Previous events

All previous events

Trust – building trustworthiness and trusted advisor status

  • Thu 28 Nov 12:00 pm – 1:00 pm
  • Online
    • Nick Thomas, Nick Thomas & Assoc

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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Join Us for Business Success and Succession – Teams, Tech, and Transition!

  • Fri 08 Nov 9:00 am – 1:00 pm
  • Innovation Lab

We’re excited to invite you to our upcoming ‘Breakfast 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! Breakfast will be served – expect delicious breakfast rolls and refreshments to keep you fuelled for the day!

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Embracing Imposter syndrome

  • Thu 07 Nov 11:00 am – 12:30 pm
    • Caroline Martin, Enabling Wings

STILL SPACES available You have spoken and we have listened. The Insurance Society of Edinburgh is happy to announce a new CPD event next month on Embracing Imposter Syndrome. Imposter syndrome is a feeling of unworthiness or incompetence, despite achieving accomplishments and success. This feeling is most common in the workplace, but it can manifest in just about any part of life. Many of us have encountered imposter syndrome when taking on a task or role that is new to us.

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Confident Networking Mini-Master Class

  • Fri 01 Nov 4:00 pm – 5:00 pm
    • Andy Currie, Think Distinct

Still spaces available Have you struggled when out Networking? Not sure where to start or what to say? Or would like a re-fresher? Then The Insurance Society of Edinburgh, alongside with Andy Currie, have a great CPD for you. Join us on November 1st 2024 for a fun interactive webinar.

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Free Cert CII, Dip CII and ACII Training for Edinburgh Members

  • Thu 31 Oct – Fri 28 Feb
    • Adrian Toomey, Intuition Training

Are you studying or looking to take Insurance exams but cannot get started? In partnership with Intuition Training, we are pleased to be able to offer a flexible, unit-by-unit remote training initiative for our members who want to make progress to achieve their Cert CII, Dip CII and ACII qualifications. The cost of this training will be fully funded by the Insurance Institute of Edinburgh Please contact Adrian at adrian.toomey@intuitiontraining.co.uk for more information and to sign up

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FCA GI Consumer Duty and Multi-Occupancy - Branko

  • Thu 17 Oct 12:00 pm – 1:00 pm
  • Online
    • Branko Bjelobaba FCII, Branko Ltd

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.

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Cyber incidents and their impact on businesses

  • Mon 14 Oct 4:00 pm – 5:00 pm
    • Matt Norris, Beazley

The Insurance Society of Edinburgh, in conjunction with Beazley, are pleased to announce the above named subject for our next CPD event for it's members. In today’s era of accelerating cyber risks, organisations are on the front line. No matter the size of the business or what sector they operate in, they will face challenges. The recent CrowdStrike IT outage is a timely reminder of how fragile networks are and what can go wrong when one link in the chain makes an error or costly mistake. In this session, Matthew Norris from Beazley will explore what actually happens during cyber incidents, how do they affect companies, and what can be done to reduce their likelihood and impact?

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Mental Health in the Workplace

  • Thu 10 Oct 4:00 pm – 5:00 pm
    • JoJo Fraser

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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Quiz Night 2024

  • Thu 26 Sep 6:00 pm – 10:00 pm
  • Le Monde (Dirty Martini bar)

We are delighted to announce that The Insurance Society of Edinburgh annual quiz night is back!! Please join us at Le Monde, Dirty Martini Bar, Edinburgh on Thursday 26th September 2024 from 6pm.

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Charity Golf Day

  • Fri 20 Sep 9:30 am – 2:00 pm
  • Murrayshall Country Estate and Golf Club

The Insurance Institute of Perth and Dundee is holding a Charity Golf Event on 20th September in aid of Rachel House, part of the Children's Hospices Across Scotland Charity. This will take place in the morning at Murrayshall Country Estate and Golf Club, Scone.

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CII Golf Day

  • Fri 06 Sep 8:30 am – 4:00 pm
  • Liberton Golf Club
    • Tony Sime, Downing

After the success of last year’s event Liberton Golf Club have kindly offered to host this year’s Golf Day Texas Scramble, which will be held Friday 6th September from 8.30am Thanks to our sponsor this year, Downing, we are happy to announce that we are going to be offering you Morning Rolls on arrival, followed by a short CPD session from Partner Tony Sime focusing on Estate Planning using Business Relief. After the Scramble we will be providing a 2-Course meal and there will be a prize-giving for the best teams, with spot prizes from across the course. All of this for the princely sum of £20 per golfer/£80 per team. There are limited numbers available, so get your team in quickly!

