Forthcoming events
This month
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.
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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.
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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.
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Free Wine Tasting and CPD Event
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.
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Transition to Retirement
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.
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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.
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Annual General Meeting 2026
Your local institute council invites you to attend their 2026 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.
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Annual Dinner 2026
The Insurance Institute of Perth and Dundee is delighted to announce that our Annual Dinner 2026 will take place on Friday, 18th September 2026 at the stunning Murrayshall Country Estate, Scone. Following the success of our 2025 celebration, we’re already planning another unforgettable evening filled with live entertainment, fundraising fun, prize draws, and the return of our Annual Member Awards, including the inspiring Young Achiever Award. Whether you're booking a table or coming solo, we promise a welcoming, inclusive atmosphere and a night to remember. Mark your calendars—we can’t wait to celebrate with you!
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