Previous events

All previous events

Webinar - Ecopsychology: the impact of your surroundings on well-being and productivity

  • Thu 01 Jul 12:00 pm – 1:00 pm
    • Jeff Heasman

Ecopsychology is the growing science of the impact our immediate surroundings have on our mental well-being and in turn our productivity.

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Practical Soft Skills Workshop- Masterclass 30/06/2021

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

This one-day course focuses on the tiny details that make the difference between good client relationships and great client relationships. During the day you will learn what your communication style says about you and how you can adapt the way that you communicate to instantly build rapport with those around you.

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Practical Soft Skills Workshop- New Starters 29/06/2021

  • Tue 29 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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R06 - Financial Planning Practice Revision Day- 25/06/2021

  • Fri 25 Jun 9:30 am – 4:30 pm
    • Steve Davis

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 2021 exam.

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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: Directors and Officers insurance overview

  • Fri 18 Jun 1:00 pm – 2:00 pm
    • Alan Chandler

The webinar will briefly explain the history of D&O and how the D&O marketplace is changing dramatically due to the economy.

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Webinar - Communicating with Vulnerable Customers

  • Wed 16 Jun 12:00 pm – 1:00 pm
    • Jeff Heasman

This training session corrects this common mistake by providing key skills necessary to ensure that you are able to communicate clearly and effectively with vulnerable customers.

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Summer Golf Meet up

  • Fri 11 Jun 9:00 am – 8:00 pm

The places will be allocated on a first-come basis and it is restricted to members of our golfing society on this occasion. (Although if take up is low then guests will be included) The cost is £30 per person. If you wish to eat before or afterwards please make your own arrangements

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Webinar - Meetings: making more of less

  • Wed 02 Jun 12:00 pm – 1:00 pm
    • Jeff Heasman

This session will look at the science behind meetings in terms of when it is necessary to have meetings, how to plan for meetings, how to ensure they are more productive and how to ultimately reduce the number of necessary meetings. To take account of new working practices, this session will explore virtual as well as face-to-face meetings.

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AF5 - Financial Planning Process Revision Day- 28/05/2021

  • Fri 28 May 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 June 2021 exam.

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

  • Wed 19 May 12:00 pm – 1:00 pm
    • Jeff Heasman

Discovery-driven planning is the process of converting assumptions into knowledge. It is an ongoing process and in a fast-changing working environment, this has never been more important.

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Webinar - 70 : 20 : 10 Shifting learning away from the training room

  • Tue 11 May 12:00 pm – 1:15 pm
    • Katharine Jones

Did you know we learn more from making a mistake than getting it right first time… that’s not to say mistakes are to be welcomed, but it’s great to have opportunities to try things out for yourself and see what happens.

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R01- Financial Services, Regulations & Ethics Revision Day- 07/05/2021

  • Fri 07 May 9:30 am – 4:30 pm
    • Sue Cox

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 - Drafting Policies to Match Brand Promises, Marketing Messages and Consumer Expectations

  • Tue 04 May 12:00 pm – 1:00 pm
    • Jeff Heasman

The FCA test case in 2020 and other events in recent years have negatively impacted the reputation of the insurance industry.

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AF2 - Business Financial Planning Revision Day- 23/04/2021

  • Fri 23 Apr 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 - Diversity in Communication: how to communicate with a wider and more diverse audience

  • Wed 21 Apr 12:00 pm – 1:00 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 - How digital technologies are transforming the insurance market

  • Wed 14 Apr 12:00 pm – 1:30 pm
    • Neil Park

You can’t read an insurance publication without reading about how the insurance market is or is about to be transformed by technology and for those of us who started out in insurance with a fax machine it can be overwhelming! Certainly, video conferencing, cloud-based document management systems and other digital technologies have served us well in the pandemic but what other technologies will truly help us look after our customers better in the future? Are these technologies a threat or an opportunity?

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Webinar - Hard Talk: how to communicate with customers about price rises and other impacts of a hard market

  • Tue 13 Apr 12:00 pm – 1:00 pm
    • Jeff Heasman

This webinar will provide you with communication strategies that will enable you to communicate with clients in a way that keeps them on board now and for the future.

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Annual General Meeting 2021

  • Mon 12 Apr 5:30 pm – 7:30 pm

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: Monday 12 April 2020 at: 17:30

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Webinar - Memory Skills

  • Tue 06 Apr 12:00 pm – 1:15 pm
    • Katharine Jones

Recalling important information and details when you need them can sometimes be a challenge. This session will help individuals understand how they can use their brain to improve their memory. It will also include practical techniques to make them more effective in their job role.

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