Previous events

This month

Consumer Duty update + new rules on Multi-occupancy insurances May 2024

  • Thu 20 Jun 10:00 am – 11:00 am
  • Webinar
    • Branko Bjelobaba

Soon we will have had Consumer Duty for a year and firms will be preparing for their first annual board reports. The session will also provide an update on fair value assessments to include what makes up brokers 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 We will also cover requirements imposed by the new Leasehold and Freehold Reform Act which bans commission sharing.

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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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Special General Meeting

  • Tue 18 Jun 5:30 pm – 7:00 pm
  • The Town Hall, Reading

A Special General Meeting of the Insurance Institute of Reading is being held to consider and if thought fit to agree the following motions: THAT 1. The Insurance Institute of Reading is dissolved with immediate effect. 2. In order to maintain a local presence and to assist the institutes to whom the membership of Reading will be reallocated, to become two local committees, one of Cheltenham & Gloucester for Oxford/Swindon area and the other of Guildford for the Reading area

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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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19th Annual Golf Day -our 20th Anniversary Event!

  • Thu 06 Jun 12:00 pm – 7:00 pm
  • The Club at Mapledurham

19th Annual golf day 6th June 2024, sponsored by Dual Oliva once again. This is our 20th Anniversary event (we missed 2020) supporting Motor Neurone Disease Association.

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The Future of Insurance - CPD conference in collaboration with Guildford and Reading Insurance Institutes

  • Wed 05 Jun 10:00 am – 4:00 pm
  • Holiday Inn Farnborough
    • Various speakers on topics relating to the future of insurance/FS

A joint CPD conference from the Insurance Institutes of Guildford and Reading on a variety of topical subjects around the theme of the future of insurance and financial services.

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All previous events

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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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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91st Annual Dinner Friday 1st March 2024

  • Fri 01 Mar 6:30 pm – 11:30 pm
  • The Town Hall, Reading

Bookings are now open for our 91st Annual Dinner taking place at Reading Town Hall from 6pm on Friday 1st March 2024. Download your booking form and terms and conditions here and return to our Admin Office at admin@ciireading.co.uk. Bookings must be received by 20th January 2024 and ALL payments by 31st January 2024.

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Achiever Award 2024

  • Fri 01 Mar 6:00 pm – 11:00 pm

We are seeking nominations to be received either as self nominations or from a line manager/company manager or director/training officer of the nominee but the time frame is short. We must have your nominations by Monday 5th February midday! Nominees, who do not have to be existing CII/PFS Members: -must have been working in the Insurance and Financial Services business and must be under the age of 35 as at 1st January 2023. -can only be nominated or submit a nomination to one local institute Achiever Award in any one year. Download the criteria and forms by hitting the BOOK NOW button!

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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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AF4 Investment Planning Revision Day- 16/02/2024

  • Fri 16 Feb 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.

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AF7 Pension Transfers Revision Day- 14/02/2024

  • Wed 14 Feb 9:30 am – 4:30 pm
    • Steve Davies

The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.

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Questions that transform your client’s mindset- 07/02/2024

  • Wed 07 Feb 9:30 am – 4:00 pm
    • Adam Owen, NextGen Planners Ltd

In this full day workshop, Adam Owen will show you how to supercharge your questioning and listening skills to build deeper levels of trust with your clients.

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Client Meeting 2.0: Designing and delivering first class client experiences- 06/02/2024

  • Tue 06 Feb 9:30 am – 4:00 pm
    • Adam Owen, NextGen Planners Ltd

In this full day workshop, Adam Owen will show you how to embed value into every aspect of your client meetings, creating an experience that accelerates trust.

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AF5 - Financial Planning Process Revision Day- 01/02/2024

  • Thu 01 Feb 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the February 2024 exam.

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AF1 Personal Tax and Trust Planning Revision Day- 30/01/2024

  • Tue 30 Jan 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.

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Consumer Duty update + new rules on Multi-occupancy insurances

  • Thu 18 Jan 12:00 pm – 1:00 pm
    • Branko Bjelobaba, Branko Ltd

We are now live with Consumer Duty the FCA has urged firms to get on with it! Sheldon Mills, Executive Director of Consumers and Competition, warned that firms who ignore it or who pose the most harm can expect swift action. The Duty will mean that consumers should receive communications they can understand, products and services that meet their needs/provide evidenced fair value, and they get the customer support they need, when they need it. Most importantly, we will also cover the new rules that will be effective from 1 January 2024 on multi-occupancy insurances following intervention by the government

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R06 - Financial Planning Practice Revision Day- 12/01/2024

  • Fri 12 Jan 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the January 2024 exam.

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Hawkins Webinar - Finding Evidence of Fraud & Deliberate Fire Setting

  • Thu 07 Dec 9:30 am – 10:15 am
  • Online
    • Russ Smith, Hawkins

Russ will cover the identification of physical evidence that identifies fires as being started deliberately, alongside evidence that identifies where fires and other peril claims are potentially fraudulent.

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