Previous events
This month
CPD Webinar: Leadership and motivation in the insurance market
This presentation will look from an insurance perspective at the key areas of leadership and motivation. The topics covered will be: To look at what motivates an insurance team and its members To evaluate the attributes of a successful team To practice performance management and appraisal of a team To look at how the management concepts put forward by Hertzberg apply in insurance To explore leadership in insurance This presentation, delivered by Alan Chandler one of the most popular speakers in the UK, is appropriate for all members. Underwriters, claims staff, brokers, Loss Adjusters, IFA’s and anyone else who employs staff.
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Flood Resilience: An opportunity to mitigate risk
This one-hour webinar provided by Ian Gibbs of Sedgwick International UK, will examine our understanding of flood risk. Ian will look at how we assess flood resilience and examine the impact this peril is having on our clients. We'll explore how clients can mitigate flood risk and can gain an awareness of the different resilience options available.
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ANNUAL DINNER 2024
It's our Annual Black Tie Event! An evening of good food, awards, after dinner entertainment and more. There will even be an opportunity for guests to go pitch side at the fantastic St James' Park. Contact our dinner secretary, Dawn, if you're interested to find out more and to book your tickets.
View event detailsBeyond AI – Creating a world class client experience- 16/10/2024
The integration of artificial intelligence presents both opportunities and challenges. This training day is designed to equip financial advisers with the skills and knowledge necessary to enhance their client experience, ensuring they remain competitive and relevant. The program will cover the fundamentals of AI, its impact on client interactions, and strategies to leverage AI while maintaining a human touch. Through a combination of theoretical insights and practical exercises, participants will learn how to create a superior client experience that integrates the best of both human and AI capabilities.
View event detailsSales Innovation for Financial Planners- 15/10/2024
This one-day training programme is designed to equip financial planners with cutting-edge sales techniques that complement their marketing activity to help them stand out in a competitive market. The training will cover a range of innovative strategies, from leveraging virtual events to implementing client referral programs and consultative selling approaches.
View event detailsWhy Underinsurance in Home Contents is so Prevalent, and Practical Tips/Tools to Address it.
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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Building Rapport in a Hybrid World
Whether we are working with prospects, existing clients, the insurance market, co-workers, or other stakeholders it is essential that we can quickly establish [and reestablish] rapport. Rapport also plays a role in building a wider relationship of trust.
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AI and the Future of Insurance: Envisioning Tomorrow’s Journey - North-East Regional Conference
If you understand and use AI effectively it is a valuable tool, helping to provide professional client service, not your replacement. This event explores what AI means for the future of insurance, with a speaker panel of leading experts.
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CPD Webinar: Advanced Marine Cargo Insurance
If you participated in our previous Introduction and Intermediate sessions earlier in the year by now your confidence and knowledge of marine cargo insurance should mean there are no sleepless nights but every now and then there is the nightmare … We conclude this series by examining and exploring areas of marine cargo insurance that are often overlooked as they might not be relevant to our day to day role. However, it’s always useful to expand knowledge and ‘see the bigger picture’. This session will look at Letters of Credit, the claims process and international legislation as well as other issues that can arise from time to time when dealing with cargo insurance.
View event detailsMember's Benefits & Personal Brand
One man’s journey from DJ’ing for U2 to feeding McFly to stand-up comedy ten-word stories through to being the President of the Local Business Rotary Club and working for the CII – along with a smattering of THE Heavyweight Champion of the World Muhammad Ali and how future thinking can play a key part in your personal development.
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R06 - Financial Planning Practice Revision Day- 19/09/2024
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the October 2024 exam.
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2024 PFS Tyne Tees Conference
All PFS Members are welcome. The Tyne Tees PFS Committee invite you to attend a full day event aimed at all individuals within the financial planning profession.
View event detailsPFS Tyne Tees Chartered Breakfast Event
All PFS Members are welcome. The Tyne Tees PFS Committee invite you to attend an interactive breakfast workshop in Durham, aimed at all individuals within the financial planning profession.
View event detailsAF4 Investment Planning Revision Day- 16/09/2024
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
View event detailsAF5 - Financial Planning Process Revision Day- 09/09/2024
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the September 2024 exam.
View event detailsAF1 Personal Tax and Trust Planning Revision Day- 23/08/2024
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
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Summer Golf Meet - Bedlingtonshire Golf Club 12/07/2024
The Insurance Institute of Newcastle upon Tyne Golfing Society will be running the Summer Meeting to be held at Bedlingtonshire Golf Club on Friday 12th July 2024. The first tee is booked for 11:56. Places will be on a first come basis and is open to Insurance Institute members in the first instance. The cost will be £39.50 per person (Green Fee + bacon sandwich & coffee on arrival and £5 into the Sweep).
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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 detailsEmerging Risks
This session on Emerging Risks looks at some of the issues that are changing the insurance industry – in terms of ways of working, and new insurance solutions being developed.
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Building and Maintaining Trust in the Modern Hybrid Workplace
This webinar will examine the essential aspects of organisational trust in terms of how it is formed and then maintained in our working relationships. We will also look at solutions to the unique challenges that trust can pose in hybrid working models.
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