Events
Forthcoming events
Annual General Meeting 2024
We need you! To get down to our AGM...
Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year.
If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved.
Please contact Danielle Burl, Robert Boland or Craig Fielder if you would like to attend.
danielle.burl@circleinsurance.co.uk
robert@cotswoldfs.co.uk
craigfielder@bakerjayne.co.uk
Mon 29 Apr 5:30 pm – 7:00 pm
Cotswold Financial Services
Previous events
Consumer duty update & new rules on multi-occupancy insurances
The session will cover the rules that were effective from 1 January 2024 as well as the February 2024 updates on multi-occupancy buildings insurances following intervention by the government. These new rules impact over 5 million leaseholders who are defined as stakeholders and firms have to act in their best interests. Insurers and brokers will also need to provide information about policies to leaseholders, including details of all remuneration and placement. We will also cover the Leasehold and Freehold Reform Act which has banned commission sharing.
Wed 10 Apr 12:30 pm – 1:30 pm
Branko Bjelobaba FCII,
CII Exam Presentation Ceremony
*Invitation only event*
The event is designed to celebrate the achievements of our members who have attained one of the following awards between May 2020 and May 2023. Certificate, Diploma, Advanced Diploma or Fellowship As your local institute we would like to celebrate your success and this informal awards ceremony will also allow an opportunity for networking.ing.
Thu 21 Mar 6:30 pm – 9:30 pm
Windmill Village Hotel
Annual Dinner 2024
Join us for our annual dinner at the historic Coombe Abbey Hotel. Numbers are limited in the High Court room so please ensure you book your place as soon as possible. Full tables of 10 - Part-tables and single tickets also available - Tickets - £60 per person - Dress Code: Black tie
Fri 26 Jan 6:30 pm – 11:59 pm
Coombe Abbey Hotel
Webinar: The Liabilities faced by Directors and Officers
This session will provide an outline of how the liabilities faced by directors and officers arise and highlight how these are affected by new legislation.
Thu 30 Nov 1:30 pm – 2:30 pm
Diane Jenkins BA (Hons), Nick Thomas and Associates
Webinar: Staying Safe from Scams
Join us for our October virtual CPD session. It will provide an insight into Fraud, Scams, Financial Crime and how to make both your Business and Clients more resilient in a digital age
Wed 04 Oct 12:00 pm – 1:00 pm
Robert Boland, Cotswold Financial Services
Webinar: Rest, Recovery, Recharge - Ready for Productivity
The well-known phrase “I`ll sleep when I die” is old school. The number of hours worked DOES NOT correlate with performance. This session addresses the WHY, WHAT and HOW to rest, recover and recharge, so that you are ready to achieve!
Thu 22 Jun 12:00 pm – 1:00 pm
Anna Reddy, Leap Health