Previous events
All previous events
Annual Dinner 2022
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
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
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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Insurance Society of Edinburgh - Annual Quiz
After a long two year wait we have finally arranged another Quiz night so bring a team and your knowledge. Get your teams in quick as it is first come, first served with a maximum of 12 teams of 5. If you do not have a full team we can arrange to combine tables. The event is at Angel's Share arriving from 5.30 onwards with the quiz starting at 6.00.
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Online CPD: Adapting Portfolios for Inflation
Inflation is on the rise, and it's distorting both equity and bond performance. Advisers relying on traditional "long-run" models need to rethink portfolios to ensure inflation resilience. Within equities, value-investing is making a comeback. Traditional bonds are under pressure as they can't keep pace with inflation, so are failing to offer either capital protection or diversification. Alternatives require careful risk budgeting and focus on liquidity. In this workshop, we look at ways advisers can build-in inflation resilience to portfolios, based on lessons from the past.
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ESG and the wider issues for financial advisers
Investment Manager, Andrew Gilbert, will be discussing clients increasing demand for investment strategies that reflect their values and preferences, the challenges of managing this alongside a clients’ risk and return objectives (without significantly impacting costs), the rise of regulatory pressure and the increasing need for in-depth research to overcome issues with greenwashing, given the expanding universe of ‘ESG’ products and increasing fines for those firms that fall foul of new rules and guidance. Andrew will also be discussing the short and long term impacts from recent changes in inflation, interest rate expectations, quantitative tightening and energy markets and how this all translates to the broader energy transition agenda.
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BI covid claims – where are we now?
This webinar will provide an update post the Supreme Court Appeal judgment of 15 January 2021 and will focus on a number of various decisions made on complaints referred to the FOS, insurer statistics on claims payments, courts cases including: Corbin & King v AXA (which they have decided not to appeal), Stonegate pub chain action, Greggs and several others. The FCA originally considered some 370,000 insureds have bought this cover from around 60 different insurers and the FOS does not appear to be over-stretching the reach of the judgment (but there is an interesting 26 page decision over an Allianz insured with a covid on the premises claim having been allowed).
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Negotiation Skills
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
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.
View event detailsProfessional Indemnity
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?
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
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
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
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).
View event detailsREPEAT SESSION - ONLINE CPD - Using Trusts for Estate and IHT Planning (Session 1) - Trust and Estate Planning
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
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.
View event detailsInvesting for Societal Change
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
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
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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