Forthcoming events

This month

InsurED & Financial Planning Day 2021

  • Wed 29 Sep 8:45 am – 5:00 pm

BOOKINGS NOW OPEN InsurED is back and we are proud to be hosting the NINTH edition of this very popular event. Despite the restrictions imposed on all of us we have (hopefully!) for one year only, moved to a Virtual Program and we are committed to maintaining the high standards that we have reached for this one off event. Our aim is to provide quality CPD for Financial Advisers and General Insurance Professionals alike, incorporating soft skills options as well as specific sessions tailored to both General Insurance and Financial Services delegates. We are expecting a huge response for places so make sure you book early, don't let time run out.

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All forthcoming events

(PFS) Online Revision R01 - Two Day Course (Qtr4)

  • Fri 08 Oct – Mon 11 Oct
    • Luiza Todd, BTS Training

The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01 examination.

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Taking care of business - helping you to engage with your business protection clients

  • Wed 20 Oct 12:30 pm – 1:35 pm
    • Adrian Bates, Royal London

In this webinar, Adrian Bates of Royal London will demonstrate how to engage effectively with business owners on the subject of business protection. The content of this webinar is intended for those advisers new to the business protection market or who have had some experience in it but want to get more involved.

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WEBINAR: FCA’s new supervision strategy for GI brokers

  • Thu 21 Oct 12:00 pm – 1:00 pm
    • Branko Bjelobaba FCII

In the FCA’s Dear CEO letter of 4 September 2020 they set out a new supervision strategy for GI brokers as they believe customers are buying unsuitable or poor value products and that insufficient or unclear information is being provided at point of sale and inappropriate sales tactics are the biggest contributors of customer harm. With new requirements around vulnerable customers, pricing and consumer duty it is clear that a lot more work is to come for brokers and insurers alike

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(PFS) Online Revision R03 - Two Day Course (Qtr4)

  • Fri 22 Oct – Mon 25 Oct
    • Jeff Scholes, BTS Training

The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R03 examination.

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Workplace Pensions - Taking on…….Salary Exchange

  • Tue 02 Nov 10:00 am – 11:00 am
    • Susan Hope APFS , Scottish Widows

As business start to embark upon a post-COVID recovery, employer costs will be front and centre. As the pensions scheme is likely to be the next biggest cost to the employer after payroll, their costs can be considerable, however so are the annual savings gained by using salary exchange. It is an ideal time to discuss these potential savings with your employer clients. To help with these discussions we are holding an adviser CPD webinar focusing on this topic.

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(PFS) Online Revision R02 - Two Day Course (Qtr4)

  • Fri 05 Nov – Mon 08 Nov
    • Jeff Scholes, BTS Training

The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R02 examination.

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Council Meeting - November

  • Tue 23 Nov 6:00 pm – 7:00 pm

Nottingham Insurance Institute Council meeting. If you are not a member of council and would like to attend, please contact our secretary to obtain more information and reserve your place. olivia.whiteley@russellscanlan.com

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(PFS) Online Revision R04 - Two Day Course (Qtr4)

  • Fri 26 Nov – Mon 29 Nov
    • Luiza Todd, BTS Training

The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R04 examination.

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Annual Dinner

  • Fri 21 Jan 7:00 pm – 11:55 pm

Save the date!

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Council Meeting - February

  • Wed 16 Feb 6:00 pm – 7:00 pm

Nottingham Insurance Institute Council meeting. If you are not a member of council and would like to attend, please contact our secretary to obtain more information and reserve your place. olivia.whiteley@russellscanlan.com

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Annual General Meeting

  • Wed 04 May 6:00 pm – 7:00 pm

Our local institute council will be holding its annual general meeting at the time and date shown. 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, Andrew Fennell email at : andrew.fennell@successionwealth.co.uk. 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 council or attend the AGM, all you need to do is contact our secretary, Olivia for details. It’s a great chance for you to bring new ideas and energy to the party!

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