Previous events

All previous events

Live Webinar - The Inescapable Truths of Disruption, Income and Modern Life (45 mins)

  • Thu 21 May 10:30 am – 11:15 am

Live webinar - hosted by Stuart Podmore of Schroder Asset Management - Reviewing alternative methods of income generation

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Live Webinar - Principles of ESG investing during and after Coronavirus (45 mins)

  • Tue 19 May 11:00 am – 11:45 am

Live webinar - hosted by Graham Findlay of BMO Global Asset Management - Considering the principles of ESG investment, reviewing the impact of Coronavirus on your investment process.

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Live Webinar - Business Relief Workshop (90 mins inc. group work)

  • Fri 15 May 11:00 am – 12:30 pm

Live webinar - hosted by Anne Slater-Brooks of Triplepoint Consulting The session will provide an update on Business Relief following the March 2020 Budget and will identify planning opportunities with this allowance, and including an interactive workshop element.

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Live Webinar - Offshore Bonds: the Best of Both Worlds (60 mins)

  • Tue 12 May 10:30 am – 11:30 am

Live webinar - hosted by Cathy Russell of Canada Life - This session will review the various types, features and differing benefits of the use of offshore bonds within the planning process.

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Live Webinar - What does 5MLD means for Trustees? (45 mins)

  • Mon 11 May 2:00 pm – 2:45 pm

Live webinar - hosted by Anne Slater-Brooks of Triplepoint Consulting - The session will provide a legislative update regarding the 5th Money Laundering Directive and how this will impact on estate planning.

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Live Webinar - Macro Review and Income in Retirement update (60 mins)

  • Thu 07 May 2:00 pm – 3:00 pm

Live webinar - hosted by John Haynes and Harris Gorre (Investec Wealth & Investment) - Macro review of 2020 and outlook - consideration of the options for increasing the predictability of income generation in pension planning **please not amended start time**

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Live Webinar - Annual Allowance and Taper Relief - updated for FY 2020/21 (45mins)

  • Tue 05 May 2:00 pm – 2:45 pm

Live webinar - hosted by Jamie Clark of Old Mutual Wealth - Annual allowance and taper relief review (updated for 2020/21 tax year)

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Webinar- How to correctly advise policyholders on the Policy coverage gaps caused by the Covid-19 lockdown

  • Mon 04 May 11:00 am – 12:00 pm
    • Alan Chandler, Alan Chandler Training

Alan Chandler, who has recently delivered the very well received BI and Covid-19 will be providing this webinar on the essential things a brokers must take into account when advising clients. The Covid-19 lockdown has created far more gaps in covers than most brokers realise, and this webinar takes a look at where these coverage gaps arise and how best to advise your clients on these issues. Important Information: The link will be sent to your email address supplied at the time of the booking. PLEASE DO NOT share this with anyone else.

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Business Protection Workshop (April 2020)

  • Tue 21 Apr 9:00 am – 4:00 pm
  • Royal Victoria, Crowne Plaza, Sheffield
    • Robert Betts, Legal & General

**This event now postponed** Business Protection Workshop - in association with Legal & General.

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Back by popular demand!- Webinar- Does my Business Interruption policy cover Covid-19?

  • Thu 09 Apr 10:15 am – 11:15 am
    • Alan Chandler, Alan Chandler Training

Alan Chandler, who is one of the most popular insurance speakers in the UK, will be presenting a thirty minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid -19 ?'. The presentation will be in a webinar format where delegates will be able to type in their questions for Alan as they go. The actual presentation will last for no more than thirty minutes and for those that want to debate this issue in more depth there will be a further thirty minute Q&A. Once registered you will be sent a link, no later than 48 hours before the event start time- click on this and at the allotted time Alan will start speaking and you will see his slides, you can type in questions you have after the presentation. You can view it from anywhere so it will not matter if you are working from home or office. Important Information: The link will be sent to your email address supplied at the time of the booking. PLEASE DO NOT share this with anyone else.

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Webinar- Does my Business Interruption policy cover Covid-19?

  • Tue 07 Apr 1:00 pm – 2:00 pm
    • Alan Chandler, Alan Chandler Training

Alan Chandler, who is one of the most popular insurance speakers in the UK, will be presenting a thirty minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid -19 ?'. The presentation will be in a webinar format where delegates will be able to type in their questions for Alan as they go. The actual presentation will last for no more than thirty minutes and for those that want to debate this issue in more depth there will be a further thirty minute Q&A. Once registered you will be sent a link, no later than 48 hours before the event start time- click on this and at the allotted time Alan will start speaking and you will see his slides, you can type in questions you have after the presentation. You can view it from anywhere so it will not matter if you are working from home or office. Important Information: The link will be sent to your email address supplied at the time of the booking. PLEASE DO NOT share this with anyone else.

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Life & Pensions Q1 2020 (March) CPD

  • Tue 24 Mar 8:30 am – 11:30 am
  • AMP

**This event has been postponed ** Speakers: Cathy Russell (Canada Life) & Eddie Barstow (BMO)

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AF7 (Pension Transfer) training course: April 2020 Exam

  • Tue 10 Mar – Wed 11 Mar
  • AMP
    • Steve Davis, The Financial Adviser Academy

** This course has now been withdrawn **

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Annual General Meeting 2020

  • Mon 02 Mar 5:30 pm – 7:30 pm
  • AMP

This is your opportunity to make your voice heard and help to shape your institute. Please make every effort to attend this important meeting. Nominations to join Council are invited! The Presidents AGM Letter, Agenda and Nomination to Council form are available on the details page.

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An Insight Into Professional Negligence Claims

  • Thu 27 Feb 12:30 pm – 1:30 pm
  • AMP
    • Jonathan Watmough, Keystone Law

This lunchtime event will explain how negligence claims have become part and parcel of professional life, including how claims arise and the steps that can be taken to mitigate them.

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Life & Pensions Q1 2020 (Feb) CPD

  • Thu 20 Feb 8:30 am – 11:00 am
  • AMP

Speakers: James Cannon (Regional Sales Manager, Embark Pensions) & Bernie Sporton (Senior Business Development Manager, Foresight Group)

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Know Your Limits! - Pension fund contributions and allowances workshop

  • Tue 03 Dec 8:30 am – 10:15 am
  • AMP
    • Gareth Davies, Scottish Widows

Pension fund contributions and allowances workshop with Gareth Davies (Pensions Transfer Specialist) Scottish Widows

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Tax and Trusts Workshop - Part 2 (amended date)

  • Fri 15 Nov 8:00 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (second part). AMP Technology Centre, Brearley Room

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107th Annual Dinner

  • Thu 14 Nov – Fri 15 Nov
  • Royal Victoria, Crowne Plaza, Sheffield
    • Keith Richards

We'll also be presenting this year's Outstanding Contribution Awards along with a selection of raffle prizes available to raise funds for the Insurance Charities and Ashgate Hospice. This year's CII speaker will be Keith Richards, CEO and Insurance Director of PFS with a guest speak to be confirmed. As a change to usual events, we will be having a DJ for the after dinner party.

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Lifetime Allowance, Annual Allowance & tax efficient investment

  • Wed 30 Oct 8:30 am – 11:30 am
  • AMP
    • Sally Boyle, Octopus Investments
    • Fiona Hanrahan, Royal London

Seminar covering the following topics: 1, Lifetime Allowance and Annual Allowance usage and management 2, Tax efficient investment options

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