Events
Forthcoming events
Using All The Tools Available to Enhance Client Outcomes
The Insurance Institute of Inverness, the Highlands and Islands is happy to announce that their next event will focus on how you can enhance client outcomes.
Lunch, Tea & Coffee will be provided post event allowing you to network with fellow members.
Wed 15 May 11:30 am – 1:30 pm
David Edgar, Wealthtime
Previous events
Enabling Personal Success - One day in person workshop
Join us for the 'Enabling Personal Success' workshop, aimed at providing key personal development elements to set you up for success. The workshop is delivered by No. 1 Best Selling Co-Author of Determined to Rise and Leadership Coach & NLP Trainer at Enabling Wings, Caroline Martin.
This session has been delivered several times for local institutes with fantastic feedback as below and the Aberdeen institute are delighted to be able to provide this at a subsidised cost to members.
This session is suitable for all levels of development and suitable for both PFS and Insurance CII Members.
Thu 25 Apr 9:00 am – 5:00 pm
Caroline Martin, Enabling Wings
Commercial Property Inflation and Setting Correct Sums Insured
How to set correct property, stock and contents sums insured in a high inflation world.
It is estimated that at least 60% of policies have incorrect sums insured! This presentation looks at the major issue of under insurance in the UK property market and how to help your clients avoid the under-insurance trap. Under insurance has been made considerably worse now that we are seeing UK inflation go into double digits, and this is something all insurance staff need to be aware of.
The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients actually need to take into account when settling Buildings, Contents and Stock sums insured. Alan will explore why under insurance is so common, the effects of under insurance for the client, and why the current environment of high inflation, leading to significant under insurance, is an increasing cause of Professional Indemnity claims against brokers. Unfortunately, high inflation is likely to be with us through most of 2024 due to continuing challenging global events, and clients need to make sure they get their sums insured right because they will get checked by loss adjusters in the event of a claim.
One of the problems is that the figures on the client’s balance sheet are not the same as those required for insurance purposes and Alan will point out the differences so that clients can be warned.
Thu 11 Apr 12:00 pm – 1:00 pm
Alan Chandler,
Estate Planning Opportunities When Working with Solicitors
The Insurance Institute of Inverness, the Highlands and Islands is happy to announce that their next CPD event will cover estate planning opportunities when working with solicitors.
The session will commence with breakfast rolls, tea and coffee before hearing from a panel of speakers from Utmost, Close Brothers and Burness Paull Solicitors.
Wed 07 Feb 8:30 am – 11:30 am
Kenny McCall, Utmost
Health & Safety Event – What to do in a major incident?
Brodies market-leading Health & Safety team invites you to an evening of drinks and nibbles following a 'live scenario' enactment of some of the key procedural stages following a health & safety incident.
The event will show you the process of interviews by the HSE/Police/other regulators following a fatal incident and highlight how some of the key considerations of incident management can protect your business and its individuals.
Wed 29 Nov 4:00 pm – 7:00 pm
Brodies LLP
Broker trading skills in a hard market
This second in our hard market webinar series builds on the learnings of session one but also stands alone in its own right. Informed by the experience of working in multiple hard markets over many decades of experience, allied to an up to the minute appreciation of insurance market developments, this session provides proven broker strategies [in working with both clients and the market] to optimise hard market outcomes.
This session will include:
• Overview challenges to brokers and clients in a hard market
• Understanding the client position
• Controlling client dialogue and expectations
• Maximising available spend
• Demonstrating innovation
• Differentiating the risk
• Engaging and managing the market
• Managing broker time
• How to exploit new business opportunities
Wed 15 Nov 2:15 pm – 3:15 pm
The Latest Intelligence on Tech, Investing, and Tax Planning. New & Next!
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.
Wed 30 Aug 9:15 am – 1:00 pm
Aviva Insurance