Previous events

All previous events

Practical Soft Skills Workshop- Masterclass

  • Fri 21 Jun 9:00 am – 5:00 pm
  • MHA Tait Walker
    • 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

  • Thu 20 Jun 9:00 am – 5:00 pm
  • MHA Tait Walker
    • 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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New Age Terrorism requires New Age Solutions

  • Tue 11 Jun 12:30 pm – 2:00 pm
  • The Jurys Inn, Newcastle
    • Steve Coates ACII, Pool Re
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R03 - Personal Taxation Revision Day

  • Fri 31 May 9:00 am – 4:30 pm
  • MHA Tait Walker
    • Anthony O’Neill

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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The Independent Contractor Test Is Dead & Vicarious Liability Is On The Move - What Is The Final Destination?

  • Tue 14 May 12:30 pm – 2:00 pm
  • The Jurys Inn, Newcastle
    • Jeff Heasman, Jeff Heasman Training & Consultancy

The Court of Appeal decision in Barclays Bank Plc v Various Claimants on 28 June 2018 has caused concern across the insurance industry, with the court signalling the independent contractor test is now dead. There has in fact been a recent spate of decisions in the Court of Appeal and Supreme Court that have caused serious concern in the insurance industry. However, the decision of the Supreme Court on 25 July 2018 in James-Bowen & Others v Commissioner of Police of the Metropolis may be the much-needed calm after the storm. This interactive session will critically analyse how we got to this position and where the law is heading. We will look at whether the courts are using the common law to update the law in line with the “gig economy” we now work within, or indeed whether a policy of distributive justice is now influencing the decisions of the courts.

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R01- Financial Services, Regulations & Ethics Revision Day

  • Fri 03 May 9:00 am – 4:30 pm
  • MHA Tait Walker
    • Anthony O’Neill

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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Spring Golf Meeting

  • Fri 26 Apr 10:00 am – 4:00 pm
  • Newbiggin Golf Club

Spring Golf Meeting of the Insurance Institute of Newcastle upon Tyne

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Annual Quiz 2019

  • Thu 25 Apr 7:15 pm – 11:00 pm
  • Nine Sports Bar & Lounge

Join us for our Annual Quiz!

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AGM

  • Mon 15 Apr 6:00 pm – 7:00 pm
  • Tesco Underwriting
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Fail to prepare.... Prepare to fail!

  • Thu 11 Apr 12:00 pm – 2:00 pm
  • The Jurys Inn, Newcastle

DWF talk to members on the small claims portal

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AF5 - Financial Planning Process Revision Day

  • Fri 05 Apr 9:00 am – 4:30 pm
  • MHA Tait Walker
    • Anthony O’Neill

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 April 2019 exam.

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Risk Management Workshop

  • Wed 27 Mar 9:30 am – 2:00 pm
  • The Jurys Inn, Newcastle
    • Neil Park MA, FCII

The purchase of insurance coverage is just one aspect of how a business seeks to manage and mitigate the risks to their business. In this half day workshop Neil Park describes the risk management process and describes the various methods, processes and techniques organisations (from large to small) use to protect their business and ensure its future success. He also discusses how brokers and insurers can help their customers manage their risks successfully.

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AF7- Pension Transfer Revision Day

  • Fri 15 Mar 9:00 am – 4:30 pm
  • MHA Tait Walker
    • Anthony O’Neill

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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Business interruption insurance all you need to know explained in plain English

  • Wed 13 Mar 9:30 am – 2:00 pm
  • The Jurys Inn, Newcastle
    • Alan Chandler

How to help your clients set a correct gross profit sum insured; Be able to explain to your clients the difference between accounting gross profit and insurance gross profit; How to guide your clients correctly so that they set an appropriate indemnity period; How to project a correct sum insured through an indemnity period; How to best set up BI cover for service firms with no stock; Be able to guide your clients on setting an appropriate sum insured for increased cost of working only cover; Be able to explain the difference between increased cost of working and additional increased cost of working; Understand how declaration linked cover works; Be able to explain all the different BI extensions; Be able to understand how a BI claim operates in practice

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R02- Investment Principles and Risk Revision Day

  • Fri 01 Mar 9:00 am – 4:30 pm
  • MHA Tait Walker
    • Anthony O’Neill

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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Young Professionals' Group AGM

  • Thu 28 Feb 6:00 pm – 7:00 pm
  • Towergate/Bishop Skinner Insurance
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Broking Skills Workshop

  • Tue 26 Feb 12:00 pm – 2:00 pm
  • The Jurys Inn, Newcastle
    • Neil Park MA, FCII

What are the ingredients of a successful insurance broker? In this lunch time workshop - Neil Park discusses the key skills and competencies insurance brokers require and how they will need to develop as the insurance market continues to evolve.

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Getting your point across - negotiation skills for claims staff

  • Thu 31 Jan 1:00 pm – 4:30 pm
  • The Jurys Inn, Newcastle
    • Melissa Kidd, Motem

This interactive and practical session will address some of the typical challenges faced by claims staff.

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Lunch & Learn with Graham Bartlett

  • Wed 05 Dec 12:00 pm – 2:00 pm
  • The North of England P&I Association Ltd
    • Graham Bartlett BSc, LLM, ACII, ACILA, Trinity Chambers

Graham will give members of the institute an update on insurance case law.

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Annual Dinner

  • Fri 16 Nov 7:00 pm – 11:00 pm
  • Crowne Plaza

Our glamourous annual dinner will be held on Friday 16th 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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