Forthcoming events

All forthcoming events

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 of 10, Tuesday 4th June 2024

  • Tue 04 Jun 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 3 : Will Trusts.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4 of 10, Wednesday 5th June 2024

  • Wed 05 Jun 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 4 : The Nil Rate Band and Residential Nil Rate Band.

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Men: It’s OK to Talk (and other ways to process difficult stuff)

  • Tue 11 Jun 11:00 am – 12:00 pm
  • Online
    • Jay Unwin, Mental Health in Business

Talking is good for us. We all know that and yet some of us find it hard to talk about how we feel, especially when we aren’t feeling good. This session is aimed at men and those who would like to support the men in their lives. The aim of the session is to shine a light on why some men find it difficult to open up, to explore ways to support men when they are struggling and to share some alternative ways to process difficult stuff, for those who really don’t like talking. In this interactive session, attendees will develop an understanding of some of the challenges facing men today and will take away some helpful ways to support men (or themselves) through difficult times.

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Summer Bowling Event

  • Wed 26 Jun 7:00 pm – 11:30 pm

Summer Bowling Event A new event to celebrate the summer of 2024! The Insurance Institute of Southampton invites you to our Bowling event at the Hollywood Bowl West Quay Southampton.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 5 of 10, Tuesday 9th July 2024

  • Tue 09 Jul 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 5 : Post Death Matters & Trusts Used in Financial Services.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 6 of 10, Wednesday 10th July 2024

  • Wed 10 Jul 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 6 : Trust Taxation.

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Financial Stress & Mental Health

  • Wed 10 Jul 10:00 am – 11:00 am
  • Online
    • Jay Unwin, Mental Health in Business

Financial strain is recognised as being one of the key stress factors for adults, and it can be a major risk factor for poor mental health. It is not uncommon for people to neglect their mental health, specifically when they are experiencing financial stress. This can lead to significant problems in the long term and even worsen the existing financial stress. In this session, we will explore the relationship between financial stress and health - and attendees will leave with practical tools to help them combat financial stress, and stay well.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 7 of 10, Tuesday 27th August 2024

  • Tue 27 Aug 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 7 : Trustee Duties & Incapacitated Client.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 8 of 10, Wednesday 28th August 2024

  • Wed 28 Aug 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 8 : Philanthropic Client.

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Southampton Annual Dinner

  • Fri 27 Sep. 6:30 pm
  • Novotel Southampton

SAVE THE DATE 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

  • Tue 29 Oct 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 9 : Revision & Exam Technique.

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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 10 of 10, Wednesday 30th October 2024

  • Tue 29 Oct 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 10 : Revision & Exam Technique.

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