Previous events

This month

Powers of Attorney – all you need to know

  • Thu 20 Jan 12:00 pm – 1:00 pm
  • Online
    • Lisa Law, Brodies
    • Ailidh Hay, Brodies

Powers of Attorney are key documents giving individuals potentially wide powers in respect of another's affairs or care. Their use with elderly clients is becoming more common and it's essential that a professional presented with one knows what to look for before acting. Join us on this webinar where the team at Brodies will cover key Power of Attorney concepts.

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All previous events

REPEAT SESSION - ONLINE CPD - Using Trusts for Estate and IHT Planning (Session 2) - Practical Application

  • Fri 03 Dec 10:30 am – 12:00 pm
    • Paul Lucas, BMO

BACK BY POPULAR DEMAND! As these sessions were oversubscribed when we ran them in September, BMO have kindly offered to run them again for members who were unable to attend. These interactive technical sessions provide an in-depth analysis of the different types of trusts and applying these to case studies to discover how they might work for clients in practice. We will provide a case study based event where we will consider the practical application of Trust and Estate Planning (Session 2).

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REPEAT SESSION - ONLINE CPD - Using Trusts for Estate and IHT Planning (Session 1) - Trust and Estate Planning

  • Fri 26 Nov 10:30 am – 12:00 pm
    • Paul Lucas, BMO

BACK BY POPULAR DEMAND! As these sessions were oversubscribed when we ran them in September, BMO have kindly offered to run them again for members who were unable to attend. These interactive technical sessions provide an in-depth analysis of the different types of trusts and applying these to case studies to discover how they might work for clients in practice. We will provide a technical presentation of Trusts and Estate Planning in Session 1. This will be followed by a case study based event where we will consider the practical application of Trust and Estate Planning in Session 2 (separate booking is available).

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Covid 19 Business Interruption Claims: A Medley of Thoughts

  • Wed 24 Nov 12:00 pm – 1:00 pm
  • Online
    • Damian Glynn, Sedgwick International UK
    • Maina Wagiciengo, Sedgwick International UK

The Insurance Institutes of Scotland and The Chartered Institute of Loss Adjusters is delighted to be hosting a technical insurance event on Covid19 Business Interruption claims and cover following the supreme court ruling.

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Change Management

  • Thu 18 Nov 1:00 pm – 4:30 pm
  • Online
    • John Nutter
    • Mark Williams

The Insurance Institute of Perth and Dundee is delighted to be hosting a personal development session on Change Management.

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Face to Face CPD Event - Investing for Societal Change

  • Wed 17 Nov 9:00 am – 12:00 pm
  • Aberdeen Altens Hotel
    • Scott Dakers, Square Mile Investment Consulting and Research
    • Henry Boucher, Sarasin & Partners
    • Dr Caroline Barelle, Glasmogen Ltd
    • Mark Harries, Square Mile Investment Consulting and Research

The Insurance Institute of Aberdeen are delighted to be joined by Square Mile Investment Consulting & Research, Deepbridge Capital and Sarasin & Partners for an investment forum covering ESG integration into business, how societal change is being applied to drive investment returns, who will drive future change as well as an investment outlook for 2022 and beyond.

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Making Income Protection an Essential Part of the Menu Conversation

  • Tue 24 Aug 10:00 am – 11:00 am

In this webinar, our Protection Development and Technical Managers, Shelley Read and Gregor Sked, discuss the importance of including Income Protection as part of a Menu Plan. We’ll explore common objections to buying Income Protection and provide tips and ideas to help overcome these.

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FCA's New GI Pricing Practices, Product Governance and Product Value Webinar

  • Fri 20 Aug 11:00 am – 12:00 pm
    • Branko Bjelobaba, Branko Ltd

This comprehensive and interactive one-hour webinar will focus on the long-awaited policy statement General insurance pricing practices market study, now published by the FCA – Feedback to CP20/19 and final rules (PS21/5). These wide-ranging rules address what has been described as the ‘loyalty penalty’ paid by existing general insurance product customers and aim to ensure that customers receive fair value in the insurance products they buy.

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FCA Business Interruption Insurance Test Case – FOS Decisions

  • Fri 13 Aug 11:00 am – 12:00 pm
    • Branko Bjelobaba, Branko Ltd

The one-hour webinar is comprehensive and interactive and will focus on a number of various decisions made on complaints referred to the FOS following claims that have been turned down by insurers with the FOS considering the judgment of the Supreme Court in its decisions. It will also provide an update following the judgment was handed down on 15 January 2021 to include insurer statistics on claims payments and on the Supreme Court’s Declarations (still awaited).

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Golf Outing

  • Thu 12 Aug 12:00 pm – 5:00 pm
  • Portlethen Golf Club

We are delighted to invite all members to the Insurance Institute of Aberdeen Golf Outing of 2021.

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Protecting a Legacy - IHT Planning

  • Wed 04 Aug 10:00 am – 11:00 am

Join Royal London as they take a closer look at the opportunities available to you in the Inheritance Tax Planning (IHT) space and how you can engage with your clients on the benefits of using regular premium life plans.

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Webinar on Protection Pitfalls and Shock Events

  • Wed 21 Jul 11:00 am – 12:00 pm
    • Dr Kathryn Knowles, Cura Financial Services
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Webinar - Duty of Care & Signposting to Specialist Providers

  • Fri 11 Jun 10:00 am – 11:00 am
    • Nicola Maguire, BIBA
    • Johnny Timpson, Cabinet Office Disability And Access Ambassador For The UK Banking Industry And Profession

In this inclusion & diversity webinar, Nicola Maguire FCMI (Head of Commercial, BIBA) and Johnny Timpson (Cabinet Office Disability & Access Ambassador for the Insurance Industry & profession) will highlight the regulatory and Government policy drivers that require us to act in the consumers best interest and consider signposting where appropriate.

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WEBINAR: Meeting the needs of vulnerable clients

  • Wed 05 May 1:00 pm – 2:00 pm
    • David Wilson

The combined Scottish CII Local Institutes are happy to invite you to our latest seminar “Meeting the needs of vulnerable clients”.

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Career Crafting: Playbook - create the career you want – through continuous professional development

  • Wed 21 Apr 10:30 am – 12:00 pm
    • Andy Currie

The Insurance institutes of Scotland have teamed up with Think Distinct to bring you a programme of activities to help you develop professionally to advance your career aspirations.

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Annual General Meeting

  • Tue 20 Apr 11:30 am – 12:30 pm

We need you! (To get down to our AGM, that is...)

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Webinar on Slips, Trips & Falls

  • Thu 11 Mar 1:00 pm – 2:30 pm
    • Dr Constantinos Franceskides, Rimkus

Slips, Trips, Falls & Injuries is a presentation that examines the science behind understanding whether a reported injury is consistent with the incident or accident. This methodical process involves studying the physics of the human body in conjunction with the geography of the accident location and the activity taking place at the time the accident occurred.

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Webinar on Industrial Equipment Damage Assessment

  • Thu 04 Mar 1:00 pm – 2:30 pm
    • Eur Ing Guillermo Lopez, CEng, MIMechE, Rimkus

Fires and explosions in energy and process facilities can be devastating events that cause significant property damage and business interruption. When root cause investigations are concluded and the focus turns to restoring the plant to operations, the next steps can have a significant impact on the financial loss incurred.

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