Previous events
All previous events
North East Insurance Institutes Webinar: Managing General Agents and the Value Chain
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.
View event detailsProperty insurance, dealing with under insurance and 15% + premium increases in 2022
The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients need to take into account when settling Buildings sums insured. Alan will explore why under insurance is so common, the effects of under insurance for the client and why under insurance is an increasing cause of Professional Indemnity claims against brokers.
View event details"FCA Consumer Duty - what's that all about?"
The FCA want to see a higher level of consumer protection in retail financial markets, where firms compete vigorously in the interests of consumers and they wish to drive a healthy and successful financial services system in which firms can thrive and consumers can make informed choices about financial products and services. They consider that firms are not consistently and sufficiently prioritising good consumer outcomes and this causes consumer harm and erodes consumer trust. They set out high-level proposals in their first consultation and have now revised those in light of feedback and are setting out their proposals in more detail with final rules due to be published by 31 July 2022.
View event detailsUtilizing Business Relief in Estate planning in a pandemic and post-pandemic world
WEBINAR: Pre pandemic, Foresight commissioned research, into why clients would pay IHT (approximately £5 billion per annum), when this could largely be avoided? The second most popular reason given was “inertia” at just over 30%. Facing up to a client’s own mortality, is a difficult issue, both for clients and advisers, and as a result, effective legacy and succession planning was often deferred, and in some cases, led to beneficiaries receiving large IHT bills. The pandemic has been challenging for everyone, but especially the older generation, all of whom, will have either, directly or indirectly, been impacted by Covid in a negative way. This has completely changed this generations view of their mortality, and has increased the priority, and therefore urgency, in the desire to effectively plan their legacies. The demand for IHT planning in general, and BR solutions in particular, has never been higher, and this reflects in the record levels of inflows that Foresight are experiencing. With that in mind, and with Foresights unique position within the estate planning market, we would like to invite you to a seminar, on the fundamental basics of business relief, business relief market as a whole, and then look at specific client profiles and opportunities.
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North East Insurance Institutes Webinar: Collaboration and succession – A blessing or a curse?
Are people working in our profession viewed as swashbucklers or thoughtful risk takers? Are we perceived as able to plan our own as well as our clients future and security? Is there collaboration between insurance and financial services and with other professions to address all our clients financial needs?
View event detailsBuilding a sustainable investment strategy for retirement
Although yields increased recently, they are likely to remain relatively subdued over the medium to long term. That means building a retirement portfolio to deliver a stable income over an investor’s lifetime presents a considerable & very real challenge. Vanguard research suggests advisers can add significant value in retirement planning by shaping appropriate investment & spending strategies for clients in the low-return environment. Register for this webinar to learn about the findings of Vanguard’s research & how advisers can help clients meet their retirement goals & the fund solutions Vanguard have to help. Get the answers to this and more!
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North East Institutes Webinar: Building Resilience and Sustainability in the 21st Century
This webinar explores what the terms Resilience and Sustainability mean in an Insurance related context, including an overview of current legislation as it relates to building resilience and sustainability and an introduction to the imminent Building Safety Act. We also look at today’s housing stocks, current resilience measures (pre and post incident damage), and current innovative thinking.
View event detailsFCA Business Interruption Insurance Test Case - FOS decisions
The one-hour webinar aims to be comprehensive and interactive and will focus on a number of various decisions made on complaints referred to the FOS following claims that have been turned down by insurers with the FOS considering the judgment of the Supreme Court in its decisions.
View event detailsFCA’s NEW GI Pricing Practices, Product Governance and Product Value Webinar
The FCA has published the long-awaited policy statement General insurance pricing practices market study – Feedback to CP20/19 and final rules (PS21/5). These wide-ranging rules address what has been described as the ‘loyalty penalty’ paid by existing general insurance product customers and aim to ensure that customers receive fair value in the insurance products they buy.
View event detailsHow Liability can arise in tort
We sell many different liability insurance policies to customers every day; Motor, Employers Liability, Public Liability, Products liability, D&O, Professional Indemnity, Cyber Liability and more - what are we protecting the customers against,?
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Diploma in Insurance Online Training Programme
The Insurance Institutes of the North East, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 14 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.
View event detailsUnderstanding the different types of Company structure
It is essential all insurance staff have a good understanding of the different types of way in which a company could be structured and failing to understand these structures could lead to wrong cover being put in place.
View event detailsChanges in Buy to Let Taxation
Changes in BTL taxation • How have the rules for BTL taxation changed • Identifying the return on investment of the BTL portfolio • How can increased taxation be mitigated?
View event detailsAn overview of commercial package insurance
This webinar will provide a practical look into the various sections of a typical commercial package insurance policy, what is covered and what protection a commercial customer actually obtains, so that brokers, underwriters and claims staff alike can be confident when explaining the different sections of cover.
View event detailsTrustee Responsibilities
What is a trust? Why use a trust? Who should be trustees? Trustee responsibilities and duties The Trust Registration Service
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Virtual Conference: 'Sharing is caring - Defending the digital frontier'
The annual North East Institutes conference is back, with another topical scenario-based session: A staff member working from home due to Covid lockdown restrictions breaches employer's instructions resulting in malware infecting the company system. What are the many implications...?
View event detailsThe negative Ogden rate
Brokers/Insurance company staff if you do not understand the long-term implications of a negative Ogden in the marketplace then you will be failing your clients – this presentation will help you understand why Parliament’s decision to create and stick with a negative Ogden rate has an impact on ALL major liability injury claims. Even the traditional EL limit of £10m is now looking too small let alone PL limits of £2m.
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AF1 (Personal Tax & Trust Planning) - Online Training Course
AF1 (Personal Tax & Trust Planning) - online exam training Course held via Zoom over 4 half days (mornings) 9.30am - 1.00pm 6-9th September 2021 **PLACES ARE LIMITED ON THIS COURSE
View event detailsTax planning using VCT and EIS
This session will focus on:- • Reminder of rules and reliefs for both VCT and EIS • Typical planning opportunities for VCT and EIS • Risk considerations
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