Previous events
All previous events
R06 - Financial Planning Practice Revision Day- 30/06/2022
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 July 2022 exam.
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Summer Golf Meet - Brancepeth Castle Golf Club
Brancepeth Castle Golf Club. There will be the usual coffee and bacon roll before we start and a one course meal following the 18 holes. The cost including £2 sweep is £37.00 a head.
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Practical Soft Skills & Communication Workshop- 22/06/2022
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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Webinar - Diversity in Communication
This webinar will teach key communication strategies to ensure that, whether it be internal or external communications, you communicate with a wider and more diverse audience and avoid miscommunication or misunderstanding with people who are different to you.
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Webinar - Communicating with Vulnerable Customers
It is critical that everyone working in insurance and financial services understands the definition of a vulnerable customer, how to identify a vulnerable customer and what the laws and regulations say.
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Webinar - The power of the mindset
This empowering session draws on research in the fields of psychology, performance, and neuroscience. It looks at what really drives excellence and how our talent is not a gift we are born with, but something that is developed through opportunity, commitment, and ‘deep’ practice.
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Webinar - How to get faster responses without chasing
This practical session will share some phrases, frameworks and tools that have seen hard-to-get-hold-of clients reply the next day.
View event detailsAF4 Investment Planning Revision Day- 11/05/2022
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 prospecting skills - contacting the prospect
This session builds on the previous session where we discussed the importance of a multiple touchpoint strategy to connect with prospects. In this session we drill down to look at best practice in the key contacts methods. How to differentiate, attract prospect attention and be effective in setting appointments.
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North East Insurance Institutes Webinar: Attracting New Professionals
What can be done to attract new talent to the profession? Join in the discussion to understand the talent deficit challenges and what can be done to tackle them.
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Webinar - Self Esteem - the good bad and ugly
Self esteem is our opinion of ourselves. Drawing on cutting edge research, this webinar will go over some ways that we can begin to build, stabilise and sustain healthy self esteem.
View event detailsSpring Golf Meet - Dunstanburgh Castle Golf Course
The Spring Meeting to be held at Dunstanburgh Castle Golf Course on Friday 29 April 2022. The first tee is booked for 11:40 and we can accommodate up to 28 players. Places will be on a first come basis and is open to Insurance Institute members in the first instance. The cost will be £45 per person (Green Fee £35 + bacon sandwich & coffee on arrival +soup and sandwiches with chips after £8 + Sweep £2).
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Webinar - The Highway Code Changes 2022 and their implications for Motor Insurance
This webinar will be of value to everyone using a public road. Specifically it will be of value to insurance personnel dealing with Motor underwriting, claims or client facing in any way.
View event detailsAF5 - Financial Planning Process Revision Day- 28/04/2022
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 May 2022 exam.
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Webinar - FCA Consumer Duty – what’s that all about?
The FCA want to see a higher level of consumer protection in retail financial markets, where firms compete vigorously in the interests of consumers.
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Notice of Annual General Meeting 2022
To all members of The Insurance Institute of Newcastle upon Tyne. Notice is hereby given that the Annual General Meeting of The Insurance Institute of Newcastle upon Tyne will be held: on: Tuesday 26 April 2022 at: 17:30 Venue Tait Walker Offices, Bulman House, Regent Centre, Gosforth, Newcastle upon Tyne NE3 3LS All members are welcome to attend and any members who would be interested in joining Council are encouraged to do so.
View event detailsR06 - Financial Planning Practice Revision Day- 20/04/2022
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 2022 exam.
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Webinar - Creating Psychological safety in work teams
It is now a real priority that wellbeing and mental health is maintained - for the benefit of the individual and the wider organisation and it is often down to the frontline manager to create the right environment.
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Webinar - Technically Speaking: from confusion to clarity
Whether you’re explaining the workings of a discounted gift trust or the ins and outs of flexible access draw downs, it’s very easy to lose clients when trying to communicate technical concepts. And yet the ability to convey complexity in a way that makes sense, and is easy for clients to understand, marks good paraplanners and advisors from great ones.
View event detailsAF1 Personal Tax and Trust Planning Revision Day- 07/04/2022
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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