Previous events

All previous events

Guided Mindfulness Practice (week two)

  • Fri 07 Oct 7:30 am – 8:00 am
  • Wellbeing Programme
  • Online event

Join us for the second in a four-week series of weekly live Guided Mindfulness Practices.

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Celebrating our Differences

  • Thu 06 Oct 1:00 pm – 2:00 pm
  • Online
    • Joanne Lockwood, See Change Happen

Do we stop to consider what it is like to be us, and recognise how we can celebrate the difference in all of us? Learn how we can become self-aware of our own behaviours and enrich our perspectives and views of others. In this interactive and engaging session, Joanne Lockwood speaks about what you can do right now to step up and step in to celebrating the differences in all of us and the strength it brings.

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Planning for your retirement – Understanding pensions

  • Wed 05 Oct 12:00 pm – 12:40 pm
  • Webinar
    • John-Paul Hamilton FPFS Chartered Financial Planner, Punter Southall Aspire

NEXT GEN MEMBER FINANCIAL AWARENESS CPD PROGRAMME Sept/Oct 2022 CPD Session 4 In this session we will look at the specific benefits and tax advantages of pensions, how payments to these can affect and potentially improve your income. We will also try and give you an idea of what you should be aiming for when you do eventually decide to stop working

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RO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 4th October 2022 - online distance learning event

  • Tue 04 Oct 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.

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Guided Mindfulness Practice (week one)

  • Fri 30 Sep 7:15 am – 8:00 am
  • Wellbeing Programme
  • Online event

Join us for the first in a four-week series of weekly live Guided Mindfulness Practices.

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RO5 Financial Protection - Thursday 29th September 2022 - THIS EVENT HAS BEEN CANCELLED

  • Thu 29 Sep 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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RO2 (Investment Principles and Risk) Pre Exam Training, Thursday 29th September 2022 - online distance learning event

  • Thu 29 Sep 9:30 am – 4:30 pm

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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Planning for the future – Understanding the value of regular savings

  • Wed 28 Sep 12:00 pm – 12:40 pm
  • Webinar
    • John-Paul Hamilton FPFS Chartered Financial Planner, Punter Hall Aspire

NEXT GEN MEMBER FINANCIAL AWARENESS CPD PROGRAMME September 2022 CPD Session 3 In this session we will cover the power of compound interest and growth, demonstrate how this differs from straight line interest and why it is valuable when saving over the medium to long term. We will also review some of the saving options open to you.

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RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 28th September 2022 - THIS EVENT HAS BEEN CANCELLED

  • Wed 28 Sep 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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RO3 (Personal Taxation) Pre Exam Training, Monday 26th September 2022 - CANCELLED

  • Mon 26 Sep 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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Chair Yoga

  • Fri 23 Sep 7:15 am – 8:00 am
  • Wellbeing Programme
  • Online event

Join us for a yoga session, specifically designed to combat the strain and tension from working at your home or office workstation.

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When is a good rate not a good rate – Understanding short term lending and mortgages

  • Wed 21 Sep 12:00 pm – 12:40 pm
  • Webinar
    • John-Paul Hamilton FPFS Chartered Financial Planner, Punter Southall Aspire

NEXT GEN FINANCIAL AWARENESS CPD PROGRAMME SEPT/OCT 2022 Session 2 In this session we will explain the differences between a secured and unsecured loan and the new types of finance agreements you may come across when making on-line purchases.

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Quantum & Delay: Scope, cost, methodology and duration of building repairs

  • Tue 20 Sep 1:00 pm – 2:00 pm
  • Online
    • Hannah Fletcher, Hawkins

The scope and methodology of building repairs directly impacts the cost and duration of any repair. This webinar will look at how we assess these, as well as provide some case examples.

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RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 20th September 2022 - online distance learning event

  • Tue 20 Sep 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 September 2022 sitting. The session is recorded and a copy is sent out to all delegates.

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FCA Consumer Duty and GI Update

  • Tue 13 Sep 1:00 pm – 2:00 pm
  • Webinar
    • Branko Bjelobaba

The FCA want to see a higher level of consumer protection in retail financial markets, where firms compete vigorously in the interests of consumers and they wish to drive a healthy and successful financial services system in which firms can thrive and consumers can make informed choices about financial products and services. They consider that firms are not consistently and sufficiently prioritising good consumer outcomes and this causes consumer harm and erodes consumer trust. With final rules published on 27 July 2022 this talk will update you as to what now will be needed.

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M05 Insurance law – Introduction /Revision Day

  • Fri 09 Sep 9:30 am – 4:30 pm
  • Aon UK Reading
    • Rod Smith FCII FCILA

We are pleased to welcome back Rod Smith, who before the pandemic delivered some successful Advanced Business Interruption workshops for us. He is back with a face to face M05 workshop in September! This one-day workshop for up to 12 delegates is ideal for anyone taking this compulsory CII Diploma subject by mixed assessment and multiple-choice exam, or for anyone who wants to refresh their knowledge of insurance law generally. The course is open to both starters and more advanced students.

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Qualification pathway to ACII

  • Wed 07 Sep 1:00 pm – 2:00 pm
  • Online
    • Alison Cooper, Act One Training

Fast track your future. This session is intended for anyone currently studying a CII general insurance qualification at any level up to ACII. The focus of the content will be on what comes next after the CERT, with particular emphasis on coursework.

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AF5 (Financial Planning Process) Pre-Exam Training, Monday 5th September 2022 - online distance learning event

  • Mon 05 Sep 9:30 am – 4:30 pm

To review the factfind issued by the CII on August 26th, in preparation for the AF5 exam on 13th September 2022. This session is recorded and a copy is sent out to all delegates.

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AF7 (Pension Transfers) Pre-exam Training Friday 2nd September 2022 - online distance learning event

  • Fri 02 Sep 9:30 am – 4:30 pm

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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JO5 (Pension Income Options) Pre Exam Training, Thursday 1st September 2022 - online distance learning event

  • Thu 01 Sep 9:30 am – 4:30 pm

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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