North East Insurance Institutes Webinar: Collaboration and succession – A blessing or a curse?

Tuesday, 08 February 2022
10:00 am – 11:00 am (UK time)
    • Stephen Wilkinson, Charles Wilkinson Financial Planning Ltd

Are people working in our profession viewed as swashbucklers or thoughtful risk takers? Are we perceived as able to plan our own as well as our clients future and security? Is there collaboration between insurance and financial services and with other professions to address all our clients financial needs?

Stephen will share his thoughts on how to work with other professions and maintaining and passing on a business.

Learning Objectives
By the end of this webinar delegates will gain insights into:

  • Extending your client services by collaboration with other professions.
  • The planning process what does this mean for clients.
  • Succession planning for the business and the clients.

The webinar will be presented on Zoom and the session link will be issued in the booking confirmation email.

Stephen Wilkinson has worked in the profession for 53 years; he is Chartered Financial Planner and Insurance Broker who has run a family business since 1974. He actively supports the Chartered Insurance Institute and Personal Finance Society and has served on local, regional and national committees. He is a liveryman of the Worshipful Company of Insurers and a trustee of the Insurance Museum (

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of York, which is acting as the host institute for this event.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at