Previous events
All previous events
Mental Health in the Workplace
The Edinburgh Insurance society of Edinburgh are delighted to welcome JoJo Fraser our next CPD event around Mental Health in the workplace to coincide with Mental Health Awareness Day Thursday 10th October is Mental Health awareness day, and to help promote and discuss all things around Mental Health in the workplace, we have decided to have JoJo Fraser to be our guest speaker. JoJo will discuss why we shouldn't be afraid discussing Mental Health in the workplace and squashing the stigma around this subject, whilst at the same time, putting a fun spin on it. Jojo Fraser is a motivational writer, speaker and presenter who helps people get their mojo back. She has been a mental health researcher for a decade and loves to put an entertaining spin on things, making topics around wellness, lifestyle and mental health current, accessible and relatable.
View event detailsAnnual General Meeting 2024
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.
View event details
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.
View event detailsEnabling Personal Success Workshop with Caroline Martin
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.
View event details
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.
View event details
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.
View event detailsHealth & 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.
View event details
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
View event details
The Latest Intelligence on Tech, Investing, and Tax Planning.
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.
View event details
Webinar: Food for Mood
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!
View event detailsWebinar: Rest, Recovery, Recharge - Ready for Productivity
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!
View event details
Webinar: Building barriers to burnout and bridges to brilliance
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.
View event detailsAnnual General Meeting 2023
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.
View event detailsInheritance Tax Planning CPD Session
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.
View event details
Webinar: Working From Home & Hybrid… Without Forgetting Health & Happiness
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.
View event details
Webinar on Consumer Duty Requirements for Insurance Practitioners
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.
View event detailsFCA Webinar on Consumer Duty for Investment and Pension Advisers
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.
View event details