Previous events

All previous events

Webinar - Sales prospecting skills - contacting the prospect

  • Tue 10 May 1:00 pm – 2:00 pm
    • Nick Thomas

This session builds on the previous session where we discussed the importance of a multiple touchpoint strategy to connect with prospects. In this session we drill down to look at best practice in the key contacts methods. How to differentiate, attract prospect attention and be effective in setting appointments.

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North East Insurance Institutes Webinar: Attracting New Professionals

  • Tue 10 May 12:00 pm – 1:00 pm
    • Vivine Cameron, Chartered Insurance Institute

What can be done to attract new talent to the profession? Join in the discussion to understand the talent deficit challenges and what can be done to tackle them.

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Webinar - Self Esteem - the good bad and ugly

  • Mon 09 May 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ltd

Self esteem is our opinion of ourselves. Drawing on cutting edge research, this webinar will go over some ways that we can begin to build, stabilise and sustain healthy self esteem.

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Spring Golf Meet - Dunstanburgh Castle Golf Course

  • Fri 29 Apr 10:30 am – 6:00 pm

The Spring Meeting to be held at Dunstanburgh Castle Golf Course on Friday 29 April 2022. The first tee is booked for 11:40 and we can accommodate up to 28 players. Places will be on a first come basis and is open to Insurance Institute members in the first instance. The cost will be £45 per person (Green Fee £35 + bacon sandwich & coffee on arrival +soup and sandwiches with chips after £8 + Sweep £2).

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Webinar - The Highway Code Changes 2022 and their implications for Motor Insurance

  • Thu 28 Apr 1:00 pm – 2:00 pm
    • Bernard Thornton

This webinar will be of value to everyone using a public road. Specifically it will be of value to insurance personnel dealing with Motor underwriting, claims or client facing in any way.

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AF5 - Financial Planning Process Revision Day- 28/04/2022

  • Thu 28 Apr 9:30 am – 4:30 pm
    • Dawn Jukes

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 May 2022 exam.

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Webinar - FCA Consumer Duty – what’s that all about?

  • Wed 27 Apr 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

The FCA want to see a higher level of consumer protection in retail financial markets, where firms compete vigorously in the interests of consumers.

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Notice of Annual General Meeting 2022

  • Tue 26 Apr 5:30 pm – 8:30 pm
  • MHA Tait Walker

To all members of The Insurance Institute of Newcastle upon Tyne. Notice is hereby given that the Annual General Meeting of The Insurance Institute of Newcastle upon Tyne will be held: on: Tuesday 26 April 2022 at: 17:30 Venue Tait Walker Offices, Bulman House, Regent Centre, Gosforth, Newcastle upon Tyne NE3 3LS All members are welcome to attend and any members who would be interested in joining Council are encouraged to do so.

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R06 - Financial Planning Practice Revision Day- 20/04/2022

  • Wed 20 Apr 9:30 am – 4:30 pm
    • Dawn Jukes

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 2022 exam.

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Webinar - Creating Psychological safety in work teams

  • Tue 12 Apr 12:00 pm – 1:30 pm
    • Katharine Jones

It is now a real priority that wellbeing and mental health is maintained - for the benefit of the individual and the wider organisation and it is often down to the frontline manager to create the right environment.

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Webinar - Technically Speaking: from confusion to clarity

  • Mon 11 Apr 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ltd

Whether you’re explaining the workings of a discounted gift trust or the ins and outs of flexible access draw downs, it’s very easy to lose clients when trying to communicate technical concepts. And yet the ability to convey complexity in a way that makes sense, and is easy for clients to understand, marks good paraplanners and advisors from great ones.

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AF1 Personal Tax and Trust Planning Revision Day- 07/04/2022

  • Thu 07 Apr 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP, Chartered Insurance Institute

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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Webinar - Sales prospecting skills - building a quality pipeline

  • Tue 05 Apr 1:00 pm – 2:00 pm
    • Nick Thomas

This session looks at how we build a pipeline of quality target prospects using an effective referral process, and a best practice prospect contact strategy in the modern virtual and hybrid world

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Webinar - How contract conditions can change the liability of an insured and why brokers must advise clients on this

  • Thu 31 Mar 12:00 pm – 1:00 pm
    • Alan Chandler

The webinar will include exploring the consequences of the Insurance Act 2015 for failing to make a fair presentation of risk with regards to contract conditions, and how failure to guide policyholders around this matter could lead to a claim being turned down and all cover cancelled.

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Webinar - A guide to understanding policy wordings

  • Thu 24 Mar 1:00 pm – 2:00 pm
    • Nick Thomas

Recent litigation has demonstrated the importance of understanding the policy contract wording. This webinar explains how policy wordings are constructed and may be interpreted.

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North East Insurance Institutes Webinar: Managing General Agents and the Value Chain

  • Tue 22 Mar 1:00 pm – 2:00 pm

This webinar is aimed at enhancing understanding of the MGA market and the role that the MGAA plays in supporting this. The webinar is presented by the Insurance Institutes of the North East.

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Webinar - Credit Hire – The what? when? how? And who?

  • Thu 17 Mar 1:00 pm – 2:00 pm
    • Bernard Thornton

The content of the presentation will give delegates a better understanding of credit hire, enabling them to discuss the subject with more authority. Anyone client-facing or involved with motor underwriting, broking or claims will benefit from attendance.

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Webinar - Reading, understanding and applying Laws

  • Thu 17 Mar 12:30 pm – 1:30 pm
    • Jeff Heasman

In this session, Jeff Heasman combines over 20 years of experience studying law, working with the law and teaching law to students and professionals across the world, to provide invaluable skills that will help you read laws more quickly, better understand those laws and then apply them in a logical and clear way, whether for a case study as part of a professional qualification or for when providing advice to a client.

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Webinar - Inner Critic part 4 – New ways to motivate yourself without beating yourself up

  • Thu 03 Mar 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ltd

This is a four part, interactive programme of 1 x hour sessions. It’s designed to help members of the CII develop their self-confidence, increase their motivation and build resilience so that they are in an even stronger position to deliver on the CII’s promise of trust, professionalism and standards. Drawing on cutting edge research, the programme is intended to be thought provoking and practical.

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Webinar - From chaos to calm

  • Wed 02 Mar 12:30 pm – 1:30 pm
    • Jeff Heasman

This session will help you to recognise the value of the voices and conversations in our own minds and how we can harness them, but at the same time know how to recognise when our inner voices and conversations are entering into a negative spiral.

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