Events
Forthcoming events
A non-techie intro to GenAI (PFS Member registration)
This is the first in a series of Artificial Intelligence (AI) related Webinar's with AI expert Heather Murray.
Are you finding that some of your team are really into AI, others are reluctant or apprehensive?
This energising and motivational introduction will explain what generative AI is, and give some very
entertaining and engaging demos of what’s possible.
Please note this registration is for PFS members, a separate registration is available for GI members.
Mon 17 Feb 10:00 am – 11:00 am
Heather Murray, AI for Non-Techies
The Future of Energy
The PFS North Scotland would like to invite you to an event in Inverness to discuss investing in the future of energy.
Join specialists from Greenbank, the sustainable investment arm of Rathbones, and Alan Whittle, PFS North Scotland Chair and Director of consultancy firm Unburdened, for an exclusive event dedicated to exploring the trends and investment opportunities in the ongoing energy transition.
Tue 25 Feb 6:30 pm – 8:30 pm
Craig Leslie, Greenbank
Invesco Investment Intelligence Seminar
Join us for the next round of our Investment Intelligence Seminars, as they continue to build upon your knowledge, providing topical content for you to share with your clients.
The Invesco team will explore the most important trends they see in today’s global macroeconomic and market backdrop, outlining the near-term risks to our growth and inflation views and what would make us change our mind.
The post-GFC, pre-covid era saw very low and stable inflation and low interest rates. Compared to history that period was unusual. The team will discuss how and why the next twenty years might differ profoundly from the last twenty years.
A new normal means investors may need to adapt their investment approach. The team will discuss what you might want to consider when investing in this new landscape.
Tue 29 Apr 12:00 pm – 2:15 pm
The Kingsmill Hotel
Previous events
Preventing burnout
Join us for an essential session on Burnout and Workload, hosted by the PDG Committee. This webinar will normalise why burnout occurs, teach you how to spot the early warning signs, and provide practical strategies to prevent and recover from burnout. You’ll also learn effective ways to manage workload, set boundaries, and create a sustainable work-life balance.
This session is designed to benefit all members, so mark your calendars and make time to attend!
Tue 28 Jan 12:00 pm – 1:00 pm
Online
The Power of Three – Post-Budget Planning in 2025 and beyond…
The Insurance Institute of Inverness, the Highlands and Islands is happy to announce that their first CPD event of 2025 will be taking place on Tuesday 21st January.
The event will focus on post budget planning in 2025 and beyond.
Commencing at 10.30am this event will feature three key speakers from HSBC Life, Orbis Investments and Elston Consulting.
Please note a networking lunch will be served following the presentations.
Tue 21 Jan 10:30 am – 1:30 pm
The Kingsmill Hotel
Walker Crips Investment Management – Breakfast Conference
The Insurance Institute of Inverness is happy to announce that their next face to face CPD event will focus on investment management and take place on Friday 29th November at The Drumossie Hotel, Inverness.
A networking breakfast providing a selection of breakfast items (bacon rolls and patisseries) as well as tea, coffee and soft drinks will be available to delegates.
Fri 29 Nov 8:30 am – 10:00 am
Macdonald Drumossie Hotel
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.
Thu 28 Nov 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas & Assoc
Webinar - 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.
Wed 20 Nov 1:00 pm – 2:00 pm
Alan Chandler,
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!
Thu 07 Nov 1:30 pm – 4:30 pm
The Beaufort Hotel