Previous events

This month

Virtual Conference: 'Sharing is caring - Defending the digital frontier'

  • Tue 14 Sep 9:45 am – 3:15 pm
    • Jonathan Moss, Pen Underwriting
    • Nick Hewland, Pen Underwriting
    • Melanie Jordan, Insurance Institute of Leeds

The annual North East Institutes conference is back, with another topical scenario-based session: A staff member working from home due to Covid lockdown restrictions breaches employer's instructions resulting in malware infecting the company system. What are the many implications...?

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Golf Day 2021

  • Fri 10 Sep 9:00 am – 5:00 pm
  • Sitwell Golf Course

Sheffield Insurance Golf Day 2021. Link in to find full details and the booking form.

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AF1 (Personal Tax & Trust Planning) - Online Training Course

  • Mon 06 Sep – Thu 09 Sep

AF1 (Personal Tax & Trust Planning) - online exam training Course held via Zoom over 4 half days (mornings) 9.30am - 1.00pm 6-9th September 2021 **PLACES ARE LIMITED ON THIS COURSE

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All previous events

CPD Webinar - An Overview of the Motor Trade Insurance

  • Wed 18 Aug 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

This webinar, delivered by Alan Chandler, one of the most popular insurance presenters in the UK, will provide an overview of the main covers for a Motor Trader and where brokers make mistakes when setting up covers.

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Charity Lunch - 29th July 2021

  • Thu 29 Jul 1:00 pm – 4:00 pm

Annual Sheffield CII: Life & Pensions Society lunch at Omega at Abbeydale restaurant, Thursday 29th July 2021 (1.00pm - 4.00pm) cost £35 per person https://omegaatabbeydale.co.uk/

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CPD Event - Fraud and Insurance Law

  • Tue 20 Jul 12:00 pm – 1:30 pm
  • AMP
    • John Habergham, Myton Law

This event, delivered by John Habergham, the Co-Founder and Director from Myton Law, will explore the fraud in both common law and insurance law, its relevance in Consumer Insurance (Disclosure and Representations) Act 2012 and Insurance Act 2015, the fraud in obtaining a policy and making a claim and its impact on brokers.

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Live Webinar - A Focus on Sustainable Investing - Navigating the Green Maze

  • Thu 01 Jul 10:30 am – 11:30 am

***Event postponed*** Live webinar hosted by Louie French, Portfolio Manager - Tilney Sustainable Fund.

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Live Webinar - Fund Selection at Drawdown - Risk Profiling for Income

  • Wed 30 Jun 10:30 am – 11:30 am

Live webinar - hosted by Andrew Morris of Canada Life

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Cert CII Fast Track Remote Learning Programme

  • Thu 24 Jun – Tue 07 Sep
    • Alan Chandler

The Insurance Institute of York, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 11 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Live Webinar - Business Protection Workshop (June)

  • Thu 17 Jun 9:30 am – 11:00 am

Live webinar - hosted by Robert Betts and Stuart Halliwell of Legal & General The session will provide an update on the fundamentals of Business Protection Insurance, n.b. places on this session are strictly limited. **n.b. this session is the same as the 19th May event**

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CPD Webinar - A Plain English Overview of Contractors' Insurance

  • Tue 15 Jun 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

This webinar will look at the main insurance needs of a contractor including looking at the contract works cover, understanding contractor liability cover and understanding the business interruption cover etc.

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Live Webinar - Finalised Guidance (FG 21-3) for Defined Benefit Pension Transfer Advice

  • Tue 15 Jun 10:00 am – 11:00 am

Live webinar - hosted by Gareth Davies of Scottish Widows Reviewing the FCA's finalised guidance (FG 21-3) on Defined Benefit Pension Transfer Advice

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Live Webinar - Advising on Tax Advantaged products: EIS, VCT and Business Relief - post 2021 Budget

  • Tue 08 Jun 11:00 am – 12:00 pm

Live webinar - hosted by Karen Sullivan of Puma Investments During the session we will lead into some key planning opportunities for financial professionals helping their clients build investment portfolios beyond pensions. The case studies included will give a snapshot of what can be explored when considering efficient tax planning suitable to meet clients’ objectives – utilising Enterprise Investment Schemes, Venture Capital Trusts and Business Relief qualifying investments.

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CPD Webinar - Leading Change: Bringing Your People with You

  • Tue 25 May 11:00 am – 12:00 pm
    • Tom Flatau, Team Working International

85% of executives cite change as critical to business success in these disruptive times. Yet all too often it is seen as a threat. If change is so important, why are people afraid of it? What is stopping them adopting an innovative and growth mindset? This webinar will look at how to utilise the power of incremental and corroborative change.

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Live Webinar - Business Protection Workshop

  • Wed 19 May 9:30 am – 11:00 am

Live webinar - hosted by Robert Betts and Stuart Halliwell of Legal & General The session will provide an update on the fundamentals of Business Protection Insurance, n.b. places on this session are strictly limited. **Event fully booked - further event on 17th June 2021**

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CPD Webinar - Mindset and the Neuroscience of Leadership

  • Tue 11 May 11:00 am – 12:00 pm
    • Tom Flatau, Team Working International

Gain insight and renewed motivation to act. This webinar will explore the factors that operate at a subconscious level and determine our performance without us even realising.

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CPD Workshop - Cognitive Bias, Inclusion and Diversity

  • Wed 28 Apr 10:00 am – 1:00 pm
    • Tom Flatau, Team-Working International

A bat and ball cost £1.10. The ball costs £1 more than the bat. How much does the bat cost? Would you like to find out more about how cognitive bias, inclusion and diversity affect us?

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Live Webinar - Relevant Life Plan & Executive Income Protection

  • Wed 28 Apr 9:30 am – 10:15 am

Live webinar - hosted by Robert Betts of Legal & General The session is designed to give insight into the how Relevant Life products work, their tax position and how these could fit within an holistic advice process.

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Live Webinar - Initiating the ESG Conversation

  • Mon 19 Apr 11:00 am – 11:45 am

Live webinar - hosted by Technical Director David Lane and Head of Sustainable Investing Phoebe Stone, both of LGT Vestra

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CPD Webinar - How Liability can Arise in Tort

  • Wed 14 Apr 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

This webinar will explore how the law of tort applies to the insurance covers being sold and how the customers could be sued in each one of these torts,

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