Previous events

All previous events

The ISE Annual Dinner 2023

  • Thu 12 Oct 7:00 pm – 1:00 am
  • The Ghillie Dhu

The annual dinner is the grandest and biggest event of the ISE's year and we are looking attract the most influential (and attractive!) people from the insurance and financial community in and around Edinburgh. If this is you, and/or you are looking to make useful contacts with people in this field, then please come along!

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Link Scotland Launch Event

  • Thu 05 Oct 6:30 pm – 9:30 pm

Join us at the Street as we launch Link Scotland. This is being held as a joint event with the ISE, the local Edinburgh institute of the Chartered Insurance Institute (CII). Link Scotland is here to help make insurance the industry of choice for the LGBTQ+ community in Scotland, to bring members of that community and its allies together to network and to help promote LGBTQ+ inclusivity. At this inaugural launch event, you’ll have a space to network with likeminded individuals from insurance and the wider financial services sector in Scotland to bond, have fun, and make friends. There’s even an optional free glass of sparkling wine on arrival! To sign up, please do so via the following Eventbrite page: Places are limited - sign up early to secure yours!

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CII Golf Day

  • Thu 21 Sep 8:30 am – 4:00 pm
  • Liberton Golf Club

Liberton Golf Club have kindly offered to host the welcome return of the Golf Day, Texas Scramble being the format, which will be held Thursday 21st September from 8.30am Thanks to our sponsor this year, Deepbridge, we are happy to announce that we are going to be offering you Morning Rolls on arrival, followed by a short CPD session focusing on Tax-Efficient Investment After the Scramble we will be providing a two course meal and there will be a prize-giving for the best teams. All of this for the princely sum of £10 per golfer/£40 per team!

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FCA GI Consumer Duty and Update

  • Wed 20 Sep 11:00 am – 12:00 pm
    • Branko Bjelobaba FCII, MIoD, Branko Ltd

We are now live with Consumer Duty the FCA has urged firms to get on with it! Sheldon Mills, Executive Director of Consumers and Competition, warned that firms who ignore the Duty or who pose the most harm can expect swift action.

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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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Understanding the security lapses that led to a Business Email Compromise

  • Tue 22 Aug 11:00 am – 11:40 am
  • Online
    • Brad Fraser, Infoprotect UK

A real life case of a law firm/client that was comprised in email fraud, leading to a large financial loss for the victim, that the law firm had to refund due to their negligence.

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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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CPD - Dealing with Vulnerable Clients

  • Fri 16 Jun 12:00 pm – 4:30 pm
    • Robin Melley TEP FPFS, The Consumer Duty Alliance
    • Hayley Robertson, Brodies LLP
    • Stacey Gourley, Brodies LLP
    • Karl Steadman, Just

Vulnerability has become an important topic for any firm offering professional advice to individuals who may, as a result of their personal circumstances, be particularly disadvantaged when making key financial decisions. Thanks to the FCA and others, there is a reasonable supply of guidance with regard to the characteristics of vulnerability, and the impact . What is less clear is what exactly we are supposed to do when we have identified a potential problem. How do we record it, what can and can’t we say to the client and/or their families and what documentation should be in place both before and after vulnerability has been identified. The session will have a focus on Scots Law and FCA regulation but will be of interest to any one dealing with clients at a firm or individual level.

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ISE Awards Ceremony 2023

  • Wed 07 Jun – Wed 31 May

Every January the Insurance Society of Edinburgh's Education Committee reviews the results of those completing their CII examinations locally during the previous calendar year. This years' ceremony will be held on Wednesday 7th June, at Brodies LLP, 58 Morrison Street, Edinburgh EH3 8BP

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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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Annual General Meeting 2023

  • Tue 11 Apr 5:30 pm – 6:30 pm
  • AB1 Financial Planning

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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The Annual Robertson Cup Rugby Match

  • Fri 10 Mar. 2:15 pm
  • Musselburgh RFC
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The Annual Robertson Cup Rugby Match (1)

  • Fri 10 Mar. 2:15 pm
  • Musselburgh RFC

Final Details for supporters

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Online CPD - Business Interruption Insurance - Setting Correct Sums Assured

  • Thu 08 Dec 9:00 am – 10:00 am
    • Alan Chandler, General Insurance Training and Consultancy

Following on from our recent Financial awareness workshop.... Business Interruption insurance is one of the most misunderstood covers in the marketplace and this webinar looks at how these misunderstandings can be overcome. The webinar will deal with how Gross Profit sums insured for policyholders with stock can be correctly calculated, as well as showing how to correctly arrange sums insured for service businesses like IFA's. The course will be delivered by Alan Chandler, Chartered Insurer who is widely regarded as one of the leading presenters in the UK. The training will be very suitable for brokers, underwriters and claims staff working in commercial insurance and anyone studying for the CII diploma subject M93 Commercial property and business interruption.

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Consumer Duty

  • Thu 24 Nov 12:00 pm – 1:00 pm
    • Christian Markwick, Apricity

Good old Consumer Duty. It feels like we have been discussing it for a lifetime, but it’s finally here and we can’t escape it (nor should we want to!) The countdown clock has now started for implementation, so here’s exactly what you need to do to prepare for it.

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Annual Dinner 2022

  • Fri 28 Oct 7:00 pm – 11:00 pm
  • The Balmoral
    • Catriona Matthew OBE

A welcome return for our foremost networking event! We are delighted to announce that it is business as usual for our annual dinner and this year promises to be a real treat for all sports fans, particularly those who follow the wee white ball. The dinner will as usual also incorporate fine dining, good wine and the chance to exchange ideas with some of the brightest and best in the insurance and financial service professions. Tickets are priced at £800 per table of 10, however there is no need to despair if you want to bring a smaller party as tickets are also available at £80 per head and you will be able to share a table with another group of our charming guests. Catriona Matthew OBE will be joining us for a question and answer session covering her career highlights and what it takes to reach the top as both an individual and as the manager of a team.

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Online CPD - Financial Awareness

  • Fri 28 Oct 12:00 pm – 1:00 pm
    • Alan Chandler, General Insurance Training and Consultancy

Financial awareness – a plain English overview for all insurance staff on how to understand clients’ accounts Recent global events mean understanding clients’ accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives, account handlers and underwriters will need to understand the main terminology. This presentation, provided by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English understanding of what is in a balance sheet and Profit and Loss account and how these can be read easily by non-accountants. The webinar will also explore the difference between what an accountant records and what an insurer needs, this information can aid brokers and underwriters in helping policyholders avoid the under insurance trap.

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FCA Consumer Duty and Product Governance for General Insurance

  • Fri 23 Sep 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

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. They consider that firms are not consistently and sufficiently prioritising good consumer outcomes and this causes consumer harm and erodes consumer trust. With final rules published on 27 July 2022 this talk will update you as to what now will be needed. This General Insurance focused session will also include an update on Product Value Assessments that have to be completed by 30 September (note the FCA have criticised insurers for their lack of progress with this) and have given brokers an extension of 90 days so as to prevent customer harm. Both brokers and insurers have an important role to play and this session will ensure you understand what it is you have to do. We will also cover the current position on multi-occupancy insurances following intervention by the government (very much part of the product governance and value assessments work).

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