Previous events

This month

Diploma in Insurance Online Training Programme

  • Fri 22 Oct – Mon 05 Dec
    • Alan Chandler

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.

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All previous events

Virtual Conference: 'Sharing is caring - Defending the digital frontier'

  • Tue 14 Sep 9:45 am – 3:15 pm
    • Jonathan Moss, Pen Underwriting
    • Nick Hewland, Pen Underwriting
    • Melanie Jordan, Insurance Institute of Leeds

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...?

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Annual Golf Day 2021

  • Wed 08 Sep – Wed 08 Sep
  • Bishop Auckland Golf Club

The Insurance Institute of Middlesbrough invites you (and guests) to play in our annual golf day - tee times are available from 10:50 - 12:20 and we will be happy to accommodate everything from individual to block bookings. The cost is £30 per person and includes the following: 18 holes of golf on a beautiful course Bacon Roll and tea/coffee on arrival - One course meal afterwards Prize table - Optional 'Two's Sweep' on the day Please contact Ben McBean for further information, or to reserve your places:

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The Chartered Insurance Institute’s virtual AGM

  • Wed 30 Jun. 3:00 pm

The AGM panel will include the CII’s Independent Chair, Dr Helen Phillips, who will be joined by our CEO, Sian Fisher, and CII President to December 2021, Julie Page. The meeting will include an update on the CII’s delivery of relevant learning, engaged membership and insightful leadership. What the CII has learned from the pandemic and how it will accelerate the pace of operational change to best serve members, students and corporate customers in the years ahead will also be discussed at the meeting.

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Webinar - Vulnerable Customers

  • Thu 24 Jun 1:00 pm – 2:00 pm
    • Alan Chandler

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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Cert CII Fast Track Remote Learning Programme

  • Thu 24 Jun – Tue 07 Sep
    • Alan Chandler

The Insurance Institute of York, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 11 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Webinar - The Whiplash Reforms

  • Thu 27 May 1:00 pm – 2:00 pm
    • Kerris Dale, BLM
    • Alistair Kinley, BLM

Whiplash reform was first proposed more than five years ago. The Civil Liability Act 2018 provided the necessary legal framework but developing the fine detail inevitably slipped because of the Covid crisis. The reforms are now on track and take effect from 31 May 2021. Damages awards are being reduced, the small claims limit is increasing and a new platform / portal for dealing with claims - - has been established

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Webinar - Social Selling and Virtual Networking Confirmation

  • Wed 12 May 12:00 pm – 1:00 pm
    • Nick Thomas

Social media has become an increasingly essential tool in the business world. With the advent of the internet driving the ‘Age of the Customer’, it is increasingly hard to engage with customers and prospects. This has been exacerbated by the new virtual world we now work in. This 60 minute session demonstrates the importance of social media [specifically LinkedIn] and how to use it effectively to boost sales, build and leverage your network, build personal brand, and nurture and add value to existing relationships.

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Webinar - Professional Indemnity Insurance - an overview

  • Mon 26 Apr 3:00 pm – 4:00 pm
    • Alan Chandler

This presentation provides an overview of professional indemnity insurance. It looks at the main case law underpinning the PI market, why the PI market is expanding in terms of number of policyholders needing the cover yet at the same time the capacity is decreasing.

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Webinar - The Death of the Orient-Express: a new train of thought on proximate cause?

  • Fri 16 Apr 12:00 pm – 1:00 pm
    • Jeff Heasman

On 15 January 2021, the Supreme Court held in the FCA Test Case that the Orient-Express Hotels case had been wrongly decided. Proximate cause has long been an issue that the courts have grappled with and as a result this has caused confusion and uncertainty throughout the insurance industry. In this webinar, Jeff Heasman will use his vast experience as a lecturer in tort law and insurance law to strip proximate cause back to the basic principles, trace its development up until the Supreme Court decision on 15 January 2021 and then provide views on what impact the decision will have on underwriting considerations going forward.

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Webinar - Effective Communication For The Virtual World

  • Wed 14 Apr 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

Human beings evolved to communicate and interpret communication in a face-to-face environment. Away from in person interactions we lose the ability to fully interpret the communication of others. The current virtual environment of remote working and trading has only accentuated the need to develop impactful and tailored skills across different communication media if we want to succeed in the business world.

