Previous events

This month

Webinar - An introduction to Parametric insurance

  • Wed 19 Jan 1:00 pm – 2:00 pm
    • Nick Thomas

This introduction to parametric insurance is an excellent opportunity for delegates to develop their understanding of this type of insurance. Parametric insurance is not new but is being developed for SMEs and provides options for previously uninsurable risk, such as flood.

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Webinar - Developing a Growth mindset

  • Tue 18 Jan 12:00 pm – 1:30 pm
    • Katharine Jones

Find out more about your own mindset and see how developing a growth mindset can help you get better results and achieve your potential in current and future roles.

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Webinar - The purpose of duty and a major new approach to Professional Negligence claims from the Supreme Court

  • Wed 12 Jan 12:30 pm – 1:30 pm
    • Jeff Heasman

This session will take you through the decisions of the Supreme Court and provide guidance on how providers of professional services should be taking steps now to mitigate the risk of claim being made against them, as well as looking at how the decisions will impact claims.

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All previous events

Webinar - How to correctly advise your clients on setting correct indemnity periods

  • Tue 14 Dec 1:00 pm – 2:00 pm
    • Alan Chandler

How to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies. Brokers increasingly face Pi claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods. This one hour webinar will examine all the different factors a client needs to take into account when setting an indemnity period.

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North East Institutes Webinar: Building Resilience and Sustainability in the 21st Century

  • Tue 07 Dec 10:30 am – 12:00 pm
    • Dr Jim Glockling, RISCAuthority
    • Ian Gibbs, Sedgwick
    • Matt Barker, RAB Consultants Ltd

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.

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Annual Dinner 2021

  • Fri 26 Nov 7:00 pm – 12:30 am
  • Crowne Plaza

Our glamorous annual dinner will be held on Friday 26th November 2021 at 7pm at the Crowne Plaza, Newcastle. We are looking forward to an evening of entertainment, good food and lots of laughs - we hope to see you and your colleagues there.

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Webinar - Understanding and Addressing buying influences

  • Thu 18 Nov 12:00 pm – 1:00 pm
    • Nick Thomas

Amongst other things, this seminar will look at types of buyers and their roles in the decision-making process.

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Webinar - Negotiating and influencing - a sustainable model

  • Thu 11 Nov 12:00 pm – 1:00 pm
    • Nick Thomas

Amongst other things, this session will look at building rapport – the importance of rapport in mutual influence, and how to achieve it at the different ‘neurological’ levels. The importance of rapport in negotiation.

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R04 Pensions and Retirement Planning Revision Day- 05/11/2021

  • Fri 05 Nov 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP, 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, processes, planning and pipeline management

  • Wed 03 Nov 12:00 pm – 1:00 pm
    • Nick Thomas

Amongst other things, this seminar will cover an overview of the core sales process, its importance, and the key activities at each stage.

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Webinar - Understanding Household Claims Handling

  • Fri 29 Oct 12:00 pm – 1:00 pm
    • Alan Chandler

The webinar explores the importance of early notification of claim by the policyholder, what information a Personal Lines claims handler will typically seek and when they will use an outsourcer. The presentation will also explore the insurers obligations under the Enterprise Act 2016 and why they must settle promptly and finally we will explore when a policyholder can approach the FOS over a claim.

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Webinar - Household insurance– endorsements, conditions, warranties and policy wordings and the importance of getting it right

  • Fri 22 Oct 12:00 pm – 1:00 pm
    • Alan Chandler

This webinar takes a plain English view of how the law and the Financial Ombudsman Service interpret endorsements, conditions, warranties and policy wordings and why it is so important to get this right.

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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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Webinar - Consultative Sales skills

  • Thu 14 Oct 12:00 pm – 1:00 pm
    • Nick Thomas

Amongst other things, this session will cover the WHY of consultative sales - moving away from purely price and vendor status etc. Becoming a trusted adviser, avoiding objections and the natural close.

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Webinar - Impactful online meetings

  • Tue 05 Oct 12:00 pm – 1:00 pm
    • Nick Thomas

Amongst other things this seminar will cover an overview of the limitations of virtual meetings – compared to in-person meetings.

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R03- Personal Taxation Revision Day- 05/10/2021

  • Tue 05 Oct 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP, 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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Virtual Event - Nottingham Institute InsurED & Financial Planning Day 2021

  • Wed 29 Sep 8:45 am – 5:00 pm

Nottingham Institute is running its InsurED event again this year and, as it is to be a virtual event (for the first time ever), we are offering all CII and PFS members the opportunity to book a place. We are however expecting that it will book up quickly!

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AF5 - Financial Planning Process Revision Day- 23/09/2021

  • Thu 23 Sep 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP, Chartered Insurance Institute

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 2021 exam.

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Webinar - Building rapport in the virtual world

  • Tue 21 Sep 12:00 pm – 1:00 pm
    • Nick Thomas

Amongst other things, this seminar will look at Rapport building: - Why? Key skill in building trust and mutual influencing - How? Pacing and leading, matching and mirroring. - The ‘neurological levels’ of rapport – pacing and leading at each level.

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AF4 Investment Planning Revision Day- 17/09/2021

  • Fri 17 Sep 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP, 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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