Events
Forthcoming events
Be the Best You Can Be - 6 Steps To Success
The Young Professionals Committee of the Insurance Institute of Guildford is delighted to invite members to join a free webinar:
As one of the UK’s most respected and successful financial professionals Sandro Forte shares six key principles to success in growing a financial services business, even in challenging times.
Sandro will focus on the importance of a strong mind-set; generating new business opportunities, dealing with common objections and building a world class service proposition to create business sustainability.
Wed 26 Jan 12:30 pm – 1:30 pm
Sandro Forte, Forte Financial LLP
Property insurance. Understanding why there will be 15% + rate increases in 2022
This webinar looks at the major issue of under insurance in the UK property insurance market, why it is getting worse and how to help your clients avoid the under-insurance trap.
Wed 02 Feb 12:00 pm – 1:00 pm
Alan Chandler,
AF7 (Pension Transfers) Pre-exam Training, Friday 28th January 2022
The course covers pension transfers both from money purchase and final salary arrangements.
Main features of a DB scheme.
Cash Equivalent Transfer Value (CETV).
Factors that must be taken into account to ensure that advice is appropriate.
Income in drawdown, the key factors and features.
Fri 28 Jan 9:30 am – 4:30 pm
AF5 (Financial Planning Process) Pre-Exam Training, Tuesday 1st February 2022
The course will cover in detail the factfind issued by the CII and help prepare the candidate for the AF5 exam in February 2022.
Tue 01 Feb 9:30 am – 4:30 pm
AF4 (Investment Planning) Pre-Exam Training, Tuesday 8th February 2022 - Day 1
Tue 08 Feb 9:30 am – 4:30 pm
AF4 (Investment Planning) Pre-Exam Training, Wednesday 9th February 2022 - Day 2
Wed 09 Feb 9:30 am – 4:30 pm
Previous events
JO5 (Pension Income Options) Pre Exam Training, Tuesday 25th January 2022
The course will cover the main sources of later life income using both pension and non-pension assets.
The options available on the death of the member for both crystallised and uncrystallised funds.
Income drawdown investment strategies.
Final Salary Scheme benefits.
State Pension benefits.
Tue 25 Jan 9:30 am – 4:30 pm
BI Regional Update
We have all closely followed the BI Test case launched by the FCA late 2020, with the final judgment having been handed down on 15 January 2021.
The outcome was clear and far-reaching. The case highlighted the ongoing exposure of insurance brokers who arranged the relevant policies (who should have by now reassessed their advice process under ICOBS, duty of care to clients).
Now that the noise has settled, we will review how the industry acted on the findings and what (if any) other implications have emerged.
Thu 20 Jan 1:00 pm – 2:00 pm
Roland Romata, RR Compliance
JO2 (Trusts) Pre Exam Training, Thursday 20th January 2022
The day will cover how trusts can be set up together with the roles and responsibilities of trustees.
The main uses of trusts in financial planning.
Understand the rules of intestacy and the uses of Deeds of Variation.
Lasting Power of Attorney.
Bankruptcy.
Thu 20 Jan 9:30 am – 4:30 pm
AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 - Tuesday 18th January 2022
Day 2 covers the roles and responsibilities of trusts, the different types of trusts, the rules of intestacy, Lasting Powers of Attorney and bankruptcy.
Tue 18 Jan 9:30 am – 4:30 pm
Young Professionals: Writing your Development Plan
Attending courses and webinars is great for increasing knowledge. Learning, however, only begins in the classroom, it is how we use our knowledge in practice that impacts our career development. This session will guide you through the steps to identify your learning needs and take meaningful action to develop them.
Mon 17 Jan 12:00 pm – 1:00 pm
Samantha Ridgewell, Empower Development
AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 1 - Monday 17th January 2022
The AF1 two day course will help prepare candidates for the exam by covering the main topics of taxation and trusts.
Mon 17 Jan – Tue 18 Jan