Previous events

All previous events

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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Webinar on Consumer Duty Requirements for Insurance Practitioners

  • Thu 25 May 10:00 am – 11:30 am
    • Helen Dean, Insurance Compliance Services Ltd

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

  • Tue 23 May 7:45 am – 9:00 am
  • Aberdeen Altens Hotel
    • Kerry Houghton, @SIPP

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

  • Thu 11 May 12:00 pm – 5:00 pm
  • Murcar Links Golf Club

We are delighted to invite all members to the first Insurance Institute of Aberdeen Golf Outing of 2023.

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FCA Webinar on Consumer Duty for Investment and Pension Advisers

  • Fri 21 Apr 10:00 am – 11:30 am
    • Mark Goold, FCA

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.

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The Insurance Institute of Aberdeen Achievers Event

  • Thu 20 Apr 6:00 pm – 10:00 pm
  • The Chester Hotel

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

  • Tue 18 Apr 11:30 am – 12:30 pm
  • Neo House

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.

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Examination Techniques Workshop (Online)

  • Wed 01 Mar 9:00 am – 12:00 pm
    • Alan Chandler

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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