Events
Forthcoming events

Estate Planning Opportunities, Pension Challenges and Insurance Considerations
The Insurance Institute of Aberdeen are delighted to have a breakfast session with Fiona Clarke of Burness Paull Solicitors, Kirsty Anderson of Quilter and David Cunningham of Royal London to discuss and explore Inheritance Tax Planning, challenges with pensions and considerations around insurance for estate planning.
The session will commence with breakfast rolls, tea and coffee before hearing from the panel of speakers.
Thu 25 Sep 8:30 am – 12:00 pm
Fiona Clarke, Burness Paull LLP

Family law matters for financial advisors
Upon the breakdown of relationships, it is not unusual for individuals to seek the advice of a solicitor specialising in family law. They will also seek the advice of their financial advisor. It is less common for individuals to seek the advice of a family law solicitor before making big financial decisions during a marriage or cohabiting relationship. Oftentimes, only a financial advisor's advice is sought. That could be a costly mistake. Decisions which are made to mitigate tax liabilities and for other business reasons can lead to a client's position being severely compromised in the event that their relationship subsequently fails.
Mon 06 Oct 1:00 pm – 2:00 pm
Donna McKay, Brodies LLP

PFS Aberdeen Autumn Roadshow
Wealth and cashflow planning helping clients visualise their future
Our Autumn Roadshows will focus on the intrinsically linked topics of cashflow and wealth planning. We’ll also cut to the chase on exactly how AI is already driving real efficiencies within advice firms.
Tue 14 Oct 8:30 am – 3:35 pm
Leonardo Hotel & Conference Venue Aberdeen Airport
Previous events

An Introduction to Sustainability for the Insurance Industry
The insurance industry has a powerful role to play in the transition to a sustainable global economy and in powering a green transition for the UK. This introduction to sustainability for the insurance industry outlines exactly how the insurance industry can exercise this power, introduces the regulatory landscape for UK insurers, and discusses how to get started without fear of green washing or reputational risk.
Fri 08 Aug 1:00 pm – 2:00 pm
Mike Wrathall, Wrathall Consulting

Shared Scotland Webinar, Part 2: Consumer Duty Panel Discussion and Q&A
Following the interactive session with Fairer Finance, Part 2 of the Shared Scotland webinar series brings together a cross-sector panel of industry experts for a dynamic discussion and live Q&A. This session will explore how different parts of the insurance and financial services industry are responding to the FCA’s Consumer Duty—particularly around evidencing fair value and consumer understanding. Panellists will share practical insights, challenges, and strategies from their respective sectors.
Attendees are encouraged to submit questions in advance to help shape the discussion. Please send your questions to: ruth.glynn@aviva.com and copy in richard.cockbain@aviva.com
Please note: This is a separately booked session and will begin at 1:00 PM.
Tue 05 Aug 1:00 pm – 2:00 pm
Malcolm McCutcheon, ACII, RSA Insurance

Fairer Finance: Consumer Duty, Evidencing Fair Value and Consumer Understanding
The Consumer Duty is one of the biggest changes in financial services regulation for 20 years, and it is underpinned by behavioural science. Without behavioural science, the Consumer Duty would be almost unthinkable. The FCA now expects insurers to make good decisions easy for consumers, and bad decisions hard. In this interactive webinar Fairer Finance will cover how to evidence consumer understanding and fair value in an insurance context.
Looking to continue the conversation? Join us at 1.00pm for Part 2, for a focussed panel discussion and live Q&A. Please note: Part 2 requires a separate booking for the access link.
Tue 05 Aug 12:00 pm – 1:00 pm
Online

Golf Outing - Portlethen
We are delighted to invite all members to the 2025 Insurance Institute of Aberdeen Golf Outing.
Thu 17 Jul 10:00 am – 4:00 pm
Portlethen Golf Club

Special General Meeting – Proposed Name Change of the Insurance Institute of Aberdeen
A Special General Meeting (SGM) of the Insurance Institute of Aberdeen, is to be held on 16th June at 16:30.
At this meeting, we will be putting forward a proposal to rename the Insurance Institute of Aberdeen to The Aberdeen Institute of Insurance and Financial Planning.
The new name will more accurately reflects the scope of our members' professional activities and highlights our inclusive support for both Financial Planning and General Insurance professionals.
We encourage all members to attend, either in person or remotely, to ensure your voice is heard on this important development.
Mon 16 Jun 4:30 pm – 5:30 pm
Johnston Carmichael Wealth Limited

Prioritising Retirement Advice with the Latest Investment Market Update
Retirement advice now represents 57% of assets under management and is expected to grow further over the next three years. With the FCA prioritising retirement advice within the advisory sector, firms must stay abreast of best practices.
To address these challenges, Invesco is partnering with BNY Investments to provide a comprehensive market and macroeconomic update. Join us at Ardoe House Hotel & Spa in Aberdeen on Wednesday, 28 May for an informative event.
Wed 28 May 8:15 am – 10:00 am
Richard Parkin, BNY Investments