Previous events

All previous events

Defined Benefit Transfer Workshop - August

  • Wed 02 Aug 8:30 am – 11:00 am
  • AMP
    • Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop.

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CPD 14 July 2017

  • Fri 14 Jul 12:00 pm – 2:00 pm
  • AMP
    • Alan Chandler, ITP (Specialist trainers in the Insurance Industry)

CPD Lunchtime meeting: Explaining to Clients why the change in the Discount Rate (Ogden Tables) will dramatically increase their premiums!

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Defined Benefit Transfer Workshop - July

  • Tue 04 Jul 8:30 am – 11:00 am
  • AMP
    • Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop. Unfortunately this session is now fully subscribed. There is another session planned at a date to be confirmed.

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CPD - 21 June 2017 - Breakfast Meeting

  • Wed 21 Jun 8:00 am – 10:00 am
  • AMP
    • Karen Locking, Evolve

Social Media Masterclass - UNFORTUNATELY, THIS EVENT HAS HAD TO BE POSTPONED. Further details will follow.

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Sheffield LII - Life & Pensions Society Anniversary Lunch

  • Thu 15 Jun 12:30 pm – 3:00 pm
  • Baldwins Omega
    • Lord Mayor of Sheffield
    • Keith Richards, Personal Finance Society

50th Aniversary Lunch of the Life & Pensions Society All are welcome.

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Sheffield CII: Life and Pensions Society- Advising the Elderly CPD Workshop

  • Wed 07 Jun 8:30 am – 11:30 am
  • AMP
    • Simon Chalk, Age Partnerhship
    • Angela Guylee, Whittington Goddard Associates
    • Luiza Todd, Bespoke Training Solutions

Advising the Elderly Sessions will cover Equity Release, Care Fees Planning and Providing Advice to Millennials

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May CPD

  • Wed 31 May 12:00 pm – 1:30 pm
  • AMP
    • John Potter ACII Chartered Insurance Practitioner, CII trainer

Legal Liability of Bailees of Goods in Transit

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Defined Benefit Transfer Workshop - May

  • Wed 31 May 8:30 am – 11:00 am
  • AMP
    • Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop. There are limited number of places on this course due to cancellations.

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Defined Benefit Transfer Workshop

  • Fri 21 Apr 8:30 am – 11:00 am
  • AMP
    • Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop This session is full but there is another on 31 May, please see future event details

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Sheffield CII: Life & Pensions Society CPD Meeting

  • Thu 13 Apr 8:30 am – 10:45 am
  • AMP
    • Carol Wells, Abbey Tax
    • Anne Slater-Brooks, Downing LLP

Residence Nil Rate Band Briefing & Post year-end VCT/EIS tax planning oppertunities

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AF5 Study Programme 22 March

  • Wed 22 Mar 9:00 am – 5:00 pm
  • Aviva Pomona Business Centre

AF5 Study Programme 22 March One day course Cost £125

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March CPD

  • Tue 21 Mar 12:00 pm – 1:30 pm
    • Craig Watson ACII, RSA

March Lunchtime CPD Meeting Cyber Risks

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AF4 Study Programme

  • Tue 14 Mar – Wed 15 Mar
  • AMP

AF4 CII Personal Tax & Trust Planning Study Programme 2 Day course Cost £250

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AF 1 Study Programme

  • Tue 07 Mar – Wed 08 Mar
  • AMP

AF1 Study Programme 2 Day course Cost £250

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Annual General Meeting

  • Mon 06 Mar 6:00 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. Notification of meeting, Agenda and Nomination to Council form are available on the details page.

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AF 3 Study Programme 6-20 March

  • Mon 06 Mar – Mon 20 Mar
  • Aviva Pomona Business Centre

AF3 Study Programme 3-day programme 6, 13 & 20 March Cost £375

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AF 3 Study Programme 3-17 March

  • Fri 03 Mar – Fri 17 Mar
  • AMP

AF3 Study Programme 3 day programme, 3, 10 & 17th March Cost £375

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Effective Use of Trusts and Tax-efficient Investment

  • Tue 28 Feb 8:30 am – 11:00 am
  • AMP

Efffective Use of Trusts and Tax-Efficient Investment Speaker: Carol Wells of Irwin Mitchell

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CPD - February 2017

  • Mon 20 Feb 12:00 pm – 1:30 pm
  • AMP

'A Year of Change' - Sentencing for Corporate Manslaughter & Health & Safety Offences Chris Baranowski and Sarah Valentine of DAC Beachcroft

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DB Transfer Workshop

  • Thu 26 Jan 8:30 am – 10:00 am
  • AMP

DB Transfer Workshop Speaker: Gareth Davies, Scottish Widows

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