The Insurance Institute of Inverness, the Highlands and Islands

Previous events

This month

Annual General Meeting 2024

  • Wed 22 May 12:30 pm – 1:30 pm
  • Clark Thomson House

We need you! To get down to our AGM. Your local institute council invites you to attend their 2024 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. Lunch will be provided.

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Using All The Tools Available to Enhance Client Outcomes

  • Wed 15 May 11:30 am – 1:30 pm
  • Macdonald Drumossie Hotel
    • David Edgar, Wealthtime
    • Stewart Dick, Wesleyan
    • Scott McCormack, Just

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.

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All previous events

Enabling Personal Success Workshop with Caroline Martin

  • Thu 25 Apr 9:00 am – 5:00 pm
  • Johnston Carmichael Wealth Limited
    • Caroline Martin, Enabling Wings

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.

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Commercial Property Inflation and Setting Correct Sums Insured

  • Thu 11 Apr 12:00 pm – 1:00 pm
    • Alan Chandler

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.

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Estate Planning Opportunities When Working with Solicitors

  • Wed 07 Feb 8:30 am – 11:30 am
  • Macdonald Drumossie Hotel
    • Kenny McCall, Utmost
    • David Wilson, Close Brothers
    • Tony Whincup, Close Brothers
    • Fiona Clark, Burness Paull 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.

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Health & Safety Event – What to do in a major incident?

  • Wed 29 Nov 4:00 pm – 7:00 pm
  • Brodies LLP

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.

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Broker trading skills in a hard market

  • Wed 15 Nov 2:15 pm – 3:15 pm

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

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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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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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Annual General Meeting 2023

  • Mon 19 Jun 1:00 pm – 2:00 pm
  • Clark Thomson House

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. We currently have the following vacancies: - President - Deputy President - Education Secretary - Dinner Secretary Visit our website for more details.

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Inheritance Tax Planning CPD Session

  • Wed 07 Jun 8:30 am – 11:00 am
  • Macdonald Drumossie Hotel
    • Tony Whincup, Close Brothers
    • David Wilson, Close Brothers
    • David Cunningham, Scottish Widows
    • Alan Cameron, Canada Life

Inheritance tax receipts for April 2022 to January 2023 stood at £5.9bn, an increase of 15% on the previous year, according to the latest data from HM Revenue & Customs. Whether you are active in the Inheritance Tax (IHT) planning space or just want to find our more this session will appeal to all financial planners as Close Brothers, Canada Life & Scottish Widows are coming together to consider the use of; Trusts, Protection and Business Relief in in estate planning.

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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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Webinar on Consumer Duty Requirements for Insurance Practitioners

  • Thu 25 May 10:00 am – 11:30 am
    • Helen Dean, Insurance Compliance Services Ltd

The webinar will focus on the new Consumer Duty requirements, which are due to come into force in the next few months, looking at the key requirements, FCA areas of focus, as well as providing practical guidance in relation to implementation both in terms of what’s required before the July deadline and on an ongoing basis.

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FCA Webinar on Consumer Duty for Investment and Pension Advisers

  • Fri 21 Apr 10:00 am – 11:30 am
    • Mark Goold, FCA

The session will look at FCA requirements and rule changes in relation to the new Consumer Duty. This will focus specifically on the regulator’s expectations from a small/medium sized perspective and Mark will share examples of good and poor practice as well as questions that supervisors may ask of firms. Please note that the session will be held under Chatham House Rules.

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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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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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Online CPD: Adapting Portfolios for Inflation

  • Fri 16 Sep 10:00 am – 11:30 am
    • Henry Cobbe, Elston Consulting

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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