Previous events

This month

IF1 Revision Course - Insurance Legal and Regulatory

  • Thu 16 Sep 9:30 am – 12:30 pm
  • Online
    • Alison Cooper, Act One Training

This interactive training course, delivered in two sessions, will provide an opportunity for participants to build their insurance knowledge and practice multiple choice questions. THIS COURSE IS FULLY BOOKED, PLEASE CONTACT julie.hicks@cii.co.uk if you wish to be added to a reserve list.

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16th Annual Golf Day- Deadline for bookings 31st August!

  • Tue 14 Sep 11:00 am – 8:00 pm
  • Mapledurham Golf Club

16th Annual Golf Day in memory of Andrew Bickerton for the Andrew Bickerton Trophy. This is a charity event in aid of the Motor Neurone Disease Association. This event was postponed from July 2020 due to the pandemic and ongoing restrictions. Please contact admin@ciireading.co.uk for a booking form. ONLINE BOOKING IS NOT AVAILABLE FOR THIS EVENT due to the extent of information required This Event is once again sponsored by Dual Oliva Ltd.

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JO2 (Trusts) Pre Exam Training, Monday 13th September 2021

  • Mon 13 Sep 9:30 am – 4:30 pm
  • Online
    • John Trayner FCII FPFS,

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 and taking the JO2 examination.

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RO6 (Financial Planning Practice) Pre Exam Training, Friday 10th September 2021

  • Fri 10 Sep 9:30 am – 4:30 pm
  • Online
    • Darren Slater FPFS, L & D Solutions

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees 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 RO6 examination.

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Getting over your live video fear so that you can thrive on camera

  • Wed 08 Sep 1:00 pm – 2:00 pm
  • Online
    • Christina Robinson, Green Umbrella Marketing

There’s no denying it, live video is not going anywhere soon - It’s here to stay! If you’ve struggled to show up consistently on video from a marketing perspective, you are not alone and Live video, in particular, can be awkward, scary, and at times, a technical pain! In this strategy-packed session, you’ll discover tips and techniques to embrace video with a more personal, casual approach, while creating a stress-free, seamless experience that attracts your perfect audience.

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ER1 (Equity Release) Pre Exam Training- 8th September 2021

  • Wed 08 Sep 9:30 am – 4:30 pm
  • Online
    • Paul Archer

The Personal Finance Society Hants & Dorset and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford 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 ER1 examination.

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AF7 (Pension Transfers) Pre-exam Training-6th September 2021

  • Mon 06 Sep – Fri 06 Aug
  • Online
    • John Trayner FCII FPFS

The Personal Finance Society Hants & Dorset, Surrey and 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 and taking the AF7 examination.

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RO4 (Pensions and Retirement Planning) Pre Exam Training 3rd September 2021

  • Fri 03 Sep – Fri 06 Aug
  • Online
    • Giles Hewitt, Hewitt Financial Training Ltd.

The Personal Finance Society Hants and Dorset, Thames Valley and Surrey 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 and taking the RO4 examination.

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RO3 (Personal Taxation) Pre Exam Training-1st September 2021

  • Wed 01 Sep 9:30 am – 4:30 pm
  • Online
    • Giles Hewitt FPFS, Hewitt Financial Training Ltd.

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth 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 RO3 examination.

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All previous events

A plain English overview of Contractors insurance

  • Wed 21 Jul 12:30 pm – 1:30 pm
  • Online
    • Alan Chandler

From small builder to plumbers through to large building firms there are an increasing number of contractors needing insurance often due to the fact that building firms now take on contractors rather than employees. These contractors need professional guidance on their insurance needs and this presentation will outline the main factors to be taken into account. The presentation will look at the main insurance needs of a contractor. The webinar will include looking at contract works cover, understanding contractor liability cover including non-negligence cover, understanding the Business Interruption cover including understanding how to add fines and damages to the contractors’ policy and why current limits of indemnity are often not sufficient.

