Previous events
All previous events
RO5 (Financial Protection) Pre Exam Training - online distance learning event
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.
View event details
RO4 (Pensions and Retirement Planning) Pre Exam Training - online distance learning event
This course covers the main topics covered in the RO4 syllabus and exam. The session is recorded and a copy is sent out to all delegates.
View event details
How to set correct business interruption sums insured in a high inflation world
This presentation will lift the myths away from Bi and show how you can get this cover on a correct footing going forward.
View event details
RO3 (Personal Taxation) Pre Exam Training - online distance learning event
This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.
View event details
Setting correct property, stock and contents sums insured in a high inflation world
It is estimated that at least 80% of policies have incorrect sums insured! The presentation, delivered by Alan Chandler, will look at what clients actually need to take into account when settling Buildings, Contents and Stock sums insured.
View event details
FCA Consumer Duty and GI update - to include product value assessments
The FCA want to see a higher level of consumer protection in retail financial markets. With final rules published on 27 July 2022 this talk will update you as to what now will be needed.
View event detailsA Practical Guide to Successful Retirement and how to achieve wellbeing
Retirement is a major life transition. It is likely to last many years. While for many it is the reward for years of hard work, for a significant proportion retirement is not the positive experience they expected. This workshop uses an evidenced based approach to explore the key challenges and adjustments required, and identifies what we need to do, beyond the financial planning, to ensure a fulfilling future.
View event details
Charity Golf day - Monday 26th September 2022 - Chobham Golf Course Nr Woking
Join us for a fun filled Charity Golf day. The day includes coffee and bacon rolls on arrival, 18 holes of golf (shot gun start), and a 2 course evening meal, followed by a prize giving and auction.
View event details
D&I and Sustainability Conference 2022
*** Event Cancelled*** The Diversity & Inclusion and Sustainability Conference on Thursday 22nd September at the Holiday Inn, Winchester.
View event details
Networking Training
This training is for anyone wanting to get more out of networking, or those that know they should be networking but don't know where to start. Whether in person (when restrictions allow) or virtually, there are certain tricks to make sure you get the most out of networking.
View event details
So you want to be a CEO? - Seminar followed by BBQ & Networking
The event will begin with a presentation from Simon highlighting his background, early career and career to date, his experiences, advice and personal anecdotes. The presentation will be followed by a Q&A session, where participants will have the opportunity to fire their own questions at Simon. This will be followed by an optional complimentary BBQ and networking session.
View event details
Financial awareness – a plain English overview
This presentation provides a plain English overview for all insurance staff on how to understand clients’ accounts.
View event details
Big Data and the importance of Small Data
We’ve heard the term “Big Data” but what does it actually mean?
View event details
Commercial Package Insurance
This webinar will provide a practical look into the various sections of a typical commercial package insurance policy, what is covered and what protection a commercial customer actually obtains, so that brokers, underwriters and claims staff alike can be confident when explaining the different sections of cover.
View event details
Insurance Claim Handling
This webinar looks at what a claims handler would look for in the event of a claim.
View event details
Chaos to Calm
During this event you will learn techniques to ensure that when there is chaos in your mind, you are able to tame your inner voices and remain calm.
View event details