Previous events
All previous events
Trust – building trustworthiness and trusted advisor status
In the insurance industry, in particular, we often focus on developing our technical skills, and our product and service knowledge in the belief that this alone will be all we need to win new clients, and then provide great service to existing clients. But of course if the prospect does not ‘trust’ us sufficiently we are unlikely to be appointed in the first place, and if our clients don’t trust us, it will be more difficult for us to bring value, and our position will be constantly under threat. This session focuses on the importance of Trust in prospect and client relationships, and how to build it.
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The Legal Principles of Insurance
The Legal Principles of Insurance This webinar will provide a plain English overview of the main legal principles of insurance, which are: 1. Insurable interest 2. Proximate cause 3. Indemnity 4. Subrogation 5. Contribution 6. The duty not to misrepresent/ Fair presentation of risk All staff working in the insurance industry should have a practical working knowledge of these principles and this one-hour webinar delivered by Alan Chandler, one of the most popular insurance presenters in the UK, will provide the practical knowledge of these very important pillars that underpin our industry. This one-hour webinar will be useful for all brokers, underwriters, and claims staff and as they form the main basis of the CII exams very useful for anyone studying subjects such as IF1 and MO5.
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Doughnut Economics Webinar
*Additional Places added, likely to sell out quickly* The PFS North Scotland is pleased to bring members in remoter UK regions the opportunity to access training from two of the UK’s top trainers on Doughnut Economics. This course would usually only be available to those the speakers are able to travel to see, but working with the PFS we are able to bring this session to you online. “We believe Doughnut Economics is for everyone. It doesn’t matter if you’re at the start of your sustainability, ESG or impact journey or well on your way. Taking two half days out of the everyday to invest in re-looking at your organisation through a new framework and fresh eyes is always going to be a worthwhile investment.” Members are welcome to attend the course on their own or with peers and colleagues in groups. In 2023, the Doughnut Economics Action Lab (DEAL) launched a one-day workshop to help bring more organisations into the doughnut. Nancy & Ali are both members of the DEAL Community and trained to deliver the Doughnut Workshop. You can find our public declaration forms on the DEAL website: Plans with Purpose & True Horizon. Our goal is to help you go beyond business as usual to unlock transformative ideas through collaboration, innovation and leading examples of doughnuts in action. Where and When Wednesday 20th November 2024 Wednesday 27th November 2024 This workshop is run on-line as two half day sessions from 9am till 1pm.
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PFS Pension Switch Suitability Masterclass
The PFS North Scotland Committee is pleased to be working with the Insurance Institute of Aberdeen and Insurance Institute of the Highlands and Islands to bring the following CPD session to PFS members free of charge. Our Pension Switch Suitability Masterclass is a six-hour online structured CPD workshop dedicated to the compliance, technical, practical, and professional synthesis of pension switch advice. From detailed analysis of the client's existing pensions to presenting the advice effectively and compliantly in the suitability report, this course covers the end-to-end pension switch process. It is the six-hour workshop version of our SCQF Level 9 Practical Investment Planning qualification. It is ideal for Financial Advisers and Paraplanners completing pension switch advice looking for CPD that's relevant, high quality, and can genuinely enhance your business. Due to the nature of the workshop, spaces are limited so early booking is advised. If you are unable to secure a place please contact alan@unburdenedsolutions.co.uk and we will operate a waiting list for members who want to access this valuable content.
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Join Us for Business Success and Succession – Teams, Tech, and Transition!
We’re excited to invite you to our upcoming ‘Lunch and Big Ideas’ event: Business Success and Succession – Teams, Tech, and Transition. If you’re ready to grow your business, harness the latest tech, and plan for the future, this is the place to be! Lunch will be served – expect delicious soup and sandwiches to keep you fuelled for the afternoon!
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FCA GI Consumer Duty and Multi-Occupancy - Branko
The session will provide an update on Consumer Duty, fair value assessments and the new rules on multi-occupancy buildings insurances. We will also cover the requirements imposed by the new Leasehold and Freehold Reform Act which will ban commission sharing.
View event detailsMental 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.
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The Future of Financial Planning and Risk Management
Join us for an evening when we will showcase the career opportunities in insurance and financial services as well as celebrating the exam successes of many of our members.
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CPD Lunch Session - Decumulation Considerations, Consumer Duty & Vulnerable clients
The Aberdeen CII are delighted to be providing a double CPD session with lunch provided. We will be covering two timely topics with Retirement Income and Decumulation taking stage first and then after lunch a look at Vulnerable clients and the responsibilities we have to our clients.
