Events
Forthcoming events
Understanding Suicide: Opening up the Conversation
This empowering session explores the complexity of suicide and breaks down some of the stigma that surrounds it.
Claire has over 20 years business ownership and corporate leadership experience, having established, run, sold and managed several businesses in the financial services sector.
Wed 03 Apr 12:00 pm – 1:00 pm
Claire Russell, Mental Health in Business
Understanding the market cycle
What causes a market cycle and are we heading into a soft market in 2024?
Hard markets usually last around a maximum of three years and this latest one started in 2020.
This presentation, delivered by Alan Chandler one of the UK’s most popular presenters, looks at what causes market cycles in the insurance industry and what is likely to occur in 2024.
Tue 09 Apr 12:00 pm – 1:00 pm
Alan Chandler, Chartered Insurer, Alan Chandler Training
Annual General Meeting 2024
We need you! To get down to our AGM...
Your local institute council invites you to attend their 2024 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.
Thu 11 Apr 12:00 pm – 1:00 pm
Wealth Preservation & Private Wealth and Succession
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the second of a trilogy of legal webinars provided by Blacks Solicitors.
The final webinar in this trilogy is:
Legal issues surrounding AI 23rd April 2024
Separate information and booking details will be sent and in the meantime, please book this second event and encourage your work colleagues to join the webinar, it is open to all.
Thu 11 Apr 12:30 pm – 1:30 pm
Nick Rhodes, Blacks Solicitors LLP
In Person CPD Event: Networking - A Professional Approach
Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam.
This session, presented by Nick Thomas, emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers.
Tue 23 Apr 12:30 pm – 1:30 pm
Nick Thomas, Nick Thomas & Associates
Legal issues surrounding the use of AI in the Financial Services Sector
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the final session of a trilogy of legal webinars provided by Blacks Solicitors.
Tue 23 Apr 12:30 pm – 1:30 pm
Christopher Connell, Blacks Solicitors LLP
Previous events
Wealth Preservation & Family Law
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the first of a trilogy of legal webinars provided by Blacks Solicitors.
Thu 28 Mar 12:30 pm – 1:30 pm
Paul Lancaster, Blacks Solicitors LLP
Men: It's OK to Talk (and other ways to process difficult stuff)
The aim of the session is to shine a light on why some men find it difficult to open up, to explore ways to support men when they are struggling and to share some alternative ways to process difficult stuff, for those who really don’t like talking.
Steve is a director and one of the co-founders of MHIB - and his vision is to lead a global shift in mental health in the workplace. He is passionate about helping businesses to create meaningful and impactful wellbeing programmes.
Wed 20 Mar 12:00 pm – 1:00 pm
Steve Heath, Mental Health in Business
Understanding how the three different Ogden rates in the UK have so significantly increase
Broker 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.
Wed 13 Mar 12:00 pm – 1:00 pm
Alan Chandler, Alan Chandler Training
CPD Webinar: An Introduction to Marine Cargo Insurance
Despite marine insurance being one of the oldest classes of business, for many in our profession it is not something they come across on a regular basis.
This one-hour webinar provided by Alan Hornby is Part 1 of 3 of the webinar series on Marin Cargo Insurance. This session is aimed at those new to insurance or who want to refresh their knowledge of this important but often overlooked class of business.
Wed 13 Mar 12:00 pm – 1:00 pm
Alan Hornby, Chartered Insurance Practitioner,
Lead up to the year ahead of a possible Labour Government - What can an individual do ahe
In this presentation, Alan Kinnaird will review areas that an individual investor should consider ahead of a possible Labour Government.
Thu 22 Feb 12:00 pm – 1:00 pm
Alan Kinnaird Chartered FSCI, Walker Crips Investment Management
Revision Courses - CII and PFS
The Newcastle Institute are running a series of Revisions Courses relating to CII and PFS examinations throughout 2024. These are open to anyone and the booking pages/ more information can be found on the following link:
https://www.localinstitutes.cii.co.uk/newcastle/home/events/forthcoming-events/.
The January and February events are now live.
Mon 01 Jan – Tue 31 Dec