Previous events

This month

Cyber Security and Counter Fraud Controls

  • Tue 05 Oct 1:00 pm – 2:00 pm
  • Online
    • Craig Wooldridge, IASME
    • Chris Pinder, IASME
    • Robert Brooker, PKF GM

This webinar is aimed at SMEs within the financial services and insurance sectors looking to improve their own cyber security and counter fraud controls. It will also be of interest to individuals that manage cyber security policies and claims on behalf of their customers and clients.

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AF4 Investment Planning Revision October 2021

  • Tue 05 Oct 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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All previous events

The Uber test case

  • Tue 28 Sep 11:00 am – 12:00 pm
  • Online
    • Jeff Heasman, Insurance Upskill

This webinar will analyse the Uber test case and its implications for future underwriting considerations.

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FCA Pricing Practices: Product Governance and Auto Renewals

  • Thu 23 Sep 10:00 am – 11:30 am
  • Online
    • Jill Hambley, Insurance Compliance Services

Following member feedback, we are delighted to welcome back Jill Hambley, Insurance Compliance Services to provide two further updates on the FCA's Pricing Practices. This session will focus on the pricing requirements, but also concentrate on Product Governance, the changes taking effect from 1st October 2021 and what this means for manufacturers and distributors.

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AF5 Financial Planning Process September 2021

  • Wed 22 Sep 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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AF1 Personal Tax and Trust Planning Revision September 2021

  • Tue 21 Sep 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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FCA Pricing Practices: Pricing & Reporting

  • Thu 16 Sep 10:00 am – 11:30 am
  • Online
    • Jill Hambley, Insurance Compliance Services

Following member feedback, we are delighted to welcome back Jill Hambley, Insurance Compliance Services to provide two further updates on the FCA's Pricing Practices. This session will focus on the Pricing Rules and associated reporting requirements, which are due to come into force from 1st January 2022.

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AF4 Investment Planning Remote Study Course Q3 2021

  • Thu 16 Sep. 9:30 am
  • ZOOM WEBINAR
    • John Trayner
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IF1 Revision Course - Insurance Legal and Regulatory

  • Thu 16 Sep 9:30 am – 12:30 pm
  • Online
    • Alison Cooper, Act One Training

This interactive training course, delivered in two sessions, will provide an opportunity for participants to build their insurance knowledge and practice multiple choice questions. THIS COURSE IS FULLY BOOKED, PLEASE CONTACT julie.hicks@cii.co.uk if you wish to be added to a reserve list.

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R06 Financial Planning Practice September 2021

  • Thu 09 Sep 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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Getting over your live video fear so that you can thrive on camera

  • Wed 08 Sep 1:00 pm – 2:00 pm
  • Online
    • Christina Robinson, Green Umbrella Marketing

There’s no denying it, live video is not going anywhere soon - It’s here to stay! If you’ve struggled to show up consistently on video from a marketing perspective, you are not alone and Live video, in particular, can be awkward, scary, and at times, a technical pain! In this strategy-packed session, you’ll discover tips and techniques to embrace video with a more personal, casual approach, while creating a stress-free, seamless experience that attracts your perfect audience.

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AF7 Pension Transfers September 2021

  • Wed 08 Sep 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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JO2 Trusts September 2021

  • Tue 07 Sep 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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From self-awareness to success - gain your own personalised insights

  • Tue 17 Aug – Thu 30 Sep
    • Lizzy Modi, Discover Beyond Ltd
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Historical Walk Around Haywards Heath

  • Wed 04 Aug 6:15 pm – 8:00 pm
  • Orchards Car Park - Haywards Heath
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FCA New Rules for Pricing Practices

  • Mon 26 Jul 1:00 pm – 2:00 pm
  • Online
    • Jill Hambley, Insurance Compliance Services

The FCA has released its Policy Statement and final rules on general insurance pricing practices. The FCA has largely implemented the policy as set out in its earlier Consultation Paper but has made some concessions around reporting and timings having received over 100 responses to the Consultation.

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Social Media Investigation

  • Tue 20 Jul 12:00 pm – 1:00 pm
  • Online
    • Tony Bennett, Opsimathy Ltd

This module is aimed at delegates requiring knowledge of how to access and utilise social media websites for research in a safe and lawful manner.

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Vacant Properties

  • Thu 15 Jul 1:00 pm – 2:00 pm
  • Online

In a vacant property any damage is likely to be exacerbated by the length of time it takes for the damage to be noticed and repaired. Covid-19 and the introduction of national lockdowns meant that 2020 saw a dramatic increase in the number of buildings being left vacant for an extended period, with little or no warning and time to prepare and has meant that de-commissioning of the building and services were not undertaken.

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Women's Forum: Julie Page, CEO Aon

  • Mon 05 Jul 1:00 pm – 2:00 pm
  • Online
    • Julie Page, Aon

Join us to hear and learn from Julie's professional journey - the challenges along the way, and how she faced and overcame them to become a leader in a male dominated industry.

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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.