Events
Forthcoming events
RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 5th November 2025
Through its interactive and engaging instructor-led sessions, the RO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 05 Nov 9:30 am – 4:30 pm
Online
RO3 (Personal Taxation) Pre Exam Training, Tuesday 11th November 2025
Through its interactive and engaging instructor-led sessions, the RO3 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Tue 11 Nov 9:30 am – 4:30 pm
Online
Pension Transfer Specialists 5 hour structured external CPD - Face to Face - Southampton
OBJECTIVES
• Be up-to-date with current developments in the Defined Benefit/Safeguarded benefit transfer market.
• All-round knowledge quiz.
• Demonstrate fact-finding, analysis and recommendation skills on two case studies.
Tue 11 Nov 10:00 am – 4:00 pm
Quilter House, Southampton
RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 12th November 2025
Through its interactive and engaging instructor-led sessions, the RO4 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 12 Nov 9:30 am – 4:30 pm
Online
RO5 (Financial Protection) Pre Exam Training, Tuesday 18th November 2025
Through its interactive and engaging instructor-led sessions, the RO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Tue 18 Nov 9:30 am – 4:30 pm
Online
Directors and Officers and Employment Practices Liability insurance in a plain English nut
This webinar, presented by Alan Chandler, one of the most popular presenters in the UK, will explore the sources of potential claims for both D&O and EPL. and how to put the right cover in place.
Thu 27 Nov 1:00 pm – 2:00 pm
Online
Previous events
Understanding Disclosure & Representations in Insurance
A CPD event from Insurance Upskill - Jeff Heasman
Clear and accurate disclosure remains a cornerstone of insurance contracts, yet it continues to be a source of risk and dispute. This practical session unpacks legal duties from the 2012 and 2015 Acts, recent case law, and highlights common pitfalls. You will learn strategies to improve compliance and communication across the policy lifecycle from proposal to claims.
Tue 04 Nov 12:00 pm – 1:00 pm
RO1 (Financial services, regulation and ethics) Pre Exam Training, Tues 4th November 2025
Through its interactive and engaging instructor-led sessions, the RO1 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Tue 04 Nov 9:30 am – 4:30 pm
Online
FULLY BOOKED - To Pair or Not to Pair: Wine, beer & curry, a private dining experience, complimentary to our members.
Join us for a curry night with wine and beer tasting!
1 space left - book yours now!
🍷🍺 To Pair or Not to Pair?
🍛 Wine, beer, curry & connection, an evening of insight and a private dining experience, complimentary to our members.
Fri 24 Oct 6:30 pm – 8:30 pm
Jeff Heasman, Insurance Upskill
Men’s Mental Health / Men: It’s OK to Talk
MEN: IT’S OK TO TALK (AND OTHER WAYS TO PROCESS DIFFICULT STUFF)
presented by Mental Health in Business Ltd with speaker Jay Unwin
Talking is good for us. We all know that and yet some of us find it hard to talk about how we feel, especially when we aren’t feeling good. This session is aimed at men and those that would like to support the men in their lives.
Wed 22 Oct 12:00 pm – 1:00 pm
Online
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Days 7 & 8
21st & 22nd October
Revision & Technique
Tue 21 Oct 10:00 am – 4:00 pm
Cams Hall, Fareham
Quiz Night - October 2025
Get ready to test your knowledge, flex your brain muscles, and the chance to catch up with other members.
From trivia titans to casual quizzers, there's something for everyone.
Mon 20 Oct 7:00 pm – 10:00 pm