Previous events
All previous events
Webinar - Cognitive Flexibility: an essential skill for the 4th industrial revolution
This session will teach you how to develop your cognitive flexibility in a fast-paced and challenging working environment and enable you to move away from one-dimensional thinking.
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Webinar – How insurance intermediaries can cope financially
This webinar will focus on the current urgent financial aspects of riding this storm - overall business solvency, compliance with COND 2.4 and client money. This webinar is of relevance to general insurance brokers and insurers.
View event detailsHow to answer the most common question of the moment: 'does my Bi policy cover Covid-19?' (1)
A thirty-minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid -19?' Webinar - details to follow once registered
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What to say and how to say it: communicating with customers in difficult and uncertain times
The spread of COVID-19 has created difficult and uncertain times for customers and the insurance industry. This webinar will provide a strategy on how to communicate with customers in the current climate in a way that will reduce anxiety, provide clarity and keep the customer on board.
View event detailsHow to answer the most common question of the moment: 'does my Bi policy cover Covid-19?'
A thirty-minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid -19?' Webinar - details to follow once registered
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Practical Soft Skills Workshop- Masterclass
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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AF4- Investment Planning- 13/03/2020
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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Lunchtime Seminar- Examination Techniques
This 3 hour workshop will aid all those who are taking CII examinations. This interactive course will deal with how to impress the examiner, looking at the different examination terminology and what the examiner expects when they use key phrases. The workshop will explore a range of study techniques to see which ones are most appropriate for you as well as looking at how to time manage both in respect of revision and the actual exam.
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R03 - Personal Taxation Revision Day 07/02/2020
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 detailsLunchtime Seminar- Vulnerable Customers
The FCA have found following a thematic review that vulnerable customers are often not treated fairly. In fact many Insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurer has loaded rates at renewal. Some of the UK's largest institutions have been guilty of proactively targeting these individuals and the regulator has had enough of Insurers and brokers balancing their books on the most vulnerable in our society. The FCA have announced they will be investigating dual pricing, a lot of this will because the advantage taken of the vulnerable - expect some serious action by the FCA.
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Annual Dinner
Our glamourous annual dinner will be held on Friday 15th November 7pm at the Crowne Plaza, Newcastle. We are looking forward to an evening of entertainment, good food and lots of laughs - we hope to see you and your colleagues there.
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AF5 - Financial Planning Process Revision Day- 04/10/2019
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 2019 exam.
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Lunchtime Seminar- Let's Talk Cybercrime
As business customers and consumers become more concerned about the increasing reports of cybercrime, do we all understand what the every-day threat looks like and can we help our customers? Providing customers with good advice and current information will help them to choose the right protection products.
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'Fire and Fury' - when disaster strikes have you really got it all covered? North East Institutes Seminar 2019
The 2019 North East Local Institutes Seminar looks at a real-life scenario, with contributions from experts on Liability, Business Interruption, Key Man Protection, HSE Investigation, Material Damage and more. BOOK NOW
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The Art of Effective Listening & Connecting with People
There is a big difference between hearing what someone is saying and listening to them. Hearing is passive, listening is active. The ability to listen to, rather than just hear, what clients and colleagues have to say is an essential skill. It helps to build strong relationships and this results in new business, business retention and happier workplaces. This seminar will develop your listening skills and help you with both internal and external relationships at work. It will also teach you how to connect with people through understanding behavioural traits and why people say what they say.
View event detailsLunchtime Seminar- Human Robot
As the insurance industry looks to embrace a digital relationship with customers, we look at the good, the bad and the ugly data. From data governance, security, single customer view and fraud, data is key. We look at fraud and leakage as a result of poor data and controls.
View event detailsAF1- Personal Tax and Trust Planning- 06/09/2019
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 detailsLunchtime Seminar- Senior Managers & Certification Regime
In response to the 2008 banking crisis and significant conduct failing the Parliamentary Commission for Banking Standards recommended a new accountability framework focused on senior management. It also recommended that firms take more responsibility for employees being fit and proper, and that there be better standards of conduct at all levels in banking firms. With banks and insurers already subject to the new regime it was decided to extend this to all FSMA authorised firms.
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