Previous events

This month

Negotiation Skills

  • Thu 12 May 1:00 pm – 2:00 pm
  • Online
    • Sue Taylor, Sue Taylor Limited

The Insurance Institute of Perth and Dundee is delighted to announce that their next online CPD event will focus on negotiation skills. Negotiations can be difficult to navigate and manage with the result that the desired outcome is not always achieved. This interactive workshop will assist in understanding the negotiation process and how to manage objections and hurdles you encounter, resulting in you achieving the outcome you wanted and with relationships in tact. This workshop will benefit our general insurance members involved in underwriting, broking, claims handling and loss adjusting.

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Annual General Meeting 2022

  • Tue 12 Apr 6:00 pm – 7:00 pm
  • AB1 Financial Planning

We need you! (To get down to our AGM, that is...) Your council invites you to attend the 2022 Annual General Meeting of The Insurance Society fo Edinburgh. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. If you feel you could make a positive contribution, it is an ideal first step to becoming involved.

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Professional Indemnity

  • Thu 24 Mar 12:00 pm – 1:00 pm
  • Online
    • Robert Morris ACII, Marsh Commercial
    • Kate Edmondson, Marsh Commercial

Professional Indemnity Insurance has been a particularly challenging product line in recent times as the market has contracted and hardened significantly. Robert Morris ACII leads Marsh Commercial's Professions Team in Scotland and the North of England and will summarise the current state of the Professional Indemnity market, what led us here and what he expects to see next.

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FCA Consumer Duty – what’s that all about?

  • Tue 08 Mar 1:00 pm – 2:00 pm
  • Online
    • Branko Bjelobaba

The FCA want to see a higher level of consumer protection in retail financial markets, where firms compete vigorously in the interests of consumers and they wish to drive a healthy and successful financial services system in which firms can thrive and consumers can make informed choices about financial products and services.

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Powers of Attorney – all you need to know

  • Thu 20 Jan 12:00 pm – 1:00 pm
  • Online
    • Lisa Law, Brodies
    • Ailidh Hay, Brodies

Powers of Attorney are key documents giving individuals potentially wide powers in respect of another's affairs or care. Their use with elderly clients is becoming more common and it's essential that a professional presented with one knows what to look for before acting. Join us on this webinar where the team at Brodies will cover key Power of Attorney concepts.

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FCA Pricing Practices: The Long and Short of it

  • Mon 13 Dec 1:00 pm – 2:00 pm
  • Online
    • Simon Stokes, Aviva

The Insurance Institute of Perth and Dundee is delighted to announce that their next online CPD event will focus on the FCA’s new rules on Pricing Practices which fully comes into force in January 2022. Whilst primarily controlling the pricing of Household and Motor insurance, the new rules influence other GI products and introduces an annual fair value assessment for all general insurance and Pure Protection products.

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REPEAT SESSION - ONLINE CPD - Using Trusts for Estate and IHT Planning (Session 2) - Practical Application

  • Fri 03 Dec 10:30 am – 12:00 pm
    • Paul Lucas, BMO

BACK BY POPULAR DEMAND! As these sessions were oversubscribed when we ran them in September, BMO have kindly offered to run them again for members who were unable to attend. These interactive technical sessions provide an in-depth analysis of the different types of trusts and applying these to case studies to discover how they might work for clients in practice. We will provide a case study based event where we will consider the practical application of Trust and Estate Planning (Session 2).

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REPEAT SESSION - ONLINE CPD - Using Trusts for Estate and IHT Planning (Session 1) - Trust and Estate Planning

  • Fri 26 Nov 10:30 am – 12:00 pm
    • Paul Lucas, BMO

BACK BY POPULAR DEMAND! As these sessions were oversubscribed when we ran them in September, BMO have kindly offered to run them again for members who were unable to attend. These interactive technical sessions provide an in-depth analysis of the different types of trusts and applying these to case studies to discover how they might work for clients in practice. We will provide a technical presentation of Trusts and Estate Planning in Session 1. This will be followed by a case study based event where we will consider the practical application of Trust and Estate Planning in Session 2 (separate booking is available).

