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This month
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.
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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!
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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.
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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.
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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.
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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.
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Providing Exceptional Service
This session will provide the skills needed to provide exceptional service.
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Public Speaking for Emerging Leaders
Do you want to work on your public speaking skills? For ambitious emerging leaders, being able to step up and speak to large audiences is an essential skill. This session will provide invaluable tips to develop your public speaking skills so you can make an impact.
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PFS Summer XCHANGE 2024 - Real World Opportunities Leicester
Welcome to Real World Opportunities – the second series of events within the 2024 XCHANGE programme. Join us for a host of insights into The Budget, AI, Technology and Sustainability – all with the purpose of sharing multiple real world planning opportunities with you. Come along to hear from a host of speakers and subject matter specialists including: Sarah Adekola, Carla Brown, Derek Mills and Tony Wickenden
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PFS East Midlands Subsidised Revision Courses with BTS
PFS East Midlands are subsidising a number of places on the BTS Revision courses for subjects R01, R02, R03, R04, R05 and R06.
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5-A-side Football Tournament
The Insurance Institute of Leicester presents the 5-A-side Football Tournament. After a successful tournament last year, we are looking forward to seeing you all again at Goals in May.
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Annual General Meeting 2024
We need you! To get down to our AGM... Your local institute council invites you to attend their 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. Formal agenda to be uploaded shortly.
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Reviewing Contracts for their Insurance Implications
This session is an excellent opportunity for delegates to better understand a service that is often requested by clients. The session explores the main issues typically found in contracts from both a broker and insurer viewpoint.
View event detailsFinancial Stress and Mental Health
Financial strain is recognised as being one of the key stress factors for adults, and it can be a major risk factor for poor mental health.
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Cert CII Fast Track - Starts 8th Jan!
The Certificate in Insurance is a core qualification for insurance staff working across all sectors of the profession, developing core knowledge. Leicester CII has joined with other Local Institutes of the CII to offer our members online examination training. If you are interested, you need to act quickly. The training starts on 8th January 2024.
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General Insurance Examination Training. Start to Chartered in Four Years!
CII Leicester has joined with other Local Institutes of the CII to offer a ground-breaking training course. We are offering members of this Institute the opportunity to get continuous free tuition in examination subjects at Certificate (Cert CII), Diploma (Dip CII) and Advanced Diploma (ACII) levels. The cost of your training will be funded by this Institute.
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(PFS) Online Revision RO3 - Two Day Course - Q4
The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.
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Triumph Factory Tour
Lead by Triumph’s highly knowledgeable Brand Ambassadors, the Triumph Factory Tour is your chance to step into the heart of the Hinckley factory and experience behind-the-scenes the design, dedication and detail that goes into every Triumph motorcycle.
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Men's Mental Health
This month is Men's Health Awareness Month aka Movember! and so we will be looking at men's health through a mental health lens.
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