Previous events
All previous events
Webinar on Consumer Duty Requirements for Insurance Practitioners
The webinar will focus on the new Consumer Duty requirements, which are due to come into force in the next few months, looking at the key requirements, FCA areas of focus, as well as providing practical guidance in relation to implementation both in terms of what’s required before the July deadline and on an ongoing basis.
View event detailsFCA Webinar on Consumer Duty for Investment and Pension Advisers
The session will look at FCA requirements and rule changes in relation to the new Consumer Duty. This will focus specifically on the regulator’s expectations from a small/medium sized perspective and Mark will share examples of good and poor practice as well as questions that supervisors may ask of firms. Please note that the session will be held under Chatham House Rules.
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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.
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.
View event detailsFCA 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).
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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.
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Annual General Meeting 2022
We need you! (To get down to our AGM, that is...) Your council invites you to attend the 2022 Annual General Meeting of The Insurance Institute of Inverness, the Highlands and Islands. 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.
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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Online CPD - A Guide to Understanding Policy Wordings
Recent litigation has demonstrated the importance of understanding the policy contract wording. This webinar explains how policy wordings are constructed and may be interpreted.
View event detailsOnline CPD - Reviewing contracts for their insurance implications
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
View event detailsProfessional Indemnity
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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Powers of Attorney – all you need to know
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.
View event detailsREPEAT SESSION - ONLINE CPD - Using Trusts for Estate and IHT Planning (Session 2) - Practical Application
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).
View event detailsREPEAT SESSION - ONLINE CPD - Using Trusts for Estate and IHT Planning (Session 1) - Trust and Estate Planning
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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Covid 19 Business Interruption Claims: A Medley of Thoughts
The Insurance Institutes of Scotland and The Chartered Institute of Loss Adjusters is delighted to be hosting a technical insurance event on Covid19 Business Interruption claims and cover following the supreme court ruling.
View event detailsFace to Face CPD Event - Investing for Societal Change
The Insurance Institute of Aberdeen are delighted to be joined by Square Mile Investment Consulting & Research, Deepbridge Capital and Sarasin & Partners for an investment forum covering ESG integration into business, how societal change is being applied to drive investment returns, who will drive future change as well as an investment outlook for 2022 and beyond.
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WEBINAR: Slips, Trips & Falls
Slips, Trips, Falls & Injuries is a presentation that examines the science behind understanding whether a reported injury is consistent with the incident or accident.
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WEBINAR: The Fundamentals of Fire Investigation
The Insurance Institute of Inverness, the Highlands and Islands is happy to announce that their next webinar will focus on the Fundamentals of Fire Investigation.
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WEBINAR: Meeting the needs of vulnerable clients
The combined Scottish CII Local Institutes are happy to invite you to our latest seminar “Meeting the needs of vulnerable clients”.
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