Previous events
All previous events
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 of 10, Tuesday 4th June 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 3 : Will Trusts.
View event detailsHappiness at Work
Mental Health in Business believes that happiness at work should be a top priority for all organisations, big and small, national and international. That’s why they have developed this session, especially for the International Happiness at Work Week (23 – 27 September, 2024), the International Week of Happiness at Work.
View event detailsPolicy Terms & Conditions: Conditions and Conditions Precedent
The increase in use of conditions and conditions precedent in some areas of the market may suggest an attempt by insurers to return to the days before the Insurance Act, when breaches automatically resulted in policy avoidance. How can you recognise such conditions and what can be done about them?
View event detailsMergers & Acquisitions: Key Insurance Issues
This CPD session looks at some of the insurance issues faced during a client merger or acquisition and explores some of the insurance solutions available
View event detailsAnnual General Meeting 2024 & Talk on AI provided by Jeff Heasman
We need you! To get down to our AGM... Your local institute council invites you to attend their 2024 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.
View event detailsQuiz Night
Get ready to test your knowledge, flex your brain muscles, and the chance to catch up with other members. From trivia titans to casual quizzers, there's something for everyone.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 2 of 10, Wednesday 10th April 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 2: Inheritance Tax.
View event detailsCPD Session: Optimum Performance & Productivity
This session looks at how we can optimise our productivity and performance at work. We examine the modern challenges to effective productivity, and how the remote or hybrid work environment has only emphasised the need for professionals to take control of their own motivation, focus, and execution. The session will show you how only an integrated approach can support sustainable performance over time, how to ‘get into the zone’ for peak performance in the moment, and the surprising truth about what really motivates us.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 1 of 10, Tuesday 9th April 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 1: Wills/Intestacy & Introduction to Trusts
View event detailsPower of Questions Webinar - 28th March
Asking the right questions of ourselves, as much as of others, is one of the keys to success in our business and personal lives. This virtual training programme helps us to understand why questions are so important and how powerful they can be in leading us to the outcomes we want to achieve.
View event detailsCPD Session - The Power of Active Listening
Active listening and non-judgemental communication are super powers for successful leaders. This session is aimed at anyone wishing to elevate their communication skills. The aim of the session is help attendees to understand the benefits of active listening and non-judgemental communication, and how they can both be put into practice, to contribute to a psychologically safe and healthy workplace.
View event detailsRO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 27th March 2024 - online distance learning event
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.
View event detailsRO3 (Personal Taxation) Pre Exam Training, Tuesday 26th March 2024 - online distance learning event
This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.
View event detailsRO2 (Investment Principles and Risk) Pre Exam Training, Tuesday 19th March 2024 - online distance learning event
This course covers the main subjects of the RO2 syllabus and exam. The session is recorded and sent out to all delegates.
View event details"How Brokers Add Value" - March 8th
Objectives of this CPD event are - Understand the differences between direct, aggregator and broker sales Be aware of the expectations of the regulator and FOS when buying via a broker Link good practice in broker sales to the requirements and standards of the Consumer Duty
View event detailsAF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 19th February 2024 & Monday 4th March 2024- online distance learning event Day 2
This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Thursday 7th March 2024. All sessions are recorded and sent out to all the delegates.
View event detailsNetworking: A Professional Approach - 29 February
Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam. This session emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers
View event detailsAF7 (Pension Transfers) Pre-exam Training Thursday 29th February 2024 - online distance learning event
This course covers the main topics of the AF7 syllabus in preparation for the AF7 exam on Tuesday 5th March 2024. This session is recorded and a copy is sent out to all delegates.
View event detailsPFS XCHANGE LATER LIFE PLANNING CONUNDRUMS - Thursday 29th February 2024
The PFS are excited to invite you to register for the first series of new-style PFS XCHANGE events taking place in 2024!
View event detailsPFS XCHANGE: Later Life Planning Conundrums – Southampton
We are excited to invite you to register for the first series of new-style PFS XCHANGE events taking place in 2024! These events will be bigger with more topics relevant to a greater range of roles in our profession.
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