Previous events
All previous events
Trustee Investments
This webinar looks at trustee responsibilities and duties and highlights why people acting as trustees (including any professional connections – solicitors / accountants acting as trustees) should use financial advisers for investment advice and reviews. It looks at some case law and finishes up by looking at the tax treatment of the tree main types of trust – bare – interest in possession – discretionary, on the basis, if you were to give advice on trusts, you need to know what type of trust you are dealing with and how it will be taxed.
View event detailsJuly 2020 exam training
Financial Adviser Academy are offering training support via Zoom for candidates sitting AF1, AF5, AF7 and R06 . There are only 5 spaces available for each session and if you are a member of the Insurance Institute of Nottingham a subsidy of £50 will be paid on your behalf. It is a strictly first-come-first-served basis so book your place early by contacting Steve Davis steve@adviseracademy.org.uk (07785 373 127). To secure a place FAA will need your name, Email, Phone number and CII PIN. • Pre-course instructions and Zoom link will be sent upon booking and receipt of payment. • There will be approximately 1 hours’ worth of pre course work to do before each session. • Each session will have an appropriate number of comfort breaks. • Additional materials, past papers and exercises will be sent following completion of the course, plus access to the trainer for any queries right through to exam – we want you to pass!!
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M93 Commercial Property & Business Interruption - DipCII Learning Assistance - Advance Registration Required (3)
FULLY BOOKED M93 Commercial Property & Business Interruption - DipCII Learning Assistance Programme - Advance Booking Necessary.
View event detailsAnnual General Meeting 2020
Your local institute council will be holding its annual general meeting at the time and date shown. This year, with the problems brought about by the need to avoid large gatherings etc, we intend to organize a virtual meeting. 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, Helen Wilcox, by email at : helen@aips.co.uk . We run a series of CPD events, sports and social events, organize and co-ordinate the exam activity in the area as well as celebrating all of our member’s achievements at the annual dinner, which is held in January each year. We can only do all of this thanks to the great efforts of every member of council. We are always looking for new people and new ideas. Have you considered joining your local council? We have people on our council from the General Insurance and Financial Services sides of the CII, as well as representatives from the legal profession and our strength is in the diverse and committed team who work well together. If you would like to join, all you need to do is complete a nomination form and return it to Helen no later than 25th April 2020. It’s a great chance for you to bring new ideas and energy to the party!
View event details2020 5 a-side Football Tournament
We invite you to join us for our 5 a-side Football Tournament on Wednesday 29th April 2020, located at Astro-Kings, Harvey Hadden Sports Village, Nottingham NG8 4PB. The tournament will start promptly at 4pm with a buffet afterwards. Last year’s event was a great success with the winners HSKS Greenhalgh lifting the 2019 trophy, beating Brewin Dolphin in the final.
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Money Out: how to access pension pots efficiently at retirement
Due to recent events and Government advice, this event has been cancelled. We hope to reschedule this for later in the year. This valuable session will cover the options people have when looking to access their pension provision. This includes Lifetime Allowance planning and how the use of small pots can be of great benefit. It will also look at efficient income tax planning, combining tax free cash and income and what to be aware of. As well as the use of existing protection regimes and how the MPAA effects clients.
View event detailsM93 Commercial Property & Business Interruption - DipCII Learning Assistance - Advance Registration Required (2)
FULLY BOOKED M93 Commercial Property & Business Interruption - DipCII Learning Assistance Programme - Advance Booking Necessary.
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The power of capability to help grow your business
Due to recent events and Government advice, this event has been cancelled. We hope to reschedule this for later in the year. During this session you will understand how perceptions impact the relationships with our clients and how sometimes these influence the way we communications over the phone and face to face. Behind every person is a set of fantastic questions. We will explore the wide variety of different question types, identify when each question style is best used to ensure you have the right information to deliver the product or service. This Premium Credit offering to CII will help you and your teams improve knowledge, skills and mindset, with benefits to your business and staff.
