Annual General Meeting 2025

Quilter Cheviot
Tuesday, 08 April 2025
6:00 pm – 7:00 pm (UK time)

Your local institute council invites you to attend our 2025 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.

If you feel you could make a positive contribution, it is an ideal first step to becoming involved.

Agenda

Ordinary Business

  1. Apologies for absence
  2. Minutes of the AGM held in 2024
  3. Annual Report of Council
  4. Accounts for the year to 31 December 2024
  5. Appointment of an Examiner of Accounts
  6. Elections of Council
    • President - Jeff Lestrelle
    • Deputy President - Neil Winstanley
    • Officers and Members to be elected en bloc
    • Secretary - Lindsay Williamson
    • Treasurer - James Jerman
    • Education Secretary - Avril Law
    • Dinner Secretary - Laura Fell / Helen Watson
    • Events Officer - Kieran Moffat / Nawazish Ali
    • Diversity Officer - Laura Young
    • Regional Forum Officer - Lindsay Williamson
    • Sports Officer - Dean Phillips

Council members for re-election

    • Alana Kielnar - Council Member

    • Ronnie Morgan - Council Member

Council members for election

    • Nawazish Ali
    • Kieran Moffat
    • Jennifer Attenborough

Special Business

  1. Transfer of office
  2. Date of next year's AGM
  3. Change of name to Edinburgh Institute of Insurance and Financial Planning

Venue
  • Saltire Court
  • 20 Castle Terrace
  • Edinburgh
  • EH1 2EN
View map

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