Previous events

This month

Financial Stress & Mental Health

  • Wed 10 Jul 10:00 am – 11:00 am
  • Online
    • Jay Unwin, Mental Health in Business

Financial strain is recognised as being one of the key stress factors for adults, and it can be a major risk factor for poor mental health. It is not uncommon for people to neglect their mental health, specifically when they are experiencing financial stress. This can lead to significant problems in the long term and even worsen the existing financial stress. In this session, we will explore the relationship between financial stress and health - and attendees will leave with practical tools to help them combat financial stress, and stay well.

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Line Managers Talking Menopause - Webinar

  • Wed 19 Jun 11:00 am – 1:00 pm
    • Jeanette Forder, Phoenix Wellness Coaching
    • Lisa Watson, Watson's Health

Who should attend this workshop? All managers and leaders, ensuring they have the knowledge, skills and confidence to support colleagues around menopause. Taking learning beyond awareness to practical application, participants will also gain an understanding of the potential impact of menopause symptoms within the workplace and build confidence to have supportive conversations when needed.

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Annual Dinner 2024 POSTPONED to 2025

  • Fri 14 Jun 6:30 pm – 11:59 pm

Our annual dinner will be held at Coulsdon Court Hotel and Golf Club, Coulsdon Court Road, Coulsdon CR5 2LL. Come along to network and be entertained.

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Men: It’s OK to Talk (and other ways to process difficult stuff)

  • Tue 11 Jun 11:00 am – 12:00 pm
  • Online
    • Jay Unwin, Mental Health in Business

Talking is good for us. We all know that and yet some of us find it hard to talk about how we feel, especially when we aren’t feeling good. This session is aimed at men and those who would like to support the men in their lives. The aim of the session is to shine a light on why some men find it difficult to open up, to explore ways to support men when they are struggling and to share some alternative ways to process difficult stuff, for those who really don’t like talking. In this interactive session, attendees will develop an understanding of some of the challenges facing men today and will take away some helpful ways to support men (or themselves) through difficult times.

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Happiness at Work

  • Tue 21 May 10:00 am – 11:00 am
  • Online
    • Claire Russell, Mental Health in Business

Mental Health in Business believes that happiness at work should be a top priority for all organisations, big and small, national and international. That’s why they have developed this session, especially for the International Happiness at Work Week (23 – 27 September, 2024), the International Week of Happiness at Work.

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Mergers & Acquistions.

  • Thu 09 May 1:15 pm – 2:15 pm
  • Webinar via Zoom
    • Diane Jenkins BA(Hons), Nick Thomas & Associates

Mergers and acquisitions – key insurance issues This session looks at some of the insurance issues faced during a client merger or acquisition and explores some of the insurance solutions available.

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R06 Financial Planning Practice April 2024

  • Tue 16 Apr 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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Kent Conference 2024 - Navigating rapid transformative global change

  • Tue 16 Apr 8:45 am – 4:00 pm
  • Kent Showground, Events Centre, The Clive Emson Building, Maidstone

We are delighted to hold our eleventh annual conference once again on Tuesday 16th April. The event provides a superb opportunity to enjoy a fantastic day of education, debate and networking. It is always our aim for you to have plenty of take-aways of thought provoking ideas to implement and share. The event is relevant to many issues the sector faces, and is an enabler to further your knowledge and understanding to assist you within the scope of your role, and share within the workplace or even outside! From feedback ‘as the one to attend’, we cover a wide range of topics from a variety of presenters along with lunch and refreshments, and certainly recommend you bring along your colleagues or contacts in order to gain CPD.

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Annual General Meeting 2024

  • Mon 08 Apr 6:00 pm – 6:30 pm
  • Nutfield Priory Hotel

We need you! To get down to our AGM... Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.

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General Knowledge Quiz 2024

  • Thu 21 Mar 6:15 pm – 9:30 pm
  • South Croydon Conservative Club

General Knowledge Quiz 2024. Available to book for teams of 6. Please see full details.

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AF7 Pension Transfers February 2024

  • Thu 22 Feb 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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An Introduction to Allyship

  • Tue 20 Feb 10:30 am – 11:30 am
  • Online
    • Dawn Jackson, The Clear Company

This webinar is intended to increase your awareness, build knowledge, and give you practical skills to support a more inclusive workplace and your becoming an ally in and out of the office. The session will explore the link between inclusion, equity, and allyship and describe the importance of allyship in the workplace. We will explore practical ways allies behave in the workplace, show you how to identify opportunities to be an ally as well as discuss some misconceptions about allyship. The session concludes with some final takeaways and a call to action to support the development of an inclusive culture in the insurance and financial services sectors.

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Managing your career

  • Mon 19 Feb 12:30 pm – 1:30 pm
  • Webinar
    • Claire Shepherd, Empower Development

Research tells us that career progression is not just about technical expertise, your presence and exposure also play crucial roles. This course provides the opportunity for individuals to reflect on their own career to encourage a proactive approach to career development and set a meaningful career plan.

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AF5 Financial Planning Process February 2024

  • Mon 05 Feb 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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AF4 Investment Planning Remote Study Course Q1 2024

  • Tue 23 Jan. 9:30 am
  • ZOOM WEBINAR
    • John Trayner
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RO6 Financial Planning Practice January 2024

  • Tue 16 Jan 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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JO2 Trusts January 2024

  • Tue 09 Jan – Wed 10 Jan
  • ZOOM WEBINAR
    • John Trayner
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Cert CII Fast Track Remote Learning Programme

  • Wed 22 Nov – Mon 05 Feb
    • Alan Chandler

The Insurance Institutes of the South, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 14 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Emerging litigation trends webinar

  • Wed 22 Nov 11:00 am – 12:00 pm
  • Online
    • Amanda McClimond, DAC Beachcroft
    • Sean McGahan, DAC Beachcroft

In this casualty webinar, Amanda McClimond and Sean McGahan explore emerging litigation risks, drawing on national and international trends to include business interruption, under insurance, social inflation, and cyber issues; and how to best respond to such risks.

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