Previous events

AF 4 Study Programme Sep 17

Mon 25 Sep 9:00 am – 5:00 pm
Aviva Pomona Business Centre
- Steve Davis, Financial Adviser Academy

AF1 Study Programme

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Sheffield Hallam University - Meeting Industry

Fri 22 Sep 2:00 pm – 4:00 pm
- 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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AF7 Exam Revision Session

Thu 21 Sep – Fri 22 Sep
AMP
- Steve Davis, The Financial Adviser Academy

Two day AF7 Exam revision session **** THIS COURSE IS FULL. Spaces may become available, please contact Owen Wright for details Owen.Wright@investecwin.co.uk

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CPD - September 2017

Wed 20 Sep 8:00 am – 10:30 am
AMP
- Kevin Hopton

THIS MEETING IS NOW FULLY BOOKED. If you would still like to attend, please contact Steve Dunn at stevetibdunn@msn.com Breakfast CPD Meeting Leadership - How to succeed personally and professionally

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AF3 Revision session

Mon 18 Sep – Tue 19 Sep
AMP
- Steve Davis, The Financial Adviser Academy

Two day exam revision course for AF3 exam **** THIS COURSE IS FULL. Spaces may become available, please contact Owen Wright for details Owen.Wright@investecwin.co.uk

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Golf Day 2017

Fri 08 Sep 12:00 pm – 9:00 pm
Sitwell Golf Course

SHEFFIELD INSURANCE GOLF DAY 2017 See details page for full details and booking form

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Defined Benefit Transfer Workshop - September

Thu 07 Sep 8:30 am – 11:00 am
AMP
- Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop.

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CII Pension Transfer (AF7) one-day intensive course

Wed 06 Sep 9:00 am – 5:00 pm
Aviva Pomona Business Centre
- Steve Davis, Financial Adviser Academy

This course aims to prepare you in four key elements attracting the marks in the AF7 syllabus. THIS COURSE IS NOW FULLY BOOKED. Please contact Owen Wright on Owen.Wright@investecwin.co.uk for further details or to register your interest should places become available.

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Defined Benefit Transfer Workshop - August

Wed 02 Aug 8:30 am – 11:00 am
AMP
- Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop.

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CPD 14 July 2017

Fri 14 Jul 12:00 pm – 2:00 pm
AMP
- Alan Chandler, ITP (Specialist trainers in the Insurance Industry)

CPD Lunchtime meeting: Explaining to Clients why the change in the Discount Rate (Ogden Tables) will dramatically increase their premiums!

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Defined Benefit Transfer Workshop - July

Tue 04 Jul 8:30 am – 11:00 am
AMP
- Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop. Unfortunately this session is now fully subscribed. There is another session planned at a date to be confirmed.

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CPD - 21 June 2017 - Breakfast Meeting

Wed 21 Jun 8:00 am – 10:00 am
AMP
- Karen Locking, Evolve

Social Media Masterclass - UNFORTUNATELY, THIS EVENT HAS HAD TO BE POSTPONED. Further details will follow.

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Sheffield LII - Life & Pensions Society Anniversary Lunch

Thu 15 Jun 12:30 pm – 3:00 pm
Baldwins Omega
- Lord Mayor of Sheffield
- Keith Richards, Personal Finance Society

50th Aniversary Lunch of the Life & Pensions Society All are welcome.

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Sheffield CII: Life and Pensions Society- Advising the Elderly CPD Workshop

Wed 07 Jun 8:30 am – 11:30 am
AMP
- Simon Chalk, Age Partnerhship
- Angela Guylee, Whittington Goddard Associates
- Luiza Todd, Bespoke Training Solutions