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This month

Annual General Meeting 2024

  • Tue 09 Apr 6:00 pm – 7:00 pm
  • AB1 Financial Planning

We need you! To get down to our AGM... Your local institute council invites you to attend their 2024 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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All previous events

Cybersecurity Breakfast Seminar

  • Mon 26 Feb 8:30 am – 10:45 am
  • DLA Piper
    • James McGachie, DLA Piper
    • Patricia Taylor, DLA Piper
    • Rhea Ingram-Smith, DLA Piper

Please join DLA Piper for its inaugural cybersecurity breakfast seminar session for the Insurance Society of Edinburgh on 26 February 2024. The event will start with a networking breakfast at 08:30 followed by presentations from James McGachie and Patricia Taylor from DLA Piper’s cybersecurity practice. During the pre and post seminar networking intervals, there will be the opportunity to meet the team and ask any specific questions you may have.

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Health & Safety Event – What to do in a major incident?

  • Wed 29 Nov 4:00 pm – 7:00 pm
  • Brodies LLP

Brodies market-leading Health & Safety team invites you to an evening of drinks and nibbles following a 'live scenario' enactment of some of the key procedural stages following a health & safety incident. The event will show you the process of interviews by the HSE/Police/other regulators following a fatal incident and highlight how some of the key considerations of incident management can protect your business and its individuals.

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The ISE Annual Dinner 2023

  • Thu 12 Oct 7:00 pm – 1:00 am
  • The Ghillie Dhu

The annual dinner is the grandest and biggest event of the ISE's year and we are looking attract the most influential (and attractive!) people from the insurance and financial community in and around Edinburgh. If this is you, and/or you are looking to make useful contacts with people in this field, then please come along!

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Link Scotland Launch Event

  • Thu 05 Oct 6:30 pm – 9:30 pm

Join us at the Street as we launch Link Scotland. This is being held as a joint event with the ISE, the local Edinburgh institute of the Chartered Insurance Institute (CII). Link Scotland is here to help make insurance the industry of choice for the LGBTQ+ community in Scotland, to bring members of that community and its allies together to network and to help promote LGBTQ+ inclusivity. At this inaugural launch event, you’ll have a space to network with likeminded individuals from insurance and the wider financial services sector in Scotland to bond, have fun, and make friends. There’s even an optional free glass of sparkling wine on arrival! To sign up, please do so via the following Eventbrite page: https://www.eventbrite.co.uk/e/link-scotland-launch-event-tickets-717060797147 Places are limited - sign up early to secure yours!

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CII Golf Day

  • Thu 21 Sep 8:30 am – 4:00 pm
  • Liberton Golf Club

Liberton Golf Club have kindly offered to host the welcome return of the Golf Day, Texas Scramble being the format, which will be held Thursday 21st September from 8.30am Thanks to our sponsor this year, Deepbridge, we are happy to announce that we are going to be offering you Morning Rolls on arrival, followed by a short CPD session focusing on Tax-Efficient Investment After the Scramble we will be providing a two course meal and there will be a prize-giving for the best teams. All of this for the princely sum of £10 per golfer/£40 per team!

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FCA GI Consumer Duty and Update

  • Wed 20 Sep 11:00 am – 12:00 pm
    • Branko Bjelobaba FCII, MIoD, Branko Ltd

We are now live with Consumer Duty the FCA has urged firms to get on with it! Sheldon Mills, Executive Director of Consumers and Competition, warned that firms who ignore the Duty or who pose the most harm can expect swift action.

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The Latest Intelligence on Tech, Investing, and Tax Planning.

  • Wed 30 Aug 9:15 am – 1:00 pm
  • Aviva Insurance

The Insurance Institute of Perth and Dundee is happy to announce that their next event will focus on the latest intelligence with regards to tech, investing, and tax planning. A distinguished panel of speakers, consisting of renowned industry experts, will explore essential areas of interest.

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Understanding the security lapses that led to a Business Email Compromise

  • Tue 22 Aug 11:00 am – 11:40 am
  • Online
    • Brad Fraser, Infoprotect UK

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

  • Tue 04 Jul 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

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!

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Webinar: Rest, Recovery, Recharge - Ready for Productivity

  • Tue 27 Jun 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

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

  • Tue 20 Jun 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

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

  • Fri 16 Jun 12:00 pm – 4:30 pm
    • Robin Melley TEP FPFS, The Consumer Duty Alliance
    • Hayley Robertson, Brodies LLP
    • Stacey Gourley, Brodies LLP
    • Karl Steadman, Just

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

  • Wed 07 Jun – Wed 31 May

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

  • Tue 06 Jun 12:00 pm – 1:00 pm
    • Anna Reddy, Leap Health

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

  • Tue 11 Apr 5:30 pm – 6:30 pm
  • AB1 Financial Planning

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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The Annual Robertson Cup Rugby Match

  • Fri 10 Mar. 2:15 pm
  • Musselburgh RFC
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The Annual Robertson Cup Rugby Match (1)

  • Fri 10 Mar. 2:15 pm
  • Musselburgh RFC

Final Details for supporters

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Online CPD - Business Interruption Insurance - Setting Correct Sums Assured

  • Thu 08 Dec 9:00 am – 10:00 am
    • Alan Chandler, General Insurance Training and Consultancy

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

  • Thu 24 Nov 12:00 pm – 1:00 pm
    • Christian Markwick, Apricity

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.

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