Previous events

This month

Annual Dinner

  • Fri 21 Jan 7:00 pm – 11:55 pm

Save the date!

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(PFS) Online Revision Course RO2 - Two Day Course - (Qtr1)

  • Fri 21 Jan – Mon 24 Jan

The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

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All previous events

ACII FastTrack (Leicester)

  • Mon 06 Dec – Mon 06 Dec

The Insurance Institute of Leicester has kindly offered Nottingham members one/two places on their new FastTrack ACII programme to begin in January 2022. Contact joanne.marriott@russellscanlan.com for further details BEFORE midday 06/12/21 (applications will be considered in order of receipt)

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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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Business Protection webinar

  • Thu 25 Nov 2:00 pm – 3:00 pm
    • Alan Jenkinson, Scottish Widows

Join us for this webinar covering the range of business protection options available when advising clients. If they are a limited company, LLP, partnership or sole trader, this is a complex area and in this session, we hope to make it clearer as to how to provide them with the right cover and in the best way.

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WEBINAR: The FCA’s new Consumer Duty of Care

  • Thu 25 Nov 12:00 pm – 1:00 pm
    • Daniel Meyer, Freeths LLP

The FCA introduced its proposal for a new consumer duty of care in consultation CP21/13. The FCA’s aim is to shift firms’ culture and behaviours to a focus on customer outcomes and putting the customer in a position in which the customer can act and make decisions that are in the customer’s best interests. The one-hour session will focus on the following: • an overview of the proposed new principle, rules and guidance; • how the new duty will be implemented; • how the duty interacts with existing principles, rules and guidance and the FCA’s other areas of focus (such as vulnerable customers); • how the FCA proposes to regulate and enforce the new duty; and • the steps that firms should be taking to ensure compliance with the new duty, rules and guidance.

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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 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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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 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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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. Whilst the letter covers everything below the one hour event will focus on the following:- Firms’ response to covid; Governance and oversight; Bedding in of SMCR to incl Conduct Rules for all staff; Incentive arrangements incl remuneration for firm and staff; Business models incl distribution chains, product oversight and design, sales and renewals, conflicts of interest and ARs; Uncertainty brought about by the BI court case and handling of claims, complaints and ongoing communications; 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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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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(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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InsurED & Financial Planning Day 2021

  • Wed 29 Sep 8:45 am – 5:00 pm

InsurED 2021

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(PFS) Online Revision R04 - Two Day Course (Qtr3)

  • Fri 17 Sep – Mon 20 Sep
    • Luiza Todd, Luiza Todd

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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100 Club

  • Fri 10 Sep 1:00 pm – 2:00 pm

Welcome to our 100 Club! A great way for you to support the Nottingham Insurance Institute charity and a chance to be a winner! Here's how it works:- Complete and sign the attached membership form once received you will be issued with a number and our bank details for your annual payment. The draw will take place on the last Sunday of each month. If you are a winner payment will be made by BACS into your account. JOIN OUR 100 CLUB TODAY AND YOU COULD BE OUR NEXT WINNER

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(PFS) Online Revision R02 - Two Day Course (Qtr3)

  • Fri 10 Sep – Mon 13 Sep
    • 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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Leading Teams Virtually

  • Wed 08 Sep 12:00 pm – 1:00 pm
  • Online
    • Susan Heaton-Wright, Superstar Communicator

Remote working is now the normal way of leading teams. Many leaders find they are spending 70% of their working time on virtual calls, and employees report they are working longer hours, since they are attending more virtual meetings yet still have to complete their work. This virtual workshop provides techniques to lead teams in an effective, focused way, bringing out the best in team members.

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Council Meeting - September

  • Mon 06 Sep 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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Fantasy Football 2021

  • Fri 13 Aug. 6:30 pm

After the great success of last 2 years, I am pleased to announce that we are going to run the new Nottingham Insurance Institute Fantasy Premier League for the upcoming 2021/22 football season. So, if you see yourself as the next top manager then try our NII Fantasy Premier League 2021/22, which starts on Friday 13th August at 6.30pm.

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