Previous events
All previous events
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 2 of 10, Wednesday 11th December 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 2: Inheritance Tax.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 1 of 10, Tuesday 10th December 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 1: Wills/Intestacy & Introduction to Trusts
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Lloyd's and the London Market
CPD event presented by Zing 365 - Jennifer Yeates. This course looks into the London Market and just how Lloyd’s is positioned within it. We look at the operation of Lloyds, its stakeholders and its place in the global insurance market. There are a variety of different classes of business that are transacted through Lloyd’s and we will look at how risks are placed and the claims process. We will complete the session by identifying the regulatory bodies within this marketplace.
View event detailsAF8 (Retirement Income Planning) Preparation Tester Event, Wednesday 4th December 2024 - online distance learning event
The objective is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement. This session is recorded and a copy is sent out to all delegates.
View event detailsMenopause; What Everyone Needs to Know (Equality, Diversity & Inclusion Month)
Menopause is a reality for every biological woman and it is vital to understand how menopause can affect psychological, emotional and physical health. This empowering session is for women, and anyone that lives with or works with women. The aim of the session is to raise awareness on menopause, to empower women and those that love them, and to share practical guidance on supporting someone (or yourself) through menopause.
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Hawkins Webinar - Reliance on Manufacturers’ Advice: Is it Robust Enough to Rely on?
Presenter: Margaret Wright - Built Environment Expert - Hawkins Forensic Investigation Overview: When developing their designs for buildings, designers and other specifiers seek information and advice from construction product and system manufacturers, and suppliers, about their products. This information not only informs the early design decisions made by them, but it also influences the decisions made at the various stages of the procurement process. Join Forensic Architect, Margaret Wright as she discusses some of the steps that specifiers can take to help mitigate the associated risks.
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Vulnerable Customers
CPD event presented by Alan Chandler. The FCA have found following a thematic review that vulnerable customers are often not treated fairly. In fact, many Insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurer has loaded rates at renewal. Some of the UK's largest institutions have been guilty of proactively targeting these individuals and the regulator has had enough of Insurers and brokers balancing their books on the most vulnerable in our society.
View event detailsSocial mobility and being an inclusive leader (Equality , Diversity & Inclusion Month)
This session will explore the challenges relating to socio-economic backgrounds, and why this is important to consider in a work context. We will then look at the concept of Inclusive Leadership and the importance of creating inclusive environments. You will have the opportunity to explore and discuss how you can apply these principles to your own workplace.
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A review of the last year and the year to come in insurance and financial services-What the world of wine can teach us!’
There are lots of parallels between the world of wine and the past year in insurance and financial services. There are also some lessons that we can take from the world of wine in terms of how we can harness potential for the year to come, based on predicted trends. In this fun and engaging session, Jeff will combine his knowledge and experience operating a wine business in Spain, together with his knowledge and experience of providing training to insurance and financial services firms across the world, to provide a review of the last year and discuss likely trends for the year ahead. 5 wines will be used for tasting to illustrate and bring to life the review of 2024 and predicted trends for 2025.
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Cocktail Masterclass 2024
The Insurance Institute of Southampton invites you to an unforgettable event to sharpen up your Cocktail Making skills ahead of the festive season. An opportunity to network with others from across the local institute as well as the option of inviting a guest. This exclusive event is open to all members and guests of the Insurance Institute of Southampton, and it promises an exceptional experience.
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Hawkins Webinar - Structural Engineering Design
Presenter: Jolyon Antill - Hawkins Forensic Investigation Overview: Jolyon demonstrates how deficient structural engineering design can cause damage to properties. He will also discuss cases where structural engineering design has not been performed where it should have been and how this can also cause damage to properties.
View event detailsDementia Awareness (Equality, Diversity & Inclusion Month)
The Alzheimer’s Society’s Dementia Friends programme is the biggest ever initiative to change people’s perceptions of dementia. It aims to transform the way the nation thinks, acts and talks about the condition. Dementia Friends is about learning more about dementia and the small ways you can help. From telling friends about the Dementia Friends programme to visiting someone you know living with dementia, every action counts.
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Emerging Risks
CPD event presented by Nick Thomas & Chris Abram. This session on Emerging Risks looks at some of the issues that are changing the insurance industry – in terms of ways of working, and new insurance solutions being developed.
View event detailsEmbracing Neurodiversity in the Workplace (Equality, Diversity & Inclusion Month)
As part of the Insurance Institute of Exeter's Equality , Diversity & Inclusion Month, this webinar explores the significance of understanding and embracing neurodiversity within the workplace.
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RO4 (Pensions and Retirement Planning) Pre Exam Training, Thursday 7th November 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.
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Generative AI Tools
CPD event presented by Jeff Heasman. Generative AI Tools: how it is shaping the way advice is given and consumer responses In this webinar, we will explore exactly what generative AI is and isn´t, how it is being used now, how it may be used in the future, and the potential benefits and pitfalls for companies and customers
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RO3 (Personal Taxation) Pre Exam Training, Wednesday 6th November 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.
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RO2 (Investment Principles and Risk) Pre Exam Training, Tuesday 5th November 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.
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The Market Cycle
CPD Event presented by Alan Chandler. What causes a market cycle and are we heading into a soft market in 2024? Hard markets usually last around a maximum of three years and this latest one started in 2020. This presentation, delivered by Alan Chandler one of the UK’s most popular presenters, looks at what causes market cycles in the insurance industry and what is likely to occur in 2024.
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Hawkins Webinar - If These Walls Could Talk: Understanding Historic Buildings
Presenter: Jamie Paterson - Hawkins Forensic Investigation Overview: The construction and behaviour of historic buildings is significantly different to modern buildings. This is often misunderstood, which leads to unsuitable repairs and unsympathetic alterations. Jamie will review typical issues affecting historic buildings and the techniques that can be used to investigate them.
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