Previous events
All previous events
AF7 (Pension Transfer) training course: April 2019 exam
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)
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
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)
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
Speakers: Gareth Davies (Scottish Widows) DB transfer landscape update post FCA PS18/20 Stephen McPhillips (Dentons) Planning opportunities for Small Self Administered Schemes (SSAS).
View event detailsReserving Liability Claims Practices
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
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
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)
Business Protection Workshop - in association with Legal & General. Holiday Inn Royal Victoria
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106th Annual Dinner
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
THE GREAT BIG PUB QUIZ 2017 This event is now fully booked.
View event detailsDefined Benefit Transfer (FCA CP17/16) Workshop - October 2018
Defined Benefit Transfer Workshop.
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Insurance Distribution Directive
The IDD will have great impact on all general insurance staff and includes the need to have compulsory training of 15 hours a year for all general insurance staff. Join us at the event to find out more from Alan Chandler, Chartered Insurer.
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Sheffield Beer & Cider Festival
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 which include two beers sponsored by us!
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AF5 (Financial Planning Process) Exam Training
AF5 (Financial Planning Process) Exam Study Day
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Sheffield Hallam University - Meeting Industry
An opportunity to meet the students on the Finance, Investment, Economics & Business, and Accountancy courses.
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Golf Day 2018
SHEFFIELD INSURANCE GOLF DAY 2018 See details page for full details and booking form
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Bringing in Business from Clients & Prospects
CPD Morning Meeting -Thursday 27th September 2018 Bringing in Business from Clients & Prospects Presented by: Kevin Hopton
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