Previous events

All previous events

Practical Soft Skills Workshop- Masterclass (Oct 2020)

  • Fri 30 Oct 10:00 am – 3:30 pm
    • Adam Owen, NextGen Planners Ltd

This one-day course focuses on the tiny details that make the difference between good client relationships and great client relationships. During the day you will learn what your communication style says about you and how you can adapt the way that you communicate to instantly build rapport with those around you.

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Webinar - Personal Impact and Power

  • Wed 28 Oct 1:00 pm – 2:00 pm
    • Melissa Kidd,, Motem Ltd.

Our personal communication style can greatly affect how effective we are. Whether you want to be more influential, understand the body language of power or come across more confidently in your conversations, this webinar can help. It brings together elements of communication, assertiveness and influencing so that you can be clear, confident and sure-footed when it matters.

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Practical Soft Skills Workshop- New Starters

  • Wed 28 Oct 10:00 am – 3:30 pm
    • Adam Owen, NextGen Planners Ltd

This one-day course focuses on building great client relationships. You will learn techniques to build trust and move fluently through the meeting agenda, whilst maintaining focus on the client’s needs. You will learn the six key questions that achieve a real understanding of the client’s objectives, enable you to recommend solutions based on real understanding and produce a compliant file.

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Practical Soft Skills Workshop- New Starters (Oct 2020)

  • Wed 28 Oct 10:00 am – 3:30 pm
    • Adam Owen, NextGen Planners Ltd

This one-day course focuses on building great client relationships. You will learn techniques to build trust and move fluently through the meeting agenda, whilst maintaining focus on the client’s needs. You will learn the six key questions that achieve a real understanding of the client’s objectives, enable you to recommend solutions based on real understanding and produce a compliant file.

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Webinar - Understanding the implications of policy exclusions following Covid-19

  • Tue 27 Oct 2:00 pm – 3:00 pm
    • Alan Chandler

We know pretty much the whole market will apply some sort of pandemic exclusion for pandemics/covid-19 or more worryingly the words communicable diseases will be used, this starts bringing all sorts of extra scenarios that will be excluded for clients. Importantly, this will be for liability as well as property and Bi and could leave a policyholder with a lawsuit that is not covered by their insurance policy.

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Webinar - How to succeed with your inner critic

  • Wed 21 Oct 1:00 pm – 2:00 pm
    • Melissa Kidd,, Motem Ltd

Many of us have an inner voice that is telling us we’re not enough – be that clever enough, successful enough, attractive enough. For some of us, it is so familiar that we believe it’s part of our very fabric and we wouldn’t achieve anything without it. This session will introduce the idea that there are other ways to motivate yourself which can mean you enjoy your work more and can perform at an even higher level whilst reducing anxiety, stress and the risk of burnout.

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Webinar - Credit Hire - The what? When? How? And Who?

  • Wed 14 Oct 1:00 pm – 2:00 pm
    • Bernard Thornton

This webinar looks at the development of credit hire, the legalities, and how the current market operates. It also includes some significant case studies and how the concept might develop in the future.

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Webinar - Coaching and Mentoring (second session)

  • Tue 06 Oct 12:00 pm – 1:15 pm
    • Katharine Jones

How many of us were using video conferencing technology before March 2020? The challenges of the last six months have meant that adapting and learning new skills is more important than ever. This session is designed for anyone who is involved with sharing their knowledge and expertise with others,

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Webinar - Coaching and Mentoring

  • Tue 06 Oct 10:00 am – 11:15 am
    • Katharine Jones

How many of us were using video conferencing technology before March 2020? The challenges of the last six months have meant that adapting and learning new skills is more important than ever. This session is designed for anyone who is involved with sharing their knowledge and expertise with others,

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Webinar - How to maximise opportunities in a Hard market

  • Mon 05 Oct 1:00 pm – 2:00 pm
    • Alan Chandler

‘If you can keep your head when all about you are losing theirs and blaming it on you. If you can trust yourself when all men doubt you, then yours is the hard insurance market and all the distressed clients within in it.’ (an insurance version of Rudyard Kipling).

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AF5 - Financial Planning Process Revision Day- 01/10/2020

  • Thu 01 Oct 9:30 am – 4:30 pm

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 2020 exam.

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Webinar - FCA Business Interruption Test Case - the judgement

  • Fri 25 Sep 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

This comprehensive and interactive one-hour webinar will focus on the judgement following the FCA’s ground-breaking test case at the High Court. The hearing concluded on 30 July and the judges have agreed to hand down their judgement for mid-September. Eight days have been spent analysing countless policy wordings and individual words and their everyday meanings.

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Webinar - Fire & Fury, when disaster struck: What happened next?

  • Tue 15 Sep 9:45 am – 3:15 pm
    • With support from, DAC Beachcroft

Following on from last year's successful regional seminar, we're pleased to announce the second chapter focusing on the civil, fraud and criminal aspects of the disaster case-study. It promises to be a fascinating session, culminating in a mock-trial

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Webinar - Resilience Bringing wellbeing into your daily regime 2

  • Thu 10 Sep 1:00 pm – 2:15 pm
    • Katharine Jones

A heavy workload can be stressful and exhausting and for many, COVID-19 has added to this stress. This session will help individuals develop personal resilience and take positive steps to manage wellbeing during challenging times.

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Webinar - Resilience Bringing wellbeing into your daily regime

  • Thu 10 Sep 10:00 am – 11:15 am
    • Katharine Jones

A heavy workload can be stressful and exhausting and for many, COVID-19 has added to this stress. This session will help individuals develop personal resilience and take positive steps to manage wellbeing during challenging times.

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Webinar - M92 Insurance Business and Finance Revision part 2

  • Sat 05 Sep 9:30 am – 12:30 pm
    • Alan Chandler

We are delighted to announce that Newcastle insurance institute is providing for its members two separate M92 intensive revision courses which have been designed to help you develop your exam technique and knowledge for the CII M92 Insurance Business and Finance compulsory diploma module. These webinars will help delegates wherever they are in their M92 journey, at the beginning or at the end revising for their multiple-choice examination.

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CII Golfing Society - Autumn Meet

  • Fri 04 Sep 10:15 am – 6:30 pm
  • City of Newcastle Golf Club

Details TBC.

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Webinar - M92 Insurance Business and Finance Revision part 1

  • Sat 29 Aug 9:30 am – 12:30 pm
    • Alan Chandler

We are delighted to announce that Newcastle insurance institute is providing for its members two separate M92 intensive revision courses which have been designed to help you develop your exam technique and knowledge for the CII M92 Insurance Business and Finance compulsory diploma module. These webinars will help delegates wherever they are in their M92 journey, at the beginning or at the end revising for their multiple-choice examination.

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Webinar - ICOBS - are you sure you are doing enough to ward off PI claims?

  • Thu 20 Aug 12:00 pm – 1:00 pm
    • Branko Bjelobaba FCII

It is very clear from the FCA’s ground-breaking test case on the failure of insurers to pay out on non-damage business interruption insurance claims that many of them cite the clear accountability of brokers in the consideration of clients’ demands and needs, the advice that they gave and the explanation as to what is and is not covered.

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Webinar - Managing change in the ‘New Normal’

  • Tue 18 Aug 12:00 pm – 1:15 pm
    • Katharine Jones

The changes arising from COVID 19 have had a dramatic effect on individuals in the workplace. Everyone has had to adapt and develop new working practices and some have found this easier than others. This session helps you understand the typical responses to change and how to develop techniques for coping with this in a way that is positive to you and your organisation.

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