Events
Forthcoming events
CPD & Networking Event, Wednesday 16th October 9:30am - 3:30pm, Mercure Hotel Telford
Essential skills and networking for financial planners and general insurance professionals. Complimentary lunch included. Click through to access the booking link.
Wed 16 Oct 9:30 am – 3:30 pm
Ian Wilkinson, Perspective Financial Group Limited
Previous events
Emotional Intelligence in Leadership and the Six Leadership styles
In this interactive, engaging, and practical online workshop, experienced leadership coaches and personal development consultants Heidi Hunter-Cope and Thea Roberts, from Ignite Potential, will develop your knowledge and skills in relation to emotional intelligence in leadership and Golman’s six leadership styles.
Tue 16 Jul 10:00 am – 11:30 am
Thea Roberts, Ignite Potential
Tax planning opportunities for business and corporate clients
Presentation from Dave Harris of Octopus Investments on
Business and Corporate Financial Planning Event
Business relief is available to owners of a qualifying business, offering full reduction in the 40% rate of IHT. Whilst this is a fantastic benefit when owning and running a business, what happens when they hand over or look to sell? Understanding a business owner’s exit strategy well before the event, offers opportunities to look at ways to reduce tax during the owner’s working life and also ensure continuity of IHT after sale/handover.
Wed 19 Jun 8:30 am – 10:45 am
Dave Harris, Octopus Investments
Business Protection and Corporate Financial Planning
Breakfast seminar on Business Protection and Corporate Financial Planning
Presented by Professor Tony Granger
Wed 22 May 8:15 am – 12:30 pm
Park House
Directors’ and Officers’ Liability in a hard market – making the case to clients
D&O can be a difficult class of business for clients to understand and insurers/brokers to sell (especially in the current hard market). This session looks at these issues and suggests some practical solutions
Wed 15 May 10:00 am – 11:00 am
Annual General Meeting 2024
We need you! To get down to our AGM...
Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year.
If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved.
Food will be available, provided by your local institute.
Book your place today.
The AGM is being held at:
The Mytton & Mermaid, Atcham, Shrewsbury SY5 6QG from 6pm
There is a limit of 20 people in person. If more people book on then we will open this up to being online too.
Wed 17 Apr 6:00 pm – 8:00 pm