Previous events

All previous events

R08 Revision Day 08.08

  • Tue 08 Aug 9:30 am – 4:00 pm
  • Astute Pensions

We are pleased to announce that booking for the R08 CII Pensions Update Programme revision course is now open.

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Final Salary Pension Transfers 05.07

  • Wed 05 Jul 9:30 am – 4:00 pm
  • Astute Pensions
    • Tom Ryan APFS, Astute Pensions

Defined Benefit Transfers course: what to look for and include in research and Suitability Reports.

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R04 Revision Day 04.07

  • Tue 04 Jul 9:30 am – 4:00 pm
  • Astute Pensions

We are pleased to announce that booking for the R04 CII Pensions and retirement planning revision course is now open.

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DB Transfers: what to look for and include in research and Suitability Reports 15.06

  • Thu 15 Jun 9:30 am – 4:00 pm
  • Astute Pensions
    • Tom Ryan APFS, Astute Pensions

This course is now fully booked, see other upcoming dates for available places on the new Defined Benefit Transfers course.

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Final Salary Pension Transfers 12.06

  • Mon 12 Jun 9:30 am – 4:00 pm
  • Astute Pensions
    • Tom Ryan APFS, Astute Pensions

This course is now fully booked. Defined Benefit Transfers course: what to look for and include in research and Suitability Reports.

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R08 Revision Day 06.06

  • Tue 06 Jun 9:30 am – 4:00 pm
  • Astute Pensions

We are pleased to announce that booking for the R08 CII Pensions Update Programme revision course is now open.

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Defined Benefit Transfer Advice Workshop

  • Thu 25 May 9:00 am – 11:30 am
  • St Catherines Hospice
    • Martin, Old Mutual Wealth

This workshop is aimed at those actively involved in providing Defined Benefit Transfer Advice and is intended to be fully interactive.

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R04 Revision Day 09.05

  • Tue 09 May 9:30 am – 4:00 pm
  • Astute Pensions

We are pleased to announce that booking for the R04 CII Pensions and retirement planning revision course is now open.

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IIPB Annual General Meeting 2017

  • Thu 20 Apr 5:30 pm – 7:00 pm
  • The Holiday Inn

Your council invites you to attend the 2017 Annual General Meeting of The Insurance Institute of Preston & Blackpool. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members.

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DB Transfers: what to look for and include in research and Suitability Reports 13.04

  • Thu 13 Apr 9:30 am – 4:00 pm
  • Astute Pensions
    • Tom Ryan APFS, Astute Pensions

This course is now fully booked, see other upcoming dates for available places on the new Defined Benefit Transfers course.

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R08 Revision Day 04.04

  • Tue 04 Apr 9:30 am – 4:00 pm
  • Astute Pensions

We are pleased to announce that booking for the R08 CII Pensions Update Programme revision course is now open.

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AF5 Revision Day 28.03

  • Tue 28 Mar 9:30 am – 4:00 pm
  • Astute Pensions

The AF5 Financial planning process revision course is now open.

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Dealing with Conflict in the Workplace

  • Thu 16 Mar – Thu 16 Mar
  • UCLAN, Foster Buildings
    • Helen Darbyshire, Harrison-Drury Solicitors
    • Roger Spemce, Harrison-Drury Solicitors

An employment law update with Helen Darbyshire and Roger Spence from Harrison-Drury Solicitors

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AF3 Revision Day 09.03

  • Thu 09 Mar 9:30 am – 4:00 pm
  • Astute Pensions

The AF3 Pension planning revision course is now open.

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R04 Revision Day 02.03

  • Thu 02 Mar 9:30 am – 4:00 pm
  • Astute Pensions

We are pleased to announce that booking for the R04 CII Pensions and retirement planning revision course is now open.

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Business Continuity and Succession

  • Thu 16 Feb – Thu 16 Feb
  • UCLAN, Foster Buildings
    • Nathan Douse, Aegon

Presentation from Nathan Douse - Protection Development Manager at Aegon

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R08 Revision Day 14.02

  • Tue 14 Feb 9:30 am – 4:00 pm
  • Astute Pensions

We are pleased to announce that booking for the R08 CII Pensions Update Programme revision course is now open.

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Drive Change and Enhance Personal Performance

  • Wed 18 Jan 9:00 am – 1:30 pm
  • Samlesbury Hotel J31 on M6
    • Simon Clarkson, Thinkworks

This is a joint event with the Insurance Institute of Blackburn and Burnley. Presentation by Simon Clarkson from Thinkworks.

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R04 Revision Day 10.01

  • Tue 10 Jan 9:30 am – 4:00 pm
  • Astute Pensions

We are pleased to announce that booking for the R04 CII Pensions and retirement planning revision course is now open.

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R04 Revision Day 06.12

  • Tue 06 Dec 9:30 am – 4:00 pm
  • Astute Pensions

We are pleased to announce that booking for the R04 CII Pensions and retirement planning revision course is now open.

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