Previous events

This month

Tax Efficiency and Estate Planning Seminars (25th June 2024)

  • Tue 25 Jun 8:30 am – 12:00 pm
  • Royal Victoria, Crowne Plaza, Sheffield
    • Anne Slater-Brooks, Triple Point
    • Adam Greaves, Rathbones inc. Investec Wealth & Investment
    • Chris Hare, Puma Investments
    • Jane Netting, Wrigleys Solicitors LLP

Tax-Efficiency and Estate Planning Seminars: EIS/VCT, Business Relief, AIM, Trusts

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CII & PFS Members - Summer Social Gathering

  • Fri 21 Jun 5:00 pm – 11:00 pm

This event has been cancelled.

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CPD Webinar: Intermediate Marine Cargo Insurance

  • Wed 12 Jun 12:00 pm – 1:00 pm
    • Alan Hornby, Chartered Insurance Practitioner

If you participated in the marine cargo introductory session in March, then hopefully you will be sleeping better knowing the different Incoterms and the Institute Cargo Clauses (ICC). Building on that session, we will now delve deeper into the wonderful world of marine cargo insurance by examining the factors involved in the assessment of risk. We then move to analysing the cover in more detail by examining a policy wording looking at conditions, extensions and exclusions This one-hour webinar provided by Alan Hornby is Part 2 of 3 of the webinar series on Marine Cargo Insurance. This session is aimed at those who wish to expand on the knowledge gained from the first session or those who wish to expand their knowledge of this important but often overlooked class of business.

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Understanding the Pension Gap and Gender-Based Retirement Planning

  • Thu 23 May 8:30 am – 11:00 am
  • Aston Hall Hotel, Sheffield

This event will cover key issues relevant to pension planning specifically relating to women. Presentations will cover the 'pensions gap', pensions as part of divorce settlements and pensions sharing. The event is free to attend.

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CPD Webinar: Creating Constructive Conversation

  • Wed 22 May 12:30 pm – 1:30 pm
    • Tom Flatau, TWI

Research shows that diverse groups perform better than homogenous ones. Yet by its very nature diversity is often a trigger for conflict and stress. So how do you create an environment where it is “safe” for everyone to speak up? In this webinar, we explore the mindsets, habits and behaviours of constructive conversations.

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Women in Finance Event - Pension Planning for Women

  • Tue 30 Apr 9:30 am – 11:30 am
  • Royal Victoria, Crowne Plaza, Sheffield

This Women in Finance Group event will cover key issues relevant to pension planning specifically for women. Presentations will cover the 'pensions gap', pensions as part of divorce settlements and pensions sharing. The event is free to attend.

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In Person CPD Event: Networking - A Professional Approach

  • Tue 23 Apr 12:30 pm – 1:30 pm
  • AMP
    • Nick Thomas, Nick Thomas & Associates

Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam. This session, presented by Nick Thomas, emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers.

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Legal issues surrounding the use of AI in the Financial Services Sector

  • Tue 23 Apr 12:30 pm – 1:30 pm
    • Christopher Connell, Blacks Solicitors LLP

We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the final session of a trilogy of legal webinars provided by Blacks Solicitors.

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Wealth Preservation & Private Wealth and Succession

  • Thu 11 Apr 12:30 pm – 1:30 pm
    • Nick Rhodes, Blacks Solicitors LLP

We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the second of a trilogy of legal webinars provided by Blacks Solicitors. The final webinar in this trilogy is: Legal issues surrounding AI 23rd April 2024 Separate information and booking details will be sent and in the meantime, please book this second event and encourage your work colleagues to join the webinar, it is open to all.

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Wealth Preservation & Family Law

  • Thu 28 Mar 12:30 pm – 1:30 pm
    • Paul Lancaster, Blacks Solicitors LLP

We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the first of a trilogy of legal webinars provided by Blacks Solicitors.

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Later Life Planning Seminars Tuesday 26th March 2024

  • Tue 26 Mar 8:30 am – 12:00 pm
  • Royal Victoria, Crowne Plaza, Sheffield
    • Nick Birdseye, Legal & General
    • Simon Chalk, LaterLivingNow!
    • Daniel Shanahan, Legal & General

Later Life Planning Seminars: Planning with equity release and long-term care annuities.

