Previous events
All previous events
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4
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.
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New and Young Professionals Event, Winchester, Thursday 15th June, 7pm to 9pm
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.
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Understanding the basics of regulation in the UK insurance industry 15 June
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.
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FCA GI Consumer Duty Update In-Depth Workshop
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.
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Hawkins Webinar - Numerical Analysis in Forensic Geotechnical Engineering
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 detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4 of 10
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 detailsDevelopment of Parametric Business Interruption Insurance
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.
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Hawkins Webinar - Should a Building be Demolished Following a Fire?
In this session Yang will demonstrate the methodology and technology Hawkins uses to conduct structural assessment of fire damaged structures.
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RO5 Financial Protection - Wednesday 17th May 2023 - online distance learning event
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.
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RO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 16th May 2023 - 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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RO3 (Personal Taxation) Pre Exam Training, Wednesday 10th May 2023 - 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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Hawkins Webinar - The Perennial Problem of Bulk Cargo Liquefaction
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 detailsRO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 3rd May 2023 - 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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RO1 (Financial services, regulation and ethics) Pre Exam Training, Tuesday 2nd May 2023 - online distance learning event
This course covers the main subjects of the RO1 syllabus and exam. This session is recorded and a copy is sent out to all delegates.
View event detailsAnnual General Meeting 2023
We need you to support your local institutes AGM! Your local institute invites you to attend their 2023 Annual General Meeting. 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 detailsClaims Handling webinar - CPD Event
This course is designed to give an insight into claims handling and the various parties involved during the claims journey.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 of 10
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.
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Hawkins Webinar - Escape of Water: Really a Materials Problem?
Chun Chan will discuss how the fault is often placed on a defective component when an escape of water occurs, and how Hawkins investigates other potential causes to identify the real issue.
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Quiz Night
Calling all Quizzers! Think you can beat some of the best in the brains in the region, well here’s your chance to prove it!
View event detailsRO6 (Financial Planning Practice) Pre Exam Training, Thursday 13th April 2023 - online distance learning event
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 April 2023 sitting. The session is recorded and a copy is sent out to all delegates.
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