Previous events

All previous events

Retirement & Investment Conference

  • Wed 27 Sep 9:00 am – 4:00 pm
  • Royal Victoria, Crowne Plaza, Sheffield

With presentations by, among others, Investec, Jupiter, M&G, Newton, Schroders, The Pension Partnership, Royal London and Utmost.

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AF 4 Study Programme Sep 17

  • Mon 25 Sep 9:00 am – 5:00 pm
  • Aviva Pomona Business Centre
    • Steve Davis, Financial Adviser Academy

AF1 Study Programme

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Sheffield Hallam University - Meeting Industry

  • Fri 22 Sep 2:00 pm – 4:00 pm
    • Various speakers from Insurance, Financial Services and CII

An opportunity to meet the students on the Finance, Investment, Economics & Business, and Accountancy courses.

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AF7 Exam Revision Session

  • Thu 21 Sep – Fri 22 Sep
  • AMP
    • Steve Davis, The Financial Adviser Academy

Two day AF7 Exam revision session **** THIS COURSE IS FULL. Spaces may become available, please contact Owen Wright for details Owen.Wright@investecwin.co.uk

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CPD - September 2017

  • Wed 20 Sep 8:00 am – 10:30 am
  • AMP
    • Kevin Hopton

THIS MEETING IS NOW FULLY BOOKED. If you would still like to attend, please contact Steve Dunn at stevetibdunn@msn.com Breakfast CPD Meeting Leadership - How to succeed personally and professionally

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AF3 Revision session

  • Mon 18 Sep – Tue 19 Sep
  • AMP
    • Steve Davis, The Financial Adviser Academy

Two day exam revision course for AF3 exam **** THIS COURSE IS FULL. Spaces may become available, please contact Owen Wright for details Owen.Wright@investecwin.co.uk

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Golf Day 2017

  • Fri 08 Sep 12:00 pm – 9:00 pm
  • Sitwell Golf Course

SHEFFIELD INSURANCE GOLF DAY 2017 See details page for full details and booking form

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Defined Benefit Transfer Workshop - September

  • Thu 07 Sep 8:30 am – 11:00 am
  • AMP
    • Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop.

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CII Pension Transfer (AF7) one-day intensive course

  • Wed 06 Sep 9:00 am – 5:00 pm
  • Aviva Pomona Business Centre
    • Steve Davis, Financial Adviser Academy

This course aims to prepare you in four key elements attracting the marks in the AF7 syllabus. THIS COURSE IS NOW FULLY BOOKED. Please contact Owen Wright on Owen.Wright@investecwin.co.uk for further details or to register your interest should places become available.

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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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