AF7 Pension Transfer exam study day
This full day course, with lunch included, is for those taking the AF7 exam. Priority will be given to candidates from the Reading Institute and Thames Valley Personal Finance Society and those entering the AF7 exam in October 2018
Mon 24 Sep 9:30 am – 4:30 pm
John Trayner FCII FPFS, Audley Financial Training
Wed 03 Oct 12:00 pm – 2:00 pm
Simon Cutmore FCII CMIOSH CFIRM MIIRSM, Chartered Insurance Practitioner Chartered Safety and Health Practitioner, ICB Group
Intro to BI Half Day Course
Following the popular and sold out introduction to Business Interruption course on 17th July, 2018 we are running the course again
Tue 09 Oct 12:15 pm – 5:00 pm
Science of Retirement Income Update
Technology is transforming the way we deliver retirement planning. This session explores how new technology tools enable advisers to illustrate sustainable withdrawal and help clients visualise likely outcome in retirement.
Tue 18 Sep 12:00 pm – 2:00 pm
14th Annual Golf Day - 19th July 2018
14th ANNUAL GOLF DAY FOR THE ANDREW BICKERTON TROPHY EVENT SPONSORED BY DUAL Oliva Limited
Thu 19 Jul 12:00 pm – 7:30 pm
Caversham Heath Golf Club
An Introduction to Business Interruption Insurances
The Insurance Institute of Reading invites you to attend a free half-day introductory workshop on Business Interruption Insurances. Business Interruption is the most important cover we sell. If it works, it rescues the client’s entire business. If it goes wrong, the client’s business will die, and we’ll probably be blamed and sued. It’s as simple as that. That said, some Insurers, Brokers and loss adjusters find the concept of business interruption difficult to grasp and even harder to explain to others. The aim of this short course is therefore to provide an Introductory explanation of everyday BI, using real examples of the key elements of the BI policy and how BI covers work in practice.
Tue 17 Jul 12:00 pm – 5:00 pm
The Forbury Roseate Hotel
Legal Principles of Insurance
This workshop will take a journey through the six main principles of insurance to enable all to gain a practical understanding of how these affect day to day roles within the insurance industry. The workshop is suitable for brokers, underwriters, claims staff, loss adjuster and anyone else within the insurance sector and it is an absolute must for anyone sitting CII exams such as IF1 or MO5.
Thu 12 Jul 12:00 pm – 2:30 pm
Lloyds Tour and presentation-7th June 2018
90 minute tour and presentation of Lloyd's of London.
Thu 07 Jun 2:00 pm – 3:30 pm
'Six strengths of great advisers that clients may perceive as weaknesses'
This presentation will cover what makes a great adviser, and why their attributes can sometimes be mistaken for weaknesses. The session will be interactive – it will work best if delegates are prepared to participate and discuss ideas and topics covered.
Wed 30 May 12:00 pm – 2:00 pm
Green Park Conference Centre