
CPD Webinar: Policy Terms and Conditions – navigating the small print
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.
Tue 08 Jul 12:00 pm – 1:00 pm
Kerris Earle, Zing 365

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
The session will look into the similarities and differences the 2 products. Looking at when one may be better for a client than the other
There will be case study examples for each to look into the benefits and disadvantages of both of the products.
Thu 10 Jul 7:45 am – 9:00 am
Kerry Houghton, @SIPP
2025 PFS Tyne Tees conference
Join us for an exclusive professional development event designed specifically for members of the Personal Finance Society (PFS) and financial planning professionals. This comprehensive event will provide in-depth insights into several key areas crucial for enhancing your practice and staying current in the ever-evolving financial landscape.
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!
Thu 10 Jul 8:30 am – 3:00 pm
Ramside Hall Hotel and Golf Club
Human V Automated Decision-Making: Have We Gone Too Far?
We have reached a critical crossroads in the digitisation and automation of processes within insurance and financial services. Some say that we have already gone too far and the human element is being continuously eroded, whereas others believe we have not gone far enough and that insurance and financial services continue to lag behind other professions. There is a fine balance to be struck.
This session is a pre-seminar webinar for our Flagship event "The Evolving Workplace in the 21st Century" happening on Thursday 9 October, Novotel, Leeds.
Thu 31 Jul 12:00 pm – 1:00 pm
Jeff Heasman, Insurance Upskill
Autumn PFS Roadshow 2025 (Middlesbrough) - Date for diary
Our approach is evolving in 2025. PFS XCHANGE will bring you larger, multi-streamed events offering a greater choice of content for all. PFS Local will deliver events across each of our 26 regions.
In September the Roadshow will be in Middlesbrough, at the Leonardo Hotel, Middlesbrough.
Tue 16 Sep – Tue 16 Sep
Leonardo Hotel

A Day at the Races
We are delighted to announce that in partnership with BIBA Yorkshire & Northern, we are holding "A Day at the Races" on Friday 19 September 2025 at the spectacular Royal Armouries, Leeds.
Fri 19 Sep 11:30 am – 5:00 pm
The Royal Armouries, New Dock Hall

The Evolving Workplace in the 21st Century - North-East Regional Flagship Event
We are delighted to announce the return of the CII/PFS North East Regional Forum flagship event, taking place on Thursday 9 October 2025 at the Novotel, Leeds city centre.
This year’s theme, “The Evolving Workplace in the 21st Century”, will explore the changing landscape of work and its impact on professionals in the insurance and financial services profession. Join us for a day of thought-provoking discussions, interactive sessions, and valuable networking opportunities.
Thu 09 Oct 9:00 am – 3:00 pm
Novotel Leeds

SAVE THE DATE - Middlesbrough CII Annual Dinner (Venue - Middlesbrough Riverside Stadium)
SAVE THE DATE!!!
The Insurance Institute of Middlesbrough Annual Dinner 2025 will be held on Friday 21st November 2025.
We are delighted to announce that this year our dinner will be held at the home of Middlesbrough F.C., the Riverside Stadium.
Fri 21 Nov 7:00 pm – 11:30 pm
Middlesbrough FC
News

This week is The Insurance Charity Awareness Week.
This week is The Insurance Charity Awareness Week. If you’ve worked in insurance and are experiencing misfortune and financial hardship, the Charity could offer financial support and practical guidance, in complete confidence. Whatever your role or length of service, you can apply for support.
Mon 23 Jun. 2025
President's Message

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CPD Webinar - Cyber Insurance
Cyber risk is a growing issue for all businesses, so brokers and insurers need to understand the risks and insurance cover available. No two cyber policies are the same so this can be a complex area for insurers, brokers, and their clients to understand the cover offered. This session reviews the cyber risk insurance solutions available in this rapidly changing class.
Thu 03 Jul 12:00 pm – 1:00 pm
David Hole, Nick Thomas Associates