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President's Message

I am honoured to be elected President of the Insurance Institute of Sheffield for 2024/2025.

With the help of my colleagues on the Council of our Institute we will continue to provide a wide range of CPD events for our members, whether on the general or the financial services side of our Institute, as well as sharing the CPD sessions organised by other local institutes in the North East Regional Forum. Based on recent experience most events will be delivered online, but some will be arranged on a face to face basis as we believe this is still important for members to meet and share their experiences.

We are working with the Chartered Insurance Institute and employers across our region to encourage greater participation with our CPD and social events, including our Annual Dinner in November.

If you are interested in sharing your ideas about the future of our Institute and its events I would be pleased to welcome you to join our Council Meetings as a guest. I would also welcome hearing from anyone who would consider joining the Council. We need to ensure that our Institute remains relevant to ALL of our members and we can’t do this without our members.

Previous event

In Person CPD Event: Networking - A Professional Approach

Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam. This session, presented by Nick Thomas, emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers.

Tue 23 Apr 12:30 pm – 1:30 pm

Nick Thomas, Nick Thomas & Associates

Post-budget Pension and Taxation Review

Wash-up session arranged to cover key changes to pensions and estate planning taxation announced at the budget on 30th October. Speakers include Stephen McPhillips (Dentons Pensions) and Ashley Waldron (Octopus Investments).

Fri 22 Nov 9:00 am – 11:30 am

Stephen McPhillips, Dentons Pensions