Events
Forthcoming events
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
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
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
Annual General Meeting 2020
Your council invites you to attend the 2020 Annual General Meeting of The Nottingham Insurance Institute.
Thu 07 May 6:00 pm – 8:00 pm
Fothergills
Trustee Investments
This session 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 12:30 pm – 2:00 pm
Cathy Russell FPFS TEP, Canada Life
Previous events
Personal Injury Claims – Where next?
Due to recent events and Government advice, this event has been cancelled. We hope to reschedule this for later in the year.
This lecture looks at the background to the current market for injury claims and predicts the likely outcomes for insurers, intermediaries, claimants and the insuring public.
This presentation will be of value to those involved in Motor claims, underwriting, broking or anyone wishing to widen their knowledge of a highly topical and sometimes contentious aspect of general insurance.
Wed 25 Mar 12:30 pm – 2:00 pm
Bernard Thornton FCII ,
Council Meeting March 2020
Nottingham Insurance Institute Council meeting.
If you are not a member of council and would like to attend, please contact our secretary to reserve your place helen@aips.co.uk
Parking is available subject to pre-registering your vehicle.
Tue 17 Mar 6:00 pm – 8:00 pm
Freeths
Tax efficient protection planning for the small business
This session is around the valuable tax benefits of relevant life and the portability considerations upon leaving service will assist in providing an understanding of this type of cover enabling advisers to engage with business owners and highlight the advantages of providing personal life protection as an employee benefit.
Income protection is for many people the cornerstone of financial planning and the ability for a business owner to effect an income protection policy via their business again with a number of tax advantages which can also provide added protection for pension contributions being made by the company enables clients to protect their income up to retirement and beyond. As part of the session I will complete a comparison between personal income protection and executive income protection to highlight the benefits for business owners.
Wed 04 Mar 12:30 pm – 2:00 pm
Phil Banfield, AEGON
2020 General Knowledge Quiz and Skittles!!
We wanted to make the 2020 General Quiz a bit different this year so we are having a Skittles competition too!
We look forward to seeing your best team on the night!
We are delighted to announce that this event is a sell out, if you didn't book on, better luck next time !
Thu 27 Feb 6:30 pm – 10:30 pm
The Embankment Pub and Skittle House
On V Offshore investing
This session will cover the differences between investing in onshore and offshore bonds including the taxation elements. It will look at what is appropriate for your clients, both when investing and making withdrawals.
Thu 27 Feb 12:30 pm – 2:00 pm
Cathy Russell FPFS TEP, Canada Life
When Is A Valuation Not A Valuation
This session is relevant to any underwriters and brokers with property account portfolios and insurance professionals advising on or dealing with property damage claims.
Thu 20 Feb 12:30 pm – 2:00 pm
Dave Clare BBSc (Hons), MCIOB, C.Build.E, ACILA , QuestGates Chartered Loss Adjusters & Claims Specialists