Previous events
All previous events
CPD Webinar: SURE: A new technique to ensure clients have understood your advice
We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice! That is why, in this session, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching. Concept checking is designed to determine, with as much certainty as possible, that the client has understood the advice. Easy to apply to day-to-day interactions with clients, the SURE technique will help avoid misunderstandings now and in the future.
View event detailsHow to set correct business interruption sums insured in a high inflation world
Presented by Alan Chandler, one of the UK's most popular insurance presenters. Alan will take this opportunity to run through how business interruption insurance should be correctly set up. Alan will lift the myths away from Bi and show how, in his easy to understand style, you can get this cover on a correct footing going forward.
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PFS Summer XCHANGE 2024 - Real World Opportunities Durham
Welcome to Real World Opportunities – the second series of events within the 2024 XCHANGE programme. Join us for a host of insights into The Budget, AI, Technology and Sustainability – all with the purpose of sharing multiple real world planning opportunities with you. Come along to hear from a host of speakers and subject matter specialists including: Sarah Adekola, Carla Brown, Derek Mills and Tony Wickenden
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CPD Webinar: Intermediate Marine Cargo Insurance
If you participated in the marine cargo introductory session in March, then hopefully you will be sleeping better knowing the different Incoterms and the Institute Cargo Clauses (ICC). Building on that session, we will now delve deeper into the wonderful world of marine cargo insurance by examining the factors involved in the assessment of risk. We then move to analysing the cover in more detail by examining a policy wording looking at conditions, extensions and exclusions This one-hour webinar provided by Alan Hornby is Part 2 of 3 of the webinar series on Marine Cargo Insurance. This session is aimed at those who wish to expand on the knowledge gained from the first session or those who wish to expand their knowledge of this important but often overlooked class of business.
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Menopause: What Everyone Needs to Know
The aim of the session is to raise awareness on menopause, to empower women and those that love them, and to share practical guidance on supporting someone (or yourself) through menopause. Claire has over 20 years business ownership and corporate leadership experience, having established, run, sold and managed several businesses in the financial services sector.
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CPD Webinar: Creating Constructive Conversation
Research shows that diverse groups perform better than homogenous ones. Yet by its very nature diversity is often a trigger for conflict and stress. So how do you create an environment where it is “safe” for everyone to speak up? In this webinar, we explore the mindsets, habits and behaviours of constructive conversations.
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In Person CPD Event: Networking - A Professional Approach
Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam. This session, presented by Nick Thomas, emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers.
View event detailsLegal issues surrounding the use of AI in the Financial Services Sector
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the final session of a trilogy of legal webinars provided by Blacks Solicitors.
View event detailsWealth Preservation & Private Wealth and Succession
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the second of a trilogy of legal webinars provided by Blacks Solicitors. The final webinar in this trilogy is: Legal issues surrounding AI 23rd April 2024 Separate information and booking details will be sent and in the meantime, please book this second event and encourage your work colleagues to join the webinar, it is open to all.
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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. Book your place today.
View event detailsUnderstanding the market cycle
What causes a market cycle and are we heading into a soft market in 2024? Hard markets usually last around a maximum of three years and this latest one started in 2020. This presentation, delivered by Alan Chandler one of the UK’s most popular presenters, looks at what causes market cycles in the insurance industry and what is likely to occur in 2024.
View event detailsUnderstanding Suicide: Opening up the Conversation
This empowering session explores the complexity of suicide and breaks down some of the stigma that surrounds it. Claire has over 20 years business ownership and corporate leadership experience, having established, run, sold and managed several businesses in the financial services sector.
View event detailsWealth Preservation & Family Law
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the first of a trilogy of legal webinars provided by Blacks Solicitors.
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Men: It's OK to Talk (and other ways to process difficult stuff)
The aim of the session is to shine a light on why some men find it difficult to open up, to explore ways to support men when they are struggling and to share some alternative ways to process difficult stuff, for those who really don’t like talking. Steve is a director and one of the co-founders of MHIB - and his vision is to lead a global shift in mental health in the workplace. He is passionate about helping businesses to create meaningful and impactful wellbeing programmes.
View event detailsUnderstanding how the three different Ogden rates in the UK have so significantly increased liability claims settlements.
Broker staff, if you do not understand the long-term implications of a negative Ogden in the marketplace then you will be failing your clients – this presentation will help you understand why parliament’s decision to create and stick with a negative Ogden rate has an impact on ALL major liability injury claims. Even the traditional EL limit of £10m is now looking too small let alone PL limits of £2m.
View event detailsCPD Webinar: An Introduction to Marine Cargo Insurance
Despite marine insurance being one of the oldest classes of business, for many in our profession it is not something they come across on a regular basis. This one-hour webinar provided by Alan Hornby is Part 1 of 3 of the webinar series on Marin Cargo Insurance. This session is aimed at those new to insurance or who want to refresh their knowledge of this important but often overlooked class of business.
View event detailsLead up to the year ahead of a possible Labour Government - What can an individual do ahead of a possible Labour Government?
In this presentation, Alan Kinnaird will review areas that an individual investor should consider ahead of a possible Labour Government.
View event detailsRevision Courses
The Newcastle Institute are running a series of Revisions Courses relating to CII and PFS examinations throughout 2024. These are open to anyone and the booking pages/ more information can be found on the following link: https://www.localinstitutes.cii.co.uk/newcastle/home/events/forthcoming-events/. The January and February events are now live.
View event detailsFCA GI 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." Are you ready?
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Webinar - Looking back at 2020 and ahead to conscious capitalism: ESG and socially responsible investing
A presentation by Adam Martell - Investment Manager & Chartered Wealth Manager Charles Stanley, in conjunction with the Institutes of Hull, York and Bradford In response to the Covid-19 pandemic, around the world central banks provided record levels of stimulus to support economies. In this webinar, Adam will recap the main events of the year, before turning attention towards integrating ESG (environmental, social, governance) and socially responsible factors into any strategy as an investment manager. Building wealth for the future is important but increasingly Adam is finding people want their investments to do more than make money. This webinar explores the role of ESG integration as part of this process.
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