Previous events
All previous events
AF7 (Pension Transfers) Pre-exam Training Tuesday 28th February 2023 - online distance learning event
This course covers the main topics of the AF7 syllabus and the exam. This session is recorded and a copy is sent out to all delegates.
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Diversity and Inclusion Webinar
We Welcome all members and guest to attend this afternoon webinar via Zoom. We have a fantastic line-up of speakers and we hope that you can join us.
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NEXT GEN CPD event- Public Speaking-saying what matters most
This was a face to face event to assist with presentation and.Public speaking skills. The event included the following learning outcomes: 1. A pre speaking routine of 5 ways to handle nerves effectively 2. 3 different structures to use to create an informative and engaging talk 3. 10+ top tips and techniques for language choices and tailoring your talk to your audience
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STEP Financial Services Certificate Course Information Only
STEP (Society of Trust and Estate Practitioners) Certificate Course. This 10 day FACE to FACE course over 9 months will prepare the candidate for the STEP Financial Services Certificate Exam on 7th November 2023. To express your interest in this course, please register. If we have sufficient numbers we will run the course.
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AF5 (Financial Planning Process) Pre-Exam Training, Friday 17th February 2023 - online distance learning event
To review the factfind issued by the CII in February 2023, in preparation for the AF5 exam on 28th February 2023. This session is recorded and a copy is sent out to all delegates.
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Hawkins Webinar - BLEVEs: The Hidden Dangers of Back Boilers
This session will cover the risks associated with domestic back boilers, and how environmental factors and incorrect decommissioning can result in catastrophic damage to property.
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JO5 (Pension Income Options) Pre Exam Training, Thursday 16th February 20223 - online distance learning event
This course covers the main aspects of retirement income planning covered in the JO5 syllabus and exam. This session is recorded and a copy is sent out to all delegates.
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JO2 (Trusts) Pre Exam Training, Wednesday 15th February 2023 - online distance learning event
The course will cover the key areas of study of the JO2 (Trusts) syllabus and the exam. This session is recorded and a copy is sent out to all delegates.
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Annual Quiz in aid of our nominated charity Parkinson's UK- CANCELLED
Due to last minute changes and circumstances with the venue, we regret that this event has now been cancelled. We will be contacting all team hosts who booked directly to advise.
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Hawkins Webinar - Crane Safety - Not just torquing nuts! A review of the Carol Anne crane collapse
A review of a fatal crane accident that occurred on the Carol Anne workboat off Mull in 2015 including: - the mechanics of the incident - the complexity of crane mounting - the benefits of investigating at an early stage
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Monday 30th & Tuesday 31st January 2023 - online distance learning event
2 day course covering the AF1 syllabus and exam. All sessions are recorded and sent out to all the delegates.
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Inflation and Insurance Considerations
The session on inflation considers what affect increasing inflation has on business insurance – what clauses and cover issues brokers and insurers need to consider for various classes of cover.
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Hawkins Webinar - Over-Fired Air (OFA) in Industrial Boilers
Paul will discuss how pollution control technology can cause a loss of steam and/or power generation.
View event detailsRO6 (Financial Planning Practice) Pre Exam Training, Wednesday 18th January 2023 - online distance learning event
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 January 2023 sitting. The session is recorded and a copy is sent out to all delegates.
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BI Covid Claims Update-where are we now?
This webinar will provide an update post the Supreme Court Appeal judgment of 15 January 2021 and will focus on a number of various decisions made on complaints referred to the FOS, insurer statistics on claims payments, courts cases including: Corbin & King v AXA, Stonegate pubs, Greggs and Various Eateries (judgments handed down on 17 October 2022).
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Sustainability Webinar
We welcome all members and guest to attend this afternoon webinar via Zoom. We have a fantastic line-up of speakers and we hope that you can join us.
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Festive Pilates
Join us for the final wellbeing session of 2022 – a fun, festive and stress-reducing Pilates class in association with Well With Samantha.
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Escapes of Water
This webinar will cover common causes of escapes of water and how Regulations, Standards and Manufacturer’s guidance can be used to achieve a recovery.
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Christmas Special - What Wine can teach us about being a great communicator
We are pleased to welcome Jeff Heasman back with a Christmas Special version of his seminar! The characteristics of a good wine can teach us a lot about the characteristics of a good communicator. Each wine is unique in its character and so too is each person. However, there are common ingredients and methods that go in to producing the finished article, whether it be a good wine or a good communicator. Through tasting five different Spanish wines, (different wines to those at the June 2022 seminar), each with a unique character, this session will relate these characteristics to the five essential characteristics of a good communicator, from preparation through to the execution of a message
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