Events
Forthcoming events

Edinburgh Summer Roadshow
Precision planning & protection perfection
How well are your clients able to articulate their financial goals?
When did you last go back to basics and consider how protection features in your clients’ plans?
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.
Thu 19 Jun 8:30 am – 4:00 pm
Murrayfield Stadium Conference Centre

Fairer Finance: Consumer Duty, Evidencing Fair Value and Consumer Understanding
The Consumer Duty is one of the biggest changes in financial services regulation for 20 years, and it is underpinned by behavioural science. Without behavioural science, the Consumer Duty would be almost unthinkable. The FCA now expects insurers to make good decisions easy for consumers, and bad decisions hard. In this interactive webinar Fairer Finance will cover how to evidence consumer understanding and fair value in an insurance context.
Looking to continue the conversation? Join us at 1.00pm for Part 2, for a focussed panel discussion and live Q&A. Please note: Part 2 requires a separate booking for the access link.
Tue 05 Aug 12:00 pm – 1:00 pm
Online

Shared Scotland Webinar, Part 2: Consumer Duty Panel Discussion and Q&A
Following the interactive session with Fairer Finance, Part 2 of the Shared Scotland webinar series brings together a cross-sector panel of industry experts for a dynamic discussion and live Q&A. This session will explore how different parts of the insurance and financial services industry are responding to the FCA’s Consumer Duty—particularly around evidencing fair value and consumer understanding. Panellists will share practical insights, challenges, and strategies from their respective sectors.
Attendees are encouraged to submit questions in advance to help shape the discussion. Please send your questions to: ruth.glynn@aviva.com and copy in richard.cockbain@aviva.com
Please note: This is a separately booked session and will begin at 1:00 PM.
Tue 05 Aug 1:00 pm – 2:00 pm
Malcolm McCutcheon, ACII, RSA Insurance
Previous events

Annual Dinner 2025
We are now down to our final 20 tickets, so if you are planning to join us for our annual dinner on Thursday 5 June at The Caves then please let us know ASAP. Click the Book Now button for full details.
We hope that you can come along to support your local institute and have a great time doing it!
If you are also interested in supporting the event with the donation of an auction prize to help us raise money for a very good cause then please get in touch: helen_watson@ajg.com / laura.fell@brodies.com.
Thu 05 Jun 7:00 pm – 11:59 pm
Dougie Donnelly,
Annual General Meeting 2025
We need you! To get down to our AGM...
Your local institute council invites you to attend their 2025 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.
Tue 08 Apr 6:00 pm – 7:00 pm
Quilter Cheviot

The Annual Robertson Cup Rugby Match
The Insurance Society of Edinburgh, along with The Insurance Society of Belfast, welcomes all members for the Annual Robertson Cup Match between the Scottish Institute vs Irish Institutes
It's the 98th Match and members are invited to watch and attend the Post Match dinner.
We are also looking for players, so if you are free, and want to play, please contact our President, Jeff Lestrelle. on 07940 232 382.
Lunch (soup and sandwiches) will be available from 1.00 pm.
Costs: lunch and dinner £27.00 per person; lunch only £5.00
All CII members are welcome to come along and support the lads, and partake of refreshments at the bar.
Lunch/dinner must be booked by contacting KellyGeddes.ISE@hotmail.com or jeff@integrityinsurance.co.uk before Thursday 6th February so that we can provide numbers to the caterers.
Fri 07 Feb – Fri 07 Feb

Pensions on Divorce – When and How Financial Advice can Help
D-Day is upon us!! The first Monday in January is the day when matrimonial lawyers traditionally brace them themselves for a spike in new enquiries as couples who have been ‘keeping it together’ over the holiday season feel their duty is done and start to look to the future – apart.
Much work has been done in recent years on the treatment of pensions within a divorce, not least by the Pensions Advisory Group (PAG), a collaborative body building on the expertise of family law experts, consulting actuaries, scheme trustees, academics and financial advisers. In July 2019 they published the first truly cross-functional study into pensions on divorce, followed by the second edition in 2024. Invaluable as this guidance is, it was perhaps unsurprisingly based on English Law.
The Insurance Society of Edinburgh is offering an event which puts PAG into a Scottish perspective, helping practitioners to identify and understand the areas of commonality and the key differences under Scots Law.
The session is primarily aimed at financial advisers active in the pensions market, but we will be happy to welcome anyone with a professional interest in pensions on divorce.
Thu 30 Jan 9:30 am – 1:00 pm
Hazel Johnston, Legal & General

Online CPD Session - Carbon Calculator - How Green is your Remediation?
Are you aware of the carbon cost of claims? This talk will cover the concepts of calculating the greenhouse gas emissions produced by remediation and reinstatement works.
Wed 29 Jan 12:00 pm – 1:00 pm
Richard Lawrence, QuestGates Chartered Loss Adjusters & Claims Specialists

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!
Tue 28 Jan 12:00 pm – 1:00 pm
Online