Previous events

All previous events

5 communication habits of highly effective negotiators.

  • Tue 08 Nov 12:30 pm – 1:30 pm
    • Jeff Heasman

This session focuses on communication strategies in negotiations, specifically in the context of insurance and financial services.

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Commercial Property Insurance – What is actually covered in an All Risks wording?

  • Wed 02 Nov 1:00 pm – 2:00 pm
    • Alan Chandler

This presentation explores what is covered in an 'All risks' Commercial Property wording which is not as wide as the title suggests! Alan Chandler, one of the most popular presenters in the UK explores how each peril covered could actually cause a loss and what is excluded under each peril.

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Laughing yourself to wellness: the science of laughter in the workplace and an introduction to laughter yoga.

  • Wed 02 Nov 12:30 pm – 1:30 pm
    • Jeff Heasman

Laughter yoga is a combination of laughter and yogic breathing exercises.  Join us for an hour of fun and laughter and learn how you can practise laughter exercises to boost physical and mental wellbeing as well as your immune system!

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The role of psychology in negotiations.

  • Thu 27 Oct 12:30 pm – 1:30 pm
    • Jeff Heasman

To be successful in a negotiation it is very important that you understand the role psychology plays. From being able to recognise how your own emotions impact your thought processes and behaviours to also being able to recognise the same in your negotiation partner.

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Webinar - Mindset and Motivation – Fuelling your success

  • Mon 24 Oct 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ltd

Every individual, team and organisation has the potential to improve. But high performance is dependent on having the right mindset. Drawing on Carol Dweck’s research, this webinar shows how adopting the right mindset can help to increase your intelligence, resilience and success.

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Young Professionals' Group Autumn Drinks

  • Thu 20 Oct 5:00 pm – 9:00 pm
  • Revolución de Cuba

After a long hiatus, the Young Professionals' Group are pleased to hold an Autumn get together. Join us from 5pm at Castro's Corner for a fun, relaxed evening with networking opportunities. There will be complimentary drinks on arrival and a limited number of drinks vouchers available. This event is suitable for all members and prospective members aged 18-35. If you have any queries please get in touch with our Chair, Vicki Basara. We look forward to seeing you there.

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North East Insurance Institutes Webinar: Building the skills for tomorrow via apprenticeships

  • Tue 11 Oct 12:00 pm – 1:00 pm
    • Steph Bishop, Direct Line Group

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.

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Webinar - Tools for Tough Times

  • Mon 10 Oct 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ltd

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.

  • Thu 06 Oct 12:30 pm – 1:30 pm
    • Jeff Heasman

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

  • Wed 05 Oct 12:00 pm – 1:00 pm
    • Trevor Williams

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

  • Mon 03 Oct 1:00 pm – 2:00 pm
    • Alan Chandler

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

  • Thu 15 Sep 10:00 am – 3:30 pm
    • Adam Owen, NextGen Planners Ltd

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

  • Thu 15 Sep 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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.

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AF4 Investment Planning Revision Day- 13/09/2022

  • Tue 13 Sep 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP, Chartered Insurance Institute

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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FCA Consumer Duty and Product Governance update for GI

  • Mon 12 Sep 12:00 pm – 1:00 pm
    • Branko Bjelobaba FCII

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.

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BI covid claims – where are we now?

  • Mon 12 Sep 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

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.

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AF5 - Financial Planning Process Revision Day- 06/09/2022

  • Tue 06 Sep 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP, Chartered Insurance Institute

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.

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AF7 Pension Transfers Revision Day- 31/08/2022

  • Wed 31 Aug 9:30 am – 4:30 pm
    • Steve Davies, Chartered Insurance Institute

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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AF1 Personal Tax and Trust Planning Revision Day- 18/08/2022

  • Thu 18 Aug 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP, Chartered Insurance Institute

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

  • Wed 17 Aug 12:30 pm – 1:30 pm
    • Jeff Heasman

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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