Previous events
This month
Proper prompting - A vital skill for anyone using AI - Session 3 (General Insurance Member registration)
This is the third session in a series of Artificial Intelligence (AI) related Webinar's with AI expert Heather Murray. This session will cover proper prompting and how to get the best out of different AI tools including live demonstrations Please note this registration is for GI members, a separate registration is available for PFS members.
View event detailsProper prompting - A vital skill for anyone using AI - Session 3 (PFS Registration)
This is the third session in a series of Artificial Intelligence (AI) related Webinar's with AI expert Heather Murray. This session will cover proper prompting and how to get the best out of different AI tools including live demonstrations Please note this registration is for PFS members, a separate registration is available for GI members.
View event detailsAI for Personal Productivity - Session 2 (General Insurance Member registration)
This is the second session in a series of Artificial Intelligence (AI) related Webinar's with AI expert Heather Murray. This session will cover AI for Personal Productivity, looking at ways to boost your ability through AI tools Please note this registration is for GI members, a separate registration is available for PFS members.
View event detailsAI for Personal Productivity - Session 2 (PFS Member registration) (1)
This is the second session in a series of Artificial Intelligence (AI) related Webinar's with AI expert Heather Murray. This session will cover AI for Personal Productivity, looking at ways to boost your ability through AI tools Please note this registration is for PFS members, a separate registration is available for GI members.
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The Future of Energy
The PFS North Scotland would like to invite you to two events in Inverness and Aberdeen to discuss investing in the future of energy. Join specialists from Greenbank, the sustainable investment arm of Rathbones, and Alan Whittle, PFS North Scotland Chair and Director of consultancy firm Unburdened, for an exclusive event dedicated to exploring the trends and investment opportunities in the ongoing energy transition. As energy transition will have a profound impact on the economy and markets, it is crucial to understand the associated risks and opportunities and the potential implications for your clients’ investments. Date, Time and Location: 25th February 2025 8.45 for 9am start to 10am, Malmaison, Aberdeen (breakfast rolls and coffee) 6pm for 6.30 start to 8.30pm Kingsmills Hotel, Inverness (dinner followed by drinks)
View event detailsA non-techie intro to GenAI - (General Insurance Member registration)
This is the first in a series of Artificial Intelligence (AI) related Webinar's with AI expert Heather Murray. Are you finding that some of your team are really into AI, others are reluctant or apprehensive? What is GenAI and what can it do? An energising and totally non-technical tour of the 'art of the possible' with this amazing new technology. Please note this registration is for GI members, a separate registration is available for PFS members.
View event detailsA non-techie intro to GenAI - (PFS Member registration)
This is the first in a series of Artificial Intelligence (AI) related Webinar's with AI expert Heather Murray. Are you finding that some of your team are really into AI, others are reluctant or apprehensive? This energising and motivational introduction will explain what generative AI is, and give some very entertaining and engaging demos of what’s possible. Please note this registration is for PFS members, a separate registration is available for GI members.
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Annual Dinner 2025
It is with great pleasure that, on behalf of the Insurance Institute of Aberdeen, we invite you to attend our annual dinner to be held once again at Aberdeen's premium hotel, The Marcliffe Hotel & Spa, North Deeside Road, Pitfodels, Aberdeen AB15 9YA. We can promise you the usual high standard of food and service from the amazing staff at the Marcliffe, as well as outstanding entertainment from Oceans 3, Fred MacAulay and most importantly of all, an update from our excellent President Katherine Harvey. The evening will commence with a drink’s reception from 6.30pm, with dinner being called around 7.00pm. As in 2024, we will be raising monies for our chosen charity, The Russell Anderson Foundation with a pre-dinner “Heart’s and Mind’s” game.
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Preventing burnout
Join us for an essential session on Burnout and Workload, hosted by the PDG Committee. This webinar will normalise why burnout occurs, teach you how to spot the early warning signs, and provide practical strategies to prevent and recover from burnout. You’ll also learn effective ways to manage workload, set boundaries, and create a sustainable work-life balance. This session is designed to benefit all members, so mark your calendars and make time to attend!
View event detailsA non-techie intro to GenAI - Overview of what's currently possible with AI tools
This is the first in a series of Artificial Intelligence (AI) related Webinar's with AI expert Heather Murray. Are you finding that some of your team are really into AI, others are reluctant or apprehensive? This energising and motivational introduction will explain what generative AI is, and give some very entertaining and engaging demos of what’s possible.
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Trust – building trustworthiness and trusted advisor status
In the insurance industry, in particular, we often focus on developing our technical skills, and our product and service knowledge in the belief that this alone will be all we need to win new clients, and then provide great service to existing clients. But of course if the prospect does not ‘trust’ us sufficiently we are unlikely to be appointed in the first place, and if our clients don’t trust us, it will be more difficult for us to bring value, and our position will be constantly under threat. This session focuses on the importance of Trust in prospect and client relationships, and how to build it.
