Previous events

This month

Contractors All Risks - An Introduction

  • Wed 22 May 1:30 pm – 2:30 pm

This Webinar hosted by Diane Jenkins and supported by Nick Thomas of Nick Thomas & Associates will provide an introduction to Contract Works Insurance. We will also have a follow up 'Advanced Contract Works' session on 27th June 2024 at 1.30pm This session examines Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover. The session will include: • Contract Works - what it actually covers - including main exclusions • Contract Works - Defect exclusions - DE 1- DE 5 meanings • PL in construction - when is cover for JCT 6.5.1 needed • What information does a broker need to get a construction quotation?

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Enabling Personal Success Workshop with Caroline Martin

  • Thu 25 Apr 9:00 am – 5:00 pm
  • Johnston Carmichael Wealth Limited
    • Caroline Martin, Enabling Wings

Join us for the 'Enabling Personal Success' workshop, aimed at providing key personal development elements to set you up for success. The workshop is delivered by No. 1 Best Selling Co-Author of Determined to Rise and Leadership Coach & NLP Trainer at Enabling Wings, Caroline Martin. This session has been delivered several times for local institutes with fantastic feedback as below and the Aberdeen institute are delighted to be able to provide this at a subsidised cost to members. This session is suitable for all levels of development and suitable for both PFS and Insurance CII Members.

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Mental Health Aberdeen - Lunch & Learn for The Insurance Institute of Aberdeen

  • Wed 17 Apr 12:00 pm – 2:00 pm
  • Park Inn, Justice Mill Lane
    • Laura Simmons, Mental Health Aberdeen

Mental Health Aberdeen's mission is to meet the mental health needs and improve the mental wellbeing of the people in the North East of Scotland by providing effective, accessible services as well as promoting mental well-being to all. MHA recognise that every individual has the right to receive the help they need to recover from mental ill-health, and they endeavour to support and encourage wellbeing and recovery. Mental Health Aberdeen have been supporting local people since 1950. This “Lunch and Learn” session will focus on signs and symptoms of stress and mental ill-health, including how to best support your colleagues, friends, family, and yourself, in times of increased stress. Food and Drinks will be provided. QR Codes and a Donation box will be provided at the venue to allow attendees to donate to Mental Health Aberdeen.

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Annual General Meeting 2024

  • Tue 16 Apr 1:00 pm – 3:00 pm
  • Neo House

We need you! To get down to our AGM... Your local institute council invites you to attend their 2024 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.

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Commercial Property Inflation and Setting Correct Sums Insured

  • Thu 11 Apr 12:00 pm – 1:00 pm
    • Alan Chandler

How to set correct property, stock and contents sums insured in a high inflation world. It is estimated that at least 60% of policies have incorrect sums insured! This presentation looks at the major issue of under insurance in the UK property market and how to help your clients avoid the under-insurance trap. Under insurance has been made considerably worse now that we are seeing UK inflation go into double digits, and this is something all insurance staff need to be aware of. The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients actually need to take into account when settling Buildings, Contents and Stock sums insured. Alan will explore why under insurance is so common, the effects of under insurance for the client, and why the current environment of high inflation, leading to significant under insurance, is an increasing cause of Professional Indemnity claims against brokers. Unfortunately, high inflation is likely to be with us through most of 2024 due to continuing challenging global events, and clients need to make sure they get their sums insured right because they will get checked by loss adjusters in the event of a claim. One of the problems is that the figures on the client’s balance sheet are not the same as those required for insurance purposes and Alan will point out the differences so that clients can be warned.

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Estate Planning Opportunities when working with Solicitors

  • Tue 06 Feb 8:30 am – 11:30 am
  • The Palm Court Hotel
    • Fiona Clarke, Burness Paull LLP
    • Kenny McCall FPFS, TEP, Utmost Wealth
    • Tony Whincup, Close Brother Asset Management

The Insurance Institute of Aberdeen are delighted to have a breakfast session with Fiona Clark of Burness Paull Solicitors, Kenny McCall of Utmost and David Wilson & Tony Whincup of Close Brothers to discuss and explore Inheritance Tax Planning and Estate Planning opportunities. The session will commence with breakfast rolls, tea and coffee before hearing from the panel of speakers from Utmost, Close Brothers and Burness Paull. The session will cover the use of bonds, trusts, investing in smaller companies to obtain business relief and the use of Family Investment Companies.

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Insurance Institute of Aberdeen: Annual Dinner 2024

  • Fri 02 Feb 6:30 pm – 11:00 pm
  • The Marcliffe Hotel & Spa

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 after dinner entertainment 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 2023, we will be raising monies for our chosen charity with a pre-dinner “Heart’s and Mind’s” game. For more information click on the link below - your support of our local institute is greatly appreciated.

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Retirement Planning, Market Volatility and Consumer Duty

  • Thu 23 Nov 8:30 am – 10:00 am
  • Ardoe House Hotel & Spa
    • Ben Gutteridge, Invesco
    • Richard Parkin, BNY Mellon

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

  • Wed 15 Nov 2:15 pm – 3:15 pm

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

  • Thu 09 Nov 6:00 pm – 10:30 pm
  • 8848 Restaurant

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

  • Wed 18 Oct 2:00 pm – 3:00 pm

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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PFS North Scotland Autumn Conference

  • Tue 26 Sep – Mon 25 Sep
  • Aberdeen Altens Hotel
    • Karl Steadman, JUST
    • Jamie Clark, Quilter
    • Jim Clay, Portfolio Metrix
    • Andy Woollon, Zurich
    • Elliott Date, Fidelity
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The Latest Intelligence on Tech, Investing, and Tax Planning.

  • Wed 30 Aug 9:15 am – 1:00 pm
  • Aviva Insurance

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

  • Thu 10 Aug 12:00 pm – 5:00 pm
  • Portlethen Golf Club

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

  • Tue 04 Jul 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

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

  • Tue 27 Jun 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

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

  • Tue 20 Jun 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

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.

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Invesco Investment Intelligence Seminar

  • Wed 14 Jun 8:00 am – 10:00 am
  • Ardoe House Hotel & Spa
    • Neal Bailey, Invesco

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

  • Tue 06 Jun 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

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.

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Inheritance Tax Planning CPD Session

  • Tue 06 Jun 8:30 am – 11:00 am
  • The Palm Court Hotel
    • Tony Whincup, Close Brothers
    • David Wilson, Close Brothers
    • David Cunningham, Scottish Widows
    • Alan Cameron, Canada Life

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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