Forthcoming events
This month
Time Management Skills
Using our time effectively is a key skill that we all need. How well do you manage your time? Do you find it hard to prioritise your workload and struggle to meet deadlines? Join this interactive session to learn practical tools and strategies that will enable you to be more effective at managing your time.
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Mitigating IHT - CPD Workshop (Weds 10th December 2025) Virtual - Southampton
3 hours structured CPD This session, which will include updates on the proposed pension changes from April 2027, is for those involved in identifying IHT transactions, calculating the tax due and then looking for ways to mitigate or eradicate the liability, so saving clients (or more often, their beneficiaries) IHT. Target audience Advisers, paraplanners, whether at diploma or Chartered level, active in the estate planning market
View event detailsTrusts & Taxation - CPD Workshop (Thurs 11th December 2025) Virtual - Southampton
If you are nervous about Trusts, this session will build your knowledge and confidence of how to identify different types of trust and how they are used and taxed. Target audience Advisers, paraplanners, whether at diploma or Chartered level
View event detailsInvestment Bonds - CPD Workshop (Friday 12th December 2025) Virtual - Southampton
3 hours structured CPD The advice for Investment Bonds will increase as the Government bears down on Capital Gains Tax, so be ready to deal with all aspects of advice on bonds. Target audience Advisers, paraplanners, whether at diploma or Chartered level, active in the estate planning market
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Directors and Officers and Employment Practices Liability insurance in a plain English nutshell
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.
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Financial awareness – a plain English overview for all insurance staff
This presentation, provided by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English understanding of what is in a balance sheet, Profit and Loss account and a cash flow statement and how these can be read easily by non-accountants
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RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 13th January 2026 - On Line Distance Learning
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 January 2026 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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Soft Market Skills
In this CPD event from Nick Thomas we will learn some key skills for mitigating and leveraging the soft market challenges.
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Anticipating Change & Setting Ambition
Join this webinar presented by Harvey Wade of Innovate 21 to develop your ability to anticipate change, determine how it could impact your team and how to plan ambitious goals. Five practical tools will be shared with worked through examples so you can understand how to apply the approaches to your role
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RO1 (Financial services, regulation and ethics) Pre Exam Training, Weds 21st January 2026 - Online distance learning event
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.
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RO2 (Investment Principles and Risk) Pre Exam Training, Thurs 22nd January 2026
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.
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From Awareness to Action: Allyship in the Workplace
What does it really mean to be an ally? How can allyship transform workplace culture? Are you confident that you know how to support marginalized colleagues in a way that is meaningful and impactful? Presented by Hygge Associates
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Thu 29th & Fri 30th January 2026 - On Line Event
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.
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JO7 (Supervision in a Regulated Environment) Pre Exam Training, Wenesday 4th February 2026 - online distance learning event
Through its interactive and engaging instructor-led sessions, the JO7 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.
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From Radicalisation to Risk Exposure: How Extremists’ Exploitation of Chatbots Impacts the Insurance Landscape
CPD event led by Jeff Heasman Chatbots have evolved rapidly in recent years, fuelled by advances in AI, and today serve billions of users across dedicated platforms such as ChatGPT as well as embedded services on platforms including Google and Meta. While these tools provide efficiency and innovation, they also carry emerging risks.
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RO3 (Personal Taxation) Pre Exam Training, Monday 9th February 2026
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.
View event detailsRO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 11th February 2026 - online distance learning event
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.
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Patto: And an inspiring and motivating story of resilience and exploration into how we can build resilience
Patto: And an inspiring and motivating story of resilience and exploration into how we can build resilience
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RO5 (Financial Protection) Pre Exam Training, Thurs 12th February 2026 - online distance learning event
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.
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JO2 (Trusts) Pre Exam Training, Monday 16th February 2026 - online distance learning event
Through its interactive and engaging instructor-led sessions, the JO2 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.
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