Previous events
All previous events
AF1 (Personal Tax & Trust Planning) - Online Training Course
AF1 (Personal Tax & Trust Planning) - online exam training Course held via Zoom over 4 half days (mornings) 9.30am - 1.00pm 6-9th September 2021 **PLACES ARE LIMITED ON THIS COURSE
View event detailsCPD Webinar - An Overview of the Motor Trade Insurance
This webinar, delivered by Alan Chandler, one of the most popular insurance presenters in the UK, will provide an overview of the main covers for a Motor Trader and where brokers make mistakes when setting up covers.
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Charity Lunch - 29th July 2021
Annual Sheffield CII: Life & Pensions Society lunch at Omega at Abbeydale restaurant, Thursday 29th July 2021 (1.00pm - 4.00pm) cost £35 per person https://omegaatabbeydale.co.uk/
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CPD Event - Fraud and Insurance Law
This event, delivered by John Habergham, the Co-Founder and Director from Myton Law, will explore the fraud in both common law and insurance law, its relevance in Consumer Insurance (Disclosure and Representations) Act 2012 and Insurance Act 2015, the fraud in obtaining a policy and making a claim and its impact on brokers.
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Live Webinar - A Focus on Sustainable Investing - Navigating the Green Maze
***Event postponed*** Live webinar hosted by Louie French, Portfolio Manager - Tilney Sustainable Fund.
View event detailsLive Webinar - Fund Selection at Drawdown - Risk Profiling for Income
Live webinar - hosted by Andrew Morris of Canada Life
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Cert CII Fast Track Remote Learning Programme
The Insurance Institute of York, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 11 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.
View event detailsLive Webinar - Business Protection Workshop (June)
Live webinar - hosted by Robert Betts and Stuart Halliwell of Legal & General The session will provide an update on the fundamentals of Business Protection Insurance, n.b. places on this session are strictly limited. **n.b. this session is the same as the 19th May event**
View event detailsCPD Webinar - A Plain English Overview of Contractors' Insurance
This webinar will look at the main insurance needs of a contractor including looking at the contract works cover, understanding contractor liability cover and understanding the business interruption cover etc.
View event detailsLive Webinar - Finalised Guidance (FG 21-3) for Defined Benefit Pension Transfer Advice
Live webinar - hosted by Gareth Davies of Scottish Widows Reviewing the FCA's finalised guidance (FG 21-3) on Defined Benefit Pension Transfer Advice
View event detailsLive Webinar - Advising on Tax Advantaged products: EIS, VCT and Business Relief - post 2021 Budget
Live webinar - hosted by Karen Sullivan of Puma Investments During the session we will lead into some key planning opportunities for financial professionals helping their clients build investment portfolios beyond pensions. The case studies included will give a snapshot of what can be explored when considering efficient tax planning suitable to meet clients’ objectives – utilising Enterprise Investment Schemes, Venture Capital Trusts and Business Relief qualifying investments.
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CPD Webinar - Leading Change: Bringing Your People with You
85% of executives cite change as critical to business success in these disruptive times. Yet all too often it is seen as a threat. If change is so important, why are people afraid of it? What is stopping them adopting an innovative and growth mindset? This webinar will look at how to utilise the power of incremental and corroborative change.
View event detailsLive Webinar - Business Protection Workshop
Live webinar - hosted by Robert Betts and Stuart Halliwell of Legal & General The session will provide an update on the fundamentals of Business Protection Insurance, n.b. places on this session are strictly limited. **Event fully booked - further event on 17th June 2021**
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CPD Webinar - Mindset and the Neuroscience of Leadership
Gain insight and renewed motivation to act. This webinar will explore the factors that operate at a subconscious level and determine our performance without us even realising.
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CPD Workshop - Cognitive Bias, Inclusion and Diversity
A bat and ball cost £1.10. The ball costs £1 more than the bat. How much does the bat cost? Would you like to find out more about how cognitive bias, inclusion and diversity affect us?
View event detailsLive Webinar - Relevant Life Plan & Executive Income Protection
Live webinar - hosted by Robert Betts of Legal & General The session is designed to give insight into the how Relevant Life products work, their tax position and how these could fit within an holistic advice process.
View event detailsLive Webinar - Initiating the ESG Conversation
Live webinar - hosted by Technical Director David Lane and Head of Sustainable Investing Phoebe Stone, both of LGT Vestra
View event detailsCPD Webinar - How Liability can Arise in Tort
This webinar will explore how the law of tort applies to the insurance covers being sold and how the customers could be sued in each one of these torts,
View event detailsLive Webinar - Review of Investment Markets, Outlook & Q&A
Live webinar - hosted by John Wyn-Evans of Investec Wealth & Investment In this presentation John Wyn-Evans will highlight recent performance of markets during 2021 and provide a view of future direction. Questions are invited ahead of the session. Wayne Harding of IW&I will also provide a brief service update
View event detailsLive Webinar - All you need to know about the Trust Registration Service and 5MLD
Live webinar - hosted by Anne Slater-Brooks of Triplepoint Consulting and Kevin Raferty of QB Partners In this presentation Anne Slater-Brooks will outline the key points of the Trust Registration Service and the obligations of trustees following the implementation of the 5th Money Laundering Directive (5MLD) through case studies and real-world examples Kevin Raferty will identify the planning and advice opportunities created by 5MLD and the Trust Registration Service.
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