Previous events
All previous events
WEBINAR - Resilience for Good Mental Wellbeing
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
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
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.
View event detailsConsumer Duty
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
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
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?
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
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
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
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.
View event detailsWebinar - How to Pass Exams in Less Study Time AND Get Better Results
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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Webinar - Mental Fitness: From Stress Management to Psychological Wellbeing
This 1 hour webinar will introduce the concept of mental fitness and how specific skills and behaviours can lead to reduced stress and increased levels of wellbeing, both for individuals, teams, and organisations.
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RO5 Financial Protection - Tuesday 22nd November 2022 - online distance learning event
R05 Financial Protection - Tuesday 22nd November 2022 - online distance learning event The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO5 examination.
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RO4 (Pensions and Retirement Planning) Pre Exam Training, Friday 18th November 2022 - online distance learning event
RO4 (Pensions and Retirement Planning) Pre Exam Training, Friday 18th November 2022 The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO4 examination.
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Wind induced failures of buildings & Reducing flood risk during remedial works
In this webinar Ian Major will discuss wind induced failures of buildings and structures with some case studies to show how they are investigated. This will be followed by a discussion from Richard Keightley about property flood resilience (‘PFR’): what it is, how it works, and the benefits of ‘building back better’ after a flood.
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RO3 (Personal Taxation) Pre Exam Training, Friday 11th November 2022 - online distance learning event
RO3 (Personal Taxation) Pre Exam Training, Friday 11th November 2022 The Personal Finance Society Hants and Dorset, Surrey & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO3 examination.
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SURE: a new technique to ensure clients have understood your advice
We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! That is why, in this webinar, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.
View event detailsRO2 (Investment Principles and Risk) Pre Exam Training, Tuesday 1st November 2022 - online distance learning event
The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO2 examination.
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DAY 1 (Financial services, regulation and ethics) Pre Exam Training, Tuesday 18th October 2022 - online distance learning event
RO1 Day 1 (Financial services, regulation and ethics) Pre Exam Training, Tuesday 18th October 2022 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 training day for those members who are studying for and taking the RO1 examination.
View event detailsCelebrating our Differences
Do we stop to consider what it is like to be us, and recognise how we can celebrate the difference in all of us? Learn how we can become self-aware of our own behaviours and enrich our perspectives and views of others. In this interactive and engaging session, Joanne Lockwood speaks about what you can do right now to step up and step in to celebrating the differences in all of us and the strength it brings.
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