Previous events

All previous events

North East Institutes' Seminar: The Challenges Ahead

  • Wed 27 Sep 12:30 pm – 4:45 pm
  • The Carriageworks

The insurance institutes of the North East Region present their annual half-day technical seminar, providing comprehensive and engaging CPD sessions plus networking opportunities.

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September, 2017 CPD event - How to Have Challenging Conversations

  • Tue 19 Sep 6:00 pm – 7:00 pm
  • Novotel York
    • Melissa Kidd, Motem Ltd

Helping professionals to communicate more effectively

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York River Cruise - NEW DATE

  • Fri 15 Sep 7:00 pm – 10:00 pm

Booking now open for new date

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The Insurance Charites Golf Day 12 September, 2017

  • Tue 12 Sep – Tue 12 Sep

Insurance Charities Golf Day 2017

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July, 2017 CPD event - Care Planning Update. A presentation by Jan Holt Head of Business Development, Just

  • Tue 25 Jul 6:00 pm – 7:00 pm
  • Novotel York
    • Jan Holt, Just

The importance of financial planning to meet the cost of paying for Care has never been more relevant. However, there is a massive gap in providing this, and there is a huge opportunity for more financial planners to engage with this market.

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May, 2017 CPD event - Mortgage Fraud and packaging

  • Tue 16 May 6:00 pm – 7:00 pm
  • Novotel York
    • Brian Wills, SimplyBiz

A presentation outlining the issues of mortgage fraud with suggestions of best practice for professionals in arranging mortgages. There is much to be said for working in the mortgage and housing market; putting a roof over someone's head and helping them buy or refinance their home to fulfil their ambitions and dreams is worthwhile work. There are challenges and pitfalls where the nature of the market may create the temptation for fraudulent applications. Be vigilant, be aware and be better informed. A presentation by Brian Wills, Head of Corporate Accounts SimplyBiz.

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April, 2017 AGM

  • Tue 25 Apr 6:00 pm – 7:00 pm
  • Novotel York

Insurance Institute of York AGM

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March, 2017 CPD event - Cyber 101

  • Tue 28 Mar 6:00 pm – 7:00 pm
  • Novotel York

A presentation by Aaron Yates, CEO, Berea Associates Ltd This session is a crash course on cyber risk in the wider insurance industry. It will cover the following areas; • Cyber Risk: What exactly is it and what are the consequences? • Cyber Security: Fundamental principles, legislation and standards • Cyber Insurance: Distribution issues and PI exposure, placement issues and E&O exposure, and considerations around the Insurance Act.

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February, 2017 CPD event - Indemnity Periods and Business Recovery

  • Tue 21 Feb 6:00 pm – 7:00 pm
  • Novotel York

A presentation by Mike Bond BA (Hons), FCII, FCILA, FUEDI, VRS Vericlaim Mike Bond is both an experienced lecturer and a professional loss adjuster who has been dealing with claims most of his insurance career. He specialises in major loss property damage and has worked in the UK and overseas. His insight and passion for the industry shine through and always make his lectures engaging and worthwhile.

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January, 2017 CPD event - Can you afford to ignore pension transfers?

  • Tue 24 Jan 6:00 pm – 7:00 pm
  • Novotel York

A presentation by David Trenner, Technical Director of Intelligent Pensions

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November CPD event - Flood and wet perils restoration

  • Tue 22 Nov 6:00 pm – 7:00 pm
  • Novotel York

A presentation by Mike Bond BA(Hons), FCII, FCILA, FUEDI, VRSVeriClaim

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October CPD event - Investment Trusts: RDR - ready since 1868

  • Tue 18 Oct 6:00 pm – 7:00 pm
  • Novotel York

Investment Trusts: RDR - ready since 1868 A presentation by Mike Wilson, Head of Investment Trust Sales, Henderson Global Investors.

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September CPD event - Structured Products, a presentation by Wayne Harding of Investec Structured Products

  • Tue 27 Sep 6:00 pm – 7:00 pm
  • Novotel York

Structured products take on many guises and as with any investment solution a well-informed adviser can help a client access a suitable product and provider. Structured products provide defined returns, defined risks linked to a defined measurement over a defined term. Structured investments can add real value and provide potential investment returns where traditional investments are unable so these products should be considered as part of a balanced portfolio.

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NERG Seminar: Shaking up a century of insurance law: The Insurance Act

  • Wed 21 Sep 12:30 pm – 4:30 pm
  • The Carriageworks

The insurance institutes of the North East Region present their annual half-day technical seminar, providing comprehensive and engaging CPD sessions plus networking opportunities.

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AF3 Pension Planning Revision Day

  • Tue 13 Sep 9:30 am – 4:30 pm
  • Mercure York Fairfield Manor Hotel

The insurance institutes of the North East are hosting a one day AF3 pension planning revision day.

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July CPD event - Occupiers' liability - The Tomlinson legacy and what it means today

  • Tue 26 Jul 6:00 pm – 7:00 pm
  • Novotel York

A presentation by Roddy Macleod and Adrian Marston, Partners, Weightmans LLP. Roddy successfully defended Tomlinson v Congleton and is the leading authority on the Occupiers’ Liability Act. Adrian heads up the Midlands Commercial Insurance Team and specialises in defending high value personal injury claims for employers and occupiers. The talk will give an explanation of the Occupiers’ Liability Acts and how they work using case examples.

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June CPD Event - "Increased survival rates in Traumatic Brain Injury"

  • Wed 15 Jun 6:00 pm – 7:00 pm
  • Novotel York

A presentation by Blaise Smith, Partner, Weightmans LLP Blaise will look at mortality rates on the roads and survival rates following traumatic brain injury, examine the reasons behind improved outcomes and ask what this means in terms of future trends and the outlook for claims. Blaise will flag up a few points for claims handlers to identify when dealing with traumatic brain injury claims. By the end of the presentation you will gain an understanding of: • Trends in mortality in relation to accidents involving motor vehicles and survival from traumatic brain injury • Causative factors for improved mortality and survival • The "chain of help" post impact • Classification of TBI and the significance of secondary brain injury • Outcomes from TBI and rehabilitation • Red flags for large loss capture / reinsurance reporting

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May CPD Event Business Property Relief, Enterprise Investment Schemes and Venture Capital Trusts

  • Tue 10 May 6:00 pm – 7:00 pm
  • Novotel York

Our May CPD session from Octopus

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Tax year-end financial planning

  • Tue 23 Feb 6:00 pm – 7:00 pm
  • Novotel York

Our February CPD presentation by Sandra Scott of Aviva

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Noise Induced Hearing Loss

  • Tue 26 Jan 6:00 pm – 7:00 pm

A presentation by Mark Pearce of Allianz. Learning objectives to follow.

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