Events

Chris Budd will look at the nature of client objectives, and whether they will lead to an increase in client wellbeing. He will discuss how to help clients to understand their own objectives, and the skills advisers need to develop to achieve this. This is a great introduction to the use of simple coaching skills to deliver benefits to your clients and your business, not to mention giving you genuine job satisfaction. Chris Budd is the author of six books, including the original book about financial wellbeing which he wrote in 2015, The Financial Wellbeing Book. The Four Cornerstones of Financial Wellbeing, was published in 2023. He founded the Institute for Financial Wellbeing (IFW) to bring together financial advisers and planners who want to focus on their clients’ happiness, not just their money. Chris lives in Somerset, UK, with his family and too many guitars. Perfect for: Financial advisers, mortgage advisers, and all financial services professionals looking to enhance their client interactions.

We are delighted to invite you to a special evening dedicated to supporting Cancer Support Suffolk. The Thrift and Find Out event offers a wonderful opportunity to make a difference while enjoying a relaxed and social atmosphere. Bring along your pre-loved items to donate in aid of Cancer Support Suffolk, and browse through a curated selection of unique treasures available for purchase. It’s a perfect chance to find something special while supporting a meaningful cause. Enjoy complimentary drinks and nibbles throughout the evening as you connect with fellow members and community supporters. The evening will also feature an inspiring short talk from Kimya of Cancer Support Suffolk, who will share insights into how they provide vital support to those in need. Join us for an evening of community, compassion, and discovery. Your participation can make a real impact—together, we can help support those facing cancer. We look forward to seeing you there! Items that can be donated: 1. Clothing (men’s, women’s, children’s, accessories, shoes) 2. Books (fiction, non-fiction, children’s books) 3. Vintage and retro items 4. Jewellery and accessories 5. Homeware and décor (small decorative items, kitchenware) 6. Toys and games (non-electronic) 7. Handbags and scarves 8. Collectibles and memorabilia 9. Craft supplies and handmade items 10. Small furniture or decorative pieces (if space allows)

Join us for an engaging half-day panel event exploring the key topics shaping the future of insurance. We'll cover the latest in AI, the importance of Mentorship, ESG considerations, and share valuable Tips & Tricks for succeeding in CII studies. Additionally, iCAN will be joining us to discuss "The Power of Us: Creating an Inclusive and Aware Work Environment," offering insights on fostering diversity and inclusion within the industry. Don’t miss this opportunity to gain valuable insights, practical advice, and inspiration to navigate and influence the future of insurance.

Soft Skills Seminars with Bernie De Souza The Personal Finance Society Ipswich Committee, in association with the Insurance Institutes, is delighted to present two exclusive 1-hour soft skills training seminars with Bernie De Souza, the UK’s #1 Soft Skills Coach. Learning Outcomes: · Get your prospect to choose you in the first few seconds. · Use the exact words to connect with everyone you meet. · Understand what prospects look for in people. · Create an instant bond with prospects. · Why the subconscious mind drives rapport decisions. · Recognize visual triggers that create trust. · Use tone to relax the prospect. · Know how long it takes for rapport to be established. · Use exact words for closing without hard selling. · Increase your number of clients with improved closing ratios. · Close business deals and presentations with ease. · Discover the five levels of closing. · Identify how and when to close effectively. · Apply the ‘contrast principle’ to closing. · Utilize the ‘pride principle’ to closing. · Negotiate from a strong position.

Are you currently studying the CII Diploma LM1 London market one and would like some extra revision help? Then look no further! This is a two part revision set of revision sessions that will be taking place online on the following dates: Revision Session 1 - 9.15am-12.15pm 20th November 2025 Revision Session 2 - 9.15am-12.15pm 27th November 2025 Learners will gain insight into all areas of the LM1 syllabus and build confidence to take their exam, using real-life examples to illustrate the many principles covered in the unit. The session is suitable for any learners with a reasonable level of familiarity with the LM1 textbook, looking to prepare and revise for the exam. By attending this event, delegates will be able to become more confident across the LM1 syllabus. With an interactive blend of revision quizzes, contribution calculation examples and mock exams, Adrian Toomey will provide insight into the key elements of the LM1 syllabus, focusing on specific areas for questions and parts of the textbook that learners often struggle with. Learners should come prepared to participate and engage in a relaxed and supportive environment, building confidence with the subject matter to take on the LM1 exam in the near future. All attendees will also receive an additional bank of mock exams and revision quizzes, designed by Adrian to support preparation towards the LM1 exam. Adrian Toomey runs a specialist insurance training business (Intuition Training), coaching on many different Cert CII, Dip CII and ACII units. He runs training programmes and revision sessions with insurers, brokers, claims specialists and MGAs, from single office firms through to global organisations, supporting hundreds of learners towards successful completion of their CII qualifications. Please note: You are expected to attend both sessions/workshops.

Are you currently studying the CII Diploma IF1 Insurance, legal, regulatory and would like some extra revision help? Then look no further! This is a two part revision set of revision sessions that will be taking place online on the following dates: Revision Session 1 - 13:00pm-16.00pm 20th November 2025 Revision Session 2 - 13:00pm-16:00pm 27th November 2025 Learners will gain insight into all areas of the IF1 syllabus and build confidence to take their exam, using real-life examples to illustrate the many principles covered in the unit. The session is suitable for any learners with a reasonable level of familiarity with the LM1 textbook, looking to prepare and revise for the exam. By attending this event, delegates will be able to become more confident across the IF1 syllabus. With an interactive blend of revision quizzes, contribution calculation examples and mock exams, Adrian Toomey will provide insight into the key elements of the IF1 syllabus, focusing on specific areas for questions and parts of the textbook that learners often struggle with. Learners should come prepared to participate and engage in a relaxed and supportive environment, building confidence with the subject matter to take on the IF1 exam in the near future. All attendees will also receive an additional bank of mock exams and revision quizzes, designed by Adrian to support preparation towards the IF1 exam. Adrian Toomey runs a specialist insurance training business (Intuition Training), coaching on many different Cert CII, Dip CII and ACII units. He runs training programmes and revision sessions with insurers, brokers, claims specialists and MGAs, from single office firms through to global organisations, supporting hundreds of learners towards successful completion of their CII qualifications. Please note: You are expected to attend both sessions/workshops.