Previous events

All previous events

PFS Event- Pensions Update - Wednesday 24th May 2017

  • Wed 24 May 12:00 pm – 3:00 pm
  • Hilton Reading Hotel Conference Centre

Seminar with Mike Morrison who returns for a third year running to present to our PFS members. Save the date -further details to follow

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Annual General Meeting Thursday 4th May 2017

  • Thu 04 May 5:30 pm – 7:00 pm
  • The Town Hall, Reading

Notice is hereby given of the 97th Annual General Meeting of the Insurance Institute of Reading.

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How to have Challenging Conversations -Seminar

  • Tue 11 Apr 1:00 pm – 4:30 pm
  • Green Park Conference Centre-The Hive
    • Melissa Kidd, Motem Ltd

Places are limited to 12 delegates only so book early to avoid disappointment! Speaker

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PFS Seminar' The Art of Deep Client Engagement

  • Thu 16 Mar 12:12 am – 12:15 am
  • Royal Berkshire Conference Centre
    • John Dashfield- Dashfield Coaching

THE SEMINAR CONTENT What clients value is: • Talking about what matters most to them • Feeling comfortable enough to be open with you • Feeling safe, secure and confident about the future • Having a meaningful financial strategy that aligns with their most important goals in life • Working with a trusted adviser This enjoyable and enlightening presentation shares the core elements of how to create a highly engaging client experience.

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Annual Quiz 2- 15th February 2017

  • Wed 15 Feb 6:00 pm – 9:00 pm

Annual Quiz 2 in aid of nominated charity, Sebastian's Action Trust.

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The Charity and Community Market-Facts and Figures and Specific Underwriting Considerations

  • Wed 25 Jan 12:00 pm – 2:00 pm
  • Novotel Reading Conference Centre

Lunchtime lecture preceded by buffet lunch.

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Thatcham Tour

  • Fri 20 Jan 12:30 pm – 4:00 pm

Tour and presentation at the Thatcham Motor Vehicle Repair Centre, (Thatcham), Colthrop Way, Thatcham RG19 4NR

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Annual Quiz -19th October 2016

  • Wed 19 Oct 6:00 pm – 9:00 pm
  • Yates's Reading

Annual Quiz in aid of our nominated charity, Sebstian's Action Trust

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CII and PFS local revision workshops-27.9.16

  • Tue 27 Sep – Tue 20 Sep
  • Royal Berkshire Conference Centre

A series of on demand CII and PFS subject revision half day workshops run by the local institute on Tuesday 27th September 2016

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Science of Retirement Income Seminar

  • Wed 21 Sep 12:00 pm – 3:00 pm
  • Hilton Reading Hotel Conference Centre

Personal Finance Society Member CPD Event

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Secrets of Successful Business Networking Seminar

  • Tue 20 Sep 1:00 pm – 4:30 pm
  • Green Park Conference Centre

REMINDER !! BOOKINGS CLOSE TUESDAY 13th SEPTEMBER!! CPD SEMINAR 'Secrets of Successful Business Networking - become a confident and effective networker' SPEAKER: Melissa Kidd, Motem Ltd

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The Underwriting Trade Off lecture

  • Thu 07 Jul 12:00 pm – 2:00 pm
  • Novotel Reading Conference Centre

Lunchtime lecture on Thursday 7th July 2016 Speaker -Dave Westall, Director and Principal Trainer ,Delta-Omega

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R08 Workshop - 5th July 2016

  • Tue 05 Jul 10:00 am – 2:00 pm
  • Hilton Reading Hotel Conference Centre

Course Tutor: Mark King, FPFS, Chartered Financial Planner Technical Consultant, AXA Wealth

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Young Professionals M05- Law refresher workshop

  • Tue 28 Jun 4:00 pm – 7:00 pm
  • AXA Insurance

Law refresher Workshop followed by a networking buffet until 7.30pm Tutors: Charlotte Warr, Sarnia Training and Karen Rose, Ametrine Management Consulting Ltd

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Notice of 96th Annual General Meeting

  • Thu 12 May 5:30 pm – 6:30 pm
  • The Town Hall, Reading

Your council invites you to attend the 96th Annual General Meeting of The Insurance Institute of Reading. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. All members welcome.

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FCA Update Seminar 2016

  • Tue 10 May 1:30 pm – 5:00 pm
  • Green Park Conference Centre
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LinkedIn Interactive Workshop

  • Tue 26 Apr 9:30 am – 1:00 pm
  • Novotel Reading Conference Centre

Half Day Interactive Workshop with networking lunch-EVENT NOW FULLY BOOKED 'Using LinkedIn to Promote your Business and Achieve Real Results' Workshop tutor- Rachel Tombs, Links2Leads

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Joint Institute /Thames Valley Personal Finance Society Group Seminar- 'The Bionic Adviser-are you ready?'

  • Wed 23 Mar 12:00 pm – 3:00 pm
  • Hilton Reading Hotel Conference Centre

A HALF DAY SEMINAR with NETWORKING LUNCH AND AFTERNOON REFRESHMENTS Speaker: Andrew Hart, Financial Planner Serenity Financial Planning/the Voyantist

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85th Annual Dinner

  • Fri 11 Mar 6:30 pm – 1:00 am
  • Hilton Reading Hotel- Windsor Suite

85th Annual Dinner- black tie event. With Special Guest entertainment- click on the event for details!

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Winning Consistently Brilliant Referrals

  • Tue 23 Feb 8:30 am – 12:00 pm
  • Hilton Reading Hotel Conference Centre

BREAKFAST SEMINAR. Speaker David Scarlett (Why Most Referral Tactics Simply Don't Work. And How You Can Create A Steady Stream of High Quality, High Paying, Highly Engaged Clients). FREE EVENT

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