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The Annual General Meeting 2021 will be livestreamed virtually on 14 July

Due to the Covid-19 restrictions, this year’s AGM will be livestreamed on Wednesday 14 July 2021, from Mill House, 8 Mill Street, London SE1 2BA with the meeting commencing at 10.15am.

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

📅 Wednesday 14 July 2021

⏰ 10:15am – 11:25am

💻 Due to the ongoing Covid-19 crisis and the restrictions, our AGM will be livestreamed virtually from our London office

🎥 Watch AGM 2020 recording


Agenda

10.15am – Welcome & introductions
10.20am – AGM and review of 2020/2021
10.55am – Looking forward: 2021/2022 business plan
11.10am – Q&A
11.25am – 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.

📅 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 recording


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

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