Previous events

All previous events

Essential letter & email writing skills for insurance and financial services professionals

  • Wed 14 Nov 12:30 pm – 2:30 pm
  • The Jurys Inn, Newcastle
    • Jeff Heasman, Jeff Heasman Training and Consultancy

The letters and emails that a company produces are its ‘public face’. However, very little formal training is devoted towards the fundamental issue of email and letter writing skills. This practical session addresses this issue.

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R01- Financial Services, Regulations and Ethics Revision Day

  • Fri 09 Nov 9:30 am – 4:30 pm
  • MHA Tait Walker

The Insurance Institute of Newcastle Upon Tyne is happy to announce that they will be running an RO1 revision day in November.

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Judging an industry by its words: the impact of language on the public’s perception of the insurance and financial services industries

  • Wed 10 Oct 12:30 pm – 1:30 pm
  • The Jurys Inn, Newcastle
    • Jeff Heasman, Jeff Heasman Training and Consultancy

This thought-provoking seminar looks at how language has a significant impact on consumer behaviour and the public’s perception of the insurance and financial services industries.

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AF5 - FINANCIAL PLANNING PROCESS REVISION DAY

  • Fri 05 Oct 9:30 am – 5:00 pm
  • MHA Tait Walker

The Insurance Institute of Newcastle Upon Tyne is happy to announce that they will be running an AF5 revision day in October

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AF1- PERSONAL TAX AND TRUST PLANNING REVISION DAY

  • Mon 10 Sep 9:30 am – 5:00 pm
  • MHA Tait Walker

The Insurance Institute of Newcastle Upon Tyne is happy to announce that they will be running an AF1 revision day in September.

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Treasure Hunt

  • Fri 07 Sep 6:00 pm – 10:30 pm

The Insurance Institute of Newcaslte upon Tyne are proud to present its inaugural Treasure Hunt!

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Institute Golfing Society Autumn Meet

  • Fri 07 Sep 11:30 am – 6:00 pm
  • Northumberland Golf Club

Institute Golfing Society Autumn Meet Friday 07 September 2018 Northumberland Golf Club Tee Booked 11.00 Meet 10.00 hours latest Coffee and bacon sandwich on arrival 18 Holes Soup and sandwiches afterwards Cost £35.00 including food Pay on the day

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Negotiation skills for underwriters and claims staff

  • Wed 15 Aug 12:00 pm – 2:00 pm
  • The Jurys Inn, Newcastle
    • Melissa Kidd, Motem Ltd

Negotiating is such a key part of an underwriter’s and claims team role and yet very often they receive little training on how to handle these conversations. This means that relationships can sour, claims can escalate and costs rise. This interactive and practical session will address some of the typical challenges faced by underwriters and claims staff.

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Institute Golfing Society Invitational

  • Fri 27 Jul 10:00 am – 5:00 pm
  • Dunstanburgh Castle Golf Course

Institute Golfing Society Invitational Friday 27 July 2018 Dunstanburgh Golf Club Tee Booked 11.30 Meet 10.00 hours latest Coffee and bacon sandwich on arrival 18 Holes Soup and sandwiches afterwards Cost £30.00 including food Pay on the day

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Powers of persuasion: top tips for persuasive writing

  • Wed 18 Jul 12:30 pm – 2:00 pm
  • The Jurys Inn, Newcastle
    • Jeff Heasman, Jeff Heasman Training and Consultancy

This interactive and practical session is fully contextualised for professionals working in the insurance sector and financial services. It will teach the key skill of how to write to influence customers and third parties.

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Summer Social July 2018

  • Fri 13 Jul 6:00 pm – 9:00 pm
  • Revolución de Cuba

It’s finally happening... Revolución de Cuba are bringing their unique flair to 'The Toon'! Come along and meet your fellow Insurance & Finance Professionals for a casual meet & greet evening. All CII/PFS members are welcome.

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Five a Side Football Competition

  • Mon 09 Jul 5:45 pm – 10:30 pm
  • Lucozade Powerleague Centre

Our annual FREE Five-a-Side Football Competition is due to take place on Monday 9th July 2018. There are no World Cup matches that night. Teams will be divided into two leagues, the top two teams from each league progress to the semi-finals.

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IPID - The Insurance Product Information Document

  • Wed 06 Jun 12:30 pm – 1:30 pm
  • The Jurys Inn, Newcastle
    • Jeff Heasman, Jeff Heasman Training and Consulting

This session will take participants through the relevant sections of the implementing regulations and the new prescribed format for the IPID. This will be followed by tips how to navigate through the fog of insurance gobbledygook to ensure that the IPID is written in plain language and is free from jargon.

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2018 Quiz Night

  • Thu 17 May 7:15 pm – 11:00 pm
  • Nine Sports Bar & Lounge

Test your knowledge on subjects including sport, general knowledge, music and much more! Teams of up to 6 people maximum (but you can enter more than one team) Final numbers required by Thursday 3 May.

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Giving and Receiving Feedback effectively

  • Wed 02 May 12:00 pm – 2:00 pm
  • The Jurys Inn, Newcastle
    • Melissa Kidd, Motem Ltd

This 2 hour interactive and practical session will offer some strategies and skills, tools and techniques to ensure that feedback is given to peers and team members in a way that gets the message across while maintaining the relationship. It will also provide some tips and techniques for taking feedback well.

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CII Golfing Society Spring Meeting

  • Fri 27 Apr 9:30 am – 6:00 pm
  • Tyneside Golf Club

CII Golfing Society Spring Meeting Friday 27 April 2018 Tyneside Golf Club Tee Booked 10.58 – 11.40 Meet 10.00 hours latest Coffee and bacon sandwich on arrival 18 Holes Soup and sandwiches afterwards Cost £30.50 including food Pay on the day

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Young Professionals' Group Spring Networking Evening

  • Thu 26 Apr 6:00 pm – 11:00 pm
  • The Alchemist

Introducing your Young Professionals' Group committee for 2018-19 following the AGM held in February. Join us for a fun, relaxed evening with networking opportunities. The Alchemist will be providing 2-4-1 Cocktails/Mocktails vouchers all night. This event is suitable for all professionals aged 18-35. If you have any queries please get in touch with Rachel Marshall - Rachel.Marshall@bishop-skinner.co.uk We look forward to seeing you there.

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AGM 2018

  • Mon 16 Apr 5:30 pm – 6:30 pm
  • Tesco Underwriting

Our Annual General Meeting

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Negotiation Skills for Insurance Brokers

  • Wed 21 Mar 12:00 pm – 2:00 pm
  • The Jurys Inn, Newcastle
    • Melissa Kidd, Motem Ltd

Negotiating is such a key part of a broker’s role and yet very often brokers receive little training on how to handle this crucial part of the sales process. This interactive and practical 2 hour session will address some of the typical challenges faced by brokers in a soft market.

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AF7 Revision Day

  • Fri 16 Mar 9:30 am – 4:30 pm
  • MHA Tait Walker

Your local PFS Committee, alongside the insurance institute of Newcastle Upon Tyne, is pleased to offer you a full day revision course for the AF7 Pensions Transfers module.

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