Previous events

This month

Global threats facing the insurance industry

  • Thu 22 Feb 10:00 am – 11:00 am
    • Branko Bjelobaba

What are the global threats facing the insurance industry right now and how are these impacting UK insurers and brokers? This will be an interactive and wide-ranging talk and those attending will be actively encouraged to contribute with their own experiences. We will look at the differences in responses between insurers and brokers with brokers considering business conduct more of a concern than insurers.

View event details

The 5 Key Skills of a Future-Proofed Adviser in Insurance and Financial Services

  • Tue 20 Feb 12:30 pm – 1:30 pm
    • Jeff Heasman

This session will look at the 5 key skills that need to be developed now to ensure that as an adviser in insurance / financial services you are future-proofed for success!

View event details

AF4 Investment Planning Revision Day- 16/02/2024

  • Fri 16 Feb 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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.

View event details

Improving your delegation skills

  • Thu 15 Feb 12:00 pm – 1:15 pm

Being able to delegate tasks to others can be one of the hardest managerial responsibilities. The temptation is just to do it yourself – after all you’re likely to do a much better and quicker job, and it’s going to take more time to explain it to someone else. This session will give you the confidence to let go of tasks without losing control and give you the skills to use delegation as a motivational tool.

View event details

AF7 Pension Transfers Revision Day- 14/02/2024

  • Wed 14 Feb 9:30 am – 4:30 pm
    • Steve Davies

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.

View event details

Questions that transform your client’s mindset- 07/02/2024

  • Wed 07 Feb 9:30 am – 4:00 pm
    • Adam Owen, NextGen Planners Ltd

In this full day workshop, Adam Owen will show you how to supercharge your questioning and listening skills to build deeper levels of trust with your clients.

View event details

Client Meeting 2.0: Designing and delivering first class client experiences- 06/02/2024

  • Tue 06 Feb 9:30 am – 4:00 pm
    • Adam Owen, NextGen Planners Ltd

In this full day workshop, Adam Owen will show you how to embed value into every aspect of your client meetings, creating an experience that accelerates trust.

View event details

AF5 - Financial Planning Process Revision Day- 01/02/2024

  • Thu 01 Feb 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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 February 2024 exam.

View event details

All previous events

AF1 Personal Tax and Trust Planning Revision Day- 30/01/2024

  • Tue 30 Jan 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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.

View event details

R06 - Financial Planning Practice Revision Day- 12/01/2024

  • Fri 12 Jan 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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 January 2024 exam.

View event details

Young Professional's Christmas Social

  • Thu 07 Dec. 5:30 pm

Newcastle CII's Young Professional's Christmas Special Thursday 7th December, from 5.30

View event details

Webinar: Flooding: Risk, Resilience and Recoveries

  • Wed 06 Dec 1:00 pm – 2:00 pm
    • Richard Keightley, Hawkins & Associates

This webinar uses case studies to discuss factors that affect flood risk to existing properties and new developments, how flood risk can be reduced using property flood resilience (‘PFR’) measures, and how a forensic hydrologist / expert witness can assist in subrogated recoveries involving flood damage.

View event details

The Power of Questions

  • Tue 07 Nov 12:00 pm – 1:00 pm
    • Nick Thomas

This session helps us to understand why questions are so important and how powerful they can be in leading us to the outcomes we want to achieve. The content is applicable at all levels across the insurance industry, whether in sales, negotiation, claims, leadership roles, underwriting, broking or simply working collaboratively in teams or meetings.

View event details

Influence and Impact Through Constructive Conversations

  • Wed 25 Oct 12:30 pm – 1:30 pm
    • Tom Flatau

Participants identify their natural tendencies and strengths, and explore new behaviours to increase their conversational capacity. We examine the triggers that produce the fight or flight responses that so often derail conversations. Participants will become more mindful, humble and courageous in addressing difficult yet important conversations.

View event details

Annual Dinner 2023

  • Fri 13 Oct 6:30 pm – 1:00 am

Save the Date! Insurance Institute of Newcastle upon Tyne Annual Dinner. 13th October 2023 St James' Park, Newcastle

View event details

In-person Conference - Insuring the future: Modern methods of construction, the underwriting of modular buildings, and impacts on claims

  • Thu 12 Oct 9:30 am – 4:00 pm
  • Wetherby Racecourse
    • Dave Hill, Corroventa
    • Kerry Smith, McLarens
    • James Clarke, Hawkins
    • Jack Corden, Davis French & Associates
    • Colin Kite, Polygon

Join us for our annual in-person conference, organised by the insurance institutes of the North-East. Industry experts come together to explore modern methods of construction in an interactive case-study based format.

View event details

Leading Change and Bringing Your People With You

  • Wed 04 Oct 12:30 pm – 1:30 pm
    • Tom Flatau

85% of executives cite change as critical to business success. Yet all too often it is seen as a threat. If change is so vital, why are people afraid of it?

View event details

Webinar: Inflation Goes High, We Go Low

  • Tue 03 Oct 12:00 pm – 1:00 pm
    • Simoney Kyriakou

Are you in charge of the UK economy? Do you work for the Bank of England? If the answers to these are 'no', then you may be forgiven for thinking there's not much you can do about inflation. But financial advice professionals are very much at the front line when it comes to helping clients navigate what inflation means for them and their finances.

View event details

PFS Tyne Tees Autumn Conference

  • Thu 28 Sep 8:45 am – 3:00 pm
  • Ramside Hall
    • Karl Steadman, JUST
    • Jamie Clark, Quilter
    • Jim Clay, PortfolioMetrix
    • Elliott Date, Fidelity
View event details

R06 - Financial Planning Practice Revision Day- 22/09/2023

  • Fri 22 Sep 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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 October 2023 exam.

View event details