Previous events
All previous events
Tax planning opportunities for business and corporate clients.
Presentation from Dave Harris of Octopus Investments on Business and Corporate Financial Planning Event Business relief is available to owners of a qualifying business, offering full reduction in the 40% rate of IHT. Whilst this is a fantastic benefit when owning and running a business, what happens when they hand over or look to sell? Understanding a business owner’s exit strategy well before the event, offers opportunities to look at ways to reduce tax during the owner’s working life and also ensure continuity of IHT after sale/handover.
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Business Protection and Corporate Planning Seminar
Breakfast seminar on Business Protection and Corporate Financial Planning Presented by Professor Tony Granger
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Directors and Officers Liability in a hard market
D&O can be a difficult class of business for clients to understand and insurers/brokers to sell (especially in the current hard market). This session looks at these issues and suggests some practical solutions
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Annual General Meeting 2024
We need you! To get down to our AGM... Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Food will be available, provided by your local institute. Book your place today. The AGM is being held at: The Mytton & Mermaid, Atcham, Shrewsbury SY5 6QG from 6pm There is a limit of 20 people in person. If more people book on then we will open this up to being online too.
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Annual Dinner 2024
Casino and Awards night! Your local institute annual dinner is being held on 23rd February 2024 at: Lion Quays Hotel and Spa - Moreton, Shropshire SY11 3EN
View event detailsLater Life Planning
With the change in demographics, and with people living longer, later-life care fees planning is now considered part of retirement planning; and likely to impact every client.
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5 Old School Broking Techniques
5 old school broking techniques which will still serve you and your customers well in a hard market in a digital world Hard markets can be difficult but they also offer great opportunities to brokers and insurers, who are well prepared.
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Lloyd's of London
There are a few last min spaces for our trip to Lloyd's of London on the 3rd November. Costs will be £30 per person for the Tour, with your travel and lunch costs in addition. We are travelling by train as our preferred method of transport; meeting at The Alchemist restaurant, EC3A 7BA for 12:00. The Tour is booked for 14:00 and will last approx. 2 hours. Please can you confirm if you would like to join us by 15:00 on Friday 27th October, so we can confirm with Lloyds.
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InsurED PFS & CII Education Conference 2023
Nottingham Insurance Institute's renowned InsurED Education Conference and Financial Planning Day is back for 2023 - and we're pleased to return to a face-to-face event.
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Bank of England Lecture - Park House Hotel, Shifnal
Bank of England Lecture - presented by Graeme Chaplin
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Webinar: FCA General Insurance - Consumer Duty and Update
The FCA has made it clear that "some firms may be further behind in their thinking and planning for the Duty. This brings a risk that they may not be ready in time, or they may struggle to embed the Duty effectively throughout their business." A recent review highlighted three key areas where firms should particularly focus their attention during the second half of the implementation period (to 31 July 2023)
View event detailsAnnual General Meeting 2023
We need you! To get down to our AGM... This is being held at Pensionlite Ltd. Denby House, Telford, Shropshire. TF3 3BD @ 6pm on Wednesday 26th April 2023. Your local institute council invites you to attend their 2023 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year.
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Webinar: Property Owners Sector Focus - Insurance Issues and Guidance
This session on Property Owners is another of our series of sessions looking at sector specific contemporary insurance related issues, and offering practical guidance for dealing with them. The session will go through: • Key risk issues • Property/BI cover issues • Liability/motor cover issues
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Introduction to Farm Insurance - 1 Hour Virtual Webinar
The farming and agriculture industry has quite a unique requirement when it comes to insurance. There is material damage, livestock, farming equipment, various degrees of liability, environmental facts, the list goes on! The purpose of this course is to get an understanding of the risks associated with this industry, and how insurance policies provide the cover
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