Events
Forthcoming events
Pulling the Trigger on Storm and Flood Perils
The UK has already seen 3 named storms this season and we are delighted to have Perth and Dundee CII council member Frank McGaffney deliver our first Breakfast Briefing on this topic. There can be misunderstanding of what circumstances trigger the flood and storm perils in a perils insurance policy. Frank will discuss these perils, with case law and examples and provide “flood” for thought whilst you enjoy a technical breakfast briefing with coffee/tea and breakfast rolls (available from 08.15).
This in-person talk will take place at the Aviva office in Perth.
Wed 10 Dec 8:30 am – 9:15 am
Frank McGaffney, Denis O Brown
Your Career - Feeling Stuck? Frustrated? Or Just….OK?
Sometimes biggest career breakthroughs start with a simple question: “What actually matters to me?”
In this interactive and energising session, designed specifically for professionals working in the insurance industry, you’ll uncover your core career values — the non-negotiables that underpin motivation, fulfilment, and success.
Whether you're climbing the ladder, considering a sideways move, or wondering if you've outgrown your current role, this session gives you the tools to move forward with clarity and confidence. Understanding your core values is crucial if you want to find a job that doesn’t just pay the bills but actually feels right.
Thu 15 Jan 12:00 pm – 1:00 pm
Caroline Ellicott, InsurePro
Your Roadmap to Success: CII Benefits, Career Tools & Networking
Join us for an engaging in-person session with Philip Turner from the Chartered Insurance Institute (CII). This event offers an invaluable opportunity to learn about the benefits of CII membership and how it can support your professional development. The session also includes an interactive Networking workshop demonstrating how to use the CII Professional Map, and a catering break to connect with peers.
We’re delighted to be hosting this session at Howden Insurance’s vibrant and modern office in Caledonian House, West Kinfauns. Arrive 11.45pm prompt for the session starting 12pm- 2.30pm. The session includes catering for lunch.
Thu 29 Jan 12:00 pm – 2:30 pm
Howden Insurance
Free Wine-tasting and CPD Event: Pairing ESG with Trust: Insights from Wine and Chocolate
Wine and chocolate pairings offer powerful metaphors and practical lessons for understanding trust in ESG (Environmental, Social, and Governance) and building closer customer relationships. Through tasting 5 wines and pairing them with chocolates, we will examine how trust, authenticity, and shared values are central to building stronger customer relationships through ESG principles in insurance and financial services.
Fri 20 Feb 5:30 pm – 8:00 pm
Perth Civil Service Club
Transition to Retirement - How You Can Adjust
Not sure what retirement will look like? It can feel like a big, scary word!
You’re not alone. If you’re eager, hesitant, or simply curious, here’s a chance to explore your options and start to plan what you want, and how you’ll make it happen.
A great opportunity to start thinking about your own retirement, as well as being able to help understand what your clients should be thinking about (in addition to their financial objectives).
Join Karen Felton (retired from Aviva) who will help you think through what matters to you for this major career - and life - transition.
Thu 26 Feb 1:00 pm – 2:00 pm
Karen Felton, Find Your Freedom
Bereavement Processes in Insurance and Financial Services
Bereavement is one of life’s most challenging experiences, and how firms respond can have a profound impact. Regulatory expectations are clear: customers in vulnerable circumstances—including those who are bereaved—must be treated with speed, flexibility, and compassion. Poor handling can cause significant harm—financial, emotional, and reputational.
Join Phil Turner, Business Development Executive at the Chartered Insurance Institute (CII), for a focused and insightful session on bereavement processes within insurance and financial services. Drawing on his own personal experience, Phil will share practical guidance and strategies to improve these processes to help provide a supportive experience for customers facing this difficult time in their lives.
Tue 10 Mar 12:00 pm – 1:00 pm
Online
Previous events
🎄 Step Into Christmas: 12,000 Steps for 12 Days! 🎄
🎄Would you like to spread some festive cheer and keep fit this Christmas – all while supporting a great charity?
Join The Insurance Institute of Perth and Dundee’s Step Into Christmas challenge this December and make every step count for Meningitis Now.
