Previous events

All previous events

Tax and Trusts Workshop (day 2 of 2)

  • Wed 06 Mar 8:30 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (day 2 of 2). The earlier date for this workshop session is 12th February 2019.

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Annual General Meeting 2019

  • Mon 04 Mar 6:00 pm – 8:00 pm
  • AMP

This is your opportunity to make your voice heard and help to shape your institute. Please make every effort to attend this important meeting. Nominations to join Council are invited! The Presidents AGM Letter, Agenda and Nomination to Council form are available on the details page.

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Tax and Trusts Workshop (day 1 of 2)

  • Tue 12 Feb 9:00 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (day 1 of 2). Second date for this workshop session is 6th March 2019

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Retirement Planning Q1 2019 CPD

  • Tue 22 Jan 8:30 am – 11:30 am
  • AMP

Speakers: Gareth Davies (Scottish Widows) DB transfer landscape update post FCA PS18/20 Stephen McPhillips (Dentons) Planning opportunities for Small Self Administered Schemes (SSAS).

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Reserving Liability Claims Practices

  • Mon 21 Jan 12:30 pm – 1:45 pm
  • AMP
    • Maggie Nightingale ACII, Crawford Casualty

This lunchtime event will explore how to establish and maintain adequate and consistent reserves to inform future underwriting considerations and ensure insurers and businesses have sufficient funds to meet their liabilities.

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Lifetime Allowance recap and Pension Transfer Advice review

  • Wed 12 Dec 8:30 am – 11:30 am
  • AMP
    • Martin Clubbs, Old Mutual Wealth
    • Mark Goold, Financial Conduct Authority

Refresher on use of Lifetime Allowance: Martin Clubbs, Old Mutual Wealth Introduction to PS18/20 "Improving the Quality of Pension Transfer Advice" and Q&A: Mark Goold, Financial Conduct Authority

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Vicarious Liability- CPD Session

  • Mon 26 Nov 12:30 pm – 1:30 pm
  • AMP
    • David Williams, DAC Beachcroft Claims Ltd

Vicarious liability is the concept by which a company can be held responsible for the actions of its employees. Recent cases have expanded the remit of vicarious liability on employers. Join us at the event to find out more from David Williams- Partner at DAC Beachcroft Claims Ltd.

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Business Protection Workshop (November 2018)

  • Wed 21 Nov 8:45 am – 4:00 pm
  • Royal Victoria, Crowne Plaza, Sheffield
    • Robert Betts, Legal & General

Business Protection Workshop - in association with Legal & General. Holiday Inn Royal Victoria

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106th Annual Dinner

  • Thu 08 Nov – Fri 09 Nov
  • Royal Victoria, Crowne Plaza, Sheffield
    • Kevin Connelly

We'll also be presenting this year's Young Achiever's Awards along with a selection of raffle prizes available to raise funds for the Insurance Charities. Impressionist Kevin Connelly of TV’s Dead Ringer fame will be this year’s speaker.

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Great Big Pub Quiz 2018

  • Thu 18 Oct 6:00 pm – 10:00 pm
  • The Bankers Draft (Wetherspoons)

THE GREAT BIG PUB QUIZ 2017 This event is now fully booked.

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Defined Benefit Transfer (FCA CP17/16) Workshop - October 2018

  • Thu 18 Oct 8:30 am – 11:00 am
  • AMP
    • Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop.

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Insurance Distribution Directive

  • Mon 15 Oct 12:30 pm – 1:45 pm
  • AMP
    • Alan Chandler

The IDD will have great impact on all general insurance staff and includes the need to have compulsory training of 15 hours a year for all general insurance staff. Join us at the event to find out more from Alan Chandler, Chartered Insurer.

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Sheffield Beer & Cider Festival

  • Thu 11 Oct 6:00 pm – 10:00 pm

Sheffield Beer and Cider Festival Join us at the festival for the chance to taste from a range of 200 beers from over 70 breweries which include two beers sponsored by us!

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AF5 (Financial Planning Process) Exam Training

  • Tue 02 Oct 9:00 am – 4:30 pm
  • Aviva Pomona Business Centre
    • Steve Davis, The Financial Adviser Academy

AF5 (Financial Planning Process) Exam Study Day

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Sheffield Hallam University - Meeting Industry

  • Fri 28 Sep 1:00 pm – 3:30 pm
  • Sheffield Hallam University
    • Various speakers from Insurance, Financial Services and CII

An opportunity to meet the students on the Finance, Investment, Economics & Business, and Accountancy courses.

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Golf Day 2018

  • Fri 28 Sep 12:00 pm – 9:00 pm
  • Sitwell Golf Course

SHEFFIELD INSURANCE GOLF DAY 2018 See details page for full details and booking form

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Bringing in Business from Clients & Prospects

  • Thu 27 Sep 8:30 am – 1:00 pm
  • AMP
    • Kevin Hopton

CPD Morning Meeting -Thursday 27th September 2018 Bringing in Business from Clients & Prospects Presented by: Kevin Hopton

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Retirement & Investment Conference

  • Thu 20 Sep 8:00 am – 8:00 am
  • Royal Victoria, Crowne Plaza, Sheffield

Retirement & Investment-themed conference

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Defined Benefit Transfer (FCA CP17/16) Workshop - September 2018

  • Tue 11 Sep 8:30 am – 11:00 am
  • AMP
    • Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop.

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