Previous events

All previous events

AF4 Investment Planning Revision Day- 04/02/2022

  • Fri 04 Feb 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 - Creating and claiming value in negotiations

  • Wed 02 Feb 12:30 pm – 1:30 pm
    • Jeff Heasman

This masterclass in negotiation focuses on how to create and claim value in a negotiation. A critical skill in a hard market.

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AF5 - Financial Planning Process Revision Day- 02/02/2022

  • Wed 02 Feb 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 February 2022 exam.

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AF7- Pension Transfer Two Half Revision Days- 31/01/2022 & 01/02/2022

  • Mon 31 Jan – Tue 01 Feb
    • Steve Davis

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 - Inner Critic part 1 Concept of success

  • Thu 27 Jan 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ltd

This is a four part, interactive programme of 1 x hour sessions. It’s designed to help members of the CII develop their self-confidence, increase their motivation and build resilience so that they are in an even stronger position to deliver on the CII’s promise of trust, professionalism and standards. Drawing on cutting edge research, the programme is intended to be thought provoking and practical.

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Webinar - SURE – a new technique to ensure clients have understood your advice

  • Wed 26 Jan 12:30 pm – 1:30 pm
    • Jeff Heasman

In this webinar, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.

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Webinar - Restoring Trust in Insurance by improving customer service

  • Tue 25 Jan 1:00 pm – 2:00 pm
    • Bernard Thornton

At a time when the public image of insurance has never been in a more intensive spotlight, this webinar looks at the joint issues of customer service and trust – inextricably linked and vital to the future prosperity of the insurance sector.

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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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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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