Previous events

This month

CPD Webinar: Contractors Insurance Masterclass - Introduction

  • Tue 18 Feb 1:05 pm – 2:05 pm
    • Alan Tickner FCII, FIRM, Nick Thomas Associates

This is the first of our 3 Masterclass sessions on Contractors Insurance. This session examines Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover

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CPD Webinar: The changing Ogden rate and how it will reduce liability premiums

  • Thu 30 Jan 10:00 am – 11:00 am
    • Alan Chandler, Alan Chandler Insurance Training and Consultancy

How liability rates will significantly fall from January 2025 due to the recent Ogden rate reduction? The Ogden rate is used by courts to increase or decrease large personal injury liability claims. It was one of the main reasons why the market went so hard in recent years when the rate started loading liability settlements, and it will be one of the man reasons why we will now go into a softer market due to the fact it will start discounting liability settlements from 10 January 2025. This presentation will be delivered by Alan Chandler, Chartered Insurer, and he will explain what the Ogden rate is and how it affects liability settlements

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CPD Webinar: READING, UNDERSTANDING AND APPLYING LAWS

  • Wed 29 Jan 1:00 pm – 2:00 pm
    • Jeff Heasman, Insurance Upskill

The study and practice of law is often considered difficult because of the sheer volume of information that needs to be read, understood and applied, whether in a case study for a professional exam or as part of providing advice to a client.

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CPD Webinar: READING, UNDERSTANDING AND APPLYING LAWS

  • Wed 22 Jan 12:00 pm – 1:00 pm
    • Jeff Heasman, Insurance Upskill

The study and practice of law is often considered difficult because of the sheer volume of information that needs to be read, understood and applied, whether in a case study for a professional exam or as part of providing advice to a client.

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Winter Social Gathering - 12 December 2024

  • Thu 12 Dec 7:00 pm – 10:00 pm
  • Saigon68

Celebrate the end of the year with your fellow professionals, CII and PFS members and professional contacts are invited to informal drinks at the Beer Engine pub (near Waitrose) from 4pm, followed by meal at Saigon68 restaurant on London Road, Sheffield at 7pm. Please book to reserve your place at the restaurant.

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Post-budget Pension and Taxation Review

  • Fri 22 Nov 9:00 am – 11:30 am
  • Royal Victoria, Crowne Plaza, Sheffield
    • Stephen McPhillips, Dentons Pensions
    • Ashley Waldron, Octopus Investments

Wash-up session arranged to cover key changes to pensions and estate planning taxation announced at the budget on 30th October. Speakers include Stephen McPhillips (Dentons Pensions) and Ashley Waldron (Octopus Investments).

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CPD Webinar: Leadership and motivation in the insurance market

  • Mon 18 Nov 1:00 pm – 2:00 pm
    • Alan Chandler, Alan Chandler Insurance Training and Consultancy

This presentation will look from an insurance perspective at the key areas of leadership and motivation. The topics covered will be: To look at what motivates an insurance team and its members To evaluate the attributes of a successful team To practice performance management and appraisal of a team To look at how the management concepts put forward by Hertzberg apply in insurance To explore leadership in insurance This presentation, delivered by Alan Chandler one of the most popular speakers in the UK, is appropriate for all members. Underwriters, claims staff, brokers, Loss Adjusters, IFA’s and anyone else who employs staff.

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111th Annual Dinner

  • Thu 14 Nov 6:45 pm – 1:00 am
  • Royal Victoria, Crowne Plaza, Sheffield

The Insurance Institute of Sheffield and our President, Jean Cookson, are delighted to announce the date for our 111th Annual Dinner in support of Ashghate Hospice. This year's dinner will be held on 14th November 2024 and that we will return to the Crowne Plaza Royal Victoria Hotel in Sheffield

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Flood Resilience: An opportunity to mitigate risk

  • Wed 23 Oct 12:00 pm – 1:00 pm
    • Ian Gibbs, Sedgwick International UK

This one-hour webinar provided by Ian Gibbs of Sedgwick International UK, will examine our understanding of flood risk. Ian will look at how we assess flood resilience and examine the impact this peril is having on our clients. We'll explore how clients can mitigate flood risk and can gain an awareness of the different resilience options available.

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2024 PFS-Member Annual Conference

  • Thu 17 Oct 9:00 am – 12:30 pm
  • Royal Victoria, Crowne Plaza, Sheffield

PFS-Member conference held held at Crowne Plaza Royal Victoria Hotel, Sheffield. Morning content at the conference will cover a range of relevant areas to increase awareness in the area of markets, macroeconomics, investment trends and other topical matters.

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An overview of Motor Trade insurance

  • Mon 14 Oct 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

The presentation, provided 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 show where brokers make mistakes when setting up covers. Alan will explore the background as to why the motor trade market has experienced such large rate increases. The presentation will also look into how a broker can help clients by getting motor traders to focus more on risk management.

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Building Rapport in a Hybrid World

  • Wed 09 Oct 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas Associates

Whether we are working with prospects, existing clients, the insurance market, co-workers, or other stakeholders it is essential that we can quickly establish [and reestablish] rapport. Rapport also plays a role in building a wider relationship of trust.

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AI and the Future of Insurance: Envisioning Tomorrow’s Journey - North-East Regional Conference

  • Tue 08 Oct 9:30 am – 4:30 pm
  • Wetherby Racecourse
    • Wayne Calderbank, Claims Consortium Group
    • Chris Hall, QuestGates
    • Alan James, Dantherm Group
    • Eddie Longworth, JEL Consulting

If you understand and use AI effectively it is a valuable tool, helping to provide professional client service, not your replacement. This event explores what AI means for the future of insurance, with a speaker panel of leading experts.

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CPD Webinar: Advanced Marine Cargo Insurance

  • Tue 01 Oct 12:00 pm – 1:00 pm
    • Alan Hornby, Chartered Insurance Practitioner

If you participated in our previous Introduction and Intermediate sessions earlier in the year by now your confidence and knowledge of marine cargo insurance should mean there are no sleepless nights but every now and then there is the nightmare … We conclude this series by examining and exploring areas of marine cargo insurance that are often overlooked as they might not be relevant to our day to day role. However, it’s always useful to expand knowledge and ‘see the bigger picture’. This session will look at Letters of Credit, the claims process and international legislation as well as other issues that can arise from time to time when dealing with cargo insurance.

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Annual Golf Day - Sitwell Park, 20th September 2024

  • Fri 20 Sep 10:30 am – 12:30 pm
  • Sitwell Golf Course

Our Annual Golf Day is an event open to anyone working in, with or around the insurance and personal finance professions of South Yorkshire or is a member of the CII/PFS. As in previous years, there will be two competitions in the one event: An Open Event, available to all players and a Closed Event, only available to players with a formal recognised handicap.

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CPD Webinar: SURE: A new technique to ensure clients have understood your advice

  • Wed 10 Jul 12:00 pm – 1:00 pm
    • Jeff Heasman, Insurance Upskill

We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice! That is why, in this session, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching. Concept checking is designed to determine, with as much certainty as possible, that the client has understood the advice. Easy to apply to day-to-day interactions with clients, the SURE technique will help avoid misunderstandings now and in the future.

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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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