Forthcoming events

All forthcoming events

How to set the correct property sums insured

  • Wed 04 Nov 11:00 am – 12:00 pm
  • Webinar
    • Alan Chandler

It is estimated that 90% of policies have incorrect sums insured! This presentation looks at the major issue of under insurance in the UK property market and how to help your clients avoiding the under insurance trap. The webinar, will look at what clients actually need to take into when settling Buildings, Contents and Stock sums insured.

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CF6 (Mortgage Advice) Pre Exam Training Day

  • Thu 05 Nov 9:30 am – 4:30 pm
  • Webinar
    • Paul Archer

The Personal Finance Society Hants and Dorset, Surrey & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for the CF6 examination. Due to the COVID-19 pandemic, the Regional Committees have suspended all Face to Face events for 2020. This will be an online distance learning event.

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R01 (Financial services, regulation and ethics) Exam Training Days -Day 1 and Day 2

  • Tue 10 Nov 9:30 am – 12:30 pm
  • Webinar
    • Giles Hewitt, Hewitt Financial Training Ltd

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committee in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the RO1 examination. The RO1 course will consist of two half day sessions on Tuesday 10th November and Tuesday 17th November. Due to the COVID-19 pandemic, all face to face training organised by the Regional Committee has been suspended for 2020.

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89th Annual Dinner -Friday 20th March 2020 POSTPONED UNTIL March 2021

  • Fri 12 Mar – Fri 12 Mar
  • Reading FC Conference and Events

See our news item for details. Due to current COVID 19 restrictions our Annual Dinner originally planned for 20th March 2020 and rearranged for 18th September 2020 cannot take place. We are planning to hold the Dinner to celebrate our Centenary on a Friday in March 2021 and will confirm the date as soon as we have agreed this with the venue. Further details to follow.

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