Previous events
This month
Building Confidence and Shifting State
This empowering session shows delegates how to take control of their emotional state, shifting to the best possible state to achieve highly successful outcomes at work and at home.
View event details
2025 PFS Tyne Tees conference
Don’t miss this opportunity to expand your knowledge, refine your skills, and network with peers. Join us to stay ahead in the financial planning profession!
View event details
PFS Tyne Tees Chartered Connections Breakfast
A workshop aimed at Chartered members, and those who are nearing Chartered, to look into the technical differences of SIPPs V SASS
View event details
CPD Webinar: Policy Terms and Conditions – navigating the small print (1)
In this webinar we cover some of the fundamentals of general insurance policy terms and conditions, emphasising their significance in the insurance industry. Why we have these minimum knowledge requirements around them as well as the legal and regulatory framework, with a focus on effective client communication.
View event details
CPD Webinar: Diversity in Practice: Working with Lesbian, Gay, Bisexual & Trans (LGBT+) Communities
To round up Pride month this webinar explores the history of the LGBT+ community as well as language, terminology, discrimination and definitions. The webinar will aim to help organisations improve the services they deliver to Lesbian, Gay, Bisexual and Transgender (LGBT+) people and to explore good practice for working within a context of equality, diversity and inclusion.
View event detailsAll previous events
Why Errors and Omission Claims Against Brokers are Increasing and how to Mitigate These
This presentation will explore why the number of errors and omission claims against brokers are on the increase and how these can potentially be mitigated.
View event details
CPD Webinar: The Risks Posed by Lithium Batteries
This session is designed to draw the underwriter’s and broker’s attention to the risks to property underwriters from Lithium Batteries and why rating and wording alterations may be needed to counter this growing problem.
View event details
RO5 (Financial Protection) Pre Exam Training, Wednesday 18th June 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event detailsForecasting and Pipeline Management
This session will demonstrate to sales/team leaders and individual salespeople [whether you are a pure seller, BDM or Account Executive ] the vital importance of effective pipeline management to ALL of their roles, and some effective strategies and tips for achieving it.
View event details
RO4 (Pensions and Retirement Planning) Pre Exam Training, Thursday 29th May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO4 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details
RO3 (Personal Taxation) Pre Exam Training, Wednesday 28th May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO3 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details
RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 21st May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event detailsCompassion fatigue: the silent but very serious risk to people working in insurance and financial services
In insurance and financial services, we are so often called upon to demonstrate high levels of compassion in a whole range of different scenarios. If not dealt with properly, this can lead to fatigue that is bad for our mental and physical health and which in turn begins to significantly impact our performance and at worst lead to burnout.
View event detailsCPD Webinar: Patto’s story – lessons in building resilience
Andrew Patterson is a former professional cricketer whose life took an unexpected turn when diagnosed with Hereditary Spastic Paraplegia, a condition that left him confined to a wheelchair. His inspirational story is one of perseverance, adapting to new realities, and not giving up.
View event detailsThe Insurance Institute of Newcastle upon Tyne Golfing Society 2025
We have arranged the first golf fixture for 2025: • Friday 9th May 2025 @ Tyneside Golf Club, first tee at 12:02 £38.00 per person. The above price includes green fee + bacon roll on arrival & £4.50 into the sweep. Sweep prizes will be awarded at the end of the event.
View event details
CPD Webinar: Embracing AI with compliance in mind
This webinar is designed to provide insights into the use of AI technology within general insurance firms, with a strong emphasis on compliance. It will cover AI fundamentals, its current and potential applications in the insurance sector, and the importance of adhering to regulations like GDPR and the Data Protection Act.
View event details
RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 7th May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO1 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event detailsAnnual General Meeting 2025
We need you! To get down to our AGM... Your local institute council invites you to attend their 2025 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. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.
View event details
RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 15th April 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the April 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details