Forthcoming events
This month
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.
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AF4 (Investment Planning) Pre Exam Training, Thursday 18th & Friday 19th September 2025 - online distance learning event
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.
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JO5 (Pension Income Options) Pre Exam Training, Monday 22nd September 2025 - online distance learning event
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.
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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.
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RO6 (Financial Planning Practice) Pre Exam Training, Wednesday 1st October 2025 - 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 October 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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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
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The Future of Insurance in a Fast-Developing Tech World
A CPD Event from Insurance Upskill, Jeff Heasman The insurance industry is entering a period of rapid digital transformation. This session explores the technologies reshaping underwriting, distribution, and claims, from AI to automation, and examines how UK insurance professionals can stay competitive in an evolving landscape. This session is a must attend for professionals looking to understand what’s next and how to adapt to future-proof themselves and their organisations.
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PFS Southampton Autumn Roadshow
Wealth and cashflow planning helping clients visualise their future Our Autumn Roadshows will focus on the intrinsically linked topics of cashflow and wealth planning. We’ll also cut to the chase on exactly how AI is already driving real efficiencies within advice firms.
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A plain English overview of understanding an insurance policy wording
This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English walk through what makes up an insurance policy wording. One of the learnings of the BI and Covid-19 court battles is the fact that you ignore the construction of policy wordings at your peril. All brokers, underwriters and claims staff should have a good grasp of the component parts of an insurance policy wording and this presentation will provide this understanding
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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.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 7 & Day 8, Tuesday 21st October and Wednesday 22nd October 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 7 & 8 21st & 22nd October Revision & Technique
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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.
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RO1 (Financial services, regulation and ethics) Pre Exam Training, Tuesday 4th November 2025 - 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.
View event detailsUnderstanding 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.
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RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 5th November 2025 - online distance learning event
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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RO3 (Personal Taxation) Pre Exam Training, Tuesday 11th November 2025 - online distance learning event
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 detailsPension Transfer Specialists (PTS) Course, Tuesday 11th November 2025
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.
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RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 12th November 2025 - 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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RO5 (Financial Protection) Pre Exam Training, Tuesday 18th November 2025 - 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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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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