Events
Forthcoming
CPD & Networking Event, Wednesday 16th October 9:30am - 3:30pm, Mercure Hotel Telford
Essential skills and networking for financial planners and general insurance professionals. Complimentary lunch included. Click through to access the booking link.
Wed 16 Oct 9:30 am – 3:30 pm
Ian Wilkinson, Perspective Financial Group Limited
Webinar 22 Oct 2024 Puma Investments
During this session we will look at why Inheritance Tax is becoming a growing issue for a number of clients, and how Business Relief can complement existing options to mitigate IHT. We will take an in depth look at how Puma can provide one of the most liquid Business Relief plans whilst providing one of the most consistent returning products over the last 10 years, and the main types of client profiles they see utilising Business Relief.
Tue 22 Oct 12:00 pm – 1:00 pm
Phil Payandee, Puma Investments
Previous events
Annual Dinner Friday 13 September 2024
Our Annual Dinner will be held on Friday, 13th September 2024 at Doubletree by Hilton Hotel, Festival Park, Stoke on Trent (formerly known as Moat House Hotel).
This year’s dinner will again follow the traditional format including a 3 course meal followed by our President's Address, Guest Speaker - Ian Callaghan, President of The Chartered Insurance Institute, Young Achiever Award and Disco. Dress code is black tie and evening dress.
Fri 13 Sep 6:30 pm – 12:30 am
Doubletree by Hilton Stoke-on-Trent Hotel
Webinar Tuesday 10 September - FCA focus on culture & behaviour in General Insurance
Hopefully you are enjoying some Summer weather. Thinking ahead to our new Syllabus season our first webinar will be on Tuesday 10 September.
Tue 10 Sep 12:00 pm – 1:00 pm
Branko Bjelobaba, Branko Ltd
Darts Competition Thursday 8 August 2024
A Darts competiton has been arranged for Thursday 8 August, start time 6.30pm.
Entry cost is £5.00 per person and the venue is The Pioneer Bar, Chetwynd Street, Smallthorne, Stoke-on-Trent ST6 1PP.
There will be Singles and Doubles competitions.
Please contact Simon Allman simona@rawlinsinsurance.co.uk to book your place
Thu 08 Aug 6:30 pm – 10:30 pm
Pioneer Bar, Smallthorne
Young Achiever of the Year Award 2024
We are pleased to announce that the President's Young Achiever of the Year Award 2024 is now open for nominations/applications. Do you have someone in your organisation who could follow in the footsteps of our 2023 winner, Dan Bassett?
The award is to publicly recognise and celebrate outstanding achievements of young professionals in the local insurance and financial services market.
Please click on the heading above for entry, judging criteria and the nomination form.
Completed nomination/application forms should be emailed to stokeontrentinstitute@cii.co.uk
Finalists selected by the panel will be invited to attend the Institute’s Annual Dinner as a guest of the institute. On the night the President will present two awards; the Highly commended finalist with their £75 prize and the Young Achiever overall winner with their £200 prize and trophy.
The closing date for entries is Friday 19th July 2024
Good luck! Nola Craig, Education Secretary, The Insurance Institute of Stoke-on-Trent
Fri 19 Jul 2:00 pm – 11:59 pm
Doubletree by Hilton Stoke-on-Trent Hotel
8 May 2024 FACE TO FACE Embedding Well-being into your Culture
We're getting FACE-TO-FACE. Join us for a buffet lunch,networking, and this presentation by Katie May Beardmore.
Katie will take you through lots of different ways you can easily, and within all budgets, bring Well-being Initiatives into your business to elevate your culture and improve productivity.
Wed 08 May 12:00 pm – 1:30 pm
Katie May Beardmore,
Annual General Meeting webinar 23 April 2024
We need you! To attend our AGM on Zoom...
Your local institute council invites you to attend, on Zoom, 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.
Book your place today.
Tue 23 Apr 12:00 pm – 1:00 pm