Previous events

All previous events

Curling

  • Fri 24 Feb 6:00 pm – 10:00 pm
  • Curl Aberdeen

We are delighted to confirm our Curling evening will be held on 24 February 2023.

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Insurance Institute of Aberdeen: Annual Dinner 2023

  • Fri 03 Feb 6:30 pm – 11:00 pm
  • The Marcliffe Hotel & Spa

I’m sure you’ve missed us, but we’re back! 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.

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Consumer Duty - where you need to be and how we can help

  • Wed 25 Jan 9:30 am – 11:00 am
  • Johnston Carmichael Wealth Limited

The FCA has referred to the new consumer duty as a paradigm shift in their expectations. As we move ever closer to outcomes-based regulation, the FCA is increasingly focusing on the need for firms to embed conduct and cultural changes throughout the customer journey. This session will help you to understand where your firm needs to be and what help is available to ensure you are ready for the changes the Duty will bring.

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Online CPD - Business Interruption Insurance - Indemnity Periods

  • Fri 20 Jan 12:00 pm – 1:00 pm
    • Alan Chandler, General Insurance Training and Consultancy

Following on from our recent Financial awareness workshop.... Brokers increasingly face Pi claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods, and with all the unfortunate events occurring in the world at the moment, making rebuild materials very scare, never has there been a better opportunity to engage your policyholders on this subject. Recently a broker was successfully sued for failing to give any guidance around indemnity periods to a manufacturer who had a twelve-month indemnity period. Nothing was ever recorded by the broker about the fact that twelve months was almost certainly inadequate, in fact it was the Loss adjuster after the fire took place that educated the client on setting correct indemnity periods, unfortunately too late for all concerned. This webinar looks to make sure this does not happen to you or your staff. This one-hour webinar provided by Alan Chandler, one of the most popular presenters in the UK, will examine all the different factors a client needs to take into account when setting an indemnity period. The presentation will include guiding clients who are on a Gross Profit Bi basis, a Gross Revenue or Fees basis and will also include how an Increased Cost of working only policy should deal with prospective losses over 12 months.

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Online CPD - Business Interruption Insurance - Setting Correct Sums Assured

  • Thu 08 Dec 9:00 am – 10:00 am
    • Alan Chandler, General Insurance Training and Consultancy

Following on from our recent Financial awareness workshop.... Business Interruption insurance is one of the most misunderstood covers in the marketplace and this webinar looks at how these misunderstandings can be overcome. The webinar will deal with how Gross Profit sums insured for policyholders with stock can be correctly calculated, as well as showing how to correctly arrange sums insured for service businesses like IFA's. The course will be delivered by Alan Chandler, Chartered Insurer who is widely regarded as one of the leading presenters in the UK. The training will be very suitable for brokers, underwriters and claims staff working in commercial insurance and anyone studying for the CII diploma subject M93 Commercial property and business interruption.

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Invesco Investment Intelligence Seminar

  • Tue 01 Nov 8:00 am – 10:00 am
  • Ardoe House Hotel & Spa
    • Neal Bailey, Invesco

Anyone who has attended the Invesco seminars before will know there are few better than Neal Bailey in making sense of the investment landscape. Now, more than ever, we all need help with that I am sure. Breakfast rolls will be served from 08:00, the session will begin at 08:30 and end at 10:00.

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Online CPD - Financial Awareness

  • Fri 28 Oct 12:00 pm – 1:00 pm
    • Alan Chandler, General Insurance Training and Consultancy

Financial awareness – a plain English overview for all insurance staff on how to understand clients’ accounts Recent global events mean understanding clients’ accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives, account handlers and underwriters will need to understand the main terminology. This presentation, provided by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English understanding of what is in a balance sheet and Profit and Loss account and how these can be read easily by non-accountants. The webinar will also explore the difference between what an accountant records and what an insurer needs, this information can aid brokers and underwriters in helping policyholders avoid the under insurance trap.

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Face to face with Gill White

  • Wed 28 Sep 9:00 am – 12:00 pm
  • The Fourmile
    • Gill White, Chartered Insurance Institute
    • Scotlands Magician

The Insurance Institute of Aberdeen is pleased to bring Gill White, Chief Customer Officer of the CII, to Aberdeen to talk about two subjects: The CII's Professional Map and the Further World of Work, which will look at artificial intelligence and the developing landscape of humans and machines. In addition to the Professional Skills CPD from Gill there will also be an opportunity to learn something different from Scott, Scotland's Magician. The session will be held at the Fourmile Hotel in Aberdeen. Lunch will be served after the session and spaces are limited so early booking is encouraged!

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FCA Consumer Duty and Product Governance for General Insurance

  • Fri 23 Sep 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

The FCA want to see a higher level of consumer protection in retail financial markets, where firms compete vigorously in the interests of consumers and they wish to drive a healthy and successful financial services system in which firms can thrive and consumers can make informed choices about financial products and services. They consider that firms are not consistently and sufficiently prioritising good consumer outcomes and this causes consumer harm and erodes consumer trust. With final rules published on 27 July 2022 this talk will update you as to what now will be needed. This General Insurance focused session will also include an update on Product Value Assessments that have to be completed by 30 September (note the FCA have criticised insurers for their lack of progress with this) and have given brokers an extension of 90 days so as to prevent customer harm. Both brokers and insurers have an important role to play and this session will ensure you understand what it is you have to do. We will also cover the current position on multi-occupancy insurances following intervention by the government (very much part of the product governance and value assessments work).

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Online CPD: Adapting Portfolios for Inflation

  • Fri 16 Sep 10:00 am – 11:30 am
    • Henry Cobbe, Elston Consulting

Inflation is on the rise, and it's distorting both equity and bond performance. Advisers relying on traditional "long-run" models need to rethink portfolios to ensure inflation resilience. Within equities, value-investing is making a comeback. Traditional bonds are under pressure as they can't keep pace with inflation, so are failing to offer either capital protection or diversification. Alternatives require careful risk budgeting and focus on liquidity. In this workshop, we look at ways advisers can build-in inflation resilience to portfolios, based on lessons from the past.

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Golf Outing

  • Thu 11 Aug 12:00 pm – 5:00 pm
  • Portlethen Golf Club

We are delighted to invite all members to the Insurance Institute of Aberdeen Golf Outing of 2022.

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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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Online CPD - A Guide to Understanding Policy Wordings

  • Thu 12 May 12:00 pm – 1:00 pm
    • Diane Jenkins BA [Hons], ACII, Chartered Insurance Broker, Nick Thomas & Associates

Recent litigation has demonstrated the importance of understanding the policy contract wording. This webinar explains how policy wordings are constructed and may be interpreted.

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2022 Annual General Meeting

  • Tue 19 Apr 11:30 am – 12:30 pm
  • Royal Northern University Club

We would love it if you could join us for the 2022 Annual General Meeting of The Insurance Institute of Aberdeen.

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Online CPD - Reviewing contracts for their insurance implications

  • Thu 07 Apr 12:00 pm – 1:00 pm
    • Diane Jenkins BA [Hons], ACII, Chartered Insurance Broker, Nick Thomas & Associates

This session is an excellent opportunity for delegates to better understand a service that is often requested by clients. The session explores the main issues typically found in contracts from both a broker and insurer viewpoint

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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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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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