Previous events
All previous events
Edinburgh Summer Roadshow
Precision planning & protection perfection How well are your clients able to articulate their financial goals? When did you last go back to basics and consider how protection features in your clients’ plans? Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.
View event details
Annual Dinner 2025
We are now down to our final 20 tickets, so if you are planning to join us for our annual dinner on Thursday 5 June at The Caves then please let us know ASAP. Click the Book Now button for full details. We hope that you can come along to support your local institute and have a great time doing it! If you are also interested in supporting the event with the donation of an auction prize to help us raise money for a very good cause then please get in touch: helen_watson@ajg.com / laura.fell@brodies.com.
View event detailsAnnual General Meeting 2025
We need you! To get down to our AGM... Your local institute council invites you to attend their 2025 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.
View event details
2025 Annual Robertson Cup Match
The Insurance Society of Edinburgh, along with The Insurance Society of Belfast, welcomes all members for the Annual Robertson Cup Match between the Scottish Institute vs Irish Institutes It's the 98th Match and members are invited to watch and attend the Post Match dinner. We are also looking for players, so if you are free, and want to play, please contact our President, Jeff Lestrelle. on 07940 232 382. Lunch (soup and sandwiches) will be available from 1.00 pm. Costs: lunch and dinner £27.00 per person; lunch only £5.00 All CII members are welcome to come along and support the lads, and partake of refreshments at the bar. Lunch/dinner must be booked by contacting KellyGeddes.ISE@hotmail.com or jeff@integrityinsurance.co.uk before Thursday 6th February so that we can provide numbers to the caterers.
View event details
Pensions on Divorce – When and How Financial Advice can Help
D-Day is upon us!! The first Monday in January is the day when matrimonial lawyers traditionally brace them themselves for a spike in new enquiries as couples who have been ‘keeping it together’ over the holiday season feel their duty is done and start to look to the future – apart. Much work has been done in recent years on the treatment of pensions within a divorce, not least by the Pensions Advisory Group (PAG), a collaborative body building on the expertise of family law experts, consulting actuaries, scheme trustees, academics and financial advisers. In July 2019 they published the first truly cross-functional study into pensions on divorce, followed by the second edition in 2024. Invaluable as this guidance is, it was perhaps unsurprisingly based on English Law. The Insurance Society of Edinburgh is offering an event which puts PAG into a Scottish perspective, helping practitioners to identify and understand the areas of commonality and the key differences under Scots Law. The session is primarily aimed at financial advisers active in the pensions market, but we will be happy to welcome anyone with a professional interest in pensions on divorce.
View event details
How Green is your Remediation Project?
Are you aware of the carbon cost of claims? This talk will cover the concepts of calculating the greenhouse gas emissions produced by remediation and reinstatement works.
View event details
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!
View event details
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? 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 the insurance sector effectively tackle any of them? Cyber is in the news all the time with companies and government on the lookout for massive show stoppers including potential catastrophic interference with our democratic processes. 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? Finally, it is also clear that insurers simply can’t underwrite the effects of climate change, so what will then happen? 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.
View event details
The changing Ogden rate and how it will reduce liability premiums
The Insurance Society of Edinburgh is happy to announce a new CPD event next week. The Ogden rate may sound an obscure thing, but it has massive implications both positively and negatively on liability settlements. All brokers, underwriters and claims staff should have a good understanding of the Ogden rate in order to explain rating changes to policyholders and understand why large liability claims will now be reducing. The Ogden rate is used by courts to increase or decrease large personal injury liability claims. It was one of the main reasons why the market went so hard in recent years when the rate started loading liability settlements, and it will be one of the man reasons why we will now go into a softer market due to the fact it will start discounting liability settlements from 10 January 2025. The Ogden rate will mean a happy new year for insurers. Will they be passing their savings onto their policyholders? well that will depend on how well brokers understand Ogden. This presentation will be delivered by Alan Chandler, Chartered Insurer, one of the most popular presenters in the UK, and he will explain what the Ogden rate is and how it affects liability settlements.
View event details
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.
View event details
Join Us for Business Success and Succession – Teams, Tech, and Transition!
We’re excited to invite you to our upcoming ‘Breakfast 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! Breakfast will be served – expect delicious breakfast rolls and refreshments to keep you fuelled for the day!
View event details
Embracing Imposter syndrome
STILL SPACES available You have spoken and we have listened. The Insurance Society of Edinburgh is happy to announce a new CPD event next month on Embracing Imposter Syndrome. Imposter syndrome is a feeling of unworthiness or incompetence, despite achieving accomplishments and success. This feeling is most common in the workplace, but it can manifest in just about any part of life. Many of us have encountered imposter syndrome when taking on a task or role that is new to us.
View event detailsConfident Networking Mini-Master Class
Still spaces available Have you struggled when out Networking? Not sure where to start or what to say? Or would like a re-fresher? Then The Insurance Society of Edinburgh, alongside with Andy Currie, have a great CPD for you. Join us on November 1st 2024 for a fun interactive webinar.
View event details
Free Cert CII, Dip CII and ACII Training for Edinburgh Members
Are you studying or looking to take Insurance exams but cannot get started? In partnership with Intuition Training, we are pleased to be able to offer a flexible, unit-by-unit remote training initiative for our members who want to make progress to achieve their Cert CII, Dip CII and ACII qualifications. The cost of this training will be fully funded by the Insurance Institute of Edinburgh Please contact Adrian at adrian.toomey@intuitiontraining.co.uk for more information and to sign up
View event details
FCA GI Consumer Duty and Multi-Occupancy - Branko
The session will provide an update on Consumer Duty, fair value assessments and the new rules on multi-occupancy buildings insurances. We will also cover the requirements imposed by the new Leasehold and Freehold Reform Act which will ban commission sharing.
View event detailsCyber incidents and their impact on businesses
The Insurance Society of Edinburgh, in conjunction with Beazley, are pleased to announce the above named subject for our next CPD event for it's members. In today’s era of accelerating cyber risks, organisations are on the front line. No matter the size of the business or what sector they operate in, they will face challenges. The recent CrowdStrike IT outage is a timely reminder of how fragile networks are and what can go wrong when one link in the chain makes an error or costly mistake. In this session, Matthew Norris from Beazley will explore what actually happens during cyber incidents, how do they affect companies, and what can be done to reduce their likelihood and impact?
View event detailsMental Health in the Workplace
The Edinburgh Insurance society of Edinburgh are delighted to welcome JoJo Fraser our next CPD event around Mental Health in the workplace to coincide with Mental Health Awareness Day Thursday 10th October is Mental Health awareness day, and to help promote and discuss all things around Mental Health in the workplace, we have decided to have JoJo Fraser to be our guest speaker. JoJo will discuss why we shouldn't be afraid discussing Mental Health in the workplace and squashing the stigma around this subject, whilst at the same time, putting a fun spin on it. Jojo Fraser is a motivational writer, speaker and presenter who helps people get their mojo back. She has been a mental health researcher for a decade and loves to put an entertaining spin on things, making topics around wellness, lifestyle and mental health current, accessible and relatable.
View event details
Quiz Night 2024
We are delighted to announce that The Insurance Society of Edinburgh annual quiz night is back!! Please join us at Le Monde, Dirty Martini Bar, Edinburgh on Thursday 26th September 2024 from 6pm.
View event details
Charity Golf Day
The Insurance Institute of Perth and Dundee is holding a Charity Golf Event on 20th September in aid of Rachel House, part of the Children's Hospices Across Scotland Charity. This will take place in the morning