Previous events

All previous events

AF5 (Financial Planning Process) Exam Training

  • Tue 02 Oct 9:00 am – 4:30 pm
  • Aviva Pomona Business Centre
    • Steve Davis, The Financial Adviser Academy

AF5 (Financial Planning Process) Exam Study Day

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Sheffield Hallam University - Meeting Industry

  • Fri 28 Sep 1:00 pm – 3:30 pm
  • Sheffield Hallam University
    • 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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Golf Day 2018

  • Fri 28 Sep 12:00 pm – 9:00 pm
  • Sitwell Golf Course

SHEFFIELD INSURANCE GOLF DAY 2018 See details page for full details and booking form

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Bringing in Business from Clients & Prospects

  • Thu 27 Sep 8:30 am – 1:00 pm
  • AMP
    • Kevin Hopton

CPD Morning Meeting -Thursday 27th September 2018 Bringing in Business from Clients & Prospects Presented by: Kevin Hopton

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Retirement & Investment Conference

  • Thu 20 Sep 8:00 am – 8:00 am
  • Royal Victoria, Crowne Plaza, Sheffield

Retirement & Investment-themed conference

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Defined Benefit Transfer (FCA CP17/16) Workshop - September 2018

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

Defined Benefit Transfer Workshop.

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AF7 (Pension Transfers) Exam Training Course

  • Thu 06 Sep – Fri 07 Sep
  • Aviva Pomona Business Centre
    • Steve Davis, The Financial Adviser Academy

***AF7 exam training course has been postponed***

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Lifetime Allowance Workshop

  • Wed 29 Aug 8:30 am – 11:00 am
  • AMP
    • Martin Clubbs, Old Mutual Wealth

Lifetime Allowance Workshop. This event is now full - please note that a second session has now been arranged on 12th December 2018.

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Estate Planning Q3 2018 CPD

  • Wed 04 Jul 8:30 am – 12:00 pm
  • AMP
    • Colin Wightman, Octopus Investments
    • Michele Wightman, Keebles

Estate Planning CPD event Presenters: Michele Wightman (Keebles) Colin Wightman (Octopus Investments)

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Business Protection Workshop

  • Tue 26 Jun 8:45 am – 4:00 pm
  • Royal Victoria, Crowne Plaza, Sheffield
    • Robert Betts, Legal & General

Business Protection Workshop - in association with Legal & General. Holiday Inn Royal Victoria

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Defined Benefit Transfer (FCA CP17/16) Workshop - June 2018

  • Tue 19 Jun 8:30 am – 11:00 am
  • AMP
    • Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop.

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Charity Luncheon at Baldwin's Omega

  • Thu 07 Jun 12:30 pm – 3:00 pm
  • Baldwins Omega

Bookings now been taken for this year's charity luncheon, supporting Cavendish Cancer Care, to be held at Baldwin's Omega. Contact Erica Dietsch on 0114 2296557 or email ejd@hawsons.co.uk

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Solvency II / Ogden: 'The Perfect Storm'

  • Wed 06 Jun 12:00 pm – 1:45 pm
  • AMP
    • Alan Chandler

The UK Insurance Market along with the rest of Europe is completely changing because of Solvency II. The change in the Ogden Table rate has speed up the changes caused by Solvency II and together they are causing the perfect storm.

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Defined Benefit Transfer (FCA CP17/16) Workshop - May 2018

  • Tue 22 May 8:30 am – 11:00 am
  • AMP
    • Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop.

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Defined Benefit Transfer Workshop - April 2018

  • Fri 27 Apr 8:30 am – 11:00 am
  • AMP
    • Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop

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Defined Benefit Transfer (FCA CP17/16) Workshop - April 2018

  • Fri 27 Apr 8:30 am – 11:00 am
  • AMP
    • Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop.

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Flood Risks in the Lower Don Valley

  • Wed 18 Apr 8:00 am – 11:00 am
  • AMP

This seminar tells the story of the extraordinary collaboration between the institute, Insurers and the Lower Don Valley Flood Defence Project - and local businesses in the LDV, Sheffield City Council, Sheffield Chamber of Commerce, The Environment Agency and others.

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AF5 Exam Training

  • Wed 04 Apr 9:00 am – 5:00 pm
  • Aviva Pomona Business Centre
    • Steve Davis, The Financial Adviser Academy

Financial Planning Process (AF5) Study Day

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CPD Meeting - Fracking

  • Wed 28 Mar 12:00 pm – 1:45 pm
  • AMP
    • Peter Carter ACII FCILA FUEDI ELAE, Cunningham Lindsey

Risks associated with fracking and how this may impact on the insurance industry

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Sheffield Life & Pensions Society Q1 2018 CPD

  • Tue 20 Mar 8:30 am – 11:00 am
  • AMP
    • John Roe, Legal & General
    • Sarah Power, HLW Keeble Hawson

Behavioural Finance: Identifying behavioral biases to improve your investment decision making. General Data Protection Regulation (GDPR) 2018: Steps you have to take now, and how to take them in time.

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