Previous events
All previous events
Lunchtime Seminar- Vulnerable Customers
The FCA have found following a thematic review that vulnerable customers are often not treated fairly. In fact many Insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurer has loaded rates at renewal. Some of the UK's largest institutions have been guilty of proactively targeting these individuals and the regulator has had enough of Insurers and brokers balancing their books on the most vulnerable in our society. The FCA have announced they will be investigating dual pricing, a lot of this will because the advantage taken of the vulnerable - expect some serious action by the FCA.
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Annual Dinner
Our glamourous annual dinner will be held on Friday 15th November 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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AF5 - Financial Planning Process Revision Day- 04/10/2019
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 2019 exam.
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Lunchtime Seminar- Let's Talk Cybercrime
As business customers and consumers become more concerned about the increasing reports of cybercrime, do we all understand what the every-day threat looks like and can we help our customers? Providing customers with good advice and current information will help them to choose the right protection products.
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'Fire and Fury' - when disaster strikes have you really got it all covered? North East Institutes Seminar 2019
The 2019 North East Local Institutes Seminar looks at a real-life scenario, with contributions from experts on Liability, Business Interruption, Key Man Protection, HSE Investigation, Material Damage and more. BOOK NOW
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The Art of Effective Listening & Connecting with People
There is a big difference between hearing what someone is saying and listening to them. Hearing is passive, listening is active. The ability to listen to, rather than just hear, what clients and colleagues have to say is an essential skill. It helps to build strong relationships and this results in new business, business retention and happier workplaces. This seminar will develop your listening skills and help you with both internal and external relationships at work. It will also teach you how to connect with people through understanding behavioural traits and why people say what they say.
View event detailsLunchtime Seminar- Human Robot
As the insurance industry looks to embrace a digital relationship with customers, we look at the good, the bad and the ugly data. From data governance, security, single customer view and fraud, data is key. We look at fraud and leakage as a result of poor data and controls.
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AF1- Personal Tax and Trust Planning- 06/09/2019
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 detailsLunchtime Seminar- Senior Managers & Certification Regime
In response to the 2008 banking crisis and significant conduct failing the Parliamentary Commission for Banking Standards recommended a new accountability framework focused on senior management. It also recommended that firms take more responsibility for employees being fit and proper, and that there be better standards of conduct at all levels in banking firms. With banks and insurers already subject to the new regime it was decided to extend this to all FSMA authorised firms.
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Autumn Golf Meeting
Autumn Golf Meeting of the Insurance Institute of Newcastle upon Tyne
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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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Lunchtime Seminar- Flood Risk
Flood Consult International has been setup to offer clients from commercial, industrial, insurance and utility sectors a better understanding of their flood risk and how to defend against it. The core staff at FCI have over 25 years’ experience of working in the flood defence industry during which time we have offered consultancy and designed solutions for a variety of assets from a minor extension on a warehouse to a nuclear power station.
View event detailsSummer Golf Meeting
Summer Golf Meeting of the Insurance Institute of Newcastle upon Tyne
View event detailsR02- Investment Principles and Risk Revision Day- 26/07/2019
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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Introduction to Insurance for Lawyers
Certain lawyers have an insurance practice and may work for insurance companies defending liability claims, many others may not have an insurance practice but will often encounter insurance for instance when negotiating a lease, or a bank facility agreement, a commercial contract, a construction contract or licensing agreement, a sale and purchase agreement – the list goes on? In this lunch time workshop - Neil Park provides an overview of insurance for lawyers identifying the principal insurance policies, some common jargon and areas of insurance contracts which are often of most importance to lawyers.
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Practical Workshop- Supervisor Training
This one-day course is designed for anyone planning to be a supervisor or who is already supervising a team. We will look at current regulatory issues and FCA requirements and examine how you can ensure that your supervision style gets the best out of the people you supervise whilst also maintaining robust T&C records.
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Dovetailing Liability Insurance Coverage
As the business and legal environment continues to change businesses face an ever increasing range of potential liabilities. Yes they may be liable for causing injury or damage but also for breaching another party’s intellectual property or breaching employment, data privacy, environmental or bribery laws. In this lunch time workshop - Neil Park discusses how brokers can ensure that the liability insurance protection of their commercial customers protects them against their ever-widening liabilities and that any gaps in insurance protection are identified and minimised.
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Five a Side Football Competition
Our annual FREE Five-a-Side Football Competition is due to take place on Monday 24th June 2019. Teams will be divided into two leagues, the top two teams from each league progress to the semi-finals.
View event detailsPractical Soft Skills Workshop- Masterclass
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.
View event detailsPractical Soft Skills Workshop- New Starters
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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