Events
Forthcoming events
PFS Technical - Investment Bonds with Practical Financial Exams
Short of CPD to meet your IDD requirement? Look no further!
The PFS North Scotland Committee is pleased to welcome Michaela Pashley from Practical Financial Exams back to deliver three technical CPD sessions on Investment Bonds, Top Slicing Relief and Personal and Business Protection.
Session1 - Investment Bonds
Mon 24 Nov 9:30 am – 12:00 pm
Michaela Pashley, Practical Financial Exams
PFS Technical - Top Slicing Relief with Practical Financial Exams
Short of CPD to meet your IDD requirement? Look no further!
The PFS North Scotland Committee is pleased to welcome Michaela Pashley from Practical Financial Exams back to deliver three technical CPD sessions on Investment Bonds, Top Slicing Relief and Personal and Business Protection.
Session 2 - Top Slicing Relief
Wed 26 Nov 9:30 am – 12:00 pm
Michaela Pashley, Practical Financial Exams
PFS Technical - Personal and Business Protection - with Practical Financial Exams
Short of CPD to meet your IDD requirement? Look no further!
The PFS North Scotland Committee is pleased to welcome Michaela Pashley from Practical Financial Exams back to deliver three technical CPD sessions on Investment Bonds, Top Slicing Relief and Personal and Business Protection.
Session 3 - Personal and Business Protection
Fri 28 Nov 9:30 am – 12:00 pm
Michaela Pashley, Practical Financial Exams
PFS Technical - Planning to Preserve: Tax‑Efficient Estate Planning Strategies
In the wake of the Autumn Budget announcements, Planning to Preserve is a timely, CPD-eligible webinar designed to help financial professionals safeguard client wealth through smart estate planning. Taking place on Friday 28 November at 1:00pm, this session will cut through the post-budget noise and focus on practical strategies to preserve and grow your clients’ wealth using proven tax-efficient tools.
The webinar will explore tax-efficient strategies for preserving client wealth in today’s evolving landscape. Faye Williams (Head of Retail Sales, Triple Point) and Kyle Goodfellow (Business Development Manager, Triple Point) will share practical insights – helping your clients mitigate inheritance tax and plan for the future.
Fri 28 Nov 1:00 pm – 2:00 pm
Faye Williams, Triple Point
‘Tis the Season to be Gifting — IHT, Psychology & Planning for a New Year
Join us for an insightful lunchtime CPD session exploring how advisers can help clients navigate the rules, emotions, and opportunities around gifting and inheritance in a post-Budget environment.
Thu 11 Dec 12:00 pm – 2:00 pm
Veronica Duthie, Brodies LLP
Annual Dinner 2026
It is with great pleasure that, on behalf of the Insurance Institute of Aberdeen, we invite you to attend our annual dinner to be held at the Chester Hotel, Aberdeen.
We can promise you the usual high standard of food and service from the amazing staff at the Chester Hotel, as well as outstanding entertainment from Fred MacAulay, who is back by popular demand and most importantly of all, an update from our excellent President Graham Hudson.
The evening will commence with a drink’s reception from 6.30pm, with dinner being called around 7.00pm. We will be raising monies for our chosen charity, Scottish Action for Mental Health with a pre-dinner “Heart’s and Mind’s” game.
Fri 13 Feb 6:30 pm – 11:30 pm
The Chester Hotel
Previous events
Delivering Difficult News – Mastering the Art of Public Speaking in Tough Moments
When the message is tough, your delivery matters most. Whether you’re sharing organisational changes, addressing challenges, or tackling sensitive conversations, how you communicate can transform the outcome.
That’s why we’re delighted to invite you to an exclusive webinar - Delivering Difficult News – Mastering the Art of Public Speaking in Tough Moments.
Thu 06 Nov 12:30 pm – 1:30 pm
Online
Global threats facing the insurance industry
What are the global threats facing the insurance industry right now and how are these impacting UK insurers and brokers, can they be insured and how can we adapt to survive?
Today war, weather extremes and the cost of living crisis dominate public debate but the sector faces critical risks – cyber/AI/tech, regulation, climate change and human talent. Can we effectively tackle any of them? Cyber is in the news all the time with companies and government on the lookout for massive show stoppers (M&S, Co-op and JLR to name three big ones!) including potential catastrophic interference with our democratic processes as we see with deep fakes. In addition, with half of us due to retire within the next 15 years, why is there a failure to attract and retain the right talent and what can we and the CII do about it? Further, it is also clear that insurers simply can’t underwrite the effects of climate change, so what will then happen? And are chat bots here to help or hinder??
This will be an interactive and wide-ranging talk and those attending will be actively encouraged to contribute with their own experiences and views. We will look at the differences in responses between insurers and brokers with brokers considering business conduct more of a concern than insurers.
Mon 03 Nov 11:00 am – 12:00 pm
Branko Bjelobaba FCII,
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
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
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
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