Previous events

All previous events

The Consumer Duty Skills Toolkit Part 1

  • Thu 08 Jun 12:30 pm – 2:00 pm
    • Jeff Heasman

Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important.

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CPD Event - Creating and Claiming Value in Negotiations

  • Wed 07 Jun 12:00 pm – 1:00 pm
  • AMP
    • Jeff Heasman, MABP, LL.B (Hons), LL.M

This event, presented by Jeff Heasman, MABP, LL.B (Hons), LL.M, focuses on how to create and claim value in a negotiation. A critical skill in a hard market. Please see the event page for further details.

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Coaching Skills for Leaders

  • Wed 31 May 12:30 pm – 1:30 pm
    • Tom Flatau

Coaching is a skill that has one of the highest returns on investment – some studies report 800%. So, it is not surprising that once your managers start coaching, you can expect breakthrough results for your entire organisation.

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Webinar: Rest, Recovery, Recharge - Ready for Productivity

  • Tue 30 May 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

The well-known phrase “I`ll sleep when I die” is old school. The number of hours worked DOES NOT correlate with performance. This session addresses the WHY, WHAT and HOW to rest, recover and recharge, so that you are ready to achieve!

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Webinar: Exploring Inclusion and Diversity - Considering Socio-economic background and creating inclusive environments

  • Wed 24 May 12:00 pm – 1:00 pm
    • Rose Sellman-Leava, Inclusive Futures CIC
    • Jess Woodsford, Inclusive Futures CIC

Despite not being one of the 9 protected characteristics under the Equality Act, people from lower socio-economic backgrounds experience bias, discrimination and significant inequality of opportunity.

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BIBA Compliance Forum - Newcastle

  • Wed 24 May 10:00 am – 12:00 pm
    • David Sparkes, BIBA

Back by Popular demand, the forums provide an ideal opportunity for members to hear technical compliance matters broken down into plain English.

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Ethical Leadership

  • Wed 17 May 12:00 pm

This session will help you understand what it means to be an ethical leader and will provide opportunities to review how the stated values of organisations relate to the culture and behaviour in practice.

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Webinar: Building barriers to burnout and bridges to brilliance

  • Tue 16 May 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

Would you feed your Ferrari frogs? If the answer is a big fat “NO” then this course is for you. If you want to fuel your body for physical health, it is vital that you understand and apply the contents of this course.

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Optimum Productivity and Performance in the Modern Workplace

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

This session looks at how we can optimise our productivity and performance at work. We examine the modern challenges to effective productivity, and how the remote or hybrid work environment has only emphasised the need for professionals to take control of their own motivation, focus, and execution.

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Webinar: Food for Mood

  • Tue 02 May 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

Although your brain is only 2% of your body weight, it consumes 20% of the calories you eat. So, why on earth when we think about nutrition are we often lead to focus on body image? Fuel your mind, and mental strength you will find!

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Consumer Duty and the Impact on Claims Handling

  • Thu 27 Apr 12:30 pm – 2:00 pm
    • James Tye, Hammersbach Consulting Limited
    • Nick Thomas, Nick Thomas & Associates

The FCA is determined to establish a consistent level for customer experiences and create better customer outcomes. The new rules come into force on the 31 July 2023 and will be fully implemented by the 30 April 2024.

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Annual General Meeting 2023

  • Wed 26 Apr 5:30 pm – 7:00 pm

Your local institute council invites you to attend their 2023 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year.

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Trust and Loyalty

  • Wed 19 Apr 12:30 pm – 1:30 pm
    • Jeff Heasman

Trust has been compromised and loyalty challenged by a series of recent events which have been both within and outside our control. This webinar will examine the essential elements of what trust is, how to gain trust and keep it, as well as what to do when trust and loyalty are jeopardised.

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Webinar: Working From Home & Hybrid… Without Forgetting Health & Happiness

  • Tue 18 Apr 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

WFH&H…WFH&H...! Gain a greater awareness of the health habits that hinder and help your productivity when WFH&H. We'll explore nutrition, movement, sleep, positive noise, & productivity winners, whilst linking these to your individual world.

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R06 - Financial Planning Practice Revision Day- 14/04/2023

  • Fri 14 Apr 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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 2023 exam.

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An Overview of Commercial Package Insurance

  • Thu 13 Apr 12:00 pm – 1:00 pm
    • Alan Chandler

This webinar will provide a practical look into the various sections of a typical commercial package insurance policy, what is covered and what protection a commercial customer actually obtains, so that brokers, underwriters and claims staff alike can be confident when explaining the different sections of cover.

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Annual Quiz 2023

  • Thu 06 Apr 7:00 pm – 11:00 pm
  • Shearers Sports Bar & Lounge

Join us for our Annual Quiz!

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Customer Decision Making

  • Wed 05 Apr 12:30 pm – 1:30 pm
    • Jeff Heasman

Behavioural economics gives us invaluable insights into how we can adapt the way we provide information, understand customer decision-making processes, shape the sales process (including the concept of nudging) and engage more effectively with potential or existing clients.

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Understanding Grief & Bereavement

  • Wed 29 Mar 12:00 pm – 1:00 pm
    • Steve Heath, MHIB

This session will explore the relationship between loss, grief, bereavement and mental health; how we can manage grief in healthy ways; and how we can support others who are experiencing loss or grief

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A Plain English Introduction to Engineering Insurance and Inspection

  • Wed 22 Mar 1:00 pm – 2:00 pm
    • Alan Chandler

This is an hour’s presentation looking to provide a plain English overview of the Engineering insurance market, which is often shrouded in mystery and badly understood. We will look at both the inspection and insurance cover elements of Engineering insurance.

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