Previous events

All previous events

Anxiety Adjusted Returns

  • Thu 11 Mar 3:00 pm – 4:00 pm
    • Greg B Davies, PhD, Oxford Risk

In all decisions poor decisions arise from the tension between the ‘sensible’ decision for long-term financial needs, and the ‘emotionally comfortable’ decision in the short term. This need for emotional comfort means that investors continually deviate from good financial decisions, at the cost of financial returns - for investments this can cost on average 3% per year over time (and this is without considering other financial decisions: savings, debt, insurance etc.). Improving decision-making requires moving towards a better trade-off between optimal and comfortable… finding a cheaper way of buying the emotional comfort that we all need. There are many ways of narrowing the gap, making investors more comfortable with better investment solutions … but to do this well requires understand each individual investor's unique financial personality. This has particular resonance in regard to both Covid, and the rise in retail day-trading … both exacerbate the emotional component of decision making and raise the chances of very costly bad decisions. Decision prosthetics can help guide people more consistently to better decisions.

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WEBINAR - Road Carriers Liabilities – The Basics, The Changes from September 2020 and the Impact of Brexit

  • Thu 04 Mar 1:00 pm – 2:30 pm
    • John Potter

This webinar will cover both RHA and CMR including the changes made to RHA from 1/9/20, the effects of Brexit.

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(PFS) Online Revision R04 - Two day course

  • Fri 26 Feb – Mon 01 Mar

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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Webinar: Impactful Online Meetings

  • Thu 25 Feb 10:00 am – 11:00 am
    • Nick Thomas & Associates

We are all operating in an increasingly virtual world and this session aims to help you get the most out of online meetings. It will explore how to mitigate limitations and exploit advantages of virtual meetings and gives delegates the tools to ensure online meetings are effective.

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Council Meeting - February

  • Wed 24 Feb 6:00 pm – 8:00 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. andrew.fennell@successionwealth.co.uk

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Planning for the next generation using Pensions

  • Wed 24 Feb 11:00 am – 12:00 pm
    • John Chew, Canada Life

To quote from the Blue Oyster Cult song lyrics, “Don’t fear the reaper”. An essential part of the advisers role is the planning the steps taken to protect your clients estate. Since the introduction of pension freedoms and the increased flexibility and choice open to clients and whom can benefit from their remaining pension pot, this has become even more important when planning how wealth is cascaded. However, there are things that can be done today with pensions to help spread the wealth at an earlier point in time whilst providing valuable tax savings for your clients. The session will examine ways of using pensions contributions to benefit others along with considerations around the lifetime allowances and the outcomes of the recent Staveley case with respect to pension transfers within two years of death.

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Webinar: Sales processes, planning and pipeline management – ‘hope is not a strategy’

  • Thu 18 Feb 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

Research demonstrates what we know intuitively to be true – sales outcomes are significantly enhanced when we have effective, well documented and understood sales plans and processes. The webinar will cover the key aspects of how to maximise your effectiveness in relation to sales processes and planning.

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(PFS) Online Revision R02 - Two day Course

  • Fri 12 Feb – Mon 15 Feb

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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M05 Insurance Law - DipCII Learning Assistance - Advance Registration Required (4)

  • Fri 12 Feb – Fri 12 Feb
    • Alan Chandler

FULLY BOOKED M05 Insurance Law - DipCII Learning Assistance Program - Advance Booking Necessary.

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Webinar: How To Prevent Burnout & Promote Thriving

  • Wed 10 Feb 10:00 am – 11:00 am
    • Andy Currie, Think Distinct

Burnout and overload an extreme but understandable response to our radically changing workplace. It can include mental, emotional and physical elements. This talk explores the features of overload and burnout and suggests the practical things we can all do to help ourselves thrive instead.

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(PFS) Online Revision RO1 - Two Day Course

  • Fri 05 Feb – Mon 08 Feb

05th and 08th February 2021 - start time 9.30am - finish 4.30pm. 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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Webinar: Telephone Sales and Communication Skills

  • Thu 04 Feb 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

In the remote working and remote trading world we now live in, telephone skills have become even more important both in sales and account management. The webinar will cover the key aspects of how to maximise your effectiveness in relation to telephone communications and engagement:

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WEBINAR: Delegating For Virtual Leaders

  • Tue 02 Feb 11:00 am – 12:00 pm
    • Andy Currie, Think Distinct

How you allocate and follow up work as a leader has always been important, but for leaders that work remotely, effective delegation is even more important. Effective delegation will help you and your team work collaboratively across remote locations to deliver against the business needs with agility and without bottle necking the process.

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Webinar: Effective communication in a Virtual World

  • Mon 01 Feb 10:00 am – 11:00 am
    • Nick Thomas & Associates

We are all continuing to operate in a virtual world where effective communication is more important than ever. This session will help you understand the importance of building rapport, how to do this in a virtual environment and how to adapt to challenges such as the loss of body language as a way of communication.

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2021 Annual Dinner - Cancelled due to Current Restrictions

  • Fri 22 Jan 7:00 pm – 11:55 pm

The usual date for our President’s Annual Dinner is January, and you will appreciate that we cannot run the event this year due to the pandemic………………………however, once we have that behind us, planning will begin for the 2022 Dinner, and we will focus on this being an absolute spectacle, celebrating the fact that we (hopefully by that time) CAN DO IT!!!! – no restrictions required (hopefully)!!!"

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WEBINAR - FCA Business Interruption Insurance Test Case – Supreme Court Appeal

  • Fri 22 Jan 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

This comprehensive and interactive one-hour webinar will focus on the judgment of the Supreme Court following the appeal of the FCA’s ground-breaking test case at the High Court. The appeal concluded on 19 November and the judgment was handed down on 15 January 2021. Four days were spent setting out starkly differing views between the FCA and insurers.

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Webinar - Pensions and Lifetime Mortgages. An essential ingredient in the financial plan

  • Thu 21 Jan 11:00 am – 12:00 pm
    • John Chew, Canada Life

Is the history of lifetime mortgages causing a dark cloud over their use in today's financial planning? As financial planners, the selection of assets including Pensions are all important when developing a suitable plan to meet our clients’ needs and objectives when moving into later life. However, are we missing an essential ingredient in the plan? In this session we take a brief look at the journey of Lifetime mortgages and contrast this with the developments and options now available to us today. Finally, we look at a case study called Margaret to consider the age-old challenge of which assets can potentially deliver the best outcomes and where Lifetime mortgages could fit when compared to other financial assets when providing income to our clients in later life.

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Webinar: The Fundamentals of Fire Investigation

  • Tue 19 Jan 1:00 pm – 2:30 pm
    • Daniel Brown, Rimkus Consulting Ltd

Establishing the cause of a fire and particularly if it was suspected to be a criminal act such as arson has always been a key part of property and business interruption claims. Also it can help to save lives in the future as well as risk manage not just a single policy but a whole type of risk if a fault or poor workmanship can be established

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How to set correct BI Sums Insured in a Covid affected economy

  • Mon 18 Jan 10:00 am – 11:00 am
    • Alan Chandler

How to set correct Bi sums insured in a Covid-19 affected economy, where the client’s book of accounts no longer resemble the correct long term trading position Two lockdowns and massive drops in customer numbers will mean the 2020 book of accounts for most businesses will have absolutely no reflection of the true earning capacity of that enterprise. So how do clients go about setting a correct Business interruption sums insured for the forthcoming period of insurance?

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Council Meeting - January

  • Tue 12 Jan 6:00 pm – 8:00 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. andrew.fennell@successionwealth.co.uk

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