Previous events

All previous events

Know Your Limits! - Pension fund contributions and allowances workshop

  • Tue 03 Dec 8:30 am – 10:15 am
  • AMP
    • Gareth Davies, Scottish Widows

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)

  • Fri 15 Nov 8:00 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (second part). AMP Technology Centre, Brearley Room

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Lifetime Allowance, Annual Allowance & tax efficient investment

  • Wed 30 Oct 8:30 am – 11:30 am
  • AMP
    • Sally Boyle, Octopus Investments
    • Fiona Hanrahan, Royal London

Seminar covering the following topics: 1, Lifetime Allowance and Annual Allowance usage and management 2, Tax efficient investment options

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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**

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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!

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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.

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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

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2019 Autumn Conference

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

Retirement & Investment-themed conference.

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'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

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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

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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.

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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.

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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.

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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

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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!

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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.

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107th Annual Dinner

  • Mon 22 Jul – Mon 04 Nov
  • Royal Victoria, Crowne Plaza, Sheffield
    • Keith Richards

We'll also be presenting this year's Outstanding Contribution Awards along with a selection of raffle prizes available to raise funds for the Insurance Charities and Ashgate Hospice. This year's CII speaker will be Keith Richards, CEO and Insurance Director of PFS with a guest speak to be confirmed. As a change to usual events, we will be having a DJ for the after dinner party.

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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!

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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

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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

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