Previous events
All previous events
Live Webinar - Business Relief Workshop (90 mins inc. group work)
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.
View event detailsLive Webinar - Offshore Bonds: the Best of Both Worlds (60 mins)
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.
View event detailsLive Webinar - What does 5MLD means for Trustees? (45 mins)
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.
View event detailsLive Webinar - Macro Review and Income in Retirement update (60 mins)
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**
View event detailsLive Webinar - Annual Allowance and Taper Relief - updated for FY 2020/21 (45mins)
Live webinar - hosted by Jamie Clark of Old Mutual Wealth - Annual allowance and taper relief review (updated for 2020/21 tax year)
View event detailsWebinar- How to correctly advise policyholders on the Policy coverage gaps caused by the Covid-19 lockdown
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)
**This event now postponed** Business Protection Workshop - in association with Legal & General.
View event detailsBack by popular demand!- Webinar- Does my Business Interruption policy cover Covid-19?
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.
View event detailsWebinar- Does my Business Interruption policy cover Covid-19?
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
**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
** This course has now been withdrawn **
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Annual General Meeting 2020
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.
View event detailsAn Insight Into Professional Negligence Claims
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
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
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)
Tax & Trusts Workshop (second part). AMP Technology Centre, Brearley Room
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Lifetime Allowance, Annual Allowance & tax efficient investment
Seminar covering the following topics: 1, Lifetime Allowance and Annual Allowance usage and management 2, Tax efficient investment options
View event detailsContingent Charging Workshop (extra date)
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 detailsSheffield Beer & Cider Festival 2019
Come and join us at the Steel City 45 Sheffield Beer and Cider Festival 2019!
View event detailsTax and Trusts Workshop - Part 2
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.
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