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
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
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
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 firstname.lastname@example.org Parking is available subject to pre-registering your vehicle.
Tue 17 Mar 6:00 pm – 8:00 pm
Personal Injury Claims – Where next?
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 ,
Commercial Property – SIPP and SSAS
“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
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
The state pension is the foundation stone of retirement planning for most individuals. It has also been subject to constant adjustment, proposals and even a complete replacement in April 2016. As such, understanding the state pension is arguably more complex than ever. Going forwards there are further changes to the state pension age scheduled and even these are subject to further proposals for change! It is hardly surprising that many find the state pension very confusing and not confident when they may receive the state pension or how much this may be.
Wed 29 Jan 12:15 pm – 2:00 pm
Paul Squirrell, FundsNetwork
Inheritance Tax and the Residence Nil Rate Band
By using some practical examples the session will cover the following: • The IHT allowances usually available to an estate • The IHT exemptions available (briefly) • How the RNRB is applied • The rates of RNRB and how the allowance is tapered for estates worth over £2m • The downsizing rules • Transfer of unused allowance between married couples/civil partners • Remedies that can be utilised if RNRB is not available • Traps in Will drafting • How lifetime gifts effect availability of RNRB
Tue 28 Jan 9:00 am – 10:30 am
Catherine McCannah, Nelsons Solicitors
Annual Dinner 2020
After the success of the 2019 dinner, we are delighted to announce that bookings are now open for the 2020 dinner will be on the 24th January 2020 at the Crowne Plaza, Wollaton Street, Nottingham.
Fri 24 Jan 6:00 pm – 11:45 pm
Crowne Plaza - Nottingham
Cyber 101: A crash course on the intersection of cyber security, data protection and cyber insurance. ‘Cyber’, and its component parts of information security and data protection, are topics of increasing concern for the insurance industry. A variety of bottlenecks are constricting market growth. Brokers are struggling to engage clients on the risk, and contending with the resultant PI & E&O exposures. Insurers are creating wildly differing products under the same title of "cyber", and contending with aggregation and silent-cyber issues, and both groups with the potential for catastrophic loss. The net result is that many businesses seeking cover and assurance are confused by the risk and available solutions.
Wed 15 Jan 12:30 pm – 2:00 pm
Aaron Yates, Berea