Previous events
All previous events
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 7 of 10, Tuesday 27th August 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 7 : Trustee Duties & Incapacitated Client.
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Proximate cause and exclusions: The court of appeal provides further guidance
In January 2023 the Court of Appeal delivered its judgment in the case of Brian Leighton (Garages) Ltd v Allianz Insurance Plc. This was followed by the Court of Appeal´s judgment in The University of Exeter v Allianz Insurance Plc. These cases provide further guidance as to what should be taken into account when considering scope of cover and especially proximate cause and exclusions. In this session, Jeff Heasman will examine the key aspects of the judgments and their impact on insureds and insurers.
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Pension Planning for tomorrow's world seminar.
The Personal Finance Society Hants & Dorset Regional Committee in conjunction with PFS Sussex are running three events with M&G Wealth on pension planning, that focuses on the challenges and opportunities that lie ahead and the impacts on advice.
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Consumer Duty and Impact on Claims Handling
The FCA is determined to establish a consistent level for customer experiences and create better customer outcomes. The new rules came into force on the 31 July 2022 to be fully implemented by the 30 April 2023. This session is delivered by Nick Thomas with specialist claims consultant James Tye.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 6 of 10, Wednesday 10th July 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 6 : Trust Taxation.
View event detailsFinancial Stress & Mental Health
Financial strain is recognised as being one of the key stress factors for adults, and it can be a major risk factor for poor mental health. It is not uncommon for people to neglect their mental health, specifically when they are experiencing financial stress. This can lead to significant problems in the long term and even worsen the existing financial stress. In this session, we will explore the relationship between financial stress and health - and attendees will leave with practical tools to help them combat financial stress, and stay well.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 5 of 10, Tuesday 9th July 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 5 : Post Death Matters & Trusts Used in Financial Services.
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Negotiating and Influencing: A Sustainable Model
Negotiating and Influencing: A Sustainable Model with Nick Thomas If we want to achieve successful and sustainable outcomes in the business world, we need to be able to build relationships of mutual influence, to appreciate the viewpoint of all stakeholders. This is particularly important in hard market scenarios where we need to have tough trading conversations and be able to deliver tough messages without compromising wider relationships
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Summer Bowling Event
Summer Bowling Event A new event to celebrate the summer of 2024! The Insurance Institute of Southampton invites you to our Bowling event at the Hollywood Bowl West Quay Southampton.
View event detailsInflation and the Insurance Considerations
CPD session on inflation considers what affect increasing inflation has on business insurance. What clauses and cover issues brokers and insurers need to consider for various classes of cover.
View event detailsMen: It’s OK to Talk (and other ways to process difficult stuff)
Talking is good for us. We all know that and yet some of us find it hard to talk about how we feel, especially when we aren’t feeling good. This session is aimed at men and those who would like to support the men in their lives. The aim of the session is to shine a light on why some men find it difficult to open up, to explore ways to support men when they are struggling and to share some alternative ways to process difficult stuff, for those who really don’t like talking. In this interactive session, attendees will develop an understanding of some of the challenges facing men today and will take away some helpful ways to support men (or themselves) through difficult times.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4 of 10, Wednesday 5th June 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 4 : The Nil Rate Band and Residential Nil Rate Band.
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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.
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Happiness 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.
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CPD 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.
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