Previous events

This month

CPD Webinar: Diversity in Practice: Working with Lesbian, Gay, Bisexual & Trans (LGBT+) Communities

  • Tue 01 Jul 1:00 pm – 2:00 pm
    • Joni Clark, Diversity Trust

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.

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Why Errors and Omission Claims Against Brokers are Increasing and how to Mitigate These

  • Fri 27 Jun 1:00 pm – 2:00 pm
    • Alan Chandler

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.

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CPD Webinar: The Risks Posed by Lithium Batteries

  • Tue 24 Jun 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

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.

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RO5 (Financial Protection) Pre Exam Training, Wednesday 18th June 2025 - online distance learning event

  • Wed 18 Jun 9:30 am – 4:30 pm
  • Online

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.

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Forecasting and Pipeline Management

  • Thu 05 Jun 12:00 pm – 1:00 pm
    • Nick Thomas

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.

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RO4 (Pensions and Retirement Planning) Pre Exam Training, Thursday 29th May 2025 - online distance learning event

  • Thu 29 May 9:30 am – 4:30 pm
  • Online

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.

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RO3 (Personal Taxation) Pre Exam Training, Wednesday 28th May 2025 - online distance learning event

  • Wed 28 May 9:30 am – 4:30 pm
  • Online

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.

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RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 21st May 2025 - online distance learning event

  • Wed 21 May 9:30 am – 4:30 pm
  • Online

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.

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Compassion fatigue: the silent but very serious risk to people working in insurance and financial services

  • Wed 14 May 12:30 pm – 1:30 pm
    • Jeff Heasman, Insurance Upskill

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.

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CPD Webinar: Patto’s story – lessons in building resilience

  • Wed 14 May 12:00 pm – 1:00 pm
    • Andrew Patterson, Nick Thomas & Associates

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.

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The Insurance Institute of Newcastle upon Tyne Golfing Society 2025

  • Fri 09 May 11:30 am – 6:00 pm

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.

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CPD Webinar: Embracing AI with compliance in mind

  • Wed 07 May 12:00 pm – 1:00 pm
    • Kerris Earle, Zing 365

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.

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RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 7th May 2025 - online distance learning event

  • Wed 07 May 9:30 am – 4:30 pm
  • Online

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.

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Annual General Meeting 2025

  • Mon 28 Apr. 5:00 pm
  • Azets

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.

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RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 15th April 2025 - online distance learning event

  • Tue 15 Apr 9:30 am – 4:30 pm
  • Online

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.

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Annual Charity Quiz Night 2025

  • Thu 10 Apr. 7:00 pm
  • Shearers Sports Bar & Lounge

Come and test your knowledge & socialise!

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Proximate Cause and Exclusions: the Court of Appeal provides further guidance

  • Wed 09 Apr 12:30 pm – 1:30 pm
    • Jeff Heasman, Insurance Upskill

In this session, Jeff Heasman will examine the key aspects of the judgments of 2 cases and their impact on insureds and insurers.

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CPD Webinar: Contractors Insurance Masterclass - Advanced

  • Tue 08 Apr 12:00 pm – 1:00 pm
    • Alan Tickner FCII, FIRM, Nick Thomas Associates

This is the 3rd and final part of our Masterclass sessions on Contractors Insurance. This session studies claims and cases that have determined the legal interpretation of policy wordings. In doing so, it summarises and builds on the learnings of our two earlier webinars enabling policyholders/clients to operate within a highly contractual environment

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FCA Focus on Culture and Behaviour in General Insurance

  • Thu 03 Apr 10:00 am – 11:00 am
    • Branko Bjelobaba

This event will focus on the various FCA statements and publications setting out the revised supervisory agenda for general insurance intermediaries and will cover current FCA reporting requirements on non-financial misconduct.

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RO5 (Financial Protection) Pre Exam Training, Wednesday 26th March 2025 - online distance learning event

  • Wed 26 Mar 9:30 am – 4:30 pm
  • Online

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.

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