Events
Forthcoming events
Free Tuition for Cert CII & DIP CII Subjects
September is that ‘back to school’ time for adults as well as children. Have you been thinking about starting to study for a Dip CII or Cert CII qualification? Or have you passed a few units already but would like tuition in your remaining subjects? If so, this is for you!
Wed 20 Nov.
Adrian Toomey,
Tax Planning - A Topical Case Study
Nick Edwards from Trustee Support Services will take you through a topical case study touching on all things tax.
Wed 04 Dec 12:30 pm – 1:30 pm
Nick Edwards, Trustee Support Services Ltd
Previous events
Trusts - the estate planner's secret weapon
This presentation will focus on financial planning for later life, delving into the different estate planning needs, the key areas of IHT planning and how Trusts combined with different investment products can assist the Estate Planner.
Tue 15 Oct 12:30 pm – 1:30 pm
Nick Edwards, Trustee Support Services
An Introduction to Trade Credit Insurance
Do you know what trade credit insurance is and how it can help your clients grow their business? If not, this webinar is for you!
Thu 03 Oct 12:30 pm – 1:30 pm
Sarah Murrow, Allianz Trade
Why DE&I should still be a priority for businesses in 2024
In this webinar we will begin with a brief history and explanation of what is meant by ESG i.e. Environmental, Social & Governance and where Diversity Equity & Inclusion features within this.
Wed 25 Sep 12:00 pm – 1:00 pm
Jill Hambley, Insurance Compliance Services
Critical BI learnings for brokers following the Infinity Reliance judgement
One of the most important judgements in recent times relating to BI insurance was made in the Infinity Reliance case, and brokers who fail to change their proceedings risk large PI claims against them going forward.
Thu 19 Sep 12:00 pm – 1:00 pm
Online
Annual Treasure Hunt
Our Treasure Hunts around the City Centre have historically been ‘Sell-out” events! Those taking part will race against time, competing against other teams, whilst being educated on some of the history and architecture of the city.
Thu 12 Sep 6:00 pm – 10:00 pm
Wygston's House
Workplace Pensions Facts and Opportunities
The introduction of Auto Enrolment in 2012 saw a flurry of activity in the Workplace Pension Arena.
Twelve years later the pension landscape has changed and there are still business opportunities for those who want to engage in this market.
This presentation will give you a refresher on Workplace Pensions Arrangements , the secondary market and highlight the opportunities in advising in a Corporate market.
Tue 03 Sep 12:30 pm – 1:30 pm
Craig Muir, Royal London