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This month
Member's Benefits & Personal Brand
One man’s journey from DJ’ing for U2 to feeding McFly to stand-up comedy ten-word stories through to being the President of the Local Business Rotary Club and working for the CII – along with a smattering of THE Heavyweight Champion of the World Muhammad Ali and how future thinking can play a key part in your personal development.
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R06 - Financial Planning Practice Revision Day- 19/09/2024
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 October 2024 exam.
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2024 PFS Tyne Tees Conference
All PFS Members are welcome. The Tyne Tees PFS Committee invite you to attend a full day event aimed at all individuals within the financial planning profession.
View event detailsPFS Tyne Tees Chartered Breakfast Event
All PFS Members are welcome. The Tyne Tees PFS Committee invite you to attend an interactive breakfast workshop in Durham, aimed at all individuals within the financial planning profession.
View event detailsAF4 Investment Planning Revision Day- 16/09/2024
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.
View event detailsAF5 - Financial Planning Process Revision Day- 09/09/2024
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 September 2024 exam.
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AF1 Personal Tax and Trust Planning Revision Day- 23/08/2024
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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Summer Golf Meet - Bedlingtonshire Golf Club 12/07/2024
The Insurance Institute of Newcastle upon Tyne Golfing Society will be running the Summer Meeting to be held at Bedlingtonshire Golf Club on Friday 12th July 2024. The first tee is booked for 11:56. Places will be on a first come basis and is open to Insurance Institute members in the first instance. The cost will be £39.50 per person (Green Fee + bacon sandwich & coffee on arrival and £5 into the Sweep).
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CPD Webinar: SURE: A new technique to ensure clients have understood your advice
We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice! That is why, in this session, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching. Concept checking is designed to determine, with as much certainty as possible, that the client has understood the advice. Easy to apply to day-to-day interactions with clients, the SURE technique will help avoid misunderstandings now and in the future.
View event detailsEmerging Risks
This session on Emerging Risks looks at some of the issues that are changing the insurance industry – in terms of ways of working, and new insurance solutions being developed.
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Building and Maintaining Trust in the Modern Hybrid Workplace
This webinar will examine the essential aspects of organisational trust in terms of how it is formed and then maintained in our working relationships. We will also look at solutions to the unique challenges that trust can pose in hybrid working models.
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PFS Summer XCHANGE 2024 - Real World Opportunities Durham
Welcome to Real World Opportunities – the second series of events within the 2024 XCHANGE programme. Join us for a host of insights into The Budget, AI, Technology and Sustainability – all with the purpose of sharing multiple real world planning opportunities with you. Come along to hear from a host of speakers and subject matter specialists including: Sarah Adekola, Carla Brown, Derek Mills and Tony Wickenden
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CPD Webinar: Intermediate Marine Cargo Insurance
If you participated in the marine cargo introductory session in March, then hopefully you will be sleeping better knowing the different Incoterms and the Institute Cargo Clauses (ICC). Building on that session, we will now delve deeper into the wonderful world of marine cargo insurance by examining the factors involved in the assessment of risk. We then move to analysing the cover in more detail by examining a policy wording looking at conditions, extensions and exclusions This one-hour webinar provided by Alan Hornby is Part 2 of 3 of the webinar series on Marine Cargo Insurance. This session is aimed at those who wish to expand on the knowledge gained from the first session or those who wish to expand their knowledge of this important but often overlooked class of business.
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The Impact and Role of Trust in Claims
This webinar will examine what exactly trust is, how it is gained, and then regained if potentially lost.
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The Five Key Habits of a Trusted Advisor
In this session, relying on parts of his doctoral research into the concept of trust in financial services, Jeff Heasman will explore the building blocks of trust in client/advisor relationships and explore 5 key areas that is important to focus on in our relationships to ensure that our clients see us not just as any other advisor but rather as a trusted advisor.
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The Impact and Role of Trust in Diversity & Inclusion
This webinar will explore how trust manifests itself in our relationships and how this plays a critical role in diversity and inclusion within the insurance and financial services industries.
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CPD Webinar: Creating Constructive Conversation
Research shows that diverse groups perform better than homogenous ones. Yet by its very nature diversity is often a trigger for conflict and stress. So how do you create an environment where it is “safe” for everyone to speak up? In this webinar, we explore the mindsets, habits and behaviours of constructive conversations.
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Newcastle CII Annual Charity Quiz Night 9 May 2024
Newcastle CII Annual Charity Quiz Night Thursday 9th May, Doors open 7pm for a 7.30 start Shearer's Sports Bar and Lounge, St. James' Park, NE1 4ST Book your team by 25th April (Teams of 4 - 6) £5 per person
View event detailsCan We Trust AI in Insurance?
The issues of digital trust and responsible AI are amongst the most important issues facing the insurance industry. But what do we mean by digital trust and responsible AI? How does trust manifest itself in an increasingly digital and automated world?
View event detailsNotice of Annual General Meeting 2024
Notice is hereby given that the Annual General Meeting of The Insurance Institute of Newcastle upon Tyne will be held on: Monday 29th April 2024 at 17:30. Venue: Azets, Bulman House, Regent Centre, Gosforth, Newcastle upon Tyne NE3 3LS
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