Forthcoming events
This month
Consumer Duty and Impact on Claims Handling
The FCA is determined to establish a consistent level for customer experiences and create better customer outcomes. The new rules came into force on the 31 July 2022 to be fully implemented by the 30 April 2023. This session is delivered by Nick Thomas with specialist claims consultant James Tye.
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Pension Planning for tomorrow's world seminar.
The Personal Finance Society Hants & Dorset Regional Committee in conjunction with PFS Sussex are running three events with M&G Wealth on pension planning, that focuses on the challenges and opportunities that lie ahead and the impacts on advice.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 7 of 10, Tuesday 27th August 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 7 : Trustee Duties & Incapacitated Client.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 8 of 10, Wednesday 28th August 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 8 : Philanthropic Client.
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Southampton Annual Dinner
INSURANCE INSTITUTE OF SOUTHAMPTON ANNUAL DINNER 📅 Date: Friday 27th September 2024 ⏰ Time: 6:30pm till 12:00pm 📍 Location: Novotel Southampton
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 9 of 10, Tuesday 29th October 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 9 : Revision & Exam Technique.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 10 of 10, Wednesday 30th October 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 10 : Revision & Exam Technique.
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