Events
Forthcoming events
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
Annual Dinner 2025
The Insurance Society of Edinburgh is delighted to announce their Annual Dinner will be taking place on Thursday 5 June at The Caves, 12 Niddry St South, Edinburgh, EH1 1NS.
Doors will open at 7pm for a 7.30pm start.
We welcome Dougie Donnelly as our after-dinner speaker. With over 25 years experience in live broadcasting from some of the world’s iconic sporting occasions, we are sure that Dougie will keep us entertained!
The well known duo Bleeker will then kick off the party with their unique covers of classic and current hits.
Tickets are £80 each, but we are offering early bird tickets until Friday 25 April 2025 at £70 a ticket. The room will be laid out with tables of 10, however smaller groups are very welcome and will be seated on a shared table.
We hope that you can come along to support your local institute and have a great time doing it.
Book your place today!
We are offering a number of different sponsorship opportunities with this event and will have a raffle to raise money for the charity Children 1st which we welcome donations for. If you are interested in supporting the event and raising your business' profile at the same time, please get in touch: helen_watson@ajg.com / laura.fell@brodies.com.
Thu 05 Jun 7:00 pm – 11:59 pm
Dougie Donnelly,
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
Previous events
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
Global threats facing the insurance industry
What are the global threats facing the insurance industry right now and how are these impacting UK insurers and brokers?
Today war, weather extremes and the cost of living crisis dominate public debate but the sector faces critical risks – cyber/AI/tech, regulation, climate change and human talent. Can the insurance sector effectively tackle any of them? Cyber is in the news all the time with companies and government on the lookout for massive show stoppers including potential catastrophic interference with our democratic processes. In addition, with half of us due to retire within the next 15 years, why is there a failure to attract and retain the right talent and what can we and the CII do about it? Finally, it is also clear that insurers simply can’t underwrite the effects of climate change, so what will then happen?
This will be an interactive and wide-ranging talk and those attending will be actively encouraged to contribute with their own experiences and views. We will look at the differences in responses between insurers and brokers with brokers considering business conduct more of a concern than insurers.
Wed 22 Jan 11:00 am – 12:00 pm
Branko Bjelobaba,
The changing Ogden rate and how it will reduce liability premiums
The Insurance Society of Edinburgh is happy to announce a new CPD event next week.
The Ogden rate may sound an obscure thing, but it has massive implications both positively and negatively on liability settlements. All brokers, underwriters and claims staff should have a good understanding of the Ogden rate in order to explain rating changes to policyholders and understand why large liability claims will now be reducing.
The Ogden rate is used by courts to increase or decrease large personal injury liability claims. It was one of the main reasons why the market went so hard in recent years when the rate started loading liability settlements, and it will be one of the man reasons why we will now go into a softer market due to the fact it will start discounting liability settlements from 10 January 2025.
The Ogden rate will mean a happy new year for insurers. Will they be passing their savings onto their policyholders? well that will depend on how well brokers understand Ogden.
This presentation will be delivered by Alan Chandler, Chartered Insurer, one of the most popular presenters in the UK, and he will explain what the Ogden rate is and how it affects liability settlements.
Thu 16 Jan 3:30 pm – 4:30 pm
Alan Chandler, Alan Chandler Training