Previous events
All previous events
North East Insurance Institutes Webinar: Building the skills for tomorrow via apprenticeships
This session will cover how apprenticeships have evolved and how Direct Line are using apprenticeships as a vehicle to grow critical future skills, enable internal mobility and increase diversity.
View event detailsWebinar - Tools for Tough Times
This session offers some practical tips on how to meet these tough times so that we can build our resilience and reduce our likelihood of getting knocked over when life doesn’t go to plan.
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All Change: 2 years in which the Supreme Court transformed the way we and our clients do business. A summary of the judgments of the last 2 years.
This webinar will provide an overview of the key judgments of the Supreme Court over the past two years and how they impact our industry and our clients.
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North East Insurance Institutes Webinar: Economic Outlook – storm clouds are gathering
The UK economy is facing 4 shocks: one stems from the after effects of the pandemic, another from the war in Ukraine, a third from the lingering policy effects of action to tackle the global financial crisis and the fourth is from Brexit. How do we navigate the gathering storm?
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Commercial Property Insurance – Understanding Clauses and Conditions
The webinar will cover the main clauses and conditions found in a Commercial All Risks wording. The webinar will also explore the fact that the use of terminology by an insurer in a claims notification condition can transform the way the condition is interrupted at law.
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Practical Soft Skills & Communication Workshop- 15/09/2022
This one-day course focuses on the tiny details that make the difference between good client relationships and great client relationships. During the day you will learn what your communication style says about you and how you can adapt the way that you communicate to instantly build rapport with those around you.
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R06 - Financial Planning Practice Revision Day- 15/09/2022
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 2022 exam.
View event detailsAF4 Investment Planning Revision Day- 13/09/2022
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 detailsFCA Consumer Duty and Product Governance update for GI
This General Insurance focused session will also include an update on Product Value Assessments that have to be completed by 30 September (note the FCA have criticised insurers for their lack of progress with this) and have given brokers an extension of 90 days so as to prevent customer harm. Both brokers and insurers have an important role to play and this session will ensure you understand what it is you have to do.
View event detailsBI covid claims – where are we now?
This webinar will provide an update post the Supreme Court Appeal judgment of 15 January 2021 and will focus on a number of various decisions made on complaints referred to the FOS, insurer statistics on claims payments, courts cases including: Corbin & King v AXA (which they have decided not to appeal), Stonegate pub chain action, Greggs and several others.
View event detailsAF5 - Financial Planning Process Revision Day- 06/09/2022
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 2022 exam.
View event detailsAF7 Pension Transfers Revision Day- 31/08/2022
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 detailsAF1 Personal Tax and Trust Planning Revision Day- 18/08/2022
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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Webinar - Discovery Driven Planning how to plan for and create genuine change and innovation in uncertain times
This session will introduce you to discovery-driven planning and how it can be applied in the context of insurance and financial services.
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Webinar - For Better or For Worse
This is a must for anyone with an interest in the historical development of the insurance industry and how it adapts to judicial decisions.
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Webinar - Forget Influence. Create Curiosity
This webinar will show you how to forget influence and create curiosity for better relationships and more success in business and indeed your personal lives.
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Webinar - Human v Automated Decision-Making have we gone too far in insurance and financial services?
This thought-provoking webinar will examine both sides of the debate and suggest a way forward to ensure the best possible outcome for the profession and for our clients.
View event detailsR06 - Financial Planning Practice Revision Day- 30/06/2022
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 July 2022 exam.
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Summer Golf Meet - Brancepeth Castle Golf Club
Brancepeth Castle Golf Club. There will be the usual coffee and bacon roll before we start and a one course meal following the 18 holes. The cost including £2 sweep is £37.00 a head.
View event detailsPractical Soft Skills & Communication Workshop- 22/06/2022
This one-day course focuses on building great client relationships. You will learn techniques to build trust and move fluently through the meeting agenda, whilst maintaining focus on the client’s needs. You will learn the six key questions that achieve a real understanding of the client’s objectives, enable you to recommend solutions based on real understanding and produce a compliant file.
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