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The Legal Principles of Insurance
The Legal Principles of Insurance This webinar will provide a plain English overview of the main legal principles of insurance, which are: 1. Insurable interest 2. Proximate cause 3. Indemnity 4. Subrogation 5. Contribution 6. The duty not to misrepresent/ Fair presentation of risk All staff working in the insurance industry should have a practical working knowledge of these principles and this one-hour webinar delivered by Alan Chandler, one of the most popular insurance presenters in the UK, will provide the practical knowledge of these very important pillars that underpin our industry. This one-hour webinar will be useful for all brokers, underwriters, and claims staff and as they form the main basis of the CII exams very useful for anyone studying subjects such as IF1 and MO5.
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Doughnut Economics Webinar
*Additional Places added, likely to sell out quickly* The PFS North Scotland is pleased to bring members in remoter UK regions the opportunity to access training from two of the UK’s top trainers on Doughnut Economics. This course would usually only be available to those the speakers are able to travel to see, but working with the PFS we are able to bring this session to you online. “We believe Doughnut Economics is for everyone. It doesn’t matter if you’re at the start of your sustainability, ESG or impact journey or well on your way. Taking two half days out of the everyday to invest in re-looking at your organisation through a new framework and fresh eyes is always going to be a worthwhile investment.” Members are welcome to attend the course on their own or with peers and colleagues in groups. In 2023, the Doughnut Economics Action Lab (DEAL) launched a one-day workshop to help bring more organisations into the doughnut. Nancy & Ali are both members of the DEAL Community and trained to deliver the Doughnut Workshop. You can find our public declaration forms on the DEAL website: Plans with Purpose & True Horizon. Our goal is to help you go beyond business as usual to unlock transformative ideas through collaboration, innovation and leading examples of doughnuts in action. Where and When Wednesday 20th November 2024 Wednesday 27th November 2024 This workshop is run on-line as two half day sessions from 9am till 1pm.
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PFS Pension Switch Suitability Masterclass
The PFS North Scotland Committee is pleased to be working with the Insurance Institute of Aberdeen and Insurance Institute of the Highlands and Islands to bring the following CPD session to PFS members free of charge. Our Pension Switch Suitability Masterclass is a six-hour online structured CPD workshop dedicated to the compliance, technical, practical, and professional synthesis of pension switch advice. From detailed analysis of the client's existing pensions to presenting the advice effectively and compliantly in the suitability report, this course covers the end-to-end pension switch process. It is the six-hour workshop version of our SCQF Level 9 Practical Investment Planning qualification. It is ideal for Financial Advisers and Paraplanners completing pension switch advice looking for CPD that's relevant, high quality, and can genuinely enhance your business. Due to the nature of the workshop, spaces are limited so early booking is advised. If you are unable to secure a place please contact alan@unburdenedsolutions.co.uk and we will operate a waiting list for members who want to access this valuable content.
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Join Us for Business Success and Succession – Teams, Tech, and Transition!
We’re excited to invite you to our upcoming ‘Lunch and Big Ideas’ event: Business Success and Succession – Teams, Tech, and Transition. If you’re ready to grow your business, harness the latest tech, and plan for the future, this is the place to be! Lunch will be served – expect delicious soup and sandwiches to keep you fuelled for the afternoon!
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FCA GI Consumer Duty and Multi-Occupancy - Branko
The session will provide an update on Consumer Duty, fair value assessments and the new rules on multi-occupancy buildings insurances. We will also cover the requirements imposed by the new Leasehold and Freehold Reform Act which will ban commission sharing.
View event detailsMental Health in the Workplace
The Edinburgh Insurance society of Edinburgh are delighted to welcome JoJo Fraser our next CPD event around Mental Health in the workplace to coincide with Mental Health Awareness Day Thursday 10th October is Mental Health awareness day, and to help promote and discuss all things around Mental Health in the workplace, we have decided to have JoJo Fraser to be our guest speaker. JoJo will discuss why we shouldn't be afraid discussing Mental Health in the workplace and squashing the stigma around this subject, whilst at the same time, putting a fun spin on it. Jojo Fraser is a motivational writer, speaker and presenter who helps people get their mojo back. She has been a mental health researcher for a decade and loves to put an entertaining spin on things, making topics around wellness, lifestyle and mental health current, accessible and relatable.
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The Future of Financial Planning and Risk Management
Join us for an evening when we will showcase the career opportunities in insurance and financial services as well as celebrating the exam successes of many of our members.
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CPD Lunch Session - Decumulation Considerations, Consumer Duty & Vulnerable clients
The Aberdeen CII are delighted to be providing a double CPD session with lunch provided. We will be covering two timely topics with Retirement Income and Decumulation taking stage first and then after lunch a look at Vulnerable clients and the responsibilities we have to our clients.
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CPD Breakfast Session - Navigating a changing regime across retirement markets
We are delighted to be offering a CPD session with Invesco and BNY Mellon over a breakfast at Ardoe House Hotel with two fantastic speakers. Joined by Richard Parkin of BNY Mellon's Head of Retirement and Ben Jones, Director of Macro Research at Invesco.
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