Previous events

This month

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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All previous events

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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Hawkins - Corrosion in the Power Industry

  • Thu 30 Nov 9:30 am – 10:15 am
  • Online
    • Dr Giuseppe Scatigno, Hawkins

Giuseppe will focus on two widespread corrosion mechanisms that routinely lead to large business interruption claims in the power industry: Corrosion Under Insulation, and Microbiologically Induced Corrosion. He will discuss causes of these degradation mechanisms, as well as how to recognise and prevent them.

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Hawkins Webinar - Investigating Fires Involving Biomass Boilers

  • Thu 23 Nov 9:30 am – 10:15 am
  • Online
    • Camilla Gosling, Hawkins

Hawkins has investigated many fires associated with biomass boilers, but over the past few years there has been a noticeable increase in instructions of fires relating to their use. In this webinar, Camilla discusses what biomass boilers are, how they work, and how they can cause fires.

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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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Emerging litigation trends webinar

  • Wed 22 Nov 11:00 am – 12:00 pm
  • Online
    • Amanda McClimond, DAC Beachcroft
    • Sean McGahan, DAC Beachcroft

In this casualty webinar, Amanda McClimond and Sean McGahan explore emerging litigation risks, drawing on national and international trends to include business interruption, under insurance, social inflation, and cyber issues; and how to best respond to such risks.

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Diploma in Insurance Online Training Programme

  • Mon 20 Nov – Mon 17 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 Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 15 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Hawkins Webinar - Push-fit Fittings & Statistical Analysis

  • Thu 09 Nov 9:30 am – 10:15 am
  • Online
    • Dr Gerald Deshais, Hawkins

Gerald will discuss examples where Hawkins has investigated escapes of water caused by a fault in a push-fit fitting, and how laboratory inspection can be conducted to generate data that allows us to compare the characteristics of exhibit and exemplar fittings, in order to determine the cause of failure.

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