Forthcoming events

This month

Vulnerable Customers

  • Tue 07 Dec 12:30 pm – 1:30 pm
  • Online
    • Alan Chandler

Alan Chandler, Chartered Insurer, will look at how firms have been treating customers unfairly including some disturbing case studies. The presentation will include how the FCA defines vulnerable customers, the measures all firms are expected to put in place and how the requirements on all firms have changed to make sure the most vulnerable are protected going forward.

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Redefining your Relationship with Stress

  • Tue 14 Dec 1:00 pm – 2:00 pm
  • Online
    • Nick Bloy, Wellbeing Republic

Stress is ubiquitous and, to make matters worse, most of us are reminded on a regular basis that it’s bad for our health. Yet, the research findings are mixed. While stress can undermine both our physical and mental health, it can also enhance it. This webinar will explore why we may need to rethink the ‘stress is bad’ mantra that most of us have been brought up to believe. We’ll also look at how to redefine our relationship with stress to maximise performance and mental health, by identifying key skills to help see stress through a new lens.

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All forthcoming events

R06 Financial Planning Practice January 2022

  • Tue 11 Jan 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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AF1 Personal Tax and Trust Planning Revision January 2022

  • Wed 26 Jan 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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AF7 Pension Transfers January 2022

  • Thu 27 Jan 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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JO2 Trusts March 2022

  • Mon 07 Mar – Tue 08 Mar
  • ZOOM WEBINAR
    • John Trayner
View event details

Details 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.