Previous events

All previous events

Annual General Meeting 2023

  • Thu 27 Apr 6:00 pm – 7:00 pm
  • The Netherwood Hotel

We need you! To get down to our AGM... The Insurance Institute of Kendal council invites you to attend their 2023 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. This will be held at The Netherwood Hotel, Grange-Over-Sands on 27th April 2023 at 6pm. 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.

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Online CPD Event: Business Relief - Building Sustainable Lasting Legacies

  • Tue 31 Jan 12:00 pm – 1:00 pm
  • Online
    • Bob Nicoll, TIME Investments

This session will take a deep dive into how Business Relief solutions can provide dual benefit; a fast and flexible method of leaving a tax efficient financial legacy to loved ones, as well as a direct route to sustainable investment, providing access to sectors such as clean energy generation. The session will also provide an in-depth understanding of what planning options exist to help protect and maintain a financial legacy for future generations.

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The Insurance Institute of Kendal Annual Dinner 2023

  • Fri 27 Jan 7:00 pm – 12:30 am
  • The Netherwood Hotel

Bookings now open for our upcoming Annual Dinner 2023!

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In-person Breakfast CPD event: SIPP, SSAS What’s going on?

  • Thu 12 Jan 8:30 am – 9:30 am
  • Financial Management Bureau
    • Kerry Haughton, @SIPP

Join us for a Breakfast CPD event at Financial Mangement Bureau, to hear Kerry Haughton, SIPP & SSAS technical specialist from @SIPP talk to us all about SIPPs, SSASs and other technical pensions areas. Bacon, sausage & egg buns will be provided!

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