Previous events

All previous events

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.

View event details

FCA Business Interruption Insurance Test Case - FOS decisions

  • Thu 25 Nov 12:00 pm – 1:00 pm
    • Branko Bjelobaba FCII, MIoD Chartered Insurance Practitioner

The one-hour webinar aims to be comprehensive and interactive and will focus on a number of various decisions made on complaints referred to the FOS following claims that have been turned down by insurers with the FOS considering the judgment of the Supreme Court in its decisions.

View event details

FCA’s NEW GI Pricing Practices, Product Governance and Product Value Webinar

  • Tue 09 Nov 12:00 pm – 1:00 pm
    • Branko Bjelobaba FCII, MIoD Chartered Insurance Practitioner

The FCA has published the long-awaited policy statement General insurance pricing practices market study – Feedback to CP20/19 and final rules (PS21/5). These wide-ranging rules address what has been described as the ‘loyalty penalty’ paid by existing general insurance product customers and aim to ensure that customers receive fair value in the insurance products they buy.

View event details

How Liability can arise in tort

  • Thu 28 Oct 12:00 pm – 1:00 pm
    • Alan Chandler

We sell many different liability insurance policies to customers every day; Motor, Employers Liability, Public Liability, Products liability, D&O, Professional Indemnity, Cyber Liability and more - what are we protecting the customers against,?

View event details

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.

View event details

Understanding the different types of Company structure

  • Mon 18 Oct 12:00 pm – 1:00 pm
    • Alan Chandler

It is essential all insurance staff have a good understanding of the different types of way in which a company could be structured and failing to understand these structures could lead to wrong cover being put in place.

View event details

Changes in Buy to Let Taxation

  • Thu 30 Sep 2:00 pm – 3:00 pm
    • Anne Slater-Brooks MBA,BA (Hons), FPFS, TEP, Triplepoint

Changes in BTL taxation • How have the rules for BTL taxation changed • Identifying the return on investment of the BTL portfolio • How can increased taxation be mitigated?

View event details

InsurED & Financial Planning Day 2021

  • Wed 29 Sep 8:45 am – 5:00 pm

InsurED 2021

View event details

An overview of commercial package insurance

  • Tue 28 Sep 1:00 pm – 2:00 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.

View event details

Trustee Responsibilities

  • Thu 16 Sep 2:00 pm – 3:00 pm
    • John Chew, Canada Life

What is a trust? Why use a trust? Who should be trustees? Trustee responsibilities and duties The Trust Registration Service

View event details

Virtual Conference: 'Sharing is caring - Defending the digital frontier'

  • Tue 14 Sep 9:45 am – 3:15 pm
    • Jonathan Moss, Pen Underwriting
    • Nick Hewland, Pen Underwriting
    • Melanie Jordan, Insurance Institute of Leeds

The annual North East Institutes conference is back, with another topical scenario-based session: A staff member working from home due to Covid lockdown restrictions breaches employer's instructions resulting in malware infecting the company system. What are the many implications...?

View event details

The negative Ogden rate

  • Wed 08 Sep 12:00 pm – 1:00 pm
    • Alan Chandler

Brokers/Insurance company staff if you do not understand the long-term implications of a negative Ogden in the marketplace then you will be failing your clients – this presentation will help you understand why Parliament’s decision to create and stick with a negative Ogden rate has an impact on ALL major liability injury claims. Even the traditional EL limit of £10m is now looking too small let alone PL limits of £2m.

View event details

AF1 (Personal Tax & Trust Planning) - Online Training Course

  • Mon 06 Sep – Thu 09 Sep

AF1 (Personal Tax & Trust Planning) - online exam training Course held via Zoom over 4 half days (mornings) 9.30am - 1.00pm 6-9th September 2021 **PLACES ARE LIMITED ON THIS COURSE

View event details

Tax planning using VCT and EIS

  • Thu 01 Jul 2:00 pm – 3:00 pm
    • Anne Slater-Brooks MBA,BA (Hons), FPFS, TEP, Triplepoint

This session will focus on:- • Reminder of rules and reliefs for both VCT and EIS • Typical planning opportunities for VCT and EIS • Risk considerations

View event details

Cert CII Fast Track Remote Learning Programme

  • Thu 24 Jun – Tue 07 Sep
    • Alan Chandler

The Insurance Institute of York, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 11 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

View event details

A trilogy of one hour webinars on Household Insurance - Webinar THREE

  • Fri 11 Jun 12:00 pm – 1:00 pm
    • Alan Chandler

Webinar THREE - Understanding Household Claims Handling Date Friday 11 June 12-1

View event details

A trilogy of one hour webinars on Household Insurance - Webinar TWO

  • Tue 08 Jun 12:00 pm – 1:00 pm
    • Alan Chandler

Webinar TWO - Household insurance – endorsements, conditions, warranties and policy wordings and the importance of getting it right Date Tuesday 8 June 12-1

View event details

Webinar: Vulnerable customers - signposting to specialists

  • Fri 04 Jun 11:00 am – 11:45 am
    • Nicola Maguire FCMI, BIBA - British Insurance Brokers' Association
    • Johnny Timpson

In this North East Institutes inclusion and diversity webinar, Johnny Timpson and Nicola Maguire highlight the regulatory and Government policy drivers that require us to act in the consumers best interest and consider signposting where appropriate.

View event details

A trilogy of one hour webinars on Household Insurance - Webinar ONE

  • Thu 03 Jun 12:00 pm – 1:00 pm
    • Alan Chandler

Webinar ONE - The problems of under insurance in Household insurance products Date Thursday 3 June 12-1

View event details

Drawdown - what lessons have we learned?

  • Thu 27 May 12:00 pm – 1:00 pm
    • Kirsty Anderson DipPFS, Prudential

This session will focus on challenges faced by advisers, in the current climate, for clients nearing and entering drawdown - or for those already there with an upcoming review. Whether active in the DB space or not, I think we can all agree that the Finalised Guidance on DB transfers published in March contained some very interesting and useful insights around what the regulator are looking for when it comes to processes. The majority of risks associated with DB Transfers apply to drawdown clients - regardless of where they are on their journey. What are your thoughts on this? How do your processes stand up to the test? Have you considered your current framework and checked this against the guidance provided from the regulator?

View event details