Previous events

AF5 - Financial Planning Process Revision Day

• Fri 05 Apr 9:00 am – 4:30 pm
• MHA Tait Walker
• • Anthony O’Neill

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 April 2019 exam.

Risk Management Workshop

• Wed 27 Mar 9:30 am – 2:00 pm
• The Jurys Inn, Newcastle
• • Neil Park MA, FCII

The purchase of insurance coverage is just one aspect of how a business seeks to manage and mitigate the risks to their business. In this half day workshop Neil Park describes the risk management process and describes the various methods, processes and techniques organisations (from large to small) use to protect their business and ensure its future success. He also discusses how brokers and insurers can help their customers manage their risks successfully.

AF7- Pension Transfer Revision Day

• Fri 15 Mar 9:00 am – 4:30 pm
• MHA Tait Walker
• • Anthony O’Neill

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.

Business interruption insurance all you need to know explained in plain English

• Wed 13 Mar 9:30 am – 2:00 pm
• The Jurys Inn, Newcastle
• • Alan Chandler

How to help your clients set a correct gross profit sum insured; Be able to explain to your clients the difference between accounting gross profit and insurance gross profit; How to guide your clients correctly so that they set an appropriate indemnity period; How to project a correct sum insured through an indemnity period; How to best set up BI cover for service firms with no stock; Be able to guide your clients on setting an appropriate sum insured for increased cost of working only cover; Be able to explain the difference between increased cost of working and additional increased cost of working; Understand how declaration linked cover works; Be able to explain all the different BI extensions; Be able to understand how a BI claim operates in practice

R02- Investment Principles and Risk Revision Day

• Fri 01 Mar 9:00 am – 4:30 pm
• MHA Tait Walker
• • Anthony O’Neill

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.

Young Professionals' Group AGM

• Thu 28 Feb 6:00 pm – 7:00 pm
• Towergate/Bishop Skinner Insurance

Broking Skills Workshop

• Tue 26 Feb 12:00 pm – 2:00 pm
• The Jurys Inn, Newcastle
• • Neil Park MA, FCII

What are the ingredients of a successful insurance broker? In this lunch time workshop - Neil Park discusses the key skills and competencies insurance brokers require and how they will need to develop as the insurance market continues to evolve.

Getting your point across - negotiation skills for claims staff

• Thu 31 Jan 1:00 pm – 4:30 pm
• The Jurys Inn, Newcastle
• • Melissa Kidd, Motem

This interactive and practical session will address some of the typical challenges faced by claims staff.

Lunch & Learn with Graham Bartlett

• Wed 05 Dec 12:00 pm – 2:00 pm
• The North of England P&I Association Ltd
• • Graham Bartlett BSc, LLM, ACII, ACILA, Trinity Chambers

Graham will give members of the institute an update on insurance case law.

Annual Dinner

• Fri 16 Nov 7:00 pm – 11:00 pm
• Crowne Plaza

Our glamourous annual dinner will be held on Friday 16th 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.

Essential letter & email writing skills for insurance and financial services professionals

• Wed 14 Nov 12:30 pm – 2:30 pm
• The Jurys Inn, Newcastle
• • Jeff Heasman, Jeff Heasman Training and Consultancy

The letters and emails that a company produces are its ‘public face’. However, very little formal training is devoted towards the fundamental issue of email and letter writing skills. This practical session addresses this issue.

R01- Financial Services, Regulations and Ethics Revision Day

• Fri 09 Nov 9:30 am – 4:30 pm
• MHA Tait Walker

The Insurance Institute of Newcastle Upon Tyne is happy to announce that they will be running an RO1 revision day in November.

Judging an industry by its words: the impact of language on the public’s perception of the insurance and financial services industries

• Wed 10 Oct 12:30 pm – 1:30 pm
• The Jurys Inn, Newcastle
• • Jeff Heasman, Jeff Heasman Training and Consultancy

This thought-provoking seminar looks at how language has a significant impact on consumer behaviour and the public’s perception of the insurance and financial services industries.

AF5 - FINANCIAL PLANNING PROCESS REVISION DAY

• Fri 05 Oct 9:30 am – 5:00 pm
• MHA Tait Walker

The Insurance Institute of Newcastle Upon Tyne is happy to announce that they will be running an AF5 revision day in October

AF1- PERSONAL TAX AND TRUST PLANNING REVISION DAY

• Mon 10 Sep 9:30 am – 5:00 pm
• MHA Tait Walker

The Insurance Institute of Newcastle Upon Tyne is happy to announce that they will be running an AF1 revision day in September.

Treasure Hunt

• Fri 07 Sep 6:00 pm – 10:30 pm

The Insurance Institute of Newcaslte upon Tyne are proud to present its inaugural Treasure Hunt!

Institute Golfing Society Autumn Meet

• Fri 07 Sep 11:30 am – 6:00 pm
• Northumberland Golf Club

Institute Golfing Society Autumn Meet Friday 07 September 2018 Northumberland Golf Club Tee Booked 11.00 Meet 10.00 hours latest Coffee and bacon sandwich on arrival 18 Holes Soup and sandwiches afterwards Cost £35.00 including food Pay on the day

Negotiation skills for underwriters and claims staff

• Wed 15 Aug 12:00 pm – 2:00 pm
• The Jurys Inn, Newcastle
• • Melissa Kidd, Motem Ltd

Negotiating is such a key part of an underwriter’s and claims team role and yet very often they receive little training on how to handle these conversations. This means that relationships can sour, claims can escalate and costs rise. This interactive and practical session will address some of the typical challenges faced by underwriters and claims staff.

Institute Golfing Society Invitational

• Fri 27 Jul 10:00 am – 5:00 pm
• Dunstanburgh Castle Golf Course

Institute Golfing Society Invitational Friday 27 July 2018 Dunstanburgh Golf Club Tee Booked 11.30 Meet 10.00 hours latest Coffee and bacon sandwich on arrival 18 Holes Soup and sandwiches afterwards Cost £30.00 including food Pay on the day

Powers of persuasion: top tips for persuasive writing

• Wed 18 Jul 12:30 pm – 2:00 pm
• The Jurys Inn, Newcastle
• • Jeff Heasman, Jeff Heasman Training and Consultancy

This interactive and practical session is fully contextualised for professionals working in the insurance sector and financial services. It will teach the key skill of how to write to influence customers and third parties.