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CPD Breakfast Session - Navigating a changing regime across retirement markets
We are delighted to be offering a CPD session with Invesco and BNY Mellon over a breakfast at Ardoe House Hotel with two fantastic speakers. Joined by Richard Parkin of BNY Mellon's Head of Retirement and Ben Jones, Director of Macro Research at Invesco.
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Golf Outing - Portlethen
We are delighted to invite all members to the Insurance Institute of Aberdeen Golf Outing of 2024.
View event detailsCII Qualifications & Training Support - Introductory Session
The Insurance Institute of Aberdeen are delighted to welcome Adrian Toomey of Intuition Training to discuss a potential training support programme for Cert, Dip and ACII qualifications which will start in September with the Dip programme with potential for Cert & ACII should there be sufficient interest. The courses will support learners at all stages of study whether they be starting a qualification or even midway through their Diploma and therefore attendance from anyone studying towards CII qualifications is encouraged. Remote groups will start on 6 different Diploma units across September, October and November – learners have the flexibility to choose which unit they want training support for: • M05 Insurance law (2 cohorts – Sept & Nov 2024) • M92 Insurance business & finance (2 cohorts – Sept & Nov 2024) • M85 Claims practice • M66 Delegated authority • M80 Underwriting practice • M81 Insurance broking practice There will be places available to members of The Insurance Institute of Aberdeen at a subsidised cost and spaces are likely to be limited.
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Advanced Contractors All Risks
This Webinar hosted by Alan Tickner and supported by Nick Thomas of Nick Thomas & Associates will provide an introduction to Contract Works Insurance. This session acts as a follow up to the Introduction session hosted last month and will provide a more technical in-depth view of Contract Works Insurance. This session examines how the standard Joint Contracts Tribunal contract has influenced the Contractors' insurance product, where and to whom the building contract imposes responsibility for insurance and the main classes affected.
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Contractors All Risks - An Introduction
This Webinar hosted by Diane Jenkins and supported by Nick Thomas of Nick Thomas & Associates will provide an introduction to Contract Works Insurance. We will also have a follow up 'Advanced Contract Works' session on 27th June 2024 at 1.30pm This session examines Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover. The session will include: • Contract Works - what it actually covers - including main exclusions • Contract Works - Defect exclusions - DE 1- DE 5 meanings • PL in construction - when is cover for JCT 6.5.1 needed • What information does a broker need to get a construction quotation?
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.
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Mental Health Aberdeen - Lunch & Learn for The Insurance Institute of Aberdeen
Mental Health Aberdeen's mission is to meet the mental health needs and improve the mental wellbeing of the people in the North East of Scotland by providing effective, accessible services as well as promoting mental well-being to all. MHA recognise that every individual has the right to receive the help they need to recover from mental ill-health, and they endeavour to support and encourage wellbeing and recovery. Mental Health Aberdeen have been supporting local people since 1950. This “Lunch and Learn” session will focus on signs and symptoms of stress and mental ill-health, including how to best support your colleagues, friends, family, and yourself, in times of increased stress. Food and Drinks will be provided. QR Codes and a Donation box will be provided at the venue to allow attendees to donate to Mental Health Aberdeen.
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Annual 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.
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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.
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Estate Planning Opportunities when working with Solicitors
The Insurance Institute of Aberdeen are delighted to have a breakfast session with Fiona Clark of Burness Paull Solicitors, Kenny McCall of Utmost and David Wilson & Tony Whincup of Close Brothers to discuss and explore Inheritance Tax Planning and Estate Planning opportunities. The session will commence with breakfast rolls, tea and coffee before hearing from the panel of speakers from Utmost, Close Brothers and Burness Paull. The session will cover the use of bonds, trusts, investing in smaller companies to obtain business relief and the use of Family Investment Companies.
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Insurance Institute of Aberdeen: Annual Dinner 2024
It is with great pleasure that, on behalf of the Insurance Institute of Aberdeen, we invite you to attend our annual dinner to be held once again at Aberdeen's premium hotel, The Marcliffe Hotel & Spa, North Deeside Road, Pitfodels, Aberdeen AB15 9YA. We can promise you the usual high standard of food and service from the amazing staff at the Marcliffe, as well as after dinner entertainment and most importantly of all, an update from our excellent President Katherine Harvey. The evening will commence with a drink’s reception from 6.30pm, with dinner being called around 7.00pm. As in 2023, we will be raising monies for our chosen charity with a pre-dinner “Heart’s and Mind’s” game. For more information click on the link below - your support of our local institute is greatly appreciated.
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