Previous events

(PFS) Online Revision RO3 - Personal Taxation - Two Day Course - Q4

• Fri 01 Dec – Mon 04 Dec

The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

Webinar - ESG, SRI and Your Clients - Aligning Values with Investments

• Thu 30 Nov 4:00 pm – 5:00 pm

Join us for an insightful webinar that will delve into the diverse realm of sustainable investing, shedding light on the differences between ESG and SRI strategies. This session aims to empower advisors with the knowledge to discuss their clients' values and preferences for sustainable investing. Gain insights into investment solutions and learn effective techniques for presenting them to your clients. Don't miss out on this opportunity to enhance your expertise in sustainable investment practices!

Webinar - Insurance for multi-occupancy buildings – impact of FCA review

• Tue 28 Nov 12:00 pm – 1:00 pm

This session will look how insurance for multi-occupancy buildings will be affected by the FCA Policy Statement PS23/14 Multi-occupancy building insurance Feedback to CP23/8** and final rules

NII 5 a side Football Tournament 2023

• Fri 24 Nov 6:00 pm – 10:00 pm
• Nottingham Powerleague

We are back! We are very pleased to announce that our 5 a side football tournament is back and will be held on Friday 24th November 2023. Arrival is from 5pm, with play from 6pm to 9pm, with a drink afterwards in the bar plus a chance to network. Trophies will be presented to the Winners and Runners-Up and the winning team, who shall then retain the winners shield as current champions. The Tournament is being held at the Nottingham PowerLeague, Thane Road, Nottingham NG7 2TG.

(PFS) Online Revision RO1 - Financial Services, Regulation & Ethics - Two Day Course - Q4

• Fri 03 Nov – Mon 06 Nov

The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

(PFS) Online Revision RO4 - Pensions & Retirement Planning - Two Day Course - Q3/Q4

• Fri 29 Sep – Mon 02 Oct

The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

InsurED PFS & CII Education Conference 2023

• Wed 27 Sep 8:30 am – 4:00 pm
• Village Hotel

Nottingham Insurance Institute's renowned InsurED Education Conference and Financial Planning Day is back for 2023 - and we're pleased to return to a face-to-face event.

PFS East Midlands Autumn Conference

• Tue 12 Sep 8:45 am – 3:00 pm
• Hilton East Midlands Airport
• • Karl Steadman, JUST
  • Ash Kapasi, Quilter
  • Sarb Thind, PortfolioMetrix
  • Andy Woollon, Zurich
  • Elliott Date, Fidelity

(PFS) Online Revision RO2 - Investment Principles & Risk - 2 Day Course - Q3

• Fri 08 Sep – Mon 11 Sep

The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

Fantasy Premier League 2023/24

• Fri 11 Aug – Sun 19 May

After the great success of last 3 years, we are pleased to announce that we are going to run the new Nottingham Insurance Institute Fantasy Premier League for the upcoming 2023/24 football season. So, if you see yourself as the next top manager then try our NII Fantasy Premier League 2023/24, which starts on Friday 11th August at 6.30pm.

A Night at the Dogs

• Fri 14 Jul 5:30 pm – 11:00 pm
• Nottingham Greyhound Stadium

Are you feeling lucky? Place your bets and come join us for a great night at Nottingham Greyhound Stadium, Colwick. Cost £12.00 per ticket which includes trackside admission and a virtual racecard along with pie and peas washed down with a drink. With trackside views of all the racing you will get as close to the action as is possible. Nottingham Greyhound Stadium is quite simply the home of greyhound racing in the East Midlands. The Stadium is situated just two miles from the City Centre and only one mile from Nottingham Forest FC, Notts County FC and Trent Bridge Cricket Club at Colwick Park in the same complex as the horse racecourse.

TIC Awareness Week

• Mon 19 Jun – Fri 23 Jun

We’re pleased to confirm that Insurance Charities Awareness Week (ICAW) will run from 19 to 23 June in 2023. Please make a note in your diaries and, where appropriate, let your Comms/Marketing/CSR teams know so they can schedule ICAW activity alongside any other initiatives. We’re hoping to make the campaign bigger and better than ever, so please help us spread the word by getting involved in any way you can. We’ll once again be issuing free giveaways and a digital Supporter Toolkit and would encourage you to start thinking of awareness-raising activities you could organise. Further details will be published in the coming months on our social media channels, website, and in bulletins.

