Previous events

This month

Annual Golf Day - Sitwell Park, 12th September 2025

  • Fri 12 Sep 10:30 am – 5:30 pm
  • Sitwell Golf Course

Our Annual Golf Day is an event open to anyone working in, with or around the insurance and personal finance professions of South Yorkshire or is a member of the CII/PFS. As in previous years, there will be two competitions in the one event: An Open Event, available to all players and a Closed Event, only available to players with a formal recognised handicap.

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IHT Planning, Succession Planning and Retirement Advice CPD event

  • Thu 11 Sep 8:30 am – 12:00 pm
  • Royal Victoria, Crowne Plaza, Sheffield
    • Les Cameron, M&G Prudential
    • Richard Parkin, BNY Mellon
    • David Lane, LGT Wealth Management
    • Thomas Wainman, Irwin Mitchell Solicitors

THIS EVENT HAS BEEN CANCELLED

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CPD Webinar: The Law of Tort

  • Wed 10 Sep 12:00 pm – 1:00 pm
    • Jennifer Yeates, Zing 365

We will explore the torts in civil law and look at how they may relate to insurance and the cover that is provided to businesses & individuals. This course is ideal for those wishing to learn more about private law and how it is such an integral part of insurance

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The Cyber Evolution: Defending the Dynamic Workplace

  • Thu 04 Sep 12:00 pm – 1:00 pm
    • Rosehana Amin, Clyde & Co LLP
    • Bethan Griffiths, Clyde & Co LLP

The digital transformation of the workplace has created unprecedented opportunities and equally unprecedented risks. As remote work becomes the norm and cloud technologies reshape how we operate, cybercriminals are exploiting new vulnerabilities faster than ever before.

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All previous events

Human V Automated Decision-Making: Have We Gone Too Far?

  • Thu 31 Jul 12:00 pm – 1:00 pm
    • Jeff Heasman, Insurance Upskill

We have reached a critical crossroads in the digitisation and automation of processes within insurance and financial services. Some say that we have already gone too far and the human element is being continuously eroded, whereas others believe we have not gone far enough and that insurance and financial services continue to lag behind other professions. There is a fine balance to be struck. This session is a pre-seminar webinar for our Flagship event "The Evolving Workplace in the 21st Century" happening on Thursday 9 October, Novotel, Leeds.

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CPD Webinar: Policy Terms and Conditions – navigating the small print

  • Tue 08 Jul 12:00 pm – 1:00 pm
    • Kerris Earle, Zing 365

In this webinar we cover some of the fundamentals of general insurance policy terms and conditions, emphasising their significance in the insurance industry.

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CPD Webinar: Policy Terms and Conditions – navigating the small print (1)

  • Tue 08 Jul 12:00 pm – 1:00 pm
    • Kerris Earle, Zing 365

In this webinar we cover some of the fundamentals of general insurance policy terms and conditions, emphasising their significance in the insurance industry. Why we have these minimum knowledge requirements around them as well as the legal and regulatory framework, with a focus on effective client communication.

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CPD Webinar: Diversity in Practice: Working with Lesbian, Gay, Bisexual & Trans (LGBT+) Communities

  • Tue 01 Jul 1:00 pm – 2:00 pm
    • Joni Clark, Diversity Trust

To round up Pride month this webinar explores the history of the LGBT+ community as well as language, terminology, discrimination and definitions. The webinar will aim to help organisations improve the services they deliver to Lesbian, Gay, Bisexual and Transgender (LGBT+) people and to explore good practice for working within a context of equality, diversity and inclusion.

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CPD Webinar: The Risks Posed by Lithium Batteries

  • Tue 24 Jun 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

This session is designed to draw the underwriter’s and broker’s attention to the risks to property underwriters from Lithium Batteries and why rating and wording alterations may be needed to counter this growing problem.

