Events
Forthcoming events
Wealth Preservation & Private Wealth and Succession
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the second of a trilogy of legal webinars provided by Blacks Solicitors.
The final webinar in this trilogy is:
Legal issues surrounding AI 23rd April 2024
Separate information and booking details will be sent and in the meantime, please book this second event and encourage your work colleagues to join the webinar, it is open to all.
Thu 11 Apr 12:30 pm – 1:30 pm
Nick Rhodes, Blacks Solicitors LLP
In Person CPD Event: Networking - A Professional Approach
Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam.
This session, presented by Nick Thomas, emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers.
Tue 23 Apr 12:30 pm – 1:30 pm
Nick Thomas, Nick Thomas & Associates
Legal issues surrounding the use of AI in the Financial Services Sector
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the final session of a trilogy of legal webinars provided by Blacks Solicitors.
Tue 23 Apr 12:30 pm – 1:30 pm
Christopher Connell, Blacks Solicitors LLP
Women in Finance Event - Pension Planning for Women
This Women in Finance Group event will cover key issues relevant to pension planning specifically for women. Presentations will cover the 'pensions gap', pensions as part of divorce settlements and pensions sharing. The event is free to attend.
Tue 30 Apr 9:30 am – 11:30 am
Royal Victoria, Crowne Plaza, Sheffield
CPD Webinar: Creating Constructive Conversation
Research shows that diverse groups perform better than homogenous ones.
Yet by its very nature diversity is often a trigger for conflict and stress. So how
do you create an environment where it is “safe” for everyone to speak up?
In this webinar, we explore the mindsets, habits and behaviours of constructive conversations.
Wed 22 May 12:30 pm – 12:30 pm
Tom Flatau, TWI
Understanding the Pension Gap and Retirement Planning for Women
This event will cover key issues relevant to pension planning specifically relating to women. Presentations will cover the 'pensions gap', pensions as part of divorce settlements and pensions sharing. The event is free to attend.
Thu 23 May 8:30 am – 11:00 am
Aston Hall Hotel, Sheffield
Previous events
Wealth Preservation & Family Law
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the first of a trilogy of legal webinars provided by Blacks Solicitors.
Thu 28 Mar 12:30 pm – 1:30 pm
Paul Lancaster, Blacks Solicitors LLP
Later Life Planning Seminars
Later Life Planning Seminars: Planning with equity release and long-term care annuities.
Tue 26 Mar 8:30 am – 11:30 am
Nick Birdseye, Legal & General
CPD Webinar: An Introduction to Marine Cargo Insurance
Despite marine insurance being one of the oldest classes of business, for many in our profession it is not something they come across on a regular basis.
This one-hour webinar provided by Alan Hornby is Part 1 of 3 of the webinar series on Marin Cargo Insurance. This session is aimed at those new to insurance or who want to refresh their knowledge of this important but often overlooked class of business.
Wed 13 Mar 12:00 pm – 1:00 pm
Alan Hornby, Chartered Insurance Practitioner,
Annual General Meeting 2024
We need you! To get down to our AGM...
We here invite you to attend our 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year.
If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved.
Book your place today.
Mon 04 Mar 4:00 pm – 5:00 pm
Aston Hall Hotel, Sheffield
CPD Webinar: FCA Definition and Guidance on Vulnerable Customers
This one-hour webinar provided by Alan Chandler, Chartered Insurer, will include how the FCA define vulnerable customer, the measures all firms are expected to put in place and how the requirements on all firms are changing to make sure the most vulnerable are protected going forward. This continues to be a hot topic for the regulator and failure to comply leaves firms open to disciplinary measures from the regulator.
We will also look at how firms have been treating customers unfairly including some disturbing case studies.
Wed 14 Feb 12:00 pm – 1:00 pm
Alan Chandler, Chartered Insurer, Alan Chandler Training
Business Protection Workshop (half day)
Interactive half-day Business Protection workshop hosted by Robert Betts of Legal & General.
The workshop will cover the fundamentals of the Business Protection marketplace will cover case studies that may provide attendees with the opportunity to enhance client outcomes through increased awareness levels.
Tue 23 Jan 8:45 am – 1:00 pm
Robert Betts, Legal & General