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The Annual General Meeting 2021 was livestreamed virtually on 14 July

Our AGM was livestreamed on Wednesday 14 July 2021, from Mill House, 8 Mill Street, London SE1 2BA.

📅 Wednesday 14 July 2021

⏰ 10:15am – 11:15am

💻 Our AGM was livestreamed virtually from our London office

🎥 Watch AGM 2021 recording (Member-only)

📥 Download AGM 2021 minutes

 

Agenda: AGM 14 July 2021

10.15am – Welcome & introductions
10.20am – AGM and review of 2020/2021
10.55am – Looking forward: 2021/2022 business plan
11.10am – Q&A
11.15am – Meeting closed

Please note that a maximum of two attendees per organisation may attend the AGM but only one of the organisation’s attendees may vote on the resolutions. If more than one person per organisation votes, only the first vote will be counted.

 

Resources

Download the Invite Letter

Download the formal Notice of AGM

Report and Accounts for the year ended 31 March 2021

Vote on 2021 resolutions or appoint your proxy online here – alternatively, download a printable version of the proxy form

Download AGM 2020 minutes

Download AGM 2021 minutes

Watch AGM 2020 recording (Member-only)

Watch AGM 2021 recording (Member-only)

📅 Tuesday 22 September 2020

⏰ 10:15am – 11:25am

📢 Due to the ongoing Covid-19 crisis and the restrictions around large gatherings, our 2020 AGM was livestreamed virtually

🎥Watch AGM 2020 recording

📥 Download AGM 2020 minutes

 

Agenda

10.15am – Welcome & introductions
10.20am – AGM and review of 2019/2020
10.55am – Looking forward: 2020/2021 business plan
11.10am – Q&A
11.25am – Meeting closed


Please note that a maximum of two attendees per organisation may attend the AGM but only one of the organisation’s attendees may vote on the resolutions. If more than one person per organisation votes, only the first vote will be counted.

 

Downloadable documents

Download the Invite Letter

Download the formal Notice of AGM

Download the Report and Accounts for the year ended 31 March 2020

Download AGM 2019 minutes

Click here to appoint your proxy online – Alternatively, download a printable version of the proxy form

The formal AGM and Member meeting featured presentations from:

  • Simon Roberts, Chairman of The Institute – Reviewing the Institute’s 2018/19 financial year
  • Jo Causon, CEO of The Institute – The Institute’s future strategy, the latest UKCSI results and trends
  • Joe Gordon, CEO of first direct – Data, Trust and Service: first direct’s vision for financial wellbeing

 

Downloadable document

Download AGM 2019 minutes

The formal AGM and Member meeting featured presentations from:

  • Simon Roberts, Chairman of The Institute – Reviewing the Institute’s 2017/18 financial year
  • Jo Causon, CEO of The Institute – The Institute’s future strategy, the latest UKCSI results and trends
  • Brian Weston, Head of research of The Institute – The Institute’s latest breakthrough research on Artificial Intelligence and customer experience.

 

Downloadable document

Download AGM 2018 minutes

Attend virtual AGM 2021

Please note only a maximum of two attendees per organisation could attend and you receive one vote per organisation.

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