Annual General Meeting plus CPD Event

Learning Gateway Building, University of Cumbria
Tuesday, 29 April 2014
5:15 pm – 6:45 pm

The AGM will be held on Wednesday 30th April 2014, followed by a CPD Event on Pensions Liberation Fraud.

A buffet will be served from 5.15pm, with the meeting commencing at 5.45pm.

Note new format:
We intend holding a shortened AGM this year and to reward your attendance with a free CPD event on the highly topical subject of Pension Liberation Fraud, led by John Lawson, Head of Policy - Pensions & Investments at Aviva. This is of obvious interest to financial services members but will also be of great benefit to general insurance members too, in respect of their own and their families' pension arrangements.

To enable the shortened AGM format we will distribute minutes, reports, and accounts prior to the meeting, so please confirm your attendance as soon as possible to and the various documents will be sent to you.

-Apologies for absence
-Notice convening the Annual General Meeting
-Minutes of 2013 Annual General Meeting
-Matters arising
-Receipt and approval of Treasurer's accounts to year ending 31 March 2014
-Receipt and approval of Council's report for the year ending 31 March 2014
-Election of Officers
- President
- Deputy President
- Vice Presidents
- Education Secretary
- Treasurer
- Secretary
- Charities Representative
- Dinner Secretary
-Nomination of officers forms can be obtained from the secretary:
-Appointment of auditors
-Any other business

Please do your best to attend this meeting, which is essential for the contination of Insurance Institute of Carlisle.

We look forward to seeing you.

  • Learning Gateway Building, University of Cumbria
  • Fusehill Street
  • Carlisle
  • CA1 2hh
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at