Previous events
All previous events
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.
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Wind induced failures of buildings & Reducing flood risk during remedial works
In this webinar Ian Major will discuss wind induced failures of buildings and structures with some case studies to show how they are investigated. This will be followed by a discussion from Richard Keightley about property flood resilience (‘PFR’): what it is, how it works, and the benefits of ‘building back better’ after a flood.
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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.
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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.
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SURE: a new technique to ensure clients have understood your advice
We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! That is why, in this webinar, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.
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Celebrating our Differences
Do we stop to consider what it is like to be us, and recognise how we can celebrate the difference in all of us? Learn how we can become self-aware of our own behaviours and enrich our perspectives and views of others. In this interactive and engaging session, Joanne Lockwood speaks about what you can do right now to step up and step in to celebrating the differences in all of us and the strength it brings.
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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.
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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.
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A 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.
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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.
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D&I and Sustainability Conference 2022
*** Event Cancelled*** The Diversity & Inclusion and Sustainability Conference on Thursday 22nd September at the Holiday Inn, Winchester.
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Quantum & Delay: Scope, cost, methodology and duration of building repairs
The scope and methodology of building repairs directly impacts the cost and duration of any repair. This webinar will look at how we assess these, as well as provide some case examples.
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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.
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Qualification pathway to ACII
Fast track your future. This session is intended for anyone currently studying a CII general insurance qualification at any level up to ACII. The focus of the content will be on what comes next after the CERT, with particular emphasis on coursework.
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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.
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The cost of poor acoustics in building, industry & environment
Acoustic design is not something most people think about until a problem is identified. Errors in design, construction, or simply failure to consider acoustics can lead to annoyance, loss of privacy, and, in some cases, increased risk to health and safety. This webinar will address some of the common issues we investigate, with a particular focus on noise in the built environment.
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Financial awareness – a plain English overview
This presentation provides a plain English overview for all insurance staff on how to understand clients’ accounts.
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Big Data and the importance of Small Data
We’ve heard the term “Big Data” but what does it actually mean?
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Managing Anxiety through Change
This webinar will explore anxiety, what it is, how and why it shows up in the workplace and what can be done to reduce the impact of anxiety on well-being and performance. Attendees will get practical tools and techniques to help them manage anxiety and to thrive at work and in life.
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