Previous events

All previous events

Coaching Skills for Managers

  • Thu 21 Mar 12:00 pm – 1:15 pm

This interactive session will provide tools and techniques for coaching and put into context how flexing your delivery style can produce different results tailored to the needs of each team member.

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CPD Webinar: An Introduction to Marine Cargo Insurance

  • Wed 13 Mar 12:00 pm – 1:00 pm
    • Alan Hornby, Chartered Insurance Practitioner

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.

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What causes a market cycle and are we heading into a soft market in 2024?

  • Fri 08 Mar 12:00 pm – 1:00 pm
    • Alan Chandler

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.

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YPG - AGM Thursday 7th March

  • Thu 07 Mar 6:00 pm – 8:30 pm

YPG - AGM Saturday 7th March 6pm

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Telephone Skills for Insurance & Financial Services Professionals

  • Thu 29 Feb 12:30 pm – 1:30 pm
    • Jeff Heasman

The power of talk is important. The power of active listening is equally important. This is impossible to achieve through email and therefore it is crucial to ensure that when using the telephone, appropriate skills are applied, whether you are making the call, or someone else is calling you.

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Global threats facing the insurance industry

  • Thu 22 Feb 10:00 am – 11:00 am
    • Branko Bjelobaba

What are the global threats facing the insurance industry right now and how are these impacting UK insurers and brokers? This will be an interactive and wide-ranging talk and those attending will be actively encouraged to contribute with their own experiences. We will look at the differences in responses between insurers and brokers with brokers considering business conduct more of a concern than insurers.

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The 5 Key Skills of a Future-Proofed Adviser in Insurance and Financial Services

  • Tue 20 Feb 12:30 pm – 1:30 pm
    • Jeff Heasman

This session will look at the 5 key skills that need to be developed now to ensure that as an adviser in insurance / financial services you are future-proofed for success!

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AF4 Investment Planning Revision Day- 16/02/2024

  • Fri 16 Feb 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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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Improving your delegation skills

  • Thu 15 Feb 12:00 pm – 1:15 pm

Being able to delegate tasks to others can be one of the hardest managerial responsibilities. The temptation is just to do it yourself – after all you’re likely to do a much better and quicker job, and it’s going to take more time to explain it to someone else. This session will give you the confidence to let go of tasks without losing control and give you the skills to use delegation as a motivational tool.

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AF7 Pension Transfers Revision Day- 14/02/2024

  • Wed 14 Feb 9:30 am – 4:30 pm
    • Steve Davies

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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Questions that transform your client’s mindset- 07/02/2024

  • Wed 07 Feb 9:30 am – 4:00 pm
    • Adam Owen, NextGen Planners Ltd

In this full day workshop, Adam Owen will show you how to supercharge your questioning and listening skills to build deeper levels of trust with your clients.

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Client Meeting 2.0: Designing and delivering first class client experiences- 06/02/2024

  • Tue 06 Feb 9:30 am – 4:00 pm
    • Adam Owen, NextGen Planners Ltd

In this full day workshop, Adam Owen will show you how to embed value into every aspect of your client meetings, creating an experience that accelerates trust.

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AF5 - Financial Planning Process Revision Day- 01/02/2024

  • Thu 01 Feb 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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 February 2024 exam.

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AF1 Personal Tax and Trust Planning Revision Day- 30/01/2024

  • Tue 30 Jan 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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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R06 - Financial Planning Practice Revision Day- 12/01/2024

  • Fri 12 Jan 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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 January 2024 exam.

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Young Professional's Christmas Social

  • Thu 07 Dec. 5:30 pm

Newcastle CII's Young Professional's Christmas Special Thursday 7th December, from 5.30

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Webinar: Flooding: Risk, Resilience and Recoveries

  • Wed 06 Dec 1:00 pm – 2:00 pm
    • Richard Keightley, Hawkins & Associates

This webinar uses case studies to discuss factors that affect flood risk to existing properties and new developments, how flood risk can be reduced using property flood resilience (‘PFR’) measures, and how a forensic hydrologist / expert witness can assist in subrogated recoveries involving flood damage.

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The Power of Questions

  • Tue 07 Nov 12:00 pm – 1:00 pm
    • Nick Thomas

This session helps us to understand why questions are so important and how powerful they can be in leading us to the outcomes we want to achieve. The content is applicable at all levels across the insurance industry, whether in sales, negotiation, claims, leadership roles, underwriting, broking or simply working collaboratively in teams or meetings.

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Influence and Impact Through Constructive Conversations

  • Wed 25 Oct 12:30 pm – 1:30 pm
    • Tom Flatau

Participants identify their natural tendencies and strengths, and explore new behaviours to increase their conversational capacity. We examine the triggers that produce the fight or flight responses that so often derail conversations. Participants will become more mindful, humble and courageous in addressing difficult yet important conversations.

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Annual Dinner 2023

  • Fri 13 Oct 6:30 pm – 1:00 am

Save the Date! Insurance Institute of Newcastle upon Tyne Annual Dinner. 13th October 2023 St James' Park, Newcastle

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