Previous events

All previous events

A review of the last year and the year to come in insurance and financial services-What the world of wine can teach us!’

  • Thu 21 Nov 6:00 pm – 8:00 pm
  • Reading Town Hall, Blagrave Street READING
    • Jeff Heasman, Insurance Upskill

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

  • Fri 15 Nov 6:30 pm – 11:00 pm
  • Revolution Southampton

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

  • Thu 14 Nov 9:30 am – 10:15 am
  • Online

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.

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Dementia Awareness (Equality, Diversity & Inclusion Month)

  • Wed 13 Nov 12:30 pm – 1:30 pm
    • Claire Lashbrook

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

  • Tue 12 Nov 1:30 pm – 2:30 pm
  • Online

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.

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Embracing Neurodiversity in the Workplace (Equality, Diversity & Inclusion Month)

  • Fri 08 Nov 12:30 pm – 1:30 pm
  • Online
    • Kerris Earle, Zing365

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

  • Thu 07 Nov 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.

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Generative AI Tools

  • Wed 06 Nov 12:30 pm – 1:30 pm
  • Online

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

  • Wed 06 Nov 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.

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RO2 (Investment Principles and Risk) Pre Exam Training, Tuesday 5th November 2024 - online distance learning event

  • Tue 05 Nov 9:30 am – 4:30 pm

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

  • Thu 31 Oct 1:00 pm – 2:00 pm
  • Online

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

  • Thu 31 Oct 9:30 am – 10:15 am
  • Online

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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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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Quiz Night - October

  • Thu 10 Oct 6:30 pm – 11:00 pm
  • Romsey Golf Club

Our Quiz night is back by popular demand! A fun filled evening for you to enjoy with friends. The insurance Institute of Southampton invites you to our second and final quiz night for 2024 at the Romsey Golf Club

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Giving and Receiving Feedback

  • Wed 09 Oct 2:00 pm – 3:00 pm
  • Online

CPD Event presented by Melissa @ Motem. Many managers find delivering feedback one of the hardest areas of their job. They know that if it’s delivered poorly, it can be demotivating. If it’s withheld, progress can slow, frustrations can rise and relationships can breakdown. And yet when delivered well, it can strengthen relationships and increase productivity and performance.

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London Tour including Lloyd's of London & Insurance Museum

  • Wed 02 Oct 8:45 am – 9:00 pm

The Insurance Institute of Southampton invites you to join us for a tour of the Lloyd’s of London & Insurance Museum in London on Wednesday 2nd October. Return coach transport is included from Southampton Central Train Station to London. The tour is free for all members of the Insurance Institute of Southampton

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Southampton Annual Dinner

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

INSURANCE INSTITUTE OF SOUTHAMPTON ANNUAL DINNER This years event is on Friday 27th September 2024 at The Novotel Southampton

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Networking for Success

  • Wed 25 Sep 12:30 pm – 1:30 pm
  • Online

CPD Event presented by Susan Heaton-Wright. Networking is an essential skill if you wish to raise your profile professionally and/or move your business forward, yet it is something many people dread. Being able to create and maintain a strong network is crucial

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Burning Questions - A CPD event with Networking Buffet

  • Wed 11 Sep 5:30 pm – 8:30 pm
  • The Birch Hotel
    • Anna Knight, Hawkins
    • Ian Major, Hawkins
    • Niralee Casson, Hawkins

Join us for our free CPD and networking evening at the Birch Hotel in Haywards Heath, We will be welcoming experts from Hawkins & Associates who will present on a multi-disciplinary fire investigation, from origin to recovery. This event will followed by a networking buffet. During the evening, - Anna Knight will share her expertise in fire investigation from the initial instruction, investigating the scene and identifying root cause; - Ian Major undertakes investigations into the cause and spread of fires and will discuss how the extent of fire damage is influenced by poor design or construction; and - Niralee Casson will discuss potential building defects and how she can ascertain where the responsibility lies and if there are prospects for recovery.

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