Previous events

All previous events

Contingent Charging Workshop (extra date)

  • Tue 22 Oct 8:30 am – 11:00 am
  • AMP
    • Gareth Davies, Scottish Widows

Workshop to discuss the Impact of the FCA Pension Transfer Advice: Contingent charging and other proposed changes consultation paper CP19/25 Facilitator: Gareth Davies (Pensions Transfer Specialist) Scottish Widows **NB will contain the same content as workshop of 9th September 2019**

View event details

Sheffield Beer & Cider Festival 2019

  • Thu 17 Oct 6:00 pm – 10:00 pm
  • Kelham Island Museum

Come and join us at the Steel City 45 Sheffield Beer and Cider Festival 2019!

View event details

Tax and Trusts Workshop - Part 2

  • Tue 01 Oct 8:30 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (day 2 of 2). AMP Technology Centre, Brearley Room The first date for this workshop (featuring different content) is 11th September 2019 - please ensure to book onto both sessions.

View event details

AF5 (Financial Planning Process) training course - October 2019 exam

  • Fri 27 Sep 9:00 am – 4:30 pm
  • AMP
    • Steve Davis, The Financial Adviser Academy

AF5 (Financial Planning Process) Exam Study Day

View event details

2019 Autumn Conference

  • Thu 26 Sep 8:30 am – 3:30 pm
  • Royal Victoria, Crowne Plaza, Sheffield

Retirement & Investment-themed conference.

View event details

'Fire and Fury' - when disaster strikes have you really got it all covered? North East Institutes Seminar 2019

  • Tue 24 Sep 10:30 am – 3:00 pm
  • Wetherby Racecourse

The 2019 North East Local Institutes Seminar looks at a real-life scenario, with contributions from experts on Liability, Business Interruption, Key Man Protection, HSE Investigation, Material Damage and more. BOOK NOW

View event details

Golf Day 2019

  • Thu 19 Sep 12:00 pm – 9:00 pm
  • Sitwell Golf Course

SHEFFIELD INSURANCE GOLF DAY 2019 See details page for full details and booking form

View event details

AF1 (Pension Tax & Trust Planning) training course: October 2019 exam

  • Thu 19 Sep – Fri 20 Sep
  • AMP
    • Steve Davis, The Financial Adviser Academy

**Training Course Postponed ** 2 day AF1 exam training preparation in association with Financial Adviser Academy - course cost £250.

View event details

Tax and Trusts Workshop - Part 1

  • Wed 11 Sep 8:30 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (day 1 of 2). ** n.b. this date has been rearranged to 10th September ** please do not book onto this date AMP Technology Centre, Brearley Room The second date for this workshop (featuring different content) is 1st October 2019 - please book onto both sessions.

View event details

Tax and Trusts Workshop - Part 1 (amended date)

  • Tue 10 Sep 8:00 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (day 1 of 2). ** n.b. amended date ** AMP Technology Centre, Brearley Room The second date for this workshop (featuring different content) is 1st October 2019 - please book onto both sessions.

View event details

Contingent Charging Workshop

  • Mon 09 Sep 8:30 am – 11:00 am
  • AMP
    • Gareth Davies, Scottish Widows

Workshop to discuss the Impact of the FCA Pension Transfer Advice: Contingent charging and other proposed changes consultation paper CP19/25 Facilitator: Gareth Davies (Pensions Transfer Specialist) Scottish Widows **WORKSHOP NOW FULLY BOOKED** Please book onto next session on 22nd October 2019

View event details

Fraudulent Devices- CPD Session

  • Thu 05 Sep 9:00 am – 11:00 am
  • AMP
    • Jeff Heasman PGCert CELTA, LL.B (Hons), LL.M, Jeff Heasman Training & Consulting

This thought-provoking seminar focuses on the decision of the Supreme Court in Versloot Dredging BV v HDI-Gerling Industrie Versicherung AG (The DC Merwestone) relating to fraudulent devices Join us to find out more!

View event details

AF7 (Pension Transfer) training course: October 2019 exam

  • Thu 05 Sep – Fri 06 Sep
  • AMP
    • Steve Davis, The Financial Adviser Academy

2 day AF7 exam training preparation in association with Financial Adviser Academy - course cost £250.

View event details

Cyber Liability- CPD Session

  • Tue 16 Jul 12:30 pm – 1:30 pm
  • AMP
    • Dr Mark Hawksworth BSc(Hons) PhD(MSc) ACII ACILA CEng MBCS MIET MCGI FIFAA BDMA(InsTech), Sedgwick International UK

This event will focus on the evolution of cyber liability, why it is so prevalent and relevant claims case study examples. Join us to find out more!

View event details

Snooker 2019

  • Tue 09 Jul 6:30 pm – 10:00 pm
  • Brecks Snooker Centre, Rotherham

Book your place now! Annual Snooker Tournament Tuesday 9th July 2019 Brecks Snooker Centre, Brecks Roundabout, Rotherham S65 3HZ

View event details

Later Life Client Planning

  • Wed 03 Jul 8:30 am – 11:30 am
  • AMP
    • Suzanne Porter, Wake Smith Solicitors
    • Wes Regis, Hodge & Co
    • Jeremy Martin, Just

Presentational content on the subjects of: *Equity Release market overview *Effective use of Power of Attorney *Strategies for Long Term Care

View event details

Defined Benefit Transfer Advice Workshop

  • Tue 18 Jun 9:00 am – 11:30 am
  • AMP
    • Gareth Davies, Scottish Widows

Defined Benefit Transfer Advice Workshop with Gareth Davies (Pensions Transfer Specialist) Scottish Widows

View event details

Annual Charity Lunch

  • Thu 06 Jun 1:00 pm – 4:00 pm

Annual Sheffield CII: Life & Pensions Society lunch at Omega at Abbeydale restaurant, Thursday 6th June 2019 (1.00pm - 3.30pm) in support of Weston Park Cancer Charity cost £35. https://omegaatabbeydale.co.uk/

View event details

Protection Matters Q2 CPD

  • Wed 05 Jun 8:30 am – 11:45 am
  • AMP

Speakers: Robert Betts (Legal & General) & Richard Smith (Zurich)

View event details

Managing and Leading an Effective Team- CPD Session

  • Mon 13 May 12:30 pm – 2:30 pm
  • AMP
    • Kevin Hopton

This event will give delegates an insight into how to build and maintain a high performing team. We will look at practical tools and techniques that will drive your team to higher performance. Join us at this event to find out more!

View event details