Previous events
All previous events

Tax and Trusts Workshop - Part 2 (amended date)
Tax & Trusts Workshop (second part). AMP Technology Centre, Brearley Room
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Lifetime Allowance, Annual Allowance & tax efficient investment
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)
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**
View event detailsSheffield Beer & Cider Festival 2019
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
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
AF5 (Financial Planning Process) Exam Study Day
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'Fire and Fury' - when disaster strikes have you really got it all covered? North East Institutes Seminar 2019
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
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
**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
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)
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
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
View event detailsFraudulent Devices- CPD Session
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
2 day AF7 exam training preparation in association with Financial Adviser Academy - course cost £250.
View event details107th Annual Dinner
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.
View event detailsCyber Liability- CPD Session
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
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
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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Defined Benefit Transfer Advice Workshop
Defined Benefit Transfer Advice Workshop with Gareth Davies (Pensions Transfer Specialist) Scottish Widows
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