Previous events

All previous events

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Tuesday 29th August & Friday 1st September 2023 - online distance learning event

  • Tue 29 Aug 9:30 am – 4:30 pm

A 2 day course covering the AF1 syllabus and exam in preparation for the AF1 exam on Thursday 12th September. All sessions are recorded and sent out to all the delegates.

View event details

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 5 - online learning event

  • Thu 24 Aug 10:00 am – 4:00 pm

STEP (Society of Trust and Estate Practitioners) Certificate Course. This 10 day FACE to FACE course over 9 months will prepare the candidate for the STEP Financial Services Certificate Exam on 7th November 2023.

View event details

Hawkins Webinar - Inclusion Conclusion

  • Thu 17 Aug 9:30 am – 10:10 am
  • Online
    • Dr Eleanor Jay, Hawkins

Glass is often thermally toughened, and whilst this imparts strength, it can also leave it vulnerable to fracture by debris from manufacture; inclusions. Elly will discuss types of glass and the manner in which they fracture, looking at some real life examples.

View event details

Wine Tasting - 20th July

  • Thu 20 Jul 6:00 pm – 8:00 pm
  • Ageas House

Wine and Wellbeing: what wine tasting can teach us about how to develop sensory awareness for better mental wellbeing

View event details

General legal/legislation developments affecting insurance coverage 20 July

  • Thu 20 Jul 1:00 pm – 2:00 pm
  • Online

This Free CPD event will look at developments over the last few years in legal decisions and legislation that affects insurance policies. We welcome all members & guests to attend via Zoom a webinar being delivered by Diane Jenkins BA (Hons), ACII, Chartered Insurance Broker and Associate for Nick Thomas Associates.

View event details

CF6 (Mortgage Advice) Pre Exam Training, Thursday 13th July 2023 - online distance learning event

  • Thu 13 Jul 9:30 am – 4:30 pm

To cover the CF6 syllabus and exam technique, preparing the student to pass the CF6 Mortgage Advice exam.

View event details

Hawkins Webinar - Spontaneous Combustion of Oily Rags

  • Thu 29 Jun 9:00 am – 9:45 am
  • Online
    • Jessica Ng, Hawkins

In this session the speaker will explain how improperly disposed/stored oily rags can self-heat and pose a risk of fire.

View event details

RO6 (Financial Planning Practice) Pre Exam Training, Monday 26th June 2023 - online distance learning event

  • Mon 26 Jun 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 July 2023 sitting. The session is recorded and a copy is sent out to all delegates.

View event details

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4

  • Fri 23 Jun 10:00 am – 4:00 pm
  • Cams Hall, Fareham

STEP (Society of Trust and Estate Practitioners) Certificate Course. This 10 day FACE to FACE course over 9 months will prepare the candidate for the STEP Financial Services Certificate Exam on 7th November 2023.

View event details

New and Young Professionals Event, Winchester, Thursday 15th June, 7pm to 9pm

  • Thu 15 Jun 7:00 pm – 9:00 pm
  • Rathbones

An event for New and Young Professionals in Financial Services in conjunction with the Foundation, a local group run by Young Professionals in Financial Services.

View event details

Understanding the basics of regulation in the UK insurance industry 15 June

  • Thu 15 Jun 1:00 pm – 2:00 pm
  • Online

This webinar looks to provide an overview of the history of regulation within the UK insurance industry, who are the main regulators, how do they regulate and why regulation is so essential.

View event details

FCA GI Consumer Duty Update In-Depth Workshop

  • Thu 15 Jun 10:30 am – 2:00 pm
  • Green Park Conference Centre
    • Branko Bjelobaba, Branko Ltd

With fewer than 90 days to go until the start of the Consumer Duty the FCA has urged firms to ensure they are ready for the 31 July deadline. Sheldon Mills, Executive Director of Consumers and Competition at the FCA, warned that firms who ignore the Duty or who pose the most harm can expect swift action. This General Insurance focused session will also include an update on Product Value Assessments where both brokers and insurers have an important role to play We will also cover the current position on multi-occupancy insurances following intervention by the government and the FCA’s new requirements that were published on 21 April 2023. Under the proposals, leaseholders would be defined as customers of buildings insurance and firms will have to act in leaseholder’s best interests and a ban on selling policies based on commission or remuneration levels. Insurers and brokers will also need to provide more information about policies to leaseholders, including detail of any commission paid.

View event details

Hawkins Webinar - Numerical Analysis in Forensic Geotechnical Engineering

  • Thu 01 Jun 9:00 am – 9:45 am
  • Online
    • Shimin Zhuang, Hawkins

In this session the speaker will provide a glimpse of numerical analysis in geotechnical engineering including: · Basic concepts · Application to forensic investigations · Case studies

View event details

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4 of 10

  • Thu 25 May 10:00 am – 4:00 pm
  • Investec Wealth & Investment, Bournemouth

STEP (Society of Trust and Estate Practitioners) Certificate Course. This 10 day FACE to FACE course over 9 months will prepare the candidate for the STEP Financial Services Certificate Exam on 7th November 2023.

View event details

Development of Parametric Business Interruption Insurance

  • Thu 18 May 10:30 am – 11:30 am
  • Online
    • Diane Jenkins, Nick Thomas & Associates

This webinar looks at some of the new developments being introduced in parametric business interruption (BI) insurance and the gaps in cover that exist. The session will explore the current limitations of conventional BI cover, the parametric covers currently available and in development and will also compare cover between the different policy types. This webinar builds on our previous introduction to parametric insurance but is also suitable as a standalone session for anyone who wants to find out more about this innovative type of insurance and its impact on the BI market.

View event details

Hawkins Webinar - Should a Building be Demolished Following a Fire?

  • Thu 18 May 9:00 am – 9:45 am
  • Online
    • Yang Dang, Hawkins

In this session Yang will demonstrate the methodology and technology Hawkins uses to conduct structural assessment of fire damaged structures.

View event details

RO5 Financial Protection - Wednesday 17th May 2023 - online distance learning event

  • Wed 17 May 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.

View event details

RO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 16th May 2023 - online distance learning event

  • Tue 16 May 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. 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 details

RO3 (Personal Taxation) Pre Exam Training, Wednesday 10th May 2023 - online distance learning event

  • Wed 10 May 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.

View event details

Hawkins Webinar - The Perennial Problem of Bulk Cargo Liquefaction

  • Thu 04 May 9:00 am – 9:45 am
  • Online
    • Nico Zurcher, Hawkins

Nico’s presentation will answer the following questions: · What is liquefaction? · Which cargoes pose a risk when carried? · How can that risk be mitigated?

View event details