Previous events

Lifetime Allowance Workshop

Wed 29 Aug 8:30 am – 11:00 am
AMP
- Martin Clubbs, Old Mutual Wealth

Lifetime Allowance Workshop. This event is now full - please note that a second session has now been arranged on 12th December 2018.

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Estate Planning Q3 2018 CPD

Wed 04 Jul 8:30 am – 12:00 pm
AMP
- Colin Wightman, Octopus Investments
- Michele Wightman, Keebles

Estate Planning CPD event Presenters: Michele Wightman (Keebles) Colin Wightman (Octopus Investments)

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Business Protection Workshop

Tue 26 Jun 8:45 am – 4:00 pm
Royal Victoria, Crowne Plaza, Sheffield
- Robert Betts, Legal & General

Business Protection Workshop - in association with Legal & General. Holiday Inn Royal Victoria

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Defined Benefit Transfer (FCA CP17/16) Workshop - June 2018

Tue 19 Jun 8:30 am – 11:00 am
AMP
- Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop.

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Charity Luncheon at Baldwin's Omega

Thu 07 Jun 12:30 pm – 3:00 pm
Baldwins Omega

Bookings now been taken for this year's charity luncheon, supporting Cavendish Cancer Care, to be held at Baldwin's Omega. Contact Erica Dietsch on 0114 2296557 or email ejd@hawsons.co.uk

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Solvency II / Ogden: 'The Perfect Storm'

Wed 06 Jun 12:00 pm – 1:45 pm
AMP
- Alan Chandler

The UK Insurance Market along with the rest of Europe is completely changing because of Solvency II. The change in the Ogden Table rate has speed up the changes caused by Solvency II and together they are causing the perfect storm.

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Defined Benefit Transfer (FCA CP17/16) Workshop - May 2018

Tue 22 May 8:30 am – 11:00 am
AMP
- Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop.

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Defined Benefit Transfer Workshop - April 2018

Fri 27 Apr 8:30 am – 11:00 am
AMP
- Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop

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Defined Benefit Transfer (FCA CP17/16) Workshop - April 2018

Fri 27 Apr 8:30 am – 11:00 am
AMP
- Martin Clubbs, Old Mutual Wealth

Defined Benefit Transfer Workshop.

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Flood Risks in the Lower Don Valley

Wed 18 Apr 8:00 am – 11:00 am
AMP

This seminar tells the story of the extraordinary collaboration between the institute, Insurers and the Lower Don Valley Flood Defence Project - and local businesses in the LDV, Sheffield City Council, Sheffield Chamber of Commerce, The Environment Agency and others.

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AF5 Exam Training

Wed 04 Apr 9:00 am – 5:00 pm
Aviva Pomona Business Centre
- Steve Davis, The Financial Adviser Academy

Financial Planning Process (AF5) Study Day

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CPD Meeting - Fracking

Wed 28 Mar 12:00 pm – 1:45 pm
AMP
- Peter Carter ACII FCILA FUEDI ELAE, Cunningham Lindsey

Risks associated with fracking and how this may impact on the insurance industry

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Sheffield Life & Pensions Society Q1 2018 CPD

Tue 20 Mar 8:30 am – 11:00 am
AMP
- John Roe, Legal & General
- Sarah Power, HLW Keeble Hawson

Behavioural Finance: Identifying behavioral biases to improve your investment decision making. General Data Protection Regulation (GDPR) 2018: Steps you have to take now, and how to take them in time.

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AF7 Exam Training

Thu 15 Mar – Fri 16 Mar
Aviva Pomona Business Centre
- Steve Davis, The Financial Adviser Academy

Pension Transfers (AF5) Study Programme

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AF3 Exam Training

Thu 08 Mar – Fri 09 Mar
AMP
- Steve Davis, The Financial Adviser Academy

Pension Planning (AF3) Study Programme

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Annual General Meeting

Mon 05 Mar 6:00 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. Notification of meeting, Agenda and Nomination to Council form are available on the details page.

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