Previous events

All previous events

Defined Benefit Transfer Advice Workshop

  • Tue 18 Jun 9:00 am – 11:30 am
  • AMP
    • Gareth Davies, Scottish Widows

Defined Benefit Transfer Advice Workshop with Gareth Davies (Pensions Transfer Specialist) Scottish Widows

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Annual Charity Lunch

  • Thu 06 Jun 1:00 pm – 4:00 pm

Annual Sheffield CII: Life & Pensions Society lunch at Omega at Abbeydale restaurant, Thursday 6th June 2019 (1.00pm - 3.30pm) in support of Weston Park Cancer Charity cost £35. https://omegaatabbeydale.co.uk/

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Protection Matters Q2 CPD

  • Wed 05 Jun 8:30 am – 11:45 am
  • AMP

Speakers: Robert Betts (Legal & General) & Richard Smith (Zurich)

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Managing and Leading an Effective Team- CPD Session

  • Mon 13 May 12:30 pm – 2:30 pm
  • AMP
    • Kevin Hopton

This event will give delegates an insight into how to build and maintain a high performing team. We will look at practical tools and techniques that will drive your team to higher performance. Join us at this event to find out more!

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Business Protection Workshop

  • Wed 08 May 8:45 am – 4:00 pm
    • Robert Betts, Legal & General

Business Protection Workshop - in association with Legal & General. Hilton Hotel Sheffield Victoria Quays, Furnival Road, Sheffield S4 7YA 0114 252 5500

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Tax and Trusts Workshop (April 2019) - Part 2

  • Tue 30 Apr 8:30 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (day 2 of 2). The first leg of this workshop is 16th April 2019 - you are advised to book onto both sessions as content is different (and complimentary) between events.

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Tax and Trusts Workshop (April 2019) - Part 1

  • Tue 16 Apr 8:30 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (day 1 of 2). The second date for this workshop session is 30th April 2019 - you are advised to book onto both sessions as content is different (and complimentary) between events.

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AF5 (Financial Planning Process) training course - April 2019 exam

  • Wed 03 Apr 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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Product Recall- CPD Session

  • Mon 25 Mar 12:30 pm – 1:30 pm
  • AMP
    • Andrew Robinson ACII FCILA, Sedgwick International UK

This event will concentrate on looking at the evolution of product related covers and in particular product recall, with an emphasis on the varied nature of recall claims. Join us at this event to find out more!

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AF7 (Pension Transfer) training course: April 2019 exam

  • Thu 07 Mar – Fri 08 Mar
  • 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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Tax and Trusts Workshop (day 2 of 2)

  • Wed 06 Mar 8:30 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (day 2 of 2). The earlier date for this workshop session is 12th February 2019.

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Annual General Meeting 2019

  • Mon 04 Mar 6:00 pm – 8:00 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! The Presidents AGM Letter, Agenda and Nomination to Council form are available on the details page.

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Tax and Trusts Workshop (day 1 of 2)

  • Tue 12 Feb 9:00 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (day 1 of 2). Second date for this workshop session is 6th March 2019

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Retirement Planning Q1 2019 CPD

  • Tue 22 Jan 8:30 am – 11:30 am
  • AMP

Speakers: Gareth Davies (Scottish Widows) DB transfer landscape update post FCA PS18/20 Stephen McPhillips (Dentons) Planning opportunities for Small Self Administered Schemes (SSAS).

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Reserving Liability Claims Practices

  • Mon 21 Jan 12:30 pm – 1:45 pm
  • AMP
    • Maggie Nightingale ACII, Crawford Casualty

This lunchtime event will explore how to establish and maintain adequate and consistent reserves to inform future underwriting considerations and ensure insurers and businesses have sufficient funds to meet their liabilities.

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Lifetime Allowance recap and Pension Transfer Advice review

  • Wed 12 Dec 8:30 am – 11:30 am
  • AMP
    • Martin Clubbs, Old Mutual Wealth
    • Mark Goold, Financial Conduct Authority

Refresher on use of Lifetime Allowance: Martin Clubbs, Old Mutual Wealth Introduction to PS18/20 "Improving the Quality of Pension Transfer Advice" and Q&A: Mark Goold, Financial Conduct Authority

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Vicarious Liability- CPD Session

  • Mon 26 Nov 12:30 pm – 1:30 pm
  • AMP
    • David Williams, DAC Beachcroft Claims Ltd

Vicarious liability is the concept by which a company can be held responsible for the actions of its employees. Recent cases have expanded the remit of vicarious liability on employers. Join us at the event to find out more from David Williams- Partner at DAC Beachcroft Claims Ltd.

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Business Protection Workshop (November 2018)

  • Wed 21 Nov 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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106th Annual Dinner

  • Thu 08 Nov – Fri 09 Nov
  • Royal Victoria, Crowne Plaza, Sheffield
    • Kevin Connelly

We'll also be presenting this year's Young Achiever's Awards along with a selection of raffle prizes available to raise funds for the Insurance Charities. Impressionist Kevin Connelly of TV’s Dead Ringer fame will be this year’s speaker.

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Great Big Pub Quiz 2018

  • Thu 18 Oct 6:00 pm – 10:00 pm
  • The Bankers Draft (Wetherspoons)

THE GREAT BIG PUB QUIZ 2017 This event is now fully booked.

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