Previous events

All previous events

2023 PFS-Member Autumn Conference

  • Thu 19 Oct 9:00 am – 3:45 pm
  • Royal Victoria, Crowne Plaza, Sheffield

Retirement planning and Investment-themed conference to be held held at Crowne Plaza Royal Victoria Hotel, Sheffield. 9.00am for 9.30am start, event to close at 3.45pm

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In-person Conference - Insuring the future: Modern methods of construction, the underwriting of modular buildings, and impacts on claims

  • Thu 12 Oct 9:30 am – 4:00 pm
  • Wetherby Racecourse
    • Dave Hill, Corroventa
    • Kerry Smith, McLarens
    • James Clarke, Hawkins
    • Jack Corden, Davis French & Associates
    • Colin Kite, Polygon

Join us for our annual in-person conference, organised by the insurance institutes of the North-East. Industry experts come together to explore modern methods of construction in an interactive case-study based format.

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CPD Webinar - Impact of FCA Review on Insurance for Multi-Occupancy Buildings

  • Wed 04 Oct 3:30 pm – 4:30 pm
    • Diane Jenkins BA (Hons), ACII, Chartered Insurance Broker, Nick Thomas & Associates
    • Nick Thomas, Nick Thomas & Associates

This session will look at how insurance for multi-occupancy buildings will be affected by the FCA consultation Sept 2022 (CP23/8: multi-occupancy building insurance) and Multi-Occupancy Buildings Insurance Broker Remuneration report April 2023.

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Webinar: Inflation Goes High, We Go Low

  • Tue 03 Oct 12:00 pm – 1:00 pm
    • Simoney Kyriakou

Are you in charge of the UK economy? Do you work for the Bank of England? If the answers to these are 'no', then you may be forgiven for thinking there's not much you can do about inflation. But financial advice professionals are very much at the front line when it comes to helping clients navigate what inflation means for them and their finances.

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Women in Finance Event

  • Thu 28 Sep 3:30 pm – 5:00 pm
  • Blend Kitchen

Join us for an inspiring and interactive afternoon drinking tea and coffee, enjoying some cakes and hearing from our panellists on all things about career in the industry. Proceed to our event page to find more about this event and our speakers.

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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.

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CPD Webinar - Insuring Intangible Assets

  • Tue 26 Sep 1:15 pm – 2:15 pm
    • Diane Jenkins BA (Hons), ACII, Chartered Insurance Broker, Nick Thomas & Associates
    • Nick Thomas, Nick Thomas & Associates

In the modern business world, many businesses have valuable but non-tangible assets such as cryptocurrency, fungible tokens, reputation, data, human capital and intellectual property etc. Purchasing adequate insurance for such assets can be difficult. This session looks at the main types of intangible assets and the current insurance position for these types of assets.

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Golf Day 2023

  • Fri 22 Sep 9:00 am – 5:00 pm
  • Sitwell Golf Course

Our Annual Golf Day is an event open to anyone working in, with or around the insurance industry of South Yorkshire or is a member of the CII. As in previous years, there will be two competitions in the one event: an Open Event, available to all players and a Closed Event, only available to players with a formal recognised handicap. For further information, please click on book now, visit our website (https://www.localinstitutes.cii.co.uk/sheffield/home/) or contact our Sports & Social secretary Alan Sensicall (alan@adsfp.co.uk).

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CPD Webinar: Motor Fleet Insurance

  • Wed 02 Aug 1:00 pm – 2:00 pm
    • Alan Chandler, Alan Chandler Training

This one-hour webinar provided by Alan Chandler, aims to help broking and insurer staff to learn and refresh their knowledge around motor fleet insurance. Please visit the event page for further details.

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CPD Webinar: Financial Awareness for Account Executives and Account Handlers

  • Wed 19 Jul 1:00 pm – 2:00 pm
    • Alan Chandler, Alan Chandler Training

This one-hour webinar provided by Alan Chandler, will provides a plain English overview for account executives and handlers on how to understand clients’ accounts and how an accountants figures differ from what insurers need.