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CII Membership Benefits

  • Thu 05 Sep 12:00 pm – 1:00 pm

The Insurance Society of Edinburgh is happy to announce that their next CPD event will focus on the benefits for the CII Membership. Hosted by Phil turner, Business Development Executive for the CII & PFS Members, Phil will let you know how your CII Membership helps with your Career, Credibility & help engage with the local community, whilst also providing useful tips on how to stay in touch with the CII/PFS Community

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How liability arises in tort

  • Tue 27 Aug 4:00 pm – 5:00 pm
  • Online
    • Alan Chandler, Alan Chandler Training

We sell many different liability insurance policies to customers every day; Motor, Employers Liability, Public Liability, Products liability, D&O, Professional Indemnity, Cyber Liability and more - what are we protecting the customers against, well it is largely being protected against being sued in the law of tort. Therefore, brokers, underwriters and claims staff alike should understand the law of tort, as failure to understand this means protections may be inadequate and a fair presentation of risk may not occur. This webinar, presented by Alan Chandler, one of the most popular presenters in the UK, will in Alan's usual plain English way provide an overview of the law of tort. This webinar will be suitable for brokers, underwriters and claims staff as well as anyone studying for MO5 insurance law.

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Annual General Meeting 2024

  • Tue 09 Apr 6:00 pm – 7:00 pm
  • AB1 Financial Planning

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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Cybersecurity Breakfast Seminar

  • Mon 26 Feb 8:30 am – 10:45 am
  • DLA Piper
    • James McGachie, DLA Piper
    • Patricia Taylor, DLA Piper
    • Rhea Ingram-Smith, DLA Piper

Please join DLA Piper for its inaugural cybersecurity breakfast seminar session for the Insurance Society of Edinburgh on 26 February 2024. The event will start with a networking breakfast at 08:30 followed by presentations from James McGachie and Patricia Taylor from DLA Piper’s cybersecurity practice. During the pre and post seminar networking intervals, there will be the opportunity to meet the team and ask any specific questions you may have.

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Health & Safety Event – What to do in a major incident?

  • Wed 29 Nov 4:00 pm – 7:00 pm
  • Brodies LLP

Brodies market-leading Health & Safety team invites you to an evening of drinks and nibbles following a 'live scenario' enactment of some of the key procedural stages following a health & safety incident. The event will show you the process of interviews by the HSE/Police/other regulators following a fatal incident and highlight how some of the key considerations of incident management can protect your business and its individuals.

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The ISE Annual Dinner 2023

  • Fri 24 Nov 7:00 pm – 1:00 am
  • The Ghillie Dhu

The annual dinner is the grandest and biggest event of the ISE's year and we are looking attract the most influential (and attractive!) people from the insurance and financial community in and around Edinburgh. If this is you, and/or you are looking to make useful contacts with people in this field, then please come along!

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Link Scotland Launch Event

  • Thu 05 Oct 6:30 pm – 9:30 pm

Join us at the Street as we launch Link Scotland. This is being held as a joint event with the ISE, the local Edinburgh institute of the Chartered Insurance Institute (CII). Link Scotland is here to help make insurance the industry of choice for the LGBTQ+ community in Scotland, to bring members of that community and its allies together to network and to help promote LGBTQ+ inclusivity. At this inaugural launch event, you’ll have a space to network with likeminded individuals from insurance and the wider financial services sector in Scotland to bond, have fun, and make friends. There’s even an optional free glass of sparkling wine on arrival! To sign up, please do so via the following Eventbrite page: https://www.eventbrite.co.uk/e/link-scotland-launch-event-tickets-717060797147 Places are limited - sign up early to secure yours!

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CII Golf Day

  • Thu 21 Sep 8:30 am – 4:00 pm
  • Liberton Golf Club

Liberton Golf Club have kindly offered to host the welcome return of the Golf Day, Texas Scramble being the format, which will be held Thursday 21st September from 8.30am Thanks to our sponsor this year, Deepbridge, we are happy to announce that we are going to be offering you Morning Rolls on arrival, followed by a short CPD session focusing on Tax-Efficient Investment After the Scramble we will be providing a two course meal and there will be a prize-giving for the best teams. All of this for the princely sum of £10 per golfer/£40 per team!

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FCA GI Consumer Duty and Update

  • Wed 20 Sep 11:00 am – 12:00 pm
    • Branko Bjelobaba FCII, MIoD, Branko Ltd

We are now live with Consumer Duty the FCA has urged firms to get on with it! Sheldon Mills, Executive Director of Consumers and Competition, warned that firms who ignore the Duty or who pose the most harm can expect swift action.

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