Events

Conference calls and virtual meetings are now the norm. It is an opportunity for individuals to raise their credibility by facilitating and managing meeting effectively, as well as contributing in an impactful way. We all have experiences of conference calls that haven’t been run well or efficiently. We can change this!

In this session Claire will be looking at how some of the issues that have arisen out of the pandemic, that are affecting our individual and collective mental health. She will be providing some guidance on self-care during this time and how we can begin preparing mentally and emotionally for a transition back in to the workplace as restrictions lift further. Session Objectives: • To understand where we are now with regard to Mental Health in the workplace • To understand what we mean by mental health • To understand the mental health impact of a transition back in to the workplace • To learn about self-care practices

Martin Perrett from Blackfinch Investments will be providing a 45 minute CPD qualifying presentation on Inheritance Tax Planning and Estate Planning over a lunch time webinar session on Tuesday 21st July 2020. Learning Outcomes • Look at the current IHT position in the United Kingdom including the Residence Nil Rate Band • Compare the current IHT solutions available on the market • Look at the main rules relating to Business Relief • Know the main risks associated with investing in tax efficient products • Review the main suitability considerations for clients wishing to use tax efficient investments

Alan Chandler will briefly explain the history and how the D&O market place is changing, including the fact that many more directors are being sued individually and also the fact that the amount of HSE prosecutions have trebled against individual directors since 2015. This is no longer a cover that ANY director can ignore, and ironically if a director refuses D&O without consulting their fellow directors they have massively increased their own personal D&O exposure! Too many brokers are saying to their clients that the maximum limit a company should set for D&O is the sum total of all the directors personal assets - this is wrong and will lead to a PI claim against that broker! Alan runs his own training and consultancy business, so does not come with any agenda for promoting a specific insurer's wording. This presentation will be focusing on how to make it easy to understand the main purpose of this valuable cover.

The presentation looks at the differences between SIPP and SSAS and goes in to more detail in looking at some of the main features of SSAS, including the loanback facility. It also examines the pros and cons of commercial property purchase in a SIPP/ SSAS and some of the main points to consider when looking at this.

This presentation entitled the Perfect Storm, will be exploring why capacity is draining out of the UK insurance market and why we are moving into a very hard market where niche covers will be difficult to place. It is difficult to imagine a worse start to a year for the UK insurance market than 2020, and the problem is that the market was already in all sorts of trouble coming into 2020 !! The presentation will be delivered by Alan Chandler who is one of the most popular presenters in the UK insurance market. Alan will explore how Solvency II, the recent stock market crash,Ogden, Soft rating , Floods and now Bi and Covid-19 have all combined to create the perfect storm and how rates will have to significantly increase with many high risk businesses facing the prospect of getting no alternative quotes.