This webinar looks at trustee responsibilities and duties and highlights why people acting as trustees (including any professional connections – solicitors / accountants acting as trustees) should use financial advisers for investment advice and reviews. It looks at some case law and finishes up by looking at the tax treatment of the tree main types of trust – bare – interest in possession – discretionary, on the basis, if you were to give advice on trusts, you need to know what type of trust you are dealing with and how it will be taxed.
Thu 04 Jun 1:00 pm – 2:00 pm
Cathy Russell FPFS TEP, Canada Life
July 2020 exam training
Financial Adviser Academy are offering training support via Zoom for candidates sitting AF1, AF5, AF7 and R06 . There are only 5 spaces available for each session and if you are a member of the Insurance Institute of Nottingham a subsidy of £50 will be paid on your behalf. It is a strictly first-come-first-served basis so book your place early by contacting Steve Davis firstname.lastname@example.org (07785 373 127). To secure a place FAA will need your name, Email, Phone number and CII PIN. • Pre-course instructions and Zoom link will be sent upon booking and receipt of payment. • There will be approximately 1 hours’ worth of pre course work to do before each session. • Each session will have an appropriate number of comfort breaks. • Additional materials, past papers and exercises will be sent following completion of the course, plus access to the trainer for any queries right through to exam – we want you to pass!!
Thu 28 May – Thu 28 May
Annual General Meeting 2020
Your local institute council will be holding its annual general meeting at the time and date shown. This year, with the problems brought about by the need to avoid large gatherings etc, we intend to organize a virtual meeting. If any member of the Nottingham Insurance Institute wishes to join the council or would like to chat with someone about what this would involve, please contact our Secretary, Helen Wilcox, by email at : email@example.com . We run a series of CPD events, sports and social events, organize and co-ordinate the exam activity in the area as well as celebrating all of our member’s achievements at the annual dinner, which is held in January each year. We can only do all of this thanks to the great efforts of every member of council. We are always looking for new people and new ideas. Have you considered joining your local council? We have people on our council from the General Insurance and Financial Services sides of the CII, as well as representatives from the legal profession and our strength is in the diverse and committed team who work well together. If you would like to join, all you need to do is complete a nomination form and return it to Helen no later than 25th April 2020. It’s a great chance for you to bring new ideas and energy to the party!
Thu 07 May 6:00 pm – 8:00 pm
2020 5 a-side Football Tournament
We invite you to join us for our 5 a-side Football Tournament on Wednesday 29th April 2020, located at Astro-Kings, Harvey Hadden Sports Village, Nottingham NG8 4PB. The tournament will start promptly at 4pm with a buffet afterwards. Last year’s event was a great success with the winners HSKS Greenhalgh lifting the 2019 trophy, beating Brewin Dolphin in the final.
Wed 29 Apr 4:00 pm – 10:30 pm
Astro-Kings at the Harvey Haddon Sports Village
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
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
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