Retired Clients: Delivering your best thinking
RETIREMENT IS AN INDVIDUAL AFFAIR: DOES A ONE-SIZE-FITS-ALL INVESTMENT PROPOSITION ALWAYS FIT THE CLIENT? It’s no secret that the advisory landscape in general has evolved beyond recognition in recent years and investing in retirement is no exception. A myriad of forces are changing the very nature of retirement with ‘pension freedoms’ and wider demographic and societal change all playing their part. Retirement is no longer a single event with a limited product/investment solution and client expectations of their retirement experience have never been greater. However you look at it, retirement has become a very individual affair.
Tue 24 Jul 6:00 pm – 7:00 pm
Craig McPherson, Sanlam
Save the date - September 2018 CPD Event - Tuesday 18 September 2018
Details to be confirmed.
Tue 18 Sep 6:00 pm – 7:00 pm
October 2018 CPD Event - Tuesday 16 October 2018 - A presentation by Justin Urquhart Stewart
A presentation by Justin Urquhart Stewart, Seven Investment Management.
Tue 16 Oct 6:00 pm – 7:00 pm
Justin Urquhart Stewart, Seven Investment Management
November 2018 CPD Event - Tuesday 20 November 2018 - A presentation by Sharon Richardson
Topical legal issues.
Tue 20 Nov 6:00 pm – 7:00 pm
Sharon Richardson, Crombie Wilkinson Solicitors
Commercial underwriting topic
Commercial underwriting topic.
Tue 22 Jan 6:00 pm – 7:00 pm
Charlotte Lawson, Hiscox
CPD & Supper evening with Professor Trevor Williams
We're delighted to welcome back Professor Trevor Williams following his successful presentation in 2017 - join us for more candid and insightful views on the UK economy as Brexit looms closer.
Thu 07 Jun 7:00 pm – 10:00 pm
Professor Trevor Williams,
Commercial Catering Fires - Policy Conditions and Warranties
The presentation will cover the common causes and fire spread issues in commercial catering fires with a focus on the typical policy conditions relating to commercial kitchens and frying ranges.
Tue 15 May 6:00 pm – 7:00 pm
Dr Ian Woodward, Hawkins -Leaders in forensic investigation
AGM & Wine Tasting Evening
Come and join us at our AGM, which will be followed by a short presentation by the Yorkshire Wine School where you can enjoy wine tasting and canapés.
Tue 24 Apr 6:00 pm – 9:00 pm
This presentation is being hosted by Hiscox Insurance and will take place in their office at The Hiscox Building, Peasholme Green, York YO1 7PR
Tue 17 Apr 6:00 pm – 7:00 pm
Ciaran Morrisey, Hiscox Insurance
March, 2018 CPD event - Pool Re and terrorism cover - a dynamic risk - Tuesday 20th March, 2018
Steve will cover why the Pool Re scheme still exists and how it is changing to meet the modern threat. He will explain how to go about underwriting a risk that can’t be approached in a conventional manner and how this differs from other low probability, high severity events. The event will also cover how terrorism might further develop in the future and how Pool Re is responding to the changing nature of the threat.
Tue 20 Mar 6:00 pm – 7:00 pm
Steve Coates ACII, Pool Re
February, 2018 CPD event - Directors' & Officers'/Charity Trustees' Insurance Tuesday 27th February, 2018
Directors’ and Officers’/Charity Trustees’ liability insurance covers the cost of compensation made against an organisations directors/ officers/trustees and their managers for any actual or alleged wrongful acts. As a D&O/CTI underwriting consultant, Phil will provide an overview of the product, its place in the insurance market and discuss where claims may arise from as an introduction to this topical subject.
Tue 27 Feb 6:00 pm – 7:00 pm
Phil Duffy, Ecclesiastical Insurance