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CPD Webinar: An Introduction to Marine Cargo Insurance

  • Wed 13 Mar 12:00 pm – 1:00 pm
    • Alan Hornby, Chartered Insurance Practitioner

Despite marine insurance being one of the oldest classes of business, for many in our profession it is not something they come across on a regular basis. This one-hour webinar provided by Alan Hornby is Part 1 of 3 of the webinar series on Marin Cargo Insurance. This session is aimed at those new to insurance or who want to refresh their knowledge of this important but often overlooked class of business.

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Annual General Meeting 2024

  • Mon 04 Mar 4:00 pm – 5:00 pm
  • Aston Hall Hotel, Sheffield

We need you! To get down to our AGM... We here invite you to attend our 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.

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CPD Webinar: FCA Definition and Guidance on Vulnerable Customers

  • Wed 14 Feb 12:00 pm – 1:00 pm
    • Alan Chandler, Chartered Insurer, Alan Chandler Training

This one-hour webinar provided by Alan Chandler, Chartered Insurer, will include how the FCA define vulnerable customer, the measures all firms are expected to put in place and how the requirements on all firms are changing to make sure the most vulnerable are protected going forward. This continues to be a hot topic for the regulator and failure to comply leaves firms open to disciplinary measures from the regulator. We will also look at how firms have been treating customers unfairly including some disturbing case studies.

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Half-day Business Protection Workshop Tuesday 23rd January 2024

  • Tue 23 Jan 8:45 am – 1:00 pm
  • Royal Victoria, Crowne Plaza, Sheffield
    • Robert Betts, Legal & General

Interactive half-day Business Protection workshop hosted by Robert Betts of Legal & General. The workshop will cover the fundamentals of the Business Protection marketplace will cover case studies that may provide attendees with the opportunity to enhance client outcomes through increased awareness levels.

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CPD Webinar: Under Insurance in Household Insurance Products

  • Tue 09 Jan 12:00 pm – 1:00 pm
    • Alan Chandler, Chartered Insurer, Alan Chandler Training

This one-hour webinar provided by Alan Chandler, Chartered Insurer, will examine the challenge of making sure personal lines policyholders avoid under insurance. Alan will look at what needs to be taken into account in respect of setting the correct buildings and contents sums insured, including personal possessions away from the home and the problems caused by inner limits, which often go under the radar. The webinar will then explore the consequences for the policyholder for failing to insure adequately.

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Webinar: Flooding: Risk, Resilience and Recoveries

  • Wed 06 Dec 1:00 pm – 2:00 pm
    • Richard Keightley, Hawkins & Associates

This webinar uses case studies to discuss factors that affect flood risk to existing properties and new developments, how flood risk can be reduced using property flood resilience (‘PFR’) measures, and how a forensic hydrologist / expert witness can assist in subrogated recoveries involving flood damage.

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CII & PFS Members - Winter Social Gathering

  • Tue 05 Dec 5:00 pm – 11:30 pm
  • The Beer Engine

We are inviting all CII and PFS members to a winter social gathering at The Beer Engine pub followed by meal at Zeugma Turkish Restaurant in Sheffield. Celebrate the end of the year with your fellow professionals, all are welcome!

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110th Annual Dinner

  • Thu 16 Nov 6:45 pm – 1:00 am
  • Royal Victoria, Crowne Plaza, Sheffield

The Insurance Institute of Sheffield and our President, Lauren Walker, are delighted to announce the date for our 110th Annual Dinner! We can confirm this year's dinner will be held on 16th November 2023 and that we will return to the Royal Victoria Crowne Plaza in Sheffield

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CPD Event - Understanding and Managing Mental Health

  • Wed 08 Nov 8:30 am – 9:30 am
  • Aston Hall Hotel, Sheffield
    • Louise Turner MBA MCIPD, Actus

There has been an increasing awareness and consideration of mental health in recent years with many athletes, celebrities, and public figures open up about their own wellbeing and their management of those but do you really understand "Mental Health"? Do you know what influences our mental health? Do you know how to manage it? Louise Turner MBA MCIPD of Actus will take us through all of the above in this in-person event. ****** Agenda: 8:00am Registration, refreshments and breakfast / 8:30am Event starts ******

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