Previous events
This month
Memorabilia: passing phase or appreciating asset?
Collecting things is something humans have always done – from interesting pebbles to glamorous diamonds! It’s a natural urge that many of us experience. Collecting memorabilia has become very fashionable and can be very lucrative. But what is valuable, and what advice and guidance should a client be offered? This webinar explores a range of different types of memorabilia, why it is collectable, and offers insight on what clients should be thinking about. This webinar is for anyone with an interest in valuing assets for Private Clients or themselves. It looks at recent examples and shares memorable examples that can be used to help clients understand their risk. There will also be the opportunity to ask questions (anonymously or otherwise).
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Cyber Insurance: The Challenges of Cyber
This webinar aims to discuss cyber insurance in todays insurance market. We will look at the development and reactions to increasingly complex attacks on different types of businesses and what the insurance market is doing to counter this form of threat, mitigate loss and meet the challenges faced within this insurance class. We will use real life examples of what can go wrong and how a cyber insurance policy can offer both protection and pe
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RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 24th June 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 July 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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Investment Bonds - CPD Workshop (Thursday 26th June 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
View event detailsTrusts & Taxation - CPD Workshop (Weds 25th June 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 detailsMitigating IHT - CPD Workshop (Tuesday 24th June 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
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Navigating the Waves of Change
This is a comprehensive mental health webinar designed to equip participants with essential tools and strategies for managing life's transitions and uncertainties. This session will delve into the psychological impacts of change, resilience-building techniques, and practical coping mechanisms to help individuals thrive amid life's ebbs and flows.
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RO5 (Financial Protection) Pre Exam Training, Wednesday 18th June 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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Sexual Harassment Regulation Change
Explore what sexual harassment is and the variety of forms it can take. Delve into the applicable law, including the new Worker Protection Act 2023 that came into effect 26th October 2024, creating a statutory “preventative duty” for employers to put in place “reasonable steps” to prevent sexual harassment, and the enhanced protections and support it creates for employees. Look at sexual harassment within financial services, shining a spotlight on the “Sexism in the City” inquiry, and the role the Regulators have to play
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Insurance Institute of Sussex Croquet Evening
There is still time to join us at our annual Croquet Tournament which will take place this year on Wednesday 11 June 2025 at the Sussex County Croquet Club, who will be our hosts for the evening. This is a great opportunity to enjoy a light-hearted, competitive game of croquet and network with other insurance and financial services professionals over a tasty ploughman's supper. The evening costs just £15 per person and is open to all members who may each bring one guest if they wish. No experience is necessary as full training will be given on the night, so book your place(s) today and see if you can be the winner of our Centenary Trophy by mastering this seemingly gentle sport!
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RO4 (Pensions and Retirement Planning) Pre Exam Training, Thursday 29th May 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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RO3 (Personal Taxation) Pre Exam Training, Wednesday 28th May 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.
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RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 21st May 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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Pension Transfer Specialists (PTS) Course, Tuesday 20th May 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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Supporting ADHD in the workplace
The United Kingdom has seen a 20-fold increase in adults being diagnosed with Attention Deficit Hyperactivity Disorder (ADHD). ADHD is recognised under the Equality Act 2010 and workplaces are required to support those with ADHD. This webinar will provide an overview of ADHD, how workplaces can recognise and support those with ADHD and move towards embracing and harnessing a neuro-diverse workforce.
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Hygge Associates event - Mental Health Awareness
With one in four people in England experiencing a mental health issue each year, mental health is a significant concern. How much do you know? Would you be able to spot early warning signs? Would you know how to have a conversation with someone, whether they are a friend or a colleague in the workplace?
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How to set correct business interruption sums insured
Wrong advice relating to business interruption (BI) accounts for the second highest cause of professional indemnity claims against brokers. Many BI policies are set up incorrectly throughout the UK and a lot of this results from lack of good clear client advice. It does not help that the term ‘gross profit’ in the insurance world means something different from ‘gross profit’ in the accounting world. The leading case of the Arbory Group demonstrates the courts have no time for brokers that fail to advise correctly around setting correct BI sums insured. This presentation will help broking staff advise correctly on setting gross profit, gross fees/revenue sums insured including how to make an allowance for inflation.
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RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 7th May 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 detailsApr 30th - Objects from the Insurance Museum - Online Webinar
A book from 1658 on insurance law, a ledger from Lloyd’s of London, detailing the movement of ships and goods and a metal plate with the Sun Fire Office’s logo on. These are some of the objects the Insurance Museum is planning to use in its exhibitions, workshops, events, and further down the line, a physical museum
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Mornings with Mentors – starter session
The Insurance Institute of Sussex is delighted to offer its members and guests the opportunity to join us at our first informal networking and mentoring session. This NextGen event will take place both in person and virtually, and will allow you the chance to hear how our President, Darren Pollard, started out in insurance and how this ultimately led to him founding and running his own business. There will also be plenty of time to ask questions, network and swap and share your own experiences with others during this morning session.
View event detailsDetails of all of our planned events are shown above. Please click on the links for further information and online booking.
If you would like information about events being run by other local institutes, please click here to view the CII Events page or visit our neighbouring local institute websites for North Downs and Royal Tunbridge Wells.