Walk, jog, or run 12,000 steps a day for 12 days – solo or in a team. Entry is £12 per person, includes a raffle ticket for our hamper draw and there is a prize for the top stepper! 🎁 Click on the link below for full event details 🎄
Mon 01 Dec – Wed 31 Dec
Quiz Night
🎉 QUIZ NIGHT FOR A CAUSE! 🎉
📅 Thursday 20th November | 🕖 7:00 PM | 📍 The Civvy, St Leonards Bank, Perth
Get your thinking caps on and join us for a fantastic evening of trivia, laughter, and fundraising — all in support of Meningitis Now 💙
🧠 Great Prizes Up for Grabs!
🏆 Prize for the Winning Team
🎭 Prize for the Most Imaginatively Named Team
🎟️ Entry: £5 per person (all proceeds go to Meningitis Now)
Bring your friends, bring your brainpower, and bring your most imaginatively named team! Whether you're a trivia titan or just in it for the laughs, everyone’s welcome.
Thu 20 Nov 7:00 pm – 11:00 am
Perth Civil Service Club
Anti-greenwashing in Insurance & Financial Services
As sustainability becomes a central theme in financial services, the pressure to communicate environmental credentials responsibly has never been greater. But with that comes the risk of greenwashing—where well-intentioned messaging can mislead, damage trust, and breach regulatory standards.
Join Martin Truelove, Brand and Corporate Affairs Governance Lead at Aviva, for a practical and insightful session on Anti-greenwashing. This webinar will explore how insurance and financial professionals can ensure their sustainability claims are transparent, compliant, and credible—protecting both brand reputation and consumer trust. Whether you're using materials to talk to clients about their company’s sustainability credentials, crafting client communications, reviewing marketing content, advising on ESG disclosures, or simply engaging in conversations around environmental commitments—this session will equip you to navigate the complexities of green claims with clarity and confidence.
Tue 18 Nov 12:00 pm – 1:00 pm
Online
The Rise of Errors And Omission Claims Against Brokers And How These Can Be Mitigated
This presentation will explore why the number of errors and omission claims against brokers are on the increase and how these can potentially be mitigated.
Ask a Pi solicitor which Pi claims are the easiest to deal with, and they nearly always say broker Pi claims because you just must settle! – brokers time and again fail to professionally train staff and record key things in a correct manner, meaning that when these claims go to court there is often no defence.
Mon 10 Nov 1:00 pm – 2:00 pm
Alan Chandler,
Delivering Difficult News – Mastering the Art of Public Speaking in Tough Moments
When the message is tough, your delivery matters most. Whether you’re sharing organisational changes, addressing challenges, or tackling sensitive conversations, how you communicate can transform the outcome.
That’s why we’re delighted to invite you to an exclusive webinar - Delivering Difficult News – Mastering the Art of Public Speaking in Tough Moments.
Thu 06 Nov 12:30 pm – 1:30 pm
Online
Global threats facing the insurance industry
What are the global threats facing the insurance industry right now and how are these impacting UK insurers and brokers, can they be insured and how can we adapt to survive?
Today war, weather extremes and the cost of living crisis dominate public debate but the sector faces critical risks – cyber/AI/tech, regulation, climate change and human talent. Can we effectively tackle any of them? Cyber is in the news all the time with companies and government on the lookout for massive show stoppers (M&S, Co-op and JLR to name three big ones!) including potential catastrophic interference with our democratic processes as we see with deep fakes. In addition, with half of us due to retire within the next 15 years, why is there a failure to attract and retain the right talent and what can we and the CII do about it? Further, it is also clear that insurers simply can’t underwrite the effects of climate change, so what will then happen? And are chat bots here to help or hinder??
This will be an interactive and wide-ranging talk and those attending will be actively encouraged to contribute with their own experiences and views. We will look at the differences in responses between insurers and brokers with brokers considering business conduct more of a concern than insurers.
Mon 03 Nov 11:00 am – 12:00 pm
Branko Bjelobaba FCII,