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Covid 19 Business Interruption Claims: A Medley of Thoughts

  • Wed 24 Nov 12:00 pm – 1:00 pm
  • Online
    • Damian Glynn, Sedgwick International UK
    • Maina Wagiciengo, Sedgwick International UK

The Insurance Institutes of Scotland and The Chartered Institute of Loss Adjusters is delighted to be hosting a technical insurance event on Covid19 Business Interruption claims and cover following the supreme court ruling.

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Investing for Societal Change

  • Tue 16 Nov 9:00 am – 12:00 pm
  • Double Tree by Hilton
    • Scott Dakers, Square Mile Investment Consulting and Research
    • Henry Boucher, Sarasin & Partners
    • Dr Caroline Barelle, Glasmogen Ltd
    • Mark Harries, Square Mile Investment Consulting and Research

The Insurance Society of Edinburgh are delighted to be joined by Square Mile Investment Consulting & Research, Deepbridge Capital and Sarasin & Partners for an investment forum covering ESG integration into business, how societal change is being applied to drive investment returns, who will drive future change as well as an investment outlook for 2022 and beyond.

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FCA Business Interruption Insurance Test Case - FOS decisions

  • Tue 26 Oct 10:00 am – 11:00 am
  • Online
    • Branko Bjelobaba

The one-hour webinar aims to be comprehensive and interactive and will focus on a number of various decisions made on complaints referred to the FOS following claims that have been turned down by insurers with the FOS considering the judgment of the Supreme Court in its decisions.

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GI Pricing Practices, Product Governance and Product Value

  • Wed 20 Oct 10:00 am – 11:00 am
  • Online
    • Branko Bjelobaba

The Insurance Society of Edinburgh is happy to announce that their next webinar will focus on GI Pricing Practices, Product Governance and Product Value.

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Annual General Meeting

  • Tue 04 May 6:00 pm – 7:00 pm

We need you! To get down to our AGM...

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Career Crafting: Playbook - create the career you want – through continuous professional development

  • Wed 21 Apr 10:30 am – 12:00 pm
    • Andy Currie

The Insurance institutes of Scotland have teamed up with Think Distinct to bring you a programme of activities to help you develop professionally to advance your career aspirations.

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WEBINAR: DB Transfers and Retirement Income Advice

  • Tue 15 Dec 12:15 pm – 1:15 pm
    • Rory Percival

The Insurance Society of Edinburgh are happy to announce that their next event will focus on DB Transfers and Retirement Income Advice.

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WEBINAR: The future of underwriting – in a post pandemic world

  • Wed 09 Dec 10:00 am – 11:00 am
    • Gregor Sked

The Insurance Society of Edinburgh is happy to announce their next webinar will discuss the future of underwriting.

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WEBINAR: The Perfect Storm

  • Thu 03 Sep 2:00 pm – 3:00 pm

This presentation, aimed at those working in commercial insurance, will explore why capacity is draining out of the UK insurance market.

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WEBINAR: FCA New Temporary Rules for GI (in response to coronavirus)

  • Thu 16 Jul 2:00 pm – 3:00 pm

This comprehensive and interactive one hour webinar will focus on the long list of new temporary rules and guidance now finalised by the FCA for the general insurance sector.

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ZOOM MEETING: AGM

  • Tue 26 May 6:00 pm – 6:30 pm

Notice is hereby given that the Annual General Meeting of the Insurance Society of Edinburgh will be held via ZOOM conferece call on Tuesday 26th May 2020 at 6pm.

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Edinburgh Marathon Festival

  • Sun 24 May 8:00 am – 12:00 pm

We’re on the hunt for people keen to run in the Edinburgh Marathon Festival relay event, taking place on 24th May 2020.

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