Previous events
All previous events
Annual Charity Lunch
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
Speakers: Robert Betts (Legal & General) & Richard Smith (Zurich)
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Managing and Leading an Effective Team- CPD Session
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
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
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.
View event detailsTax and Trusts Workshop (April 2019) - Part 1
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
AF5 (Financial Planning Process) Exam Study Day
View event detailsProduct Recall- CPD Session
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
2 day AF7 exam training preparation in association with Financial Adviser Academy - course cost £250.
View event detailsTax and Trusts Workshop (day 2 of 2)
Tax & Trusts Workshop (day 2 of 2). The earlier date for this workshop session is 12th February 2019.
View event detailsAnnual General Meeting 2019
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.
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Tax and Trusts Workshop (day 1 of 2)
Tax & Trusts Workshop (day 1 of 2). Second date for this workshop session is 6th March 2019
View event detailsRetirement Planning Q1 2019 CPD
Speakers: Gareth Davies (Scottish Widows) DB transfer landscape update post FCA PS18/20 Stephen McPhillips (Dentons) Planning opportunities for Small Self Administered Schemes (SSAS).
View event detailsReserving Liability Claims Practices
This lunchtime event will explore how to establish and maintain adequate and consistent reserves to inform future underwriting considerations and ensure insurers and businesses have sufficient funds to meet their liabilities.
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Lifetime Allowance recap and Pension Transfer Advice review
Refresher on use of Lifetime Allowance: Martin Clubbs, Old Mutual Wealth Introduction to PS18/20 "Improving the Quality of Pension Transfer Advice" and Q&A: Mark Goold, Financial Conduct Authority
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Vicarious Liability- CPD Session
Vicarious liability is the concept by which a company can be held responsible for the actions of its employees. Recent cases have expanded the remit of vicarious liability on employers. Join us at the event to find out more from David Williams- Partner at DAC Beachcroft Claims Ltd.
View event detailsBusiness Protection Workshop (November 2018)
Business Protection Workshop - in association with Legal & General. Holiday Inn Royal Victoria
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106th Annual Dinner
We'll also be presenting this year's Young Achiever's Awards along with a selection of raffle prizes available to raise funds for the Insurance Charities. Impressionist Kevin Connelly of TV’s Dead Ringer fame will be this year’s speaker.
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Great Big Pub Quiz 2018
THE GREAT BIG PUB QUIZ 2017 This event is now fully booked.
View event detailsDefined Benefit Transfer (FCA CP17/16) Workshop - October 2018
Defined Benefit Transfer Workshop.
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