Previous events

All previous events

Defined Benefit Transfer Advice CPD Session

  • Fri 26 Jan 8:30 am – 11:00 am
  • AMP
    • Gareth Davies, Scottish Widows

Defined Benefit Transfer Advice CPD Session

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GDRP CPD Evening Meeting

  • Wed 24 Jan – Fri 19 Jan
  • Sheffield Hallam University
    • John Habergham, Myton Law

How will your business be affected by GDRP?

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Post Budget Review of Retirement Advice & Planning Landscape

  • Tue 28 Nov 8:30 am – 11:30 am
  • AMP

This will cover Multi asset structure suitability, product provider due diligence and post-budget review, assessing the DB transfer advice landscape.

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November CPD

  • Mon 27 Nov 12:00 pm – 1:45 pm
  • AMP
    • John Habregham, Myton Law

Insurance Act recap, recent issues and practical outcomes since the Act cam into force.

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105th Annual Dinner

  • Thu 09 Nov 6:45 pm – 11:55 pm
  • Baldwins Omega

Bookings now been taken for this year's dinner, the last to be held at Baldwins Omega. The dinner always sells out so book early to secure your place. Contact Simon Hall or David Biggs - Dinner Secretaires on 0114 268 4606 or email simon.hall@ifmins.co.uk

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Sheffield Beer & Cider Festival

  • Thu 19 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 (Including two beers sponsored by us)! There is food available. Meet directly inside The Kelham Island Museum from 7.00pm onwards The cost is £2.00 for a glass, 50p for a programme or free entry for CAMRA members on production of a membership card For further details see the Festival website at http://www.sheffieldcamra.org.uk/festival/

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Business Protection Workshop

  • Wed 18 Oct 9:00 am – 4:00 pm
  • Royal Victoria, Crowne Plaza, Sheffield
    • Robert Betts, Legal & General

Business Protection Workshop THIS COURSE IS NOW FULL. Please email Owen.Wright@investecwin.co.uk to register interest in case a space becomes available.

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Great Big Pub Quiz 2017

  • Thu 05 Oct 6:00 pm – 9:00 pm
  • The Bankers Draft (Wetherspoons)

THE GREAT BIG PUB QUIZ 2017 This is a fun night and always enjoyable!

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AF5 Revision Day

  • Thu 28 Sep 9:00 am – 5:00 pm
  • Aviva Pomona Business Centre
    • Steve Davis, The Financial Adviser Academy

CII Financial Planning Process (AF5) Study Day - October 2017 Exam

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North East Institutes' Seminar: The Challenges Ahead

  • Wed 27 Sep 12:30 pm – 4:45 pm
  • The Carriageworks

The insurance institutes of the North East Region present their annual half-day technical seminar, providing comprehensive and engaging CPD sessions plus networking opportunities.

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Retirement & Investment Conference

  • Wed 27 Sep 9:00 am – 4:00 pm
  • Royal Victoria, Crowne Plaza, Sheffield

With presentations by, among others, Investec, Jupiter, M&G, Newton, Schroders, The Pension Partnership, Royal London and Utmost.

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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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