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Vacant Properties

  • Thu 15 Jul 1:00 pm – 2:00 pm
  • Online

In a vacant property any damage is likely to be exacerbated by the length of time it takes for the damage to be noticed and repaired. Covid-19 and the introduction of national lockdowns meant that 2020 saw a dramatic increase in the number of buildings being left vacant for an extended period, with little or no warning and time to prepare and has meant that de-commissioning of the building and services were not undertaken.

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Women's Forum: Julie Page, CEO Aon

  • Mon 05 Jul 1:00 pm – 2:00 pm
  • Online
    • Julie Page, Aon

Join us to hear and learn from Julie's professional journey - the challenges along the way, and how she faced and overcame them to become a leader in a male dominated industry.

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FCA’s NEW GI Pricing Practices, Product Governance and Product Value Webinar

  • Tue 29 Jun 2:00 pm – 3:00 pm
  • Webinar
    • Branko Bjelobaba, Branko Ltd

The FCA has just published the long-awaited policy statement General insurance pricing practices market study – Feedback to CP20/19 and final rules (PS21/5). The final rules address what has been described as the ‘loyalty penalty’ paid by existing general insurance product customers and aim to ensure that customers receive fair value in the insurance products they buy. The rules introduce a package of market remedies which include:- • A requirement that when a firm offers a renewal price to a customer it can be no greater than the equivalent new business price for a new customer; • Additional product governance rules that require firms to have processes in place to deliver products that offer fair value to customers with these new processes applying to all general insurance and pure protection products; • Rules to enable firms to offer accessible and easy options for customers wishing to cancel auto-renewal; • Onerous reporting requirements to support the ongoing supervision of the home and motor insurance markets. The rules relating to systems and controls and product governance (in addition to premium finance) will come into effect on 1 October 2021. The rules on pricing, auto renewal and reporting will come into effect on 1 January 2022, with a transitional provision (until 17 January) for the rules on pricing and auto renewal disclosure.

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WEBINAR: Water Damage the Basics

  • Tue 22 Jun 1:00 pm – 2:00 pm
    • Andrew Vincent , Polygon

This webinar, from Polygon, provides an introduction into water damage - the basics of the survey process, mitigation, moisture measurement and drying techniques.

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The Psychology of Insurance Fraud

  • Wed 02 Jun 2:30 pm – 3:30 pm
  • Webinar
    • Jeff Heasman, Insurance Upskill

Why do people commit insurance fraud? Is it really because they feel it is a victimless crime against a faceless corporation or is there more at play? In this thought-provoking webinar we will examine these questions and look specifically at how research from the field of psychology has revealed answers to these questions. By understanding the psychological factors at play, we will be able to mitigate the risk and add another weapon to our armoury in the fight against insurance fraud.

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YPG WEBINAR: Developing Assertiveness

  • Tue 01 Jun 11:00 am – 12:00 pm
    • Michael Quigley, Kataholos

Aimed at young professionals or those new to the profession, this webinar provides hints and tips on developing your assertiveness in the workplace.

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WEBINAR: The basics of cargo insurance and 5 powerful reasons why clients should have cargo insurance cover

  • Wed 26 May 1:00 pm – 2:00 pm
    • Alan Wilkins, Mercari Risk
    • Henry Haystead, Mercari Risk

During this webinar, Alan Wilkins and Henry Haystead, directors of MercariRisk will: walk through the Institute Cargo Clauses A, B and C, the major hazards to goods being shipped in containers; how carrier’s limit their liability based on weight; the rights and obligations of buyers and sellers when contracting internationally; and finally General Average and Salvage - the sting in the tail for cargo owners who do not take out cargo insurance.

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WEBINAR: Mental Wealth - why investing in well-being pays off

  • Thu 20 May 1:00 pm – 2:00 pm
    • Alex Staniforth, Adversity Adventurer & Mental Health Campaigner

Investing in our mental health needs to top the agenda as we navigate the uncertainty and isolation of remote working in the COVID-19 pandemic. We’ve been on the same mountain – but not everyone is a Sherpa. Alex will share new perspectives on resilience through his extreme outdoor challenges and personal peaks and troughs of mental ill health.

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