).

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Sustainability Webinar

  • Mon 16 Jan 1:00 pm – 3:35 pm
  • Webinar

We welcome all members and guest to attend this afternoon webinar via Zoom. We have a fantastic line-up of speakers and we hope that you can join us.

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Face to Face Networking, CPD Seminar, Lunch & RNLI Tour

  • Tue 13 Dec 12:30 pm – 3:30 pm
    • Sandra Lewin, Pair 2 Grow

Taking control of your career through developing personal brand and building your social media presence in a corporate role. Including lunch and a tour of the RNLI Poole Start: 12:30pm (lunch and network is 12:30 to 1pm; CPD is 1 to 2pm); Finish: 3:30pm (optional tour is 2 to 3:30pm)

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Escapes of Water

  • Wed 07 Dec 1:00 pm – 2:00 pm
  • Online
    • Neville Tranter, Hawkins

This webinar will cover common causes of escapes of water and how Regulations, Standards and Manufacturer’s guidance can be used to achieve a recovery.

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Webinar - How to Pass Exams in Less Study Time AND Get Better Results

  • Wed 30 Nov 1:00 pm – 2:00 pm

Studying professional exams successfully is about two things. Managing the limited time we have available and making sure we pass with the best grades possible. In this 60 min session, David Thomas will share strategies and ideas on passing financial services exams that will transform your studying ability.

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