Previous events
All previous events
CPD Webinar - Brexit - The Multiple Implications Across Insurance Classes
This webinar will look at the multiple implications of Brexit across insurance classes such as Business Interruption, Business Travel and Motor Insurance.
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Live Webinar - Pre- and Post-Budget Bond Top-Slicing Workshop
Live webinar - hosted by Cathy Russell of Canada Life Workshop identifying and providing practical examples of the differences in top-slicing methodology following recent budget changes.
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Live Webinar - Using Social Media Effectively
Live webinar - hosted by Carole Fossey. An overview of the most effective tools and content to enable you to develop an effective social media strategy.
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Live Webinar - Post Covid-19 Tax Planning Overview
Live webinar - hosted by David Lane of LGT Vestra - Reviewing tax planning opportunities and potential future changes to the UK tax regime during (and after) Covid-19.
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Webinar - How to Maximise Opportunities in a Hard Market
Presented by Alan Chandler, one of the UK's most popular insurance presenters. This webinar is a follow on from his incredibly well received presentation on why there will be a hard market called the Perfect Storm. 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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AF5 (Financial Planning Process) Online Training - October 2020 Exam
AF5 (Financial Planning Process) Zoom-based online exam training Taking place over two half-days (1.30pm-4.30pm) Thursday 1st and Friday 2nd October 2020
View event detailsWebinar - Understanding the implications of policy exclusions following Covid-19
Presented by Alan Chandler, one of the UK's most popular insurance presenters, This webinar will take delegates on a plain English walk on how the law applies to policy exclusions and proximate cause, so that they can explain to clients clearly and confidently the implications of the differing communicable disease exclusions that will be applied to your policyholders wordings. 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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2020 Autumn Conference
Retirement & Investment-themed conference. **Please note that this event has been cancelled**
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Golf Day 2020
Sheffield Insurance Golf Day 2020. Link in to find full details and the booking form.
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Webinar - Fire & Fury, when disaster struck: What happened next?
Following on from last year's successful regional seminar, we're pleased to announce the second chapter focusing on the civil, fraud and criminal aspects of the disaster case-study. It promises to be a fascinating session, culminating in a mock-trial
View event detailsWebinar- Business Interruption Insurance - all you need to know, explained in plain English
Presented by Alan Chandler, one of the UK's most popular insurance presenters, Alan will take this opportunity to run through how business interruption insurance should be correctly set up. Alan will lift the myths away from BI and show how, in his easy to understand style, you can get this cover on a correct footing going forward. 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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Live Webinar - Retirement Income: Strategies to Manage Underspend and Overspend Risks
Live webinar - hosted by Jeremy Martin of Canada Life - Reviewing the wider range of advice options for those at or approaching retirement.
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Live Webinar - Debunking the Common Myths surrounding Structured Products
Live webinar - hosted by Wayne Harding of Investec - Identifying common misconceptions relating to Structured Products
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FCA Event - Q&A with Gordon Findlay
An opportunity to submit a question/s to the FCA on the impact of COVID-19 on the mortgage professionals and their clients.
View event detailsWebinar- The Rise of Errors & Omission Claims against Brokers and Why Broker PI Premiums Are Soaring
Alan Chandler, who is widely regarded as one of the leading trainers and presenters within the UK, will provide a number of examples of how the tide of litigation is turning against insurance brokers and what they need to do to mitigate their E&O risks. 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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Live Webinar - Defined Benefit Pension Transfer Advice - Update on Contingent Charging FCA PS 20/06
Live webinar - hosted by Gareth Davies of Scottish Widows with live Q&A with Mark Goold and Sandra Graham of FCA - Reviewing the recent FCA Policy Statement on Pension Transfer Advice (PS 20/06)
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Live Webinar - Death Benefit Planning Opportunities (45mins)
Live webinar - hosted by Jamie Clark of Old Mutual Wealth - Review of planning opportunities provided by pension death benefits
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Live Webinar - General investments vs. Onshore bond vs. International bonds
Live webinar - hosted by Cathy Russell of Canada Life - This session will compare the benefits of General Investment structures with onshore bonds and international (offshore) bonds.
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Live Webinar - Business Protection Workshop (June 2020)
Live webinar - hosted by Robert Betts and Stuart Halliwell of Legal & General The session will provide an update on the fundamentals of Business Protection Insurance, n.b. places on this session are strictly limited.
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