Previous events

All previous events

Tax and Trusts Workshop - Part 1

  • Wed 11 Sep 8:30 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (day 1 of 2). ** n.b. this date has been rearranged to 10th September ** please do not book onto this date AMP Technology Centre, Brearley Room The second date for this workshop (featuring different content) is 1st October 2019 - please book onto both sessions.

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Tax and Trusts Workshop - Part 1 (amended date)

  • Tue 10 Sep 8:00 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (day 1 of 2). ** n.b. amended date ** AMP Technology Centre, Brearley Room The second date for this workshop (featuring different content) is 1st October 2019 - please book onto both sessions.

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Contingent Charging Workshop

  • Mon 09 Sep 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 **WORKSHOP NOW FULLY BOOKED** Please book onto next session on 22nd October 2019

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Fraudulent Devices- CPD Session

  • Thu 05 Sep 9:00 am – 11:00 am
  • AMP
    • Jeff Heasman PGCert CELTA, LL.B (Hons), LL.M, Jeff Heasman Training & Consulting

This thought-provoking seminar focuses on the decision of the Supreme Court in Versloot Dredging BV v HDI-Gerling Industrie Versicherung AG (The DC Merwestone) relating to fraudulent devices Join us to find out more!

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AF7 (Pension Transfer) training course: October 2019 exam

  • Thu 05 Sep – Fri 06 Sep
  • AMP
    • Steve Davis, The Financial Adviser Academy

2 day AF7 exam training preparation in association with Financial Adviser Academy - course cost £250.

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107th Annual Dinner

  • Mon 22 Jul – Mon 04 Nov
  • Royal Victoria, Crowne Plaza, Sheffield
    • Keith Richards

We'll also be presenting this year's Outstanding Contribution Awards along with a selection of raffle prizes available to raise funds for the Insurance Charities and Ashgate Hospice. This year's CII speaker will be Keith Richards, CEO and Insurance Director of PFS with a guest speak to be confirmed. As a change to usual events, we will be having a DJ for the after dinner party.

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Cyber Liability- CPD Session

  • Tue 16 Jul 12:30 pm – 1:30 pm
  • AMP
    • Dr Mark Hawksworth BSc(Hons) PhD(MSc) ACII ACILA CEng MBCS MIET MCGI FIFAA BDMA(InsTech), Sedgwick International UK

This event will focus on the evolution of cyber liability, why it is so prevalent and relevant claims case study examples. Join us to find out more!

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Snooker 2019

  • Tue 09 Jul 6:30 pm – 10:00 pm
  • Brecks Snooker Centre, Rotherham

Book your place now! Annual Snooker Tournament Tuesday 9th July 2019 Brecks Snooker Centre, Brecks Roundabout, Rotherham S65 3HZ

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Later Life Client Planning

  • Wed 03 Jul 8:30 am – 11:30 am
  • AMP
    • Suzanne Porter, Wake Smith Solicitors
    • Wes Regis, Hodge & Co
    • Jeremy Martin, Just

Presentational content on the subjects of: *Equity Release market overview *Effective use of Power of Attorney *Strategies for Long Term Care

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Defined Benefit Transfer Advice Workshop

  • Tue 18 Jun 9:00 am – 11:30 am
  • AMP
    • Gareth Davies, Scottish Widows

Defined Benefit Transfer Advice Workshop with Gareth Davies (Pensions Transfer Specialist) Scottish Widows

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Annual Charity Lunch

  • Thu 06 Jun 1:00 pm – 4:00 pm

Annual Sheffield CII: Life & Pensions Society lunch at Omega at Abbeydale restaurant, Thursday 6th June 2019 (1.00pm - 3.30pm) in support of Weston Park Cancer Charity cost £35. https://omegaatabbeydale.co.uk/

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Protection Matters Q2 CPD

  • Wed 05 Jun 8:30 am – 11:45 am
  • AMP

Speakers: Robert Betts (Legal & General) & Richard Smith (Zurich)

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Managing and Leading an Effective Team- CPD Session

  • Mon 13 May 12:30 pm – 2:30 pm
  • AMP
    • Kevin Hopton

This event will give delegates an insight into how to build and maintain a high performing team. We will look at practical tools and techniques that will drive your team to higher performance. Join us at this event to find out more!

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Business Protection Workshop

  • Wed 08 May 8:45 am – 4:00 pm
    • Robert Betts, Legal & General

Business Protection Workshop - in association with Legal & General. Hilton Hotel Sheffield Victoria Quays, Furnival Road, Sheffield S4 7YA 0114 252 5500

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Tax and Trusts Workshop (April 2019) - Part 2

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

Tax & Trusts Workshop (day 2 of 2). The first leg of this workshop is 16th April 2019 - you are advised to book onto both sessions as content is different (and complimentary) between events.

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Tax and Trusts Workshop (April 2019) - Part 1

  • Tue 16 Apr 8:30 am – 12:00 pm
  • AMP
    • Anne Slater-Brooks, Triple Point

Tax & Trusts Workshop (day 1 of 2). The second date for this workshop session is 30th April 2019 - you are advised to book onto both sessions as content is different (and complimentary) between events.

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

  • Wed 03 Apr 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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Product Recall- CPD Session

  • Mon 25 Mar 12:30 pm – 1:30 pm
  • AMP
    • Andrew Robinson ACII FCILA, Sedgwick International UK

This event will concentrate on looking at the evolution of product related covers and in particular product recall, with an emphasis on the varied nature of recall claims. Join us at this event to find out more!

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AF7 (Pension Transfer) training course: April 2019 exam

  • Thu 07 Mar – Fri 08 Mar
  • AMP
    • Steve Davis, The Financial Adviser Academy

2 day AF7 exam training preparation in association with Financial Adviser Academy - course cost £250.

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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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