Events
Forthcoming events

Innovate Session 2 - Be more creative and know how to build support for your ideas
Join this session to develop your creativity muscles that you can use in combination with innovative techniques to come up with fresh solutions. Learn how to make your ideas stand out and how to best engage with others to build support.
Hosted by Harvey Wade, an award-winning innovator and ex-innovation lead at Allianz and Cisco, he works with insurance organisations to make them better at innovating.
Wed 17 Sep 1:00 pm – 2:00 pm
Online

AF4 (Investment Planning) Pre Exam Training, 18th & 19th September 2025
Through its interactive and engaging instructor-led sessions, the two AF4 preparation days aims to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Thu 18 Sep – Fri 19 Sep

JO5 (Pension Income Options) Pre Exam Training, Monday 22nd September 2025
Through its interactive and engaging instructor-led sessions, the JO5 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.
Mon 22 Sep 9:30 am – 4:30 pm
Online

Hygge Associates event - Menopause Awareness
For years, menopause has been a taboo topic, especially in the workplace. However, it is a natural phase that many women will experience. Three out of four menopausal people will experience symptoms, with one in four having very problematic symptoms. Menopause can potentially impact everyone and should be a topic we all know about.
Thu 25 Sep 1:00 pm – 2:00 pm
Online

RO6 (Financial Planning Practice) Pre Exam Training, Wednesday 1st October 2025
Through its interactive and engaging instructor-led sessions, the RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the October 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 01 Oct 9:30 am – 4:30 pm
Online

The Wonderful World of Watches
Many people collect watches – a single watch can easily exceed the limits included within many home
contents policies, needing them to be specified.
This webinar is an introduction to the watch market, looking at how it is changing, factors influencing
price, key risks, and what brokers and insurers should be considering to protect both themselves and
their clients.
Who is it for?
This webinar is for:
- Brokers and insurers who handle home contents insurance for MNW and HNW clients who may
have a single specifiable watch or a valuable collection
- Claims handlers and loss adjusters who want to understand what to look for in, and risks around,
valuations with which they may be presented
- Compliance teams considering how to ensure clients and policyholders get the information they
need to make informed decisions, and that they are treated fairly
Wed 01 Oct 11:45 am – 12:45 pm
Rachel Doerr, Doerr Dallas Valuations
Previous events

CPD Event - Precision on Tap: What Beer, Aviation, and Insurance Have in Common
Guided Beer Tasting: Sample a curated flight of 4 craft beers, with a tasting guide built around sensory analysis and decision-making skills.
Aviation Anecdotes: Real cockpit stories illustrating how critical thinking, calm under pressure, and strict process adherence saved lives and how these principles apply to insurance.
Thu 11 Sep 6:00 pm – 8:00 pm
Jeff Heasman, Insurance Upskill

Chemical Hazards: Risks Associated with Chemistry Laboratories & Processing Environments
Presented by Benedict Barron - Hawkins Forensic Investigation
Overview: Ben discusses some of the inherent chemical hazards found in chemistry laboratories and processing areas. He will focus on hazards associated with chemical compatibility and reactivity, the use of flammable solvents, and chemical exposure. These hazards can pose risk of fires, chemical spills, overpressure events and personal injury, sometimes with catastrophic outcomes. Ben will briefly explore the main contributing factors that exacerbate the frequency of such events and how these can be mitigated.
Thu 11 Sep 9:30 am – 10:15 am
Online

AF7 (Pension Transfers) Pre Exam Training, Monday 8th September 2025
Through its interactive and engaging instructor-led sessions, the AF7 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.
Mon 08 Sep 9:30 am – 4:30 pm
Online

An overview of Motor Trade insurance
The presentation, provided by Alan Chandler one of the most popular insurance presenters in the UK, will provide an overview of the main covers for a Motor Trader and show where brokers make mistakes when setting up covers.
Alan will explore the background as to why the motor trade market has experienced such large rate increases. The presentation will also look into how a broker can help clients by getting motor traders to focus more on risk management.
Thu 04 Sep 10:00 am – 11:00 am
Online

AF5 (Financial Planning Practice) Pre Exam Training, Thursday 4th September 2025
Through its interactive and engaging instructor-led sessions, the AF5 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the fact find that will be examined in the September 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Thu 04 Sep 9:30 am – 4:30 pm
Online

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Wed 3rd & Thursday 4th September
Through its interactive and engaging instructor-led sessions, the two AF1 preparation days aim to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 03 Sep – Thu 04 Sep