Previous events

PFS Hants and Dorset Autumn Conference

• Thu 05 Oct 8:45 am – 3:00 pm
• Hilton at The Utilia Bowl (formerly the Ageas Bowl)
• • Elliott Date, Fidelity
  • Andy Woollon, Zurich
  • Phil Griffin, Quilter
  • Karl Steadman, JUST
  • Dean Swindell, PortfolioMetrix

October 4th - Welcome to New Members Webinars - PFS & CII

• Wed 04 Oct 11:00 am – 2:00 pm

The CII are hosting webinars on Wednesday 4 October for all members who have joined since April 2023.

RO6 (Financial Planning Practice) Pre Exam Training, Thursday 28th September 2023 - online distance learning event

• Thu 28 Sep 9:30 am – 4:30 pm

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 RO6 exam on Thursday 5th October 2023. The session is recorded and a copy is sent out to all delegates.

AF7 (Pension Transfers) Pre-exam Training Monday 18th September 2023 - online distance learning event

• Mon 18 Sep 9:30 am – 4:30 pm

This course covers the main topics of the AF7 syllabus in preparation for the AF7 exam on Tuesday 26th September 2023. This session is recorded and a copy is sent out to all delegates.

AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Thursday 14th September & Friday 15th September 2023- online distance learning event

• Thu 14 Sep 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Tuesday 3rd October 2023. All sessions are recorded and sent out to all the delegates.

AF5 (Financial Planning Process) Pre-Exam Training, Tuesday 5th September 2023 - online distance learning event

• Tue 05 Sep 9:30 am – 4:30 pm

To review the factfind issued by the CII in August/September 2023, in preparation for the AF5 exam on Tuesday 19th September 2023. This session is recorded and a copy is sent out to all delegates.

M92 Revision online course

• Fri 01 Sep 3:00 pm – 6:00 pm
• Webinar
• • Alan Chandler

This intensive three hour revision session is designed to help you develop your exam technique and knowledge for the M92 Insurance Business and Finance module. Led by one of the UK's foremost insurance trainers , Alan Chandler, the syllabus will be explained in plain English with practical examples. The session will not only cover the main areas of the syllabus but also what the examiner looks for in respect of both multiple choice and coursework, as well as an interactive opportunity to ask Alan about any areas of the syllabus where candidates are stuck. It does not matter where you are in your M92 journey, Alan will make it appropriate for you, and the interactive typing function created by the CII will mean you can ask Alan questions at anytime during the presentation should you need clarity.

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Tuesday 29th August & Friday 1st September 2023 - online distance learning event

• Tue 29 Aug 9:30 am – 4:30 pm

A 2 day course covering the AF1 syllabus and exam in preparation for the AF1 exam on Thursday 12th September. All sessions are recorded and sent out to all the delegates.

It’s all about the balance - Hatha Yoga

• Fri 21 Jul 7:15 am – 8:00 am
• Wellbeing Programme
• Online event

Bring some balance back into your life with our next wellbeing session – Hatha Yoga!

CF6 (Mortgage Advice) Pre Exam Training, Thursday 13th July 2023 - online distance learning event

• Thu 13 Jul 9:30 am – 4:30 pm

To cover the CF6 syllabus and exam technique, preparing the student to pass the CF6 Mortgage Advice exam.

CF6 (Mortgage Advice) Pre Exam Training, Thursday 13th July 2023 - online distance learning event

• Thu 13 Jul 9:30 am – 4:30 pm

To cover the CF6 syllabus and exam technique, preparing the student to pass the CF6 Mortgage Advice exam.

July 11th - Bank of England Meeting with Andrew Holder, Agent for South Central England

• Tue 11 Jul 8:30 am – 10:30 am
• Marsham Court Hotel

Join Dorset Chamber and The IIB for this off the record expert insight in to the economy and issues facing businesses with Andrew Holder, Agent for South Central England for the Bank of England. Members must book to attend and we ask for one member per business. Spaces are limited too, so early booking is advised

July 5th - Online Event - How to Maximise the Impact of Every Presentation You Ever Give

• Wed 05 Jul 12:30 pm – 4:00 pm
• • David Thomas

David Thomas will take our members through his unique process on how to maximise impact with any audience and every type of talk

Hawkins Webinar - Spontaneous Combustion of Oily Rags

• Thu 29 Jun 9:00 am – 9:45 am
• Online
• • Jessica Ng, Hawkins

In this session the speaker will explain how improperly disposed/stored oily rags can self-heat and pose a risk of fire.

RO6 (Financial Planning Practice) Pre Exam Training, Monday 26th June 2023 - online distance learning event

• Mon 26 Jun 9:30 am – 4:30 pm

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 2023 sitting. The session is recorded and a copy is sent out to all delegates.

June 22nd - Insurance Institute of Bournemouth Charity Golf Day 2023

• Thu 22 Jun 10:30 am – 7:00 pm
• Dudsbury Golf Course & Hotel

Price: £180 per team of 3 golfers (alternatively individual bookings can be taken for £60 per person and we will place you in a team). If you wish to join us just for the dinner the cost per person is £20.

New and Young Professionals Event, Winchester, Thursday 15th June, 7pm to 9pm

• Thu 15 Jun 7:00 pm – 9:00 pm
• Rathbones

An event for New and Young Professionals in Financial Services in conjunction with the Foundation, a local group run by Young Professionals in Financial Services.

FCA GI Consumer Duty Update In-Depth Workshop

• Thu 15 Jun 10:30 am – 2:00 pm
• Green Park Conference Centre
• • Branko Bjelobaba, Branko Ltd

With fewer than 90 days to go until the start of the Consumer Duty the FCA has urged firms to ensure they are ready for the 31 July deadline. Sheldon Mills, Executive Director of Consumers and Competition at the FCA, warned that firms who ignore the Duty or who pose the most harm can expect swift action. This General Insurance focused session will also include an update on Product Value Assessments where both brokers and insurers have an important role to play We will also cover the current position on multi-occupancy insurances following intervention by the government and the FCA’s new requirements that were published on 21 April 2023. Under the proposals, leaseholders would be defined as customers of buildings insurance and firms will have to act in leaseholder’s best interests and a ban on selling policies based on commission or remuneration levels. Insurers and brokers will also need to provide more information about policies to leaseholders, including detail of any commission paid.

Hawkins Webinar - Should a Building be Demolished Following a Fire?

• Thu 18 May 9:00 am – 9:45 am
• Online
• • Yang Dang, Hawkins

In this session Yang will demonstrate the methodology and technology Hawkins uses to conduct structural assessment of fire damaged structures.

RO5 Financial Protection - Wednesday 17th May 2023 - online distance learning event

• Wed 17 May 9:30 am – 4:30 pm

This course covers the main topics covered in the RO5 syllabus and the exam. The session is recorded and a copy is sent out to all delegates.