Previous events

All previous events

It’s all about the balance - Hatha Yoga

  • Fri 21 Jul 7:15 am – 8:00 am
  • Wellbeing Programme
  • Online event

Bring some balance back into your life with our next wellbeing session – Hatha Yoga!

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A plain English overview of reinsurance, including how reinsurance premiums affect the price charged to policyholders.

  • Thu 13 Jul 12:00 pm – 1:00 pm
    • Alan Chandler

Reinsurance premium increases have been one of the most significant causes of the current hard market for policyholders, and that is why it is essential that all brokers, underwriters and claims staff have a basic overview of how reinsurance operates. This webinar will be presented by Alan Chandler, one of the most popular speakers in the UK. Alan will explain why reinsurance is so essential, the different types of reinsurance and how reinsurance can have a significant affect on policyholders premium and cover.

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CF6 (Mortgage Advice) Pre Exam Training, Thursday 13th July 2023 - online distance learning event

  • Thu 13 Jul 9:30 am – 4:30 pm

To cover the CF6 syllabus and exam technique, preparing the student to pass the CF6 Mortgage Advice exam.

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CII New Generation Programme – What you need to know hosted by 2023 Broking Group

  • Wed 12 Jul 12:30 pm – 1:15 pm

Are you thinking of applying this year for the CII New Generation Programme?.... Here's your chance to hear from the current CII New Gen Broking Group. They will walk you through the acceptance criteria and talk you though what you can do to help your application stand out. In addition they will talk about what their current experience has been like on the programme and answer any burning questions you may have.

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July 5th - Online Event - How to Maximise the Impact of Every Presentation You Ever Give

  • Wed 05 Jul 12:30 pm – 4:00 pm
    • David Thomas

David Thomas will take our members through his unique process on how to maximise impact with any audience and every type of talk

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Annual Quiz in aid of Parkinson's UK and Earth Trust -4th July 2023

  • Tue 04 Jul 5:30 pm – 9:00 pm
  • The Outlook Downstairs Bar

Annual Quiz rearranged from February in aid of our nominated charities, Earth Trust and Parkinson's UK

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RO6 (Financial Planning Practice) Pre Exam Training, Monday 26th June 2023 - online distance learning event

  • Mon 26 Jun 9:30 am – 4:30 pm

The RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the July 2023 sitting. The session is recorded and a copy is sent out to all delegates.

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Visit to Thatcham Research

  • Fri 16 Jun 10:15 am – 1:30 pm
  • CPD visit
  • Thatcham Research

In this IIL educational visit, attendees can take a look behind the scenes at Thatcham Research operations as it works to contain the cost of motor insurance claims by driving safety, security, and repair standards.

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New and Young Professionals Event, Winchester, Thursday 15th June, 7pm to 9pm

  • Thu 15 Jun 7:00 pm – 9:00 pm
  • Rathbones

An event for New and Young Professionals in Financial Services in conjunction with the Foundation, a local group run by Young Professionals in Financial Services.

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Understanding the basics of regulation in the UK insurance industry 15 June

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

This webinar looks to provide an overview of the history of regulation within the UK insurance industry, who are the main regulators, how do they regulate and why regulation is so essential.

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FCA GI Consumer Duty Update In-Depth Workshop

  • Thu 15 Jun 10:30 am – 2:00 pm
  • Green Park Conference Centre
    • Branko Bjelobaba, Branko Ltd

With fewer than 90 days to go until the start of the Consumer Duty the FCA has urged firms to ensure they are ready for the 31 July deadline. Sheldon Mills, Executive Director of Consumers and Competition at the FCA, warned that firms who ignore the Duty or who pose the most harm can expect swift action. This General Insurance focused session will also include an update on Product Value Assessments where both brokers and insurers have an important role to play We will also cover the current position on multi-occupancy insurances following intervention by the government and the FCA’s new requirements that were published on 21 April 2023. Under the proposals, leaseholders would be defined as customers of buildings insurance and firms will have to act in leaseholder’s best interests and a ban on selling policies based on commission or remuneration levels. Insurers and brokers will also need to provide more information about policies to leaseholders, including detail of any commission paid.

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18th Annual Golf Day

  • Thu 18 May 12:00 pm – 8:00 pm
  • The Club at Mapledurham

The 18th Annual Golf Day in memory of Andrew Bickerton will take place this year at Mapledurham Golf Club on Thursday 18th May 2023 in aid of the Motor Neurone Disease Association.

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RO5 Financial Protection - Wednesday 17th May 2023 - online distance learning event

  • Wed 17 May 9:30 am – 4:30 pm

This course covers the main topics covered in the RO5 syllabus and the exam. The session is recorded and a copy is sent out to all delegates.

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RO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 16th May 2023 - online distance learning event

  • Tue 16 May 9:30 am – 4:30 pm

This course covers the main topics covered in the RO4 syllabus and exam. The session is recorded and a copy is sent out to all delegates. The learning objectives are as follows: 1. Understand the political, economic and social environment factors which provide the context for pensions planning. 2. Understand how the HM Revenue & Customs (HMRC) tax regime applies to pensions planning. 3. Understand the relevant aspects of pensions law and regulation to pensions planning. 4. Understand the structure, characteristics and application of Defined Benefit (DB) schemes to an individual’s pension planning. 5. Analyse the range of Defined Contribution (DC) scheme options as they apply to an individual’s pension planning. 6. Analyse the options and factors to consider for drawing pension benefits. 7. Explain the structure, relevance and application of State Schemes to an individual’s pension planning. 8. Evaluate the aims and objectives of retirement planning, including the relevant investment issues.

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103rd Annual General Meeting 2023

  • Thu 11 May – Wed 01 Mar
  • The Town Hall, Reading

We need you! To get down to our AGM... Your local institute council invites you to attend their 2023 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.

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RO3 (Personal Taxation) Pre Exam Training, Wednesday 10th May 2023 - online distance learning event

  • Wed 10 May 9:30 am – 4:30 pm

This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.

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RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 3rd May 2023 - online distance learning event

  • Wed 03 May – Thu 03 Nov

This course covers the main subjects of the RO2 syllabus and exam. The session is recorded and sent out to all delegates.

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RO1 (Financial services, regulation and ethics) Pre Exam Training, Tuesday 2nd May 2023 - online distance learning event

  • Tue 02 May 9:30 am – 4:30 pm

This course covers the main subjects of the RO1 syllabus and exam. This session is recorded and a copy is sent out to all delegates.

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RO6 (Financial Planning Practice) Pre Exam Training, Thursday 13th April 2023 - online distance learning event

  • Thu 13 Apr 9:30 am – 4:30 pm

The RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the April 2023 sitting. The session is recorded and a copy is sent out to all delegates.

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Webinar – Let's Talk Menopause

  • Wed 12 Apr 11:00 am – 12:00 pm
    • Jeanette Forder, Phoenix Wellness Coaching
    • Lisa Watson, Watson's Health

The menopause can have a big impact on the daily lives of employees and, in turn, have a negative impact on their performance and attendance at work. This session aims to help raise awareness of the challenges it can cause and the simple actions that can help women thrive in the workplace.

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