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Boomerang! – The Power of Resilience and Teamwork

  • Wed 21 May 12:00 pm – 2:00 pm
  • The Carriageworks
    • Tony Dorigo

This lively and engaging presentation from Tony Dorigo, former Leeds United and England footballer and now a highly respected media personality and motivational speaker, will give insight into how Tony and many influential people that he has worked with, have overcome their own setbacks to become high achievers in their chosen fields. He will share the many lessons and techniques that can help you to achieve your own ambitions.

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Visit to Lloyds and the Insurance Museum - In Partnership with Brown & Brown UK

  • Tue 20 May 8:00 am – 9:00 pm

In partnership with Brown & Brown UK we are excited to offer members the opportunity to travel to London and have a tour of the historic Lloyds of London building and to visit the Museum of Insurance. The subsidised ticket price includes return train travel from Sheffield station to London St Pancras, an hour tour of the Lloyds building, a buffet lunch, a visit to the Insurance Museum and networking opportunities.

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CPD Webinar: Patto’s story – lessons in building resilience

  • Wed 14 May 12:00 pm – 1:00 pm
    • Andrew Patterson, Nick Thomas & Associates

Andrew Patterson is a former professional cricketer whose life took an unexpected turn when diagnosed with Hereditary Spastic Paraplegia, a condition that left him confined to a wheelchair. His inspirational story is one of perseverance, adapting to new realities, and not giving up.

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CPD Webinar: Embracing AI with compliance in mind

  • Wed 07 May 12:00 pm – 1:00 pm
    • Kerris Earle, Zing 365

This webinar is designed to provide insights into the use of AI technology within general insurance firms, with a strong emphasis on compliance. It will cover AI fundamentals, its current and potential applications in the insurance sector, and the importance of adhering to regulations like GDPR and the Data Protection Act.

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Post-Retirement Planning Advice and DB & DC SSAS Seminars

  • Thu 10 Apr 9:00 am – 11:30 am
  • Royal Victoria, Crowne Plaza, Sheffield
    • Martin Lines, Just
    • James Cannon, WBR Group
    • James Flintoft, AJ Bell

Review of Retirement Income Advice landscape following FCA's recent thematic review. There will also be an overview of planning options of the DB & DC SSAS marketplace.

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CPD Webinar: Contractors Insurance Masterclass - Advanced

  • Tue 08 Apr 12:00 pm – 1:00 pm
    • Alan Tickner FCII, FIRM, Nick Thomas Associates

This is the 3rd and final part of our Masterclass sessions on Contractors Insurance. This session studies claims and cases that have determined the legal interpretation of policy wordings. In doing so, it summarises and builds on the learnings of our two earlier webinars enabling policyholders/clients to operate within a highly contractual environment

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Why underinsurance in home contents is so prevalent and practical tips/tools to address it

  • Thu 20 Mar 12:00 pm – 1:00 pm
    • Rachel Doerr, Doerr Dallas Valuations

Underinsurance is a major issue in the industry – many reports suggest that around 2/3 of homes are underinsured. Unfortunately, the same is often true for the contents in those homes. Why is this, and what can insurers and brokers do about it?

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CPD Webinar: Contractors Insurance Masterclass - Intermediate

  • Tue 18 Mar 12:00 pm – 1:00 pm
    • Alan Tickner FCII, FIRM, Nick Thomas Associates

This is the second part of 3 in our Masterclass sessions on Contractors Insurance. This session examines how the standard Joint Contracts Tribunal contract has influenced the Contractors' insurance product, where and to whom the building contract imposes responsibility for insurance and the main classes affected

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CPD Webinar: Farm Essentials

  • Wed 12 Mar 12:00 pm – 1:00 pm
    • Jane Carr, Zing 365

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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Annual General Meeting 2025

  • Mon 10 Mar 4:00 pm – 6:00 pm
  • Aston Hall Hotel, Sheffield

We need you! To get down to our AGM... Your local institute council invites you to attend their 2025 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. Book your place today.

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CPD Webinar: Contractors Insurance Masterclass - Introduction

  • Tue 18 Feb 1:05 pm – 2:05 pm
    • Alan Tickner FCII, FIRM, Nick Thomas Associates

This is the first of our 3 Masterclass sessions on Contractors Insurance. This session examines Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover

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