(PFS) Online Revision RO4 - Two Day Course - Q2

• Fri 02 Jun – Mon 05 Jun

Dates: 2nd June & 5th June 2023 The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

SURE: a new technique to ensure clients have understood your advice

• Wed 17 May 12:30 pm – 1:30 pm
• • Jeff Heasman, Insuranceupskill.com

We naturally ask the client if there is anything they didn't understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice! That is why, in this session, Jeff Heasman will outline his SURE technique for insurance, legal and financial services professionals, based on concept checking, a method traditionally used in language teaching. Concept checking is designed to determine, with as much certainty as possible, that the client has understood the advice. Easy to apply to day-to-day interactions with clients, the SURE technique will help avoid misunderstandings now and in the future.

Annual General Meeting

• Wed 03 May 6:00 pm – 8:00 pm
• Freeths

Our local institute council will be holding its Annual General Meeting at the time and date shown (venue to be confirmed) If any member of the Nottingham Insurance Institute wishes to join the council or would like to chat with someone about what this would involve, please contact our Secretary, Olivia Whiteley email at : olivia.whiteley@russellscanlan.com We run a series of CPD events, sports and social events in the area throughout the year, as well as celebrating all of our member’s achievements at the annual dinner, which is held in January each year.

AGM Invitation

• Wed 03 May 6:00 pm – 7:30 pm
• Freeths

Your council invites you to attend the 2023 Annual General Meeting of The Nottingham Insurance Institute. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. If you feel you could make a positive contribution, it is an ideal first step to becoming involved. This year members are invited to attend either in person or virtually via Teams. If you are not currently a Council Member and would like to come along, simply let us know by using the booking link and we will do the rest. Bookings will close on the 27th April 2023 to allow us sufficient time to provide all attendees with the relevant documentation ahead of the AGM. For further details: https://cms.localinstitutes.cii.co.uk/nottingham/home/events/2023/agm-invitation/

Building Confidence & Shifting Your Emotional State

• Fri 28 Apr 12:00 pm – 1:00 pm

This Webinar comes highly recommended by other local institutes: Many people believe that their emotional state is entirely dictated by external factors over which they have no control. For example, how often do we hear people say, ‘You make me angry/happy/sad’? In the workplace many develop unconscious strategies that affect their emotional state and significantly affect their performance; typical examples include making telephone calls – particularly cold calls – and presenting or speaking in public. This empowering session shows delegates how to take control of their emotional state, shifting to the best possible state to achieve highly successful outcomes at work and at home

Cert CII - I10 Lunch Tuition

• Mon 24 Apr – Tue 25 Apr

Certificate in Insurance. Free Lunch-Time Tuition starting Wednesday 3 May. Insurance Broking Fundamentals. Subject I10. In conjunction with The Leicester Insurance Institute we are offering a very limited number of places for an on-line course in subject I10. Insurance Broking Fundamentals. The course consists of six two-hour sessions starting on Wednesday 3 May. Some additional places have become available. If this might be of interest to you, read on To obtain the Certificate of Insurance, you have to pass three subjects. You don’t need to have passed any other examination to join this course. Whilst tuition is free, either you or your employer will need to purchase the 2023 study text. You will also need to pay for the assessment (examination). Tuition is by a professional tutor, Alison Cooper of ACT1. She is highly regarded and has run a previous course for Leicester CII. The sessions are held between noon and 2pm on a Wednesday. The schedule is 3 May, 17 May, 31 May, 14 June, 28 June and 12 July. You need to commit to attending. If you would like to be considered for the course, you need to act swiftly. Please: • Obtain your manager’s approval to your attending • Compete the application form found on our web page and send it to joanne.marriott@russellscanlan.com BEFORE 5pm tomorrow afternoon. You need to be a CII member to join the course. Due to time constraints applications can only be accepted if they are received BEFORE 5pm tomorrow (25/04/23). Spaces are limited so completing the application does not guarantee a place

(PFS) Online Revision RO3 - Personal Taxation - Two Day Course - Q4

• Fri 21 Apr – Mon 24 Apr

The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

(PFS) Online Revision RO2 - Two Day Course - Q1/Q2

• Fri 31 Mar – Mon 03 Apr

The Personal Finance Society East Midlands Committee, in association with the Insurance Institutes of Leicester and Nottingham, have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.