The power of capability to help grow your business
Due to recent events and Government advice, this event has been cancelled. We hope to reschedule this for later in the year. During this session you will understand how perceptions impact the relationships with our clients and how sometimes these influence the way we communications over the phone and face to face. Behind every person is a set of fantastic questions. We will explore the wide variety of different question types, identify when each question style is best used to ensure you have the right information to deliver the product or service. This Premium Credit offering to CII will help you and your teams improve knowledge, skills and mindset, with benefits to your business and staff.
Wed 22 Apr 12:30 pm – 2:00 pm
Emma Thomas , Premium Credit
Money Out: how to access pension pots efficiently at retirement
Due to recent events and Government advice, this event has been cancelled. We hope to reschedule this for later in the year. This valuable session will cover the options people have when looking to access their pension provision. This includes Lifetime Allowance planning and how the use of small pots can be of great benefit. It will also look at efficient income tax planning, combining tax free cash and income and what to be aware of. As well as the use of existing protection regimes and how the MPAA effects clients.
Tue 28 Apr 12:30 pm – 2:00 pm
John Corbyn FPFS, Old Mutual Wealth
In light of the ongoing COVID19 situation we endeavor to maintain our education and social schedule where possible. Any cancelled events will be rescheduled for later in the year or be conducted digitally.
Tue 24 Mar. 2020
Insurance Charities Awareness Week 2020 - Have you signed up?
Dear all I hope this email finds you well. Insurance Charities Awareness Week 2019 was our biggest yet, reaching almost 76,000 insurance employees across the UK and Ireland thanks to our fantastic network of supporters. In 2020, our national campaign (https://www.theinsurancecharities.org.uk/category/insurance-charities-awareness-week/) will take place between 22-26 June, and once again we are inviting those in the industry to participate by displaying materials and information in their office. Available at no cost, a box or bag will be filled with giveaways for colleagues to help raise awareness and ensure those who are eligible for our help can receive it. I am writing to you today to ask if you can share this information with both the members in your local Institute and those in your professional networks throughout the UK and Ireland. To sign up for your free materials simply email us with the following details by Friday 17 April. email@example.com - Company name - Contact name - Contact email address - Contact telephone number - Full postal address for delivery - Number of staff at your office We'll be active on our social media channels in the run-up and throughout the Week, and ask that you share our posts (and your own), so we can reach as many people in the industry as possible. If you would like to discuss this further then please get in touch. Many thanks The Insurance Charities
Tue 17 Mar. 2020
2020 General Knowledge Quiz and Skittles!!
A fabulous and fun night was had by all with the trophy going to Deputyship Investigations with their team members: Ylenia Astegiano Chris Lowe Christopher Dunworth Nicki Parker.
Mon 9 Mar. 2020
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Commercial Property – SIPP and SSAS
Due to recent events and Government advice, this event has been cancelled. We hope to reschedule this for later in the year. “Direct investment into commercial property continues to prove a popular choice for clients. With the substantial tax advantages afforded to self invested pensions (SIPP and SSAS), it’s not surprising that many clients turn to their adviser and solicitor connections for help and guidance on how to achieve their property goals through use of pension monies. Every property is unique. The funding of every property purchase is unique. The solutions required by clients are therefore sometimes challenging for advisers.
Wed 01 Apr 12:30 pm – 2:00 pm
Stephen McPhillips, Dentons Pension Management Limited