Events
Forthcoming events

AF4 (Investment Planning) Pre Exam Training, 18th & 19th September 2025
Through its interactive and engaging instructor-led sessions, the two AF4 preparation days aims to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Thu 18 Sep – Fri 19 Sep

JO5 (Pension Income Options) Pre Exam Training, Monday 22nd September 2025
Through its interactive and engaging instructor-led sessions, the JO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Mon 22 Sep 9:30 am – 4:30 pm
Online

Hygge 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.
Thu 25 Sep 1:00 pm – 2:00 pm
Online

Hops and Risk: what the evolution of beer teaches us about innovation in insurance
This fun and interactive session explores how centuries of brewing innovation, from monastic traditions to craft revolutions, mirror the forces reshaping the insurance industry today. By tasting 5 different beers, we will analyse how brewers have responded to cultural shifts, technology, regulation, and consumer demands and what insurance professionals can take as valuable lessons for designing
resilient, customer-centric innovations.
Thu 25 Sep 6:00 pm – 8:30 pm
Jeff Heasman, Insurance Upskill

RO6 (Financial Planning Practice) Pre Exam Training, Wednesday 1st October 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 October 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 01 Oct 9:30 am – 4:30 pm
Online

The Wonderful World of Watches
Many people collect watches – a single watch can easily exceed the limits included within many home
contents policies, needing them to be specified.
This webinar is an introduction to the watch market, looking at how it is changing, factors influencing
price, key risks, and what brokers and insurers should be considering to protect both themselves and
their clients.
Who is it for?
This webinar is for:
- Brokers and insurers who handle home contents insurance for MNW and HNW clients who may
have a single specifiable watch or a valuable collection
- Claims handlers and loss adjusters who want to understand what to look for in, and risks around,
valuations with which they may be presented
- Compliance teams considering how to ensure clients and policyholders get the information they
need to make informed decisions, and that they are treated fairly
Wed 01 Oct 11:45 am – 12:45 pm
Rachel Doerr, Doerr Dallas Valuations
Previous events

Sep 12th - IIB Tropical Networking Boat Party
🌴 Ahoy party-goers! Ready to mix business with island-style pleasure? Join us for a 3-hour sunset cruise along the stunning Jurassic Coast - think Dorset scenery with Caribbean flair.
Fri 12 Sep 7:00 pm – 10:30 pm
The Fortuna

AF7 (Pension Transfers) Pre Exam Training, Monday 8th September 2025
Through its interactive and engaging instructor-led sessions, the AF7 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Mon 08 Sep 9:30 am – 4:30 pm
Online

AF5 (Financial Planning Practice) Pre Exam Training, Thursday 4th September 2025
Through its interactive and engaging instructor-led sessions, the AF5 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the fact find that will be examined in the September 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Thu 04 Sep 9:30 am – 4:30 pm
Online

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Wed 3rd & Thursday 4th September
Through its interactive and engaging instructor-led sessions, the two AF1 preparation days aim to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 03 Sep – Thu 04 Sep

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Days 5 & 6
2nd & 3rd September 2025
Tue 02 Sep 10:00 am – 4:00 pm
Cams Hall, Fareham

JO2 (Trusts) Pre Exam Training, Tuesday 2nd September 2025
Through its interactive and engaging instructor-led sessions, the JO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Tue 02 Sep 9:30 am – 4:30 pm
Online