Forthcoming events

This month

On V Offshore investing

  • Thu 27 Feb 12:30 pm – 2:00 pm
  • Belgrave Rooms, Nottingham
    • Cathy Russell FPFS TEP, Canada Life

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.

View event details

2020 General Knowledge Quiz and Skittles!!

  • Thu 27 Feb 6:30 pm – 10:30 pm
  • The Embankment Pub and Skittle House

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 !

View event details

All forthcoming events

Tax efficient protection planning for the small business

  • Wed 04 Mar 12:30 pm – 2:00 pm
  • Belgrave Rooms, Nottingham
    • Phil Banfield, AEGON

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.

View event details

Council Meeting March 2020

  • Tue 17 Mar 6:00 pm – 8:00 pm
  • Freeths

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 Parking is available subject to pre-registering your vehicle.

View event details

Personal Injury Claims – Where next?

  • Wed 25 Mar 12:30 pm – 2:00 pm
  • Belgrave Rooms, Nottingham
    • Bernard Thornton FCII

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.

View event details

Commercial Property – SIPP and SSAS

  • Wed 01 Apr 12:30 pm – 2:00 pm
  • Belgrave Rooms, Nottingham
    • Stephen McPhillips, Dentons Pension Management Limited

“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.

View event details

The power of capability to help grow your business

  • Wed 22 Apr 12:30 pm – 2:00 pm
  • Belgrave Rooms, Nottingham
    • Emma Thomas , Premium Credit

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.

View event details

Money Out: how to access pension pots efficiently at retirement

  • Tue 28 Apr 12:30 pm – 2:00 pm
  • Belgrave Rooms, Nottingham
    • John Corbyn FPFS, Old Mutual Wealth

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.

View event details

2020 5 a-side Football Tournament

  • Wed 29 Apr 4:00 pm – 10:30 pm
  • Astro-Kings at the Harvey Haddon Sports Village

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.

View event details

Annual General Meeting 2020

  • Thu 07 May 6:00 pm – 8:00 pm
  • Fothergills

Your council invites you to attend the 2020 Annual General Meeting of The Nottingham Insurance Institute.

View event details