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CPD Event - Creating and Claiming Value in Negotiations

  • Wed 07 Jun 12:00 pm – 1:00 pm
  • AMP
    • Jeff Heasman, MABP, LL.B (Hons), LL.M

This event, presented by Jeff Heasman, MABP, LL.B (Hons), LL.M, focuses on how to create and claim value in a negotiation. A critical skill in a hard market. Please see the event page for further details.

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Webinar: Rest, Recovery, Recharge - Ready for Productivity

  • Tue 30 May 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

The well-known phrase “I`ll sleep when I die” is old school. The number of hours worked DOES NOT correlate with performance. This session addresses the WHY, WHAT and HOW to rest, recover and recharge, so that you are ready to achieve!

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Webinar: Exploring Inclusion and Diversity - Considering Socio-economic background and creating inclusive environments

  • Wed 24 May 12:00 pm – 1:00 pm
    • Rose Sellman-Leava, Inclusive Futures CIC
    • Jess Woodsford, Inclusive Futures CIC

Despite not being one of the 9 protected characteristics under the Equality Act, people from lower socio-economic backgrounds experience bias, discrimination and significant inequality of opportunity.

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Webinar: Building barriers to burnout and bridges to brilliance

  • Tue 16 May 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

Would you feed your Ferrari frogs? If the answer is a big fat “NO” then this course is for you. If you want to fuel your body for physical health, it is vital that you understand and apply the contents of this course.

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CPD Webinar: CII Examination Techniques - General Insurance (Diploma Level)

  • Tue 02 May 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

Limited Spaces Available! This one-hour webinar provided by Alan Chandler, who has been both tutor and examiner for many different CII subjects, will provide a general overview of the techniques and will aid all those who are taking CII diploma examinations. This interactive course will deal with how to impress the examiner, looking at the different examination terminology and what the examiner expects when they use key phrases. The webinar will explore referencing, word-count and what is the best combination of diploma subjects for you.

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Webinar: Food for Mood

  • Tue 02 May 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

Although your brain is only 2% of your body weight, it consumes 20% of the calories you eat. So, why on earth when we think about nutrition are we often lead to focus on body image? Fuel your mind, and mental strength you will find!

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Webinar: Working From Home & Hybrid… Without Forgetting Health & Happiness

  • Tue 18 Apr 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

WFH&H…WFH&H...! Gain a greater awareness of the health habits that hinder and help your productivity when WFH&H. We'll explore nutrition, movement, sleep, positive noise, & productivity winners, whilst linking these to your individual world.

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March 2023 Budget Debrief

  • Tue 18 Apr 8:45 am – 10:00 am
  • Aston Hall Hotel, Sheffield

In-person seminar featuring presentational content from Gareth Davies of Scottish Widows. This session covers a range of current pensions hot topics, from the latest 2023 budget pension changes, views on potential pension tax relief reform and any possible drivers for change to the state pension, and finally the latest Pensions Freedoms statistics and FCA Thematic Review of the retirement income market.

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CPD Webinar: Contractors (Construction) Insurance

  • Wed 05 Apr 12:00 pm – 1:00 pm
    • Alan Chandler, Alan Chandler Training

This one-hour webinar provided by Alan Chandler, one of the most popular presenters in the UK, will look at the main insurance needs of a contractor. The webinar will include looking at contract works cover, understanding contractor liability cover including non-negligence cover, understanding the Business Interruption cover including understanding how to add fines and damages to the contractors' policy and why current limits of indemnity are often not sufficient.

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Update on Markets (with J.P. Morgan), SIPP & SASS Due Diligence (Dentons)

  • Wed 15 Mar 8:45 am – 11:00 am
  • Aston Hall Hotel, Sheffield

In-person seminar featuring presentational content from Hugh Gimber of J.P. Morgan and Stephen McPhilips of Dentons the session will review the factors influencing the investment returns achieved in 2022, and outlook for 2023. After key court cases following provider failures a review of the SIPP and SSAS landscape will identify main issues and identify due diligence considerations.

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