Previous events
All previous events
Understanding the security lapses that led to a Business Email Compromise
A real life case of a law firm/client that was comprised in email fraud, leading to a large financial loss for the victim, that the law firm had to refund due to their negligence.
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Webinar: Food for Mood
Although your brain is only 2% of your body weight, it consumes 20% of the calories you eat. So, why on earth when we think about nutrition are we often lead to focus on body image? Fuel your mind, and mental strength you will find!
View event detailsWebinar: Rest, Recovery, Recharge - Ready for Productivity
The well-known phrase “I`ll sleep when I die” is old school. The number of hours worked DOES NOT correlate with performance. This session addresses the WHY, WHAT and HOW to rest, recover and recharge, so that you are ready to achieve!
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Webinar: Building barriers to burnout and bridges to brilliance
Would you feed your Ferrari frogs? If the answer is a big fat “NO” then this course is for you. If you want to fuel your body for physical health, it is vital that you understand and apply the contents of this course.
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CPD - Dealing with Vulnerable Clients
Vulnerability has become an important topic for any firm offering professional advice to individuals who may, as a result of their personal circumstances, be particularly disadvantaged when making key financial decisions. Thanks to the FCA and others, there is a reasonable supply of guidance with regard to the characteristics of vulnerability, and the impact . What is less clear is what exactly we are supposed to do when we have identified a potential problem. How do we record it, what can and can’t we say to the client and/or their families and what documentation should be in place both before and after vulnerability has been identified. The session will have a focus on Scots Law and FCA regulation but will be of interest to any one dealing with clients at a firm or individual level.
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ISE Awards Ceremony 2023
Every January the Insurance Society of Edinburgh's Education Committee reviews the results of those completing their CII examinations locally during the previous calendar year. This years' ceremony will be held on Wednesday 7th June, at Brodies LLP, 58 Morrison Street, Edinburgh EH3 8BP
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Webinar: Working From Home & Hybrid… Without Forgetting Health & Happiness
WFH&H…WFH&H...! Gain a greater awareness of the health habits that hinder and help your productivity when WFH&H. We'll explore nutrition, movement, sleep, positive noise, & productivity winners, whilst linking these to your individual world.
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Annual General Meeting 2023
We need you! To get down to our AGM... Your local institute council invites you to attend their 2023 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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Online CPD - Business Interruption Insurance - Setting Correct Sums Assured
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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Consumer Duty
Good old Consumer Duty. It feels like we have been discussing it for a lifetime, but it’s finally here and we can’t escape it (nor should we want to!) The countdown clock has now started for implementation, so here’s exactly what you need to do to prepare for it.
View event detailsAnnual Dinner 2022
A welcome return for our foremost networking event! We are delighted to announce that it is business as usual for our annual dinner and this year promises to be a real treat for all sports fans, particularly those who follow the wee white ball. The dinner will as usual also incorporate fine dining, good wine and the chance to exchange ideas with some of the brightest and best in the insurance and financial service professions. Tickets are priced at £800 per table of 10, however there is no need to despair if you want to bring a smaller party as tickets are also available at £80 per head and you will be able to share a table with another group of our charming guests. Catriona Matthew OBE will be joining us for a question and answer session covering her career highlights and what it takes to reach the top as both an individual and as the manager of a team.
View event detailsOnline CPD - Financial Awareness
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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FCA Consumer Duty and Product Governance for General Insurance
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).
View event detailsInsurance Society of Edinburgh - Annual Quiz
After a long two year wait we have finally arranged another Quiz night so bring a team and your knowledge. Get your teams in quick as it is first come, first served with a maximum of 12 teams of 5. If you do not have a full team we can arrange to combine tables. The event is at Angel's Share arriving from 5.30 onwards with the quiz starting at 6.00.
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Online CPD: Adapting Portfolios for Inflation
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.
View event detailsESG and the wider issues for financial advisers
Investment Manager, Andrew Gilbert, will be discussing clients increasing demand for investment strategies that reflect their values and preferences, the challenges of managing this alongside a clients’ risk and return objectives (without significantly impacting costs), the rise of regulatory pressure and the increasing need for in-depth research to overcome issues with greenwashing, given the expanding universe of ‘ESG’ products and increasing fines for those firms that fall foul of new rules and guidance. Andrew will also be discussing the short and long term impacts from recent changes in inflation, interest rate expectations, quantitative tightening and energy markets and how this all translates to the broader energy transition agenda.
View event detailsBI covid claims – where are we now?
This webinar will provide an update post the Supreme Court Appeal judgment of 15 January 2021 and will focus on a number of various decisions made on complaints referred to the FOS, insurer statistics on claims payments, courts cases including: Corbin & King v AXA (which they have decided not to appeal), Stonegate pub chain action, Greggs and several others. The FCA originally considered some 370,000 insureds have bought this cover from around 60 different insurers and the FOS does not appear to be over-stretching the reach of the judgment (but there is an interesting 26 page decision over an Allianz insured with a covid on the premises claim having been allowed).
View event detailsNegotiation Skills
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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