Previous events

All previous events

AF7 Exam Training

  • Thu 15 Mar – Fri 16 Mar
  • Aviva Pomona Business Centre
    • Steve Davis, The Financial Adviser Academy

Pension Transfers (AF5) Study Programme

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AF3 Exam Training

  • Thu 08 Mar – Fri 09 Mar
  • AMP
    • Steve Davis, The Financial Adviser Academy

Pension Planning (AF3) Study Programme

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Annual General Meeting

  • Mon 05 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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Wine Tasting Evening

  • Tue 13 Feb 7:00 pm – 9:00 pm
  • Sheffield Tap

Enjoy an evening of wine tasting in conjunction with Yorkshire Wine School

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Snooker 2018

  • Wed 07 Feb 6:30 pm – 10:00 pm

Book your table now! Annual Snooker Tournament Wednesday 7 February 2018 Rileys, Hunters Bar, Sheffield

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Snooker 2018

  • Wed 07 Feb 6:30 pm – 10:00 pm
  • Riley's Snooker Hall

Book your table now! Annual Snooker Tournament Wednesday 7 February 2018 Rileys, Hunters Bar, Sheffield

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Defined Benefit Transfer Advice CPD Session

  • Fri 26 Jan 8:30 am – 11:00 am
  • AMP
    • Gareth Davies, Scottish Widows

Defined Benefit Transfer Advice CPD Session

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GDRP CPD Evening Meeting

  • Wed 24 Jan – Fri 19 Jan
  • Sheffield Hallam University
    • John Habergham, Myton Law

How will your business be affected by GDRP?

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Post Budget Review of Retirement Advice & Planning Landscape

  • Tue 28 Nov 8:30 am – 11:30 am
  • AMP

This will cover Multi asset structure suitability, product provider due diligence and post-budget review, assessing the DB transfer advice landscape.

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November CPD

  • Mon 27 Nov 12:00 pm – 1:45 pm
  • AMP
    • John Habregham, Myton Law

Insurance Act recap, recent issues and practical outcomes since the Act cam into force.

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105th Annual Dinner

  • Thu 09 Nov 6:45 pm – 11:55 pm
  • Baldwins Omega

Bookings now been taken for this year's dinner, the last to be held at Baldwins Omega. The dinner always sells out so book early to secure your place. Contact Simon Hall or David Biggs - Dinner Secretaires on 0114 268 4606 or email simon.hall@ifmins.co.uk

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Sheffield Beer & Cider Festival

  • Thu 19 Oct 6:00 pm – 10:00 pm

Sheffield Beer and Cider Festival Join us at the festival for the chance to taste from a range of 200 beers from over 70 breweries (Including two beers sponsored by us)! There is food available. Meet directly inside The Kelham Island Museum from 7.00pm onwards The cost is £2.00 for a glass, 50p for a programme or free entry for CAMRA members on production of a membership card For further details see the Festival website at http://www.sheffieldcamra.org.uk/festival/

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Business Protection Workshop

  • Wed 18 Oct 9:00 am – 4:00 pm
  • Royal Victoria, Crowne Plaza, Sheffield
    • Robert Betts, Legal & General

Business Protection Workshop THIS COURSE IS NOW FULL. Please email Owen.Wright@investecwin.co.uk to register interest in case a space becomes available.

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Great Big Pub Quiz 2017

  • Thu 05 Oct 6:00 pm – 9:00 pm
  • The Bankers Draft (Wetherspoons)

THE GREAT BIG PUB QUIZ 2017 This is a fun night and always enjoyable!

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AF5 Revision Day

  • Thu 28 Sep 9:00 am – 5:00 pm
  • Aviva Pomona Business Centre
    • Steve Davis, The Financial Adviser Academy

CII Financial Planning Process (AF5) Study Day - October 2017 Exam

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North East Institutes' Seminar: The Challenges Ahead

  • Wed 27 Sep 12:30 pm – 4:45 pm
  • The Carriageworks

The insurance institutes of the North East Region present their annual half-day technical seminar, providing comprehensive and engaging CPD sessions plus networking opportunities.

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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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