Forthcoming events

This month

The Impact and Role of Trust in Diversity & Inclusion

  • Tue 28 May 12:30 pm – 1:30 pm
    • Jeff Heasman

This webinar will explore how trust manifests itself in our relationships and how this plays a critical role in diversity and inclusion within the insurance and financial services industries.

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All forthcoming events

The Five Key Habits of a Trusted Advisor

  • Tue 04 Jun 12:30 pm – 1:30 pm
    • Jeff Heasman

In this session, relying on parts of his doctoral research into the concept of trust in financial services, Jeff Heasman will explore the building blocks of trust in client/advisor relationships and explore 5 key areas that is important to focus on in our relationships to ensure that our clients see us not just as any other advisor but rather as a trusted advisor.

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The Impact and Role of Trust in Claims

  • Thu 06 Jun 12:30 pm – 1:30 pm
    • Jeff Heasman

This webinar will examine what exactly trust is, how it is gained, and then regained if potentially lost.

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CPD Webinar: Intermediate Marine Cargo Insurance

  • Wed 12 Jun 12:00 pm – 1:00 pm
    • Alan Hornby, Chartered Insurance Practitioner

If you participated in the marine cargo introductory session in March, then hopefully you will be sleeping better knowing the different Incoterms and the Institute Cargo Clauses (ICC). Building on that session, we will now delve deeper into the wonderful world of marine cargo insurance by examining the factors involved in the assessment of risk. We then move to analysing the cover in more detail by examining a policy wording looking at conditions, extensions and exclusions This one-hour webinar provided by Alan Hornby is Part 2 of 3 of the webinar series on Marine Cargo Insurance. This session is aimed at those who wish to expand on the knowledge gained from the first session or those who wish to expand their knowledge of this important but often overlooked class of business.

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PFS Summer XCHANGE 2024 - Real World Opportunities Durham

  • Thu 13 Jun 8:30 am – 4:55 pm
  • Ramside Hall

Welcome to Real World Opportunities – the second series of events within the 2024 XCHANGE programme. Join us for a host of insights into The Budget, AI, Technology and Sustainability – all with the purpose of sharing multiple real world planning opportunities with you. Come along to hear from a host of speakers and subject matter specialists including: Sarah Adekola, Carla Brown, Derek Mills and Tony Wickenden

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Building and Maintaining Trust in the Modern Hybrid Workplace

  • Thu 13 Jun 12:30 pm – 1:30 pm
    • Jeff Heasman

This webinar will examine the essential aspects of organisational trust in terms of how it is formed and then maintained in our working relationships. We will also look at solutions to the unique challenges that trust can pose in hybrid working models.

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Emerging Risks

  • Thu 04 Jul 12:00 pm – 1:00 pm
    • Chris Abram ACII, F Inst. SMM

This session on Emerging Risks looks at some of the issues that are changing the insurance industry – in terms of ways of working, and new insurance solutions being developed.

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CPD Webinar: SURE: A new technique to ensure clients have understood your advice

  • Wed 10 Jul 12:00 pm – 1:00 pm
    • Jeff Heasman, Insurance Upskill

We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice! That is why, in this session, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching. Concept checking is designed to determine, with as much certainty as possible, that the client has understood the advice. Easy to apply to day-to-day interactions with clients, the SURE technique will help avoid misunderstandings now and in the future.

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Summer Golf Meet - Bedlingtonshire Golf Club 12/07/2024

  • Fri 12 Jul 11:30 am – 5:00 pm

The Insurance Institute of Newcastle upon Tyne Golfing Society will be running the Summer Meeting to be held at Bedlingtonshire Golf Club on Friday 12th July 2024. The first tee is booked for 11:56. Places will be on a first come basis and is open to Insurance Institute members in the first instance. The cost will be £39.50 per person (Green Fee + bacon sandwich & coffee on arrival and £5 into the Sweep).

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In Person CPD Event: Building rapport in a hybrid world

  • Wed 28 Aug 12:00 pm – 1:30 pm
  • AMP
    • Nick Thomas, Nick Thomas & Associates

Building Rapport is critical in business. It’s your tool for nurturing strong relationships whilst sharpening your capacity to influence others. Whether we are working with prospects, existing clients, the insurance market, co-workers, or other stakeholders it is essential that we can quickly establish [and reestablish] rapport. Rapport also plays a role in building a wider relationship of trust.

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CPD Webinar: Advanced Marine Cargo Insurance

  • Wed 18 Sep 12:00 pm – 1:00 pm
    • Alan Hornby, Chartered Insurance Practitioner

If you participated in our previous Introduction and Intermediate sessions earlier in the year by now your confidence and knowledge of marine cargo insurance should mean there are no sleepless nights but every now and then there is the nightmare … We conclude this series by examining and exploring areas of marine cargo insurance that are often overlooked as they might not be relevant to our day to day role. However, it’s always useful to expand knowledge and ‘see the bigger picture’. This session will look at Letters of Credit, the claims process and international legislation as well as other issues that can arise from time to time when dealing with cargo insurance.

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