Previous events

All previous events

Webinar- How to correctly advise policyholders on the Policy coverage gaps caused by the Covid-19 lockdown

  • Mon 04 May 11:00 am – 12:00 pm
    • Alan Chandler, Alan Chandler Training

Alan Chandler, who has recently delivered the very well received BI and Covid-19 will be providing this webinar on the essential things a brokers must take into account when advising clients. The Covid-19 lockdown has created far more gaps in covers than most brokers realise, and this webinar takes a look at where these coverage gaps arise and how best to advise your clients on these issues. Important Information: The link will be sent to your email address supplied at the time of the booking. PLEASE DO NOT share this with anyone else.

View event details

Business Protection Workshop (April 2020)

  • Tue 21 Apr 9:00 am – 4:00 pm
  • Royal Victoria, Crowne Plaza, Sheffield
    • Robert Betts, Legal & General

**This event now postponed** Business Protection Workshop - in association with Legal & General.

View event details

Back by popular demand!- Webinar- Does my Business Interruption policy cover Covid-19?

  • Thu 09 Apr 10:15 am – 11:15 am
    • Alan Chandler, Alan Chandler Training

Alan Chandler, who is one of the most popular insurance speakers in the UK, will be presenting a thirty minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid -19 ?'. The presentation will be in a webinar format where delegates will be able to type in their questions for Alan as they go. The actual presentation will last for no more than thirty minutes and for those that want to debate this issue in more depth there will be a further thirty minute Q&A. Once registered you will be sent a link, no later than 48 hours before the event start time- click on this and at the allotted time Alan will start speaking and you will see his slides, you can type in questions you have after the presentation. You can view it from anywhere so it will not matter if you are working from home or office. Important Information: The link will be sent to your email address supplied at the time of the booking. PLEASE DO NOT share this with anyone else.

View event details

Webinar- Does my Business Interruption policy cover Covid-19?

  • Tue 07 Apr 1:00 pm – 2:00 pm
    • Alan Chandler, Alan Chandler Training

Alan Chandler, who is one of the most popular insurance speakers in the UK, will be presenting a thirty minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid -19 ?'. The presentation will be in a webinar format where delegates will be able to type in their questions for Alan as they go. The actual presentation will last for no more than thirty minutes and for those that want to debate this issue in more depth there will be a further thirty minute Q&A. Once registered you will be sent a link, no later than 48 hours before the event start time- click on this and at the allotted time Alan will start speaking and you will see his slides, you can type in questions you have after the presentation. You can view it from anywhere so it will not matter if you are working from home or office. Important Information: The link will be sent to your email address supplied at the time of the booking. PLEASE DO NOT share this with anyone else.

View event details

Life & Pensions Q1 2020 (March) CPD

  • Tue 24 Mar 8:30 am – 11:30 am
  • AMP

**This event has been postponed ** Speakers: Cathy Russell (Canada Life) & Eddie Barstow (BMO)

View event details

AF7 (Pension Transfer) training course: April 2020 Exam

  • Tue 10 Mar – Wed 11 Mar
  • AMP
    • Steve Davis, The Financial Adviser Academy

** This course has now been withdrawn **

View event details

Annual General Meeting 2020

  • Mon 02 Mar 5:30 pm – 7:30 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.

View event details

An Insight Into Professional Negligence Claims

  • Thu 27 Feb 12:30 pm – 1:30 pm
  • AMP
    • Jonathan Watmough, Keystone Law

This lunchtime event will explain how negligence claims have become part and parcel of professional life, including how claims arise and the steps that can be taken to mitigate them.

View event details

Life & Pensions Q1 2020 (Feb) CPD

  • Thu 20 Feb 8:30 am – 11:00 am
  • AMP

Speakers: James Cannon (Regional Sales Manager, Embark Pensions) & Bernie Sporton (Senior Business Development Manager, Foresight Group)

View event details

Know Your Limits! - Pension fund contributions and allowances workshop

  • Tue 03 Dec 8:30 am – 10:15 am
  • AMP
    • Gareth Davies, Scottish Widows

Pension fund contributions and allowances workshop with Gareth Davies (Pensions Transfer Specialist) Scottish Widows

View event details

Tax and Trusts Workshop - Part 2 (amended date)

  • Fri 15 Nov 8:00 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (second part). AMP Technology Centre, Brearley Room

View event details

Lifetime Allowance, Annual Allowance & tax efficient investment

  • Wed 30 Oct 8:30 am – 11:30 am
  • AMP
    • Sally Boyle, Octopus Investments
    • Fiona Hanrahan, Royal London

Seminar covering the following topics: 1, Lifetime Allowance and Annual Allowance usage and management 2, Tax efficient investment options

View event details

Contingent Charging Workshop (extra date)

  • Tue 22 Oct 8:30 am – 11:00 am
  • AMP
    • Gareth Davies, Scottish Widows

Workshop to discuss the Impact of the FCA Pension Transfer Advice: Contingent charging and other proposed changes consultation paper CP19/25 Facilitator: Gareth Davies (Pensions Transfer Specialist) Scottish Widows **NB will contain the same content as workshop of 9th September 2019**

View event details

Sheffield Beer & Cider Festival 2019

  • Thu 17 Oct 6:00 pm – 10:00 pm
  • Kelham Island Museum

Come and join us at the Steel City 45 Sheffield Beer and Cider Festival 2019!

View event details

Tax and Trusts Workshop - Part 2

  • Tue 01 Oct 8:30 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (day 2 of 2). AMP Technology Centre, Brearley Room The first date for this workshop (featuring different content) is 11th September 2019 - please ensure to book onto both sessions.

View event details

AF5 (Financial Planning Process) training course - October 2019 exam

  • Fri 27 Sep 9:00 am – 4:30 pm
  • AMP
    • Steve Davis, The Financial Adviser Academy

AF5 (Financial Planning Process) Exam Study Day

View event details

2019 Autumn Conference

  • Thu 26 Sep 8:30 am – 3:30 pm
  • Royal Victoria, Crowne Plaza, Sheffield

Retirement & Investment-themed conference.

View event details

'Fire and Fury' - when disaster strikes have you really got it all covered? North East Institutes Seminar 2019

  • Tue 24 Sep 10:30 am – 3:00 pm
  • Wetherby Racecourse

The 2019 North East Local Institutes Seminar looks at a real-life scenario, with contributions from experts on Liability, Business Interruption, Key Man Protection, HSE Investigation, Material Damage and more. BOOK NOW

View event details

Golf Day 2019

  • Thu 19 Sep 12:00 pm – 9:00 pm
  • Sitwell Golf Course

SHEFFIELD INSURANCE GOLF DAY 2019 See details page for full details and booking form

View event details

AF1 (Pension Tax & Trust Planning) training course: October 2019 exam

  • Thu 19 Sep – Fri 20 Sep
  • AMP
    • Steve Davis, The Financial Adviser Academy

**Training Course Postponed ** 2 day AF1 exam training preparation in association with Financial Adviser Academy - course cost £250.

View event details