Previous events
All previous events
February, 2018 CPD event - Directors' & Officers'/Charity Trustees' Insurance Tuesday 27th February, 2018
Directors’ and Officers’/Charity Trustees’ liability insurance covers the cost of compensation made against an organisations directors/ officers/trustees and their managers for any actual or alleged wrongful acts. As a D&O/CTI underwriting consultant, Phil will provide an overview of the product, its place in the insurance market and discuss where claims may arise from as an introduction to this topical subject.
View event detailsJanuary, 2018 CPD Event - Tax Year End Planning
A tax year end planning presentation by Edward Grant from Technical Connection. • Identifying current advice alpha planning opportunities • Understanding the impact of the Patient Capital Review • Professional Nudge – maximising the value of Techlink
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November, 2017 CPD event - Added Value Products - Friend or Foe?
The market for the use and distribution of Added Value Products (so called "add ons") faces considerable uncertainty as the FCA takes greater interest in their role within the insurance market. This lecture aims to provide attendees with an insight into the current regulatory position, supported by case studies, and also to outline strategies for the ongoing use of these products.
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October, 2017 CPD event - Business protection for the Self Employed
Business protection for the Self Employed
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North East Institutes' Seminar: The Challenges Ahead
The insurance institutes of the North East Region present their annual half-day technical seminar, providing comprehensive and engaging CPD sessions plus networking opportunities.
View event detailsSeptember, 2017 CPD event - How to Have Challenging Conversations
Helping professionals to communicate more effectively
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The Insurance Charites Golf Day 12 September, 2017
Insurance Charities Golf Day 2017
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July, 2017 CPD event - Care Planning Update. A presentation by Jan Holt Head of Business Development, Just
The importance of financial planning to meet the cost of paying for Care has never been more relevant. However, there is a massive gap in providing this, and there is a huge opportunity for more financial planners to engage with this market.
View event detailsMay, 2017 CPD event - Mortgage Fraud and packaging
A presentation outlining the issues of mortgage fraud with suggestions of best practice for professionals in arranging mortgages. There is much to be said for working in the mortgage and housing market; putting a roof over someone's head and helping them buy or refinance their home to fulfil their ambitions and dreams is worthwhile work. There are challenges and pitfalls where the nature of the market may create the temptation for fraudulent applications. Be vigilant, be aware and be better informed. A presentation by Brian Wills, Head of Corporate Accounts SimplyBiz.
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March, 2017 CPD event - Cyber 101
A presentation by Aaron Yates, CEO, Berea Associates Ltd This session is a crash course on cyber risk in the wider insurance industry. It will cover the following areas; • Cyber Risk: What exactly is it and what are the consequences? • Cyber Security: Fundamental principles, legislation and standards • Cyber Insurance: Distribution issues and PI exposure, placement issues and E&O exposure, and considerations around the Insurance Act.
View event detailsFebruary, 2017 CPD event - Indemnity Periods and Business Recovery
A presentation by Mike Bond BA (Hons), FCII, FCILA, FUEDI, VRS Vericlaim Mike Bond is both an experienced lecturer and a professional loss adjuster who has been dealing with claims most of his insurance career. He specialises in major loss property damage and has worked in the UK and overseas. His insight and passion for the industry shine through and always make his lectures engaging and worthwhile.
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January, 2017 CPD event - Can you afford to ignore pension transfers?
A presentation by David Trenner, Technical Director of Intelligent Pensions
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November CPD event - Flood and wet perils restoration
A presentation by Mike Bond BA(Hons), FCII, FCILA, FUEDI, VRSVeriClaim
View event detailsOctober CPD event - Investment Trusts: RDR - ready since 1868
Investment Trusts: RDR - ready since 1868 A presentation by Mike Wilson, Head of Investment Trust Sales, Henderson Global Investors.
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September CPD event - Structured Products, a presentation by Wayne Harding of Investec Structured Products
Structured products take on many guises and as with any investment solution a well-informed adviser can help a client access a suitable product and provider. Structured products provide defined returns, defined risks linked to a defined measurement over a defined term. Structured investments can add real value and provide potential investment returns where traditional investments are unable so these products should be considered as part of a balanced portfolio.
View event detailsNERG Seminar: Shaking up a century of insurance law: The Insurance Act
The insurance institutes of the North East Region present their annual half-day technical seminar, providing comprehensive and engaging CPD sessions plus networking opportunities.
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AF3 Pension Planning Revision Day
The insurance institutes of the North East are hosting a one day AF3 pension planning revision day.
View event detailsJuly CPD event - Occupiers' liability - The Tomlinson legacy and what it means today
A presentation by Roddy Macleod and Adrian Marston, Partners, Weightmans LLP. Roddy successfully defended Tomlinson v Congleton and is the leading authority on the Occupiers’ Liability Act. Adrian heads up the Midlands Commercial Insurance Team and specialises in defending high value personal injury claims for employers and occupiers. The talk will give an explanation of the Occupiers’ Liability Acts and how they work using case examples.
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