Previous events
All previous events
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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Golf Outing - Portlethen
We are delighted to invite all members to the Insurance Institute of Aberdeen Golf Outing of 2024.
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CII Qualifications & Training Support - Introductory Session
The Insurance Institute of Aberdeen are delighted to welcome Adrian Toomey of Intuition Training to discuss a potential training support programme for Cert, Dip and ACII qualifications which will start in September with the Dip programme with potential for Cert & ACII should there be sufficient interest. The courses will support learners at all stages of study whether they be starting a qualification or even midway through their Diploma and therefore attendance from anyone studying towards CII qualifications is encouraged. Remote groups will start on 6 different Diploma units across September, October and November – learners have the flexibility to choose which unit they want training support for: • M05 Insurance law (2 cohorts – Sept & Nov 2024) • M92 Insurance business & finance (2 cohorts – Sept & Nov 2024) • M85 Claims practice • M66 Delegated authority • M80 Underwriting practice • M81 Insurance broking practice There will be places available to members of The Insurance Institute of Aberdeen at a subsidised cost and spaces are likely to be limited.
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Advanced Contractors All Risks
This Webinar hosted by Alan Tickner and supported by Nick Thomas of Nick Thomas & Associates will provide an introduction to Contract Works Insurance. This session acts as a follow up to the Introduction session hosted last month and will provide a more technical in-depth view of Contract Works Insurance. This session examines how the standard Joint Contracts Tribunal contract has influenced the Contractors' insurance product, where and to whom the building contract imposes responsibility for insurance and the main classes affected.
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Contractors All Risks - An Introduction
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?
View event detailsEnabling Personal Success Workshop with Caroline Martin
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
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.
View event detailsAnnual General Meeting 2024
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
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
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
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.
View event detailsRetirement 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
View event detailsCurry & 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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