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Annual General Meeting

  • Thu 08 Apr 12:00 pm – 1:00 pm

We need you! (To get down to our AGM, that is...)

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Webinar - Sales and Client Retention in the New Normal

  • Thu 11 Mar 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas and Associates

Before Covid-19 changed our ways of working we were already moving into the first real hard market in a generation which was always going to result in challenges when dealing with our customers. Throw into the mix almost all communication moving virtual (at least for a while) and this is one of the biggest challenges to our customer relationships we’ve ever seen. This session will explore communication in this situation, what affects the virtual world is having and how we can get the most out of virtual contact.

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Webinar - Inheritance Tax – Should I Be Concerned?

  • Wed 10 Mar 12:00 pm – 1:00 pm
    • Michael Duffield, New World Financial Group Ltd

The presentation will give an overview of the current IHT position in the UK and the common ways it can be mitigated for those who have, or may have, an IHT liability.

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Webinar - CII Examination Techniques Workshop

  • Wed 03 Mar 12:00 pm – 1:00 pm
    • Alan Chandler

This one hour workshop (including an opportunity for Q&A) 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 include how to best tackle the Cii diploma examinations which include multiple choice and coursework and the advanced diploma examinations which are now coursework only. We will also explore how and where are the best places to reference and how to manage the word count understanding what constitutes too little and too much.

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Webinar - Financial Aspects of FCA Compliance

  • Tue 23 Feb 2:00 pm – 3:00 pm
    • Branko Bjelobaba FCII, MIoD Chartered Insurance Practitioner

This comprehensive and interactive webinar will focus on the critical financial aspects of FCA rules - overall business solvency (compliance with adequate resources Threshold Condition 2.4), professional indemnity requirements/limits/issues (incl covid cover) and the onerous client money handling rules under CASS 5. The FCA has had deep concern with brokers’ financial resilience and has issued several surveys on this plus client money handling arrangements culminating with the Dear CEO letter of 30 September 2020.

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Webinar - Later Life Advice Challenges (Workshops Series)

  • Tue 23 Feb – Tue 13 Apr

In conjunction with the Personal Finance Society and the Insurance Institute of Middlesbrough, we are delighted to invite you to this series of workshops. This programme of 8 workshops will focus on key challenges facing financial advisers and planners when seeking to deliver advice that results in consistently good client outcomes. Each will be delivered by a recognised subject matter expert and practitioner who will ground their session in practical experience of dealing with the needs of those in later life.

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Webinar - The insurance implications of Brexit

  • Thu 04 Feb 1:00 pm – 2:00 pm
    • Alan Chandler

Despite dominating much of press coverage for many years, due to the occurrence of Covid-19 around the globe Brexit is now getting far less press coverage, and there is a danger the insurance industry could slip into 2021 without fully considering the impact of Brexit. The UK left the EU at the end of the year and there will be implications for insurance contracts.

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Webinar: FCA Business Interruption Insurance Test Case: Supreme Court

  • Fri 29 Jan 2:00 pm – 3:00 pm
    • Branko Bjelobaba FCII, MIoD Chartered Insurance Practitioner, Branko Ltd

This comprehensive and interactive one-hour webinar will focus on the judgment of the Supreme Court following the appeal of the FCA’s ground-breaking test case at the High Court. The appeal concluded on 19 November and the judgment was handed down last week. Four days were spent setting out starkly differing views between the FCA and insurers.

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Webinar - Motor Legal Expenses Insurance (MLE)

  • Tue 19 Jan 12:00 pm – 1:00 pm
    • Bernard Thornton FCII

Motor Legal Expenses (MLE) is a class of insurance frequently misunderstood, overlooked or dismissed altogether. For many claimants however, MLE can be a vital form of cover, and one which is changing significantly with the upcoming implementation of the Civil Liability Act. This important legal instrument is set to make sweeping changes to the way both personal injury and ULR claims are handled and calls for major changes in the way MLE is worded, priced and sold. The wide variety of policies, cover, and marketing options can be confusing for clients and sometimes for insurance professionals. This webinar seeks to demystify MLE and to clarify what needs to be taken into account when considering and recommending cover to clients. The webinar will be of value to those involved in Motor claims, underwriting, broking or anyone wishing to widen their knowledge of a highly topical and fast-moving aspect of general insurance.

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