Forthcoming events
This month
RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 24th June 2025
Through its interactive and engaging instructor-led sessions, 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 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details
Investment Bonds - CPD Workshop (Thursday 26th June 2025) Virtual - Southampton
3 hours structured CPD The advice for Investment Bonds will increase as the Government bears down on Capital Gains Tax, so be ready to deal with all aspects of advice on bonds. Target audience Advisers, paraplanners, whether at diploma or Chartered level, active in the estate planning market
View event detailsTrusts & Taxation - CPD Workshop (Weds 25th June 2025) Virtual - Southampton
3 hours structured CPD This session, which will include updates on the proposed pension changes from April 2027, is for those involved in identifying IHT transactions, calculating the tax due and then looking for ways to mitigate or eradicate the liability, so saving clients (or more often, their beneficiaries) IHT. Target audience Advisers, paraplanners, whether at diploma or Chartered level, active in the estate planning market
View event detailsMitigating IHT - CPD Workshop (Tuesday 24th June 2025) Virtual - Southampton
3 hours structured CPD This session, which will include updates on the proposed pension changes from April 2027, is for those involved in identifying IHT transactions, calculating the tax due and then looking for ways to mitigate or eradicate the liability, so saving clients (or more often, their beneficiaries) IHT. Target audience Advisers, paraplanners, whether at diploma or Chartered level, active in the estate planning market
View event details
Cyber Insurance: The Challenges of Cyber
This webinar aims to discuss cyber insurance in todays insurance market. We will look at the development and reactions to increasingly complex attacks on different types of businesses and what the insurance market is doing to counter this form of threat, mitigate loss and meet the challenges faced within this insurance class. We will use real life examples of what can go wrong and how a cyber insurance policy can offer both protection and pe
View event detailsAll forthcoming events
Memorabilia: passing phase or appreciating asset?
Collecting things is something humans have always done – from interesting pebbles to glamorous diamonds! It’s a natural urge that many of us experience. Collecting memorabilia has become very fashionable and can be very lucrative. But what is valuable, and what advice and guidance should a client be offered? This webinar explores a range of different types of memorabilia, why it is collectable, and offers insight on what clients should be thinking about. This webinar is for anyone with an interest in valuing assets for Private Clients or themselves. It looks at recent examples and shares memorable examples that can be used to help clients understand their risk. There will also be the opportunity to ask questions (anonymously or otherwise).
View event details
Women in Insurance: Build Your Career, Your Way
Join us for an insightful panel discussion hosted by Sandra Lewin, that goes beyond inspiration and into action. During this event, you will hear from our three panellists about the different stages of their careers. This session will uncover the defining moments, bold decisions, and practical strategies that helped shape their journeys in insurance. From navigating fears to building meaningful networks, and from identifying personal goals to managing up with confidence, this conversation will offer relatable insights and tangible takeaways for women at every career stage, whether you're just starting out or looking to take your next leap.
View event details
Introduction to Claims Handling
This course is designed to give an insight into claims handling and the various parties involved during the claims journey. During the session, we will look at the different ways in which indemnity can be applied, and how Insurers can recover their outlay, along with common reasons for declinatures. We will also look at the regulatory and legislative environment that impacts claims handling.
View event details
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 1 & Day 2, Tuesday 15th July and Wednesday 16th July 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 1 & 2 15th & 16th July 2025
View event details
Summer BBQ and Social
Join us for our Summer BBQ, an opportunity to grab a drink, eat a burger and socialise with other members working in the insurance and financial services world. Can't be there for 5.30? Don't worry, drop in when you get back from work or after you've sorted the kids out*... *You can even bring the kids along until 8 pm. Dress however you feel comfortable as we very much hope to be outside in the sunshine. Tickets are only £5 which includes your food and a welcome drink!
View event details
Hygge Associates event - Disability Awareness
What comes to mind when you hear the word 'disability'? How would you define it? Do you know what is considered a disability by law and how to create inclusive workspaces free from discrimination and prejudice?
View event details
Insurance Principles
Insurance is based on a number of common law principles that have been followed for hundreds of years. In order to better understand how insurance works it is important to understand these principles and how they underpin insurance as we know it today. There are 7 principles of insurance and during this course we will look at each one, ensuring that we cover the practical application of each of the principles to ensure full understanding. The course is ideally suited to those who are new to insurance and want a better understanding of how the principles of insurance are applied on a day to day basis.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 & Day 4, Wednesday Aug 20th and Thursday Aug 21st 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 3 & 4 20th & 21st August 2025
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 5 & Day 6, Tuesday 2nd September and Wednesday 3rd September 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 5 & 6 2nd & 3rd September 2025
View event detailsHygge Associates event - Menopause Awareness
For years, menopause has been a taboo topic, especially in the workplace. However, it is a natural phase that many women will experience. Three out of four menopausal people will experience symptoms, with one in four having very problematic symptoms. Menopause can potentially impact everyone and should be a topic we all know about.
View event details
Joint Learning and Development (CPD) Conference
Our next annual Joint Learning and Development (CPD) Conference will be taking place at Lingfield Park Resort. This conference, hosted jointly by the Insurance Institute of Sussex and North Downs Insurance Institute, will deliver 5 hours of quality CPD that will be of interest to all general insurance professionals. During the day, we have planned a range of topical subjects which will include: * contract works insurance * fraudulent claim trends over fire, theft, liability and motor * lithium-ion batteries * plant pathology investigations in the insurance industry * underinsurance including rebuilding costs and the complications of listed buildings Book your place(s) by 31 August to take advantage of our discounted rates - click on the Book Now button for more information.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 7 & Day 8, Tuesday 21st October and Wednesday 22nd October 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 7 & 8 21st & 22nd October Revision & Technique
View event detailsDetails of all of our planned events are shown above. Please click on the links for further information and online booking.
If you would like information about events being run by other local institutes, please click here to view the CII Events page or visit our neighbouring local institute websites for North Downs and Royal Tunbridge Wells.