Previous events

All previous events

Negotiation Skills

  • Thu 12 May 1:00 pm – 2:00 pm
  • Online
    • Sue Taylor, Sue Taylor Limited

The Insurance Institute of Perth and Dundee is delighted to announce that their next online CPD event will focus on negotiation skills. Negotiations can be difficult to navigate and manage with the result that the desired outcome is not always achieved. This interactive workshop will assist in understanding the negotiation process and how to manage objections and hurdles you encounter, resulting in you achieving the outcome you wanted and with relationships in tact. This workshop will benefit our general insurance members involved in underwriting, broking, claims handling and loss adjusting.

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Annual General Meeting 2022

  • Tue 29 Mar 4:00 pm – 5:00 pm

We need you! (To get down to our AGM, that is...) Your council invites you to attend the 2022 Annual General Meeting of Perth and Dundee]. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. If you feel you could make a positive contribution, it is an ideal first step to becoming involved.

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Professional Indemnity

  • Thu 24 Mar 12:00 pm – 1:00 pm
  • Online
    • Robert Morris ACII, Marsh Commercial
    • Kate Edmondson, Marsh Commercial

Professional Indemnity Insurance has been a particularly challenging product line in recent times as the market has contracted and hardened significantly. Robert Morris ACII leads Marsh Commercial's Professions Team in Scotland and the North of England and will summarise the current state of the Professional Indemnity market, what led us here and what he expects to see next.

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Consumer Duty: The New Principle

  • Mon 31 Jan 1:00 pm – 2:00 pm
  • Online
    • Richard Cockbain, Aviva

The Insurance Institute of Perth and Dundee is delighted to announce that their next online CPD event will be a return to the FCA’s proposal for a new Consumer Duty to explain what the second Consultation Paper means for the industry. This event is likely to be of interest to both our PFS and general insurance members who are involved with product design, pricing and selling or servicing of retail consumers.

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Powers of Attorney – all you need to know

  • Thu 20 Jan 12:00 pm – 1:00 pm
  • Online
    • Lisa Law, Brodies
    • Ailidh Hay, Brodies

Powers of Attorney are key documents giving individuals potentially wide powers in respect of another's affairs or care. Their use with elderly clients is becoming more common and it's essential that a professional presented with one knows what to look for before acting. Join us on this webinar where the team at Brodies will cover key Power of Attorney concepts.

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FCA Pricing Practices: The Long and Short of it

  • Mon 13 Dec 1:00 pm – 2:00 pm
  • Online
    • Simon Stokes, Aviva

The Insurance Institute of Perth and Dundee is delighted to announce that their next online CPD event will focus on the FCA’s new rules on Pricing Practices which fully comes into force in January 2022. Whilst primarily controlling the pricing of Household and Motor insurance, the new rules influence other GI products and introduces an annual fair value assessment for all general insurance and Pure Protection products.

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REPEAT SESSION - ONLINE CPD - Using Trusts for Estate and IHT Planning (Session 2) - Practical Application

  • Fri 03 Dec 10:30 am – 12:00 pm
    • Paul Lucas, BMO

BACK BY POPULAR DEMAND! As these sessions were oversubscribed when we ran them in September, BMO have kindly offered to run them again for members who were unable to attend. These interactive technical sessions provide an in-depth analysis of the different types of trusts and applying these to case studies to discover how they might work for clients in practice. We will provide a case study based event where we will consider the practical application of Trust and Estate Planning (Session 2).

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REPEAT SESSION - ONLINE CPD - Using Trusts for Estate and IHT Planning (Session 1) - Trust and Estate Planning

  • Fri 26 Nov 10:30 am – 12:00 pm
    • Paul Lucas, BMO

BACK BY POPULAR DEMAND! As these sessions were oversubscribed when we ran them in September, BMO have kindly offered to run them again for members who were unable to attend. These interactive technical sessions provide an in-depth analysis of the different types of trusts and applying these to case studies to discover how they might work for clients in practice. We will provide a technical presentation of Trusts and Estate Planning in Session 1. This will be followed by a case study based event where we will consider the practical application of Trust and Estate Planning in Session 2 (separate booking is available).

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Covid 19 Business Interruption Claims: A Medley of Thoughts

  • Wed 24 Nov 12:00 pm – 1:00 pm
  • Online
    • Damian Glynn, Sedgwick International UK
    • Maina Wagiciengo, Sedgwick International UK

The Insurance Institutes of Scotland and The Chartered Institute of Loss Adjusters is delighted to be hosting a technical insurance event on Covid19 Business Interruption claims and cover following the supreme court ruling.

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Change Management

  • Thu 18 Nov 1:00 pm – 4:30 pm
  • Online
    • John Nutter
    • Mark Williams

The Insurance Institute of Perth and Dundee is delighted to be hosting a personal development session on Change Management.

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Consumer Duty: A paradigm shift

  • Fri 10 Sep 1:00 pm – 2:00 pm
    • Richard Cockbain

The Insurance Institute of Perth and Dundee is delighted to announce that their next online CPD event will focus on the FCA’s proposal for a new Consumer Duty.

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WEBINAR: Cyber Crime – Ransomware

  • Thu 24 Jun 12:00 pm – 1:00 pm
  • Online
    • Jano Bermudes, Marsh

The Insurance Institute of Perth and Dundee is delighted to announce that their next online CPD event will focus on an element of Cyber Crime, Ransomware.

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WEBINAR: GDPR – raising awareness of data protection

  • Tue 22 Jun 3:00 pm – 4:00 pm
  • Online
    • Stephen Peacock, ICO Scotland
    • Dominique Mitchell, ICO Scotland

Our next webinar which will focus on GDPR legislation and how it is important to us in our roles in the insurance profession.

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WEBINAR: Meeting the needs of vulnerable clients

  • Wed 05 May 1:00 pm – 2:00 pm
    • David Wilson

The combined Scottish CII Local Institutes are happy to invite you to our latest seminar “Meeting the needs of vulnerable clients”.

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Career Crafting: Playbook - create the career you want – through continuous professional development

  • Wed 21 Apr 10:30 am – 12:00 pm
    • Andy Currie

The Insurance institutes of Scotland have teamed up with Think Distinct to bring you a programme of activities to help you develop professionally to advance your career aspirations.

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Annual General Meeting

  • Mon 29 Mar 4:00 pm – 5:00 pm

We need you! (To get down to our AGM, that is...)

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WEBINAR: Motor Bodily Injury - Whiplash Reform

  • Mon 22 Mar 2:00 pm – 3:00 pm
    • Rachael Harkins

The Insurance Institute of Perth and Dundee is delighted to announce that their next online CPD event will focus on the changes to motor bodily injury claims.

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WEBINAR: Policy Reading – hints and tips on reading and understanding policy wordings

  • Wed 10 Mar 10:00 am – 11:00 am
    • Sue Taylor

The Insurance Institute of Perth and Dundee is delighted to announce that their next online CPD event will focus on policy reading.

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WEBINAR: Tips and ideas to support your wellbeing

  • Fri 12 Feb 1:00 pm – 2:00 pm
    • Debbie Bullock, Aviva

The Insurance Institute of Perth and Dundee are happy to announce that their next online CPD event will focus on supporting your wellbeing.

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Behavioural Economics - An Introduction

  • Tue 24 Nov 12:30 pm – 1:30 pm
    • Stuart Johnson

The Insurance Institute of Perth and Dundee are happy to announce that their next online CPD event will focus on Behavioural Economics.

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