Previous events

All previous events

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

View event details

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.

View event details

Hard Talk: How to communicate with customers about price rises and other impacts of a hard market …

  • Thu 01 Dec 12:30 pm – 1:30 pm
  • Online
    • Jeff Heasman

This webinar will provide you with communication strategies that will enable you to communicate with clients in a way that keeps them onboard now and for the future.

View event details

RO5 (Financial Protection) Pre Exam Training - online distance learning event

  • Tue 22 Nov 9:30 am – 4:30 pm
  • Online
    • Giles Hewitt

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.

View event details

RO4 (Pensions and Retirement Planning) Pre Exam Training - online distance learning event

  • Fri 18 Nov 9:30 am – 4:30 pm
  • Online
    • Giles Hewitt FPFS

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.

View event details

Wind induced failures of buildings & Reducing flood risk during remedial works

  • Thu 17 Nov 1:00 pm – 2:00 pm
  • Online
    • Ian Major, Hawkins
    • Richard Keightley, Hawkins

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.

View event details

How to set correct business interruption sums insured in a high inflation world

  • Mon 14 Nov 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This presentation will lift the myths away from Bi and show how you can get this cover on a correct footing going forward.

View event details

RO3 (Personal Taxation) Pre Exam Training - online distance learning event

  • Fri 11 Nov 9:30 am – 4:30 pm
  • Online

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

View event details

SURE: a new technique to ensure clients have understood your advice

  • Wed 09 Nov 1:00 pm – 2:00 pm
  • Online
    • Jeff Heasman, Insurance Upskill

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 details

Celebrating our Differences

  • Thu 06 Oct 1:00 pm – 2:00 pm
  • Online
    • Joanne Lockwood, See Change Happen

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.

View event details

Setting correct property, stock and contents sums insured in a high inflation world

  • Mon 03 Oct 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

It is estimated that at least 80% of policies have incorrect sums insured! The presentation, delivered by Alan Chandler, will look at what clients actually need to take into account when settling Buildings, Contents and Stock sums insured.

View event details

FCA Consumer Duty and GI update - to include product value assessments

  • Wed 28 Sep 12:00 pm – 1:00 pm
  • Online
    • Branko Bjelobaba FCII

The FCA want to see a higher level of consumer protection in retail financial markets. With final rules published on 27 July 2022 this talk will update you as to what now will be needed.

View event details

A Practical Guide to Successful Retirement and how to achieve wellbeing

  • Tue 27 Sep 5:00 pm – 6:15 pm
  • Webinar
    • Anne Cannings and Nigel Pacey, Retirement Life Plan

Retirement is a major life transition. It is likely to last many years. While for many it is the reward for years of hard work, for a significant proportion retirement is not the positive experience they expected. This workshop uses an evidenced based approach to explore the key challenges and adjustments required, and identifies what we need to do, beyond the financial planning, to ensure a fulfilling future.

View event details

Charity Golf day - Monday 26th September 2022 - Chobham Golf Course Nr Woking

  • Mon 26 Sep 11:00 am – 8:00 pm
  • Chobham Golf Club

Join us for a fun filled Charity Golf day. The day includes coffee and bacon rolls on arrival, 18 holes of golf (shot gun start), and a 2 course evening meal, followed by a prize giving and auction.

View event details

D&I and Sustainability Conference 2022

  • Thu 22 Sep 9:15 am – 6:00 pm
  • Holiday Inn Winchester

*** Event Cancelled*** The Diversity & Inclusion and Sustainability Conference on Thursday 22nd September at the Holiday Inn, Winchester.

View event details

Quantum & Delay: Scope, cost, methodology and duration of building repairs

  • Tue 20 Sep 1:00 pm – 2:00 pm
  • Online
    • Hannah Fletcher, Hawkins

The scope and methodology of building repairs directly impacts the cost and duration of any repair. This webinar will look at how we assess these, as well as provide some case examples.

View event details

Networking Training

  • Thu 08 Sep 6:15 pm – 7:15 pm
  • All Bar One
    • Lara Squires

This training is for anyone wanting to get more out of networking, or those that know they should be networking but don't know where to start. Whether in person (when restrictions allow) or virtually, there are certain tricks to make sure you get the most out of networking.

View event details

Qualification pathway to ACII

  • Wed 07 Sep 1:00 pm – 2:00 pm
  • Online
    • Alison Cooper, Act One Training

Fast track your future. This session is intended for anyone currently studying a CII general insurance qualification at any level up to ACII. The focus of the content will be on what comes next after the CERT, with particular emphasis on coursework.

View event details

So you want to be a CEO? - Seminar followed by BBQ & Networking

  • Wed 13 Jul 6:00 pm – 7:00 pm
  • Harbour Hotel - Guildford
    • Simon McGinn, Allianz Commercial UK

The event will begin with a presentation from Simon highlighting his background, early career and career to date, his experiences, advice and personal anecdotes. The presentation will be followed by a Q&A session, where participants will have the opportunity to fire their own questions at Simon. This will be followed by an optional complimentary BBQ and networking session.

View event details

The cost of poor acoustics in building, industry & environment

  • Tue 12 Jul 1:00 pm – 2:00 pm
  • Online
    • Ros Lambert-Porter, Hawkins

Acoustic design is not something most people think about until a problem is identified. Errors in design, construction, or simply failure to consider acoustics can lead to annoyance, loss of privacy, and, in some cases, increased risk to health and safety. This webinar will address some of the common issues we investigate, with a particular focus on noise in the built environment.

View event details