View event detailsCommercial Property – SIPP and SSAS
Due to recent events and Government advice, this event has been cancelled. We hope to reschedule this for later in the year. “Direct investment into commercial property continues to prove a popular choice for clients. With the substantial tax advantages afforded to self invested pensions (SIPP and SSAS), it’s not surprising that many clients turn to their adviser and solicitor connections for help and guidance on how to achieve their property goals through use of pension monies. Every property is unique. The funding of every property purchase is unique. The solutions required by clients are therefore sometimes challenging for advisers.
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Personal Injury Claims – Where next?
Due to recent events and Government advice, this event has been cancelled. We hope to reschedule this for later in the year. This lecture looks at the background to the current market for injury claims and predicts the likely outcomes for insurers, intermediaries, claimants and the insuring public. This presentation will be of value to those involved in Motor claims, underwriting, broking or anyone wishing to widen their knowledge of a highly topical and sometimes contentious aspect of general insurance.
View event detailsM93 Commercial Property & Business Interruption - DipCII Learning Assistance - Advance Registration Required (1)
FULLY BOOKED M93 Commercial Property & Business Interruption - DipCII Learning Assistance Programme - Advance Booking Necessary.
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Council Meeting March 2020
Nottingham Insurance Institute Council meeting. If you are not a member of council and would like to attend, please contact our secretary to reserve your place helen@aips.co.uk Parking is available subject to pre-registering your vehicle.
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Tax efficient protection planning for the small business
This session is around the valuable tax benefits of relevant life and the portability considerations upon leaving service will assist in providing an understanding of this type of cover enabling advisers to engage with business owners and highlight the advantages of providing personal life protection as an employee benefit. Income protection is for many people the cornerstone of financial planning and the ability for a business owner to effect an income protection policy via their business again with a number of tax advantages which can also provide added protection for pension contributions being made by the company enables clients to protect their income up to retirement and beyond. As part of the session I will complete a comparison between personal income protection and executive income protection to highlight the benefits for business owners.
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2020 General Knowledge Quiz and Skittles!!
We wanted to make the 2020 General Quiz a bit different this year so we are having a Skittles competition too! We look forward to seeing your best team on the night! We are delighted to announce that this event is a sell out, if you didn't book on, better luck next time !
View event detailsOn V Offshore investing
This session will cover the differences between investing in onshore and offshore bonds including the taxation elements. It will look at what is appropriate for your clients, both when investing and making withdrawals.
View event detailsWhen Is A Valuation Not A Valuation
This session is relevant to any underwriters and brokers with property account portfolios and insurance professionals advising on or dealing with property damage claims.
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State Pension
The state pension is the foundation stone of retirement planning for most individuals. It has also been subject to constant adjustment, proposals and even a complete replacement in April 2016. As such, understanding the state pension is arguably more complex than ever. Going forwards there are further changes to the state pension age scheduled and even these are subject to further proposals for change! It is hardly surprising that many find the state pension very confusing and not confident when they may receive the state pension or how much this may be.
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Inheritance Tax and the Residence Nil Rate Band
By using some practical examples the session will cover the following: • The IHT allowances usually available to an estate • The IHT exemptions available (briefly) • How the RNRB is applied • The rates of RNRB and how the allowance is tapered for estates worth over £2m • The downsizing rules • Transfer of unused allowance between married couples/civil partners • Remedies that can be utilised if RNRB is not available • Traps in Will drafting • How lifetime gifts effect availability of RNRB
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Annual Dinner 2020
After the success of the 2019 dinner, we are delighted to announce that bookings are now open for the 2020 dinner will be on the 24th January 2020 at the Crowne Plaza, Wollaton Street, Nottingham.
View event detailsCyber 101: A crash course on the intersection of cybersecurity
Cyber 101: A crash course on the intersection of cyber security, data protection and cyber insurance. ‘Cyber’, and its component parts of information security and data protection, are topics of increasing concern for the insurance industry. A variety of bottlenecks are constricting market growth. Brokers are struggling to engage clients on the risk, and contending with the resultant PI & E&O exposures. Insurers are creating wildly differing products under the same title of "cyber", and contending with aggregation and silent-cyber issues, and both groups with the potential for catastrophic loss. The net result is that many businesses seeking cover and assurance are confused by the risk and available solutions.
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