Previous events

All previous events

FCA GI Consumer Duty and Multi-Occupancy update

  • Wed 25 Sep 12:00 pm – 1:00 pm
  • Webinar via Zoom
    • Branko Bjelobaba FCII, Branko

Consumer Duty has been with us for over a year now an we will look at its implications, and an update on fair value assessments to include what makes up broker commissions and how to ensure broker costs are fully understood. We will also look at the new rules on multi-occupancy buildings insurances following intervention by the government. Insurers and brokers will also need to provide information about policies to leaseholders, including details of all remuneration and placement. We will also cover the requirements imposed by the new Leasehold and Freehold Reform Act which will ban commission sharing.

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Burning Questions - A CPD event with Networking Buffet

  • Wed 11 Sep 5:30 pm – 8:30 pm
  • The Birch Hotel
    • Anna Knight, Hawkins
    • Ian Major, Hawkins
    • Niralee Casson, Hawkins

Join us for our free CPD and networking evening at the Birch Hotel in Haywards Heath, We will be welcoming experts from Hawkins & Associates who will present on a multi-disciplinary fire investigation, from origin to recovery. This event will followed by a networking buffet. During the evening, - Anna Knight will share her expertise in fire investigation from the initial instruction, investigating the scene and identifying root cause; - Ian Major undertakes investigations into the cause and spread of fires and will discuss how the extent of fire damage is influenced by poor design or construction; and - Niralee Casson will discuss potential building defects and how she can ascertain where the responsibility lies and if there are prospects for recovery.

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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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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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Burning Questions

  • Thu 23 May 5:30 pm – 8:30 pm
  • The Birch Hotel
    • Anna Knight, Hawkins
    • Ian Major, Hawkins
    • Niralee Casson, Hawkins

Join us for our Burning Questions CPD Panel Discussion, where we will be hosting an immersive timeline of a multi-disciplinary fire investigation, from origin to recovery. This face to face event will followed by a networking buffet and there will also be an opportunity to examine exhibits from cases that Hawkins have investigated previously. During the evening, - Anna Knight will share her expertise in fire investigation from the initial instruction, investigating the scene and identifying root cause; - Ian Major undertakes investigations into the cause and spread of fires and will discuss how the extent of fire damage is influenced by poor design or construction; and - Niralee Casson will discuss potential building defects and how she can ascertain where the responsibility lies and if there are prospects for recovery.

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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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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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