Previous events
All previous events
Retirement Planning, Market Volatility and Consumer Duty
We are delighted to invite members to a breakfast with Richard Parkin, Head of Retirement, BNY Mellon & Ben Gutteridge, Portfolio Manager - Multi-Asset Strategies, Invesco. In addition to the persistent market volatility plaguing portfolios, we've also seen the introduction of the Consumer Duty regulation that requires firms to demonstrate that they’re delivering good customer outcomes. Retirement advice is one of the first areas to come under the regulatory spotlight, with the FCA’s thematic review due to report by the end of the year.
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Broker trading skills in a hard market
This second in our hard market webinar series builds on the learnings of session one but also stands alone in its own right. Informed by the experience of working in multiple hard markets over many decades of experience, allied to an up to the minute appreciation of insurance market developments, this session provides proven broker strategies [in working with both clients and the market] to optimise hard market outcomes. This session will include: • Overview challenges to brokers and clients in a hard market • Understanding the client position • Controlling client dialogue and expectations • Maximising available spend • Demonstrating innovation • Differentiating the risk • Engaging and managing the market • Managing broker time • How to exploit new business opportunities
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Curry & Quiz Night
You spoke and we listened. In response to feedback gathered at our Achiever’s Event we are delighted to invite all our members to Curry & Quiz night at the award winning 8848 Restaurant.
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Directors' and Officers Liability in a hard market - making the case for clients
D&O can be a difficult class of business for clients to understand and insurers/brokers to sell (especially in the current hard market). This session looks at these issues and suggests some practical solutions. The session will include: • A Brief overview of cover and benefits for client • The cyber risk – impact of cyber incidents on D&O exposures and claims • Impact of hard market – rate increases, reductions in cover, sub-limits, insurers exiting the market, importance of risk presentation to insurers. • Tips on overcoming client objections to purchasing cover
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The Latest Intelligence on Tech, Investing, and Tax Planning.
The Insurance Institute of Perth and Dundee is happy to announce that their next event will focus on the latest intelligence with regards to tech, investing, and tax planning. A distinguished panel of speakers, consisting of renowned industry experts, will explore essential areas of interest.
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Golf Outing - Portlethen
We are delighted to invite all members to the second Insurance Institute of Aberdeen Golf Outing of 2023.
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Webinar: Food for Mood
Although your brain is only 2% of your body weight, it consumes 20% of the calories you eat. So, why on earth when we think about nutrition are we often lead to focus on body image? Fuel your mind, and mental strength you will find!
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Webinar: Rest, Recovery, Recharge - Ready for Productivity
The well-known phrase “I`ll sleep when I die” is old school. The number of hours worked DOES NOT correlate with performance. This session addresses the WHY, WHAT and HOW to rest, recover and recharge, so that you are ready to achieve!
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Webinar: Building barriers to burnout and bridges to brilliance
Would you feed your Ferrari frogs? If the answer is a big fat “NO” then this course is for you. If you want to fuel your body for physical health, it is vital that you understand and apply the contents of this course.
View event detailsInvesco Investment Intelligence Seminar
Anyone who has attended the Invesco seminars before will know there are few better than Neal Bailey in making sense of the investment landscape. Please join us to hear Neal make sense of the key investment topics of the day. Breakfast rolls will be served from 08:00, the session will begin at 08:30 and end at 10:00.
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Webinar: Working From Home & Hybrid… Without Forgetting Health & Happiness
WFH&H…WFH&H...! Gain a greater awareness of the health habits that hinder and help your productivity when WFH&H. We'll explore nutrition, movement, sleep, positive noise, & productivity winners, whilst linking these to your individual world.
View event detailsInheritance Tax Planning CPD Session
Inheritance tax receipts for April 2022 to January 2023 stood at £5.9bn, an increase of 15% on the previous year, according to the latest data from HM Revenue & Customs. Whether you are active in the Inheritance Tax (IHT) planning space or just want to find our more this session will appeal to all financial planners as Close Brothers, Canada Life & Scottish Widows are coming together to consider the use of; Trusts, Protection and Business Relief in in estate planning.
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Webinar on Consumer Duty Requirements for Insurance Practitioners
The webinar will focus on the new Consumer Duty requirements, which are due to come into force in the next few months, looking at the key requirements, FCA areas of focus, as well as providing practical guidance in relation to implementation both in terms of what’s required before the July deadline and on an ongoing basis.
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PFS Chartered Breakfast - SIPP and SSAS
This session for PFS Chartered Members with Kerry from @SIPP will take an overview of the SIPP & SSAS market and recent consolidation. It will then provide a closer look at what a bespoke provider will accept with some detail on property assets.
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Golf Outing - Murcar
We are delighted to invite all members to the first Insurance Institute of Aberdeen Golf Outing of 2023.
View event detailsFCA Webinar on Consumer Duty for Investment and Pension Advisers
The session will look at FCA requirements and rule changes in relation to the new Consumer Duty. This will focus specifically on the regulator’s expectations from a small/medium sized perspective and Mark will share examples of good and poor practice as well as questions that supervisors may ask of firms. Please note that the session will be held under Chatham House Rules.
View event detailsThe Insurance Institute of Aberdeen Achievers Event
Our first Achievers Event will be night of celebration where we recognise the achievements of every one of our members who has passed an exam or achieved a new qualification level over the last three years. Full details to follow.
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Annual General Meeting 2023
We need you! To get down to our AGM... Your local institute council invites you to attend their 2023 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.
View event detailsExamination Techniques Workshop (Online)
This three hour workshop (which will include a break) will aid all those who are taking CII or PFS examinations. It is a generic overview delivered by Alan Chandler, who is one of the most popular insurance presenters in the UK, and who has been both tutor and examiner for many different CII subjects. This interactive course will deal with how to impress the examiner, looking at the different examination terminology and what the examiner expects when they use key phrases. The workshop will explore a range of study techniques to see which ones are most appropriate for you, as well as looking at how to time manage both in respect of revision and the actual exam.
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