Previous events

This month

Webinar - Discovery Driven Planning how to plan for and create genuine change and innovation in uncertain times

  • Wed 17 Aug 12:30 pm – 1:30 pm
    • Jeff Heasman

This session will introduce you to discovery-driven planning and how it can be applied in the context of insurance and financial services.

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Webinar - For Better or For Worse

  • Wed 10 Aug 12:30 pm – 1:30 pm
    • Jeff Heasman

This is a must for anyone with an interest in the historical development of the insurance industry and how it adapts to judicial decisions.

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All previous events

Webinar - Forget Influence. Create Curiosity

  • Wed 13 Jul 12:30 pm – 1:30 pm
    • Jeff Heasman

This webinar will show you how to forget influence and create curiosity for better relationships and more success in business and indeed your personal lives.

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Webinar - Human v Automated Decision-Making have we gone too far in insurance and financial services?

  • Thu 07 Jul 12:30 pm – 1:30 pm
    • Jeff Heasman

This thought-provoking webinar will examine both sides of the debate and suggest a way forward to ensure the best possible outcome for the profession and for our clients.

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R06 - Financial Planning Practice Revision Day- 30/06/2022

  • Thu 30 Jun 9:30 am – 4:30 pm
    • Darren Slater

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 July 2022 exam.

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Summer Golf Meet - Brancepeth Castle Golf Club

  • Fri 24 Jun 11:30 am – 6:30 pm

Brancepeth Castle Golf Club. There will be the usual coffee and bacon roll before we start and a one course meal following the 18 holes. The cost including £2 sweep is £37.00 a head.

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Practical Soft Skills & Communication Workshop- 22/06/2022

  • Wed 22 Jun 10:00 am – 3:30 pm
    • Adam Owen, NextGen Planners Ltd

This one-day course focuses on building great client relationships. You will learn techniques to build trust and move fluently through the meeting agenda, whilst maintaining focus on the client’s needs. You will learn the six key questions that achieve a real understanding of the client’s objectives, enable you to recommend solutions based on real understanding and produce a compliant file.

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Webinar - Diversity in Communication

  • Tue 21 Jun 12:30 pm – 1:30 pm
    • Jeff Heasman

This webinar will teach key communication strategies to ensure that, whether it be internal or external communications, you communicate with a wider and more diverse audience and avoid miscommunication or misunderstanding with people who are different to you.

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Webinar - Communicating with Vulnerable Customers

  • Thu 09 Jun 12:30 pm – 1:30 pm
    • Jeff Heasman

It is critical that everyone working in insurance and financial services understands the definition of a vulnerable customer, how to identify a vulnerable customer and what the laws and regulations say.

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Webinar - The power of the mindset

  • Tue 07 Jun 1:00 pm – 2:00 pm
    • Nick Thomas

This empowering session draws on research in the fields of psychology, performance, and neuroscience. It looks at what really drives excellence and how our talent is not a gift we are born with, but something that is developed through opportunity, commitment, and ‘deep’ practice.

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Webinar - How to get faster responses without chasing

  • Mon 16 May 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ld

This practical session will share some phrases, frameworks and tools that have seen hard-to-get-hold-of clients reply the next day.

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AF4 Investment Planning Revision Day- 11/05/2022

  • Wed 11 May 9:30 am – 4:30 pm
    • Steve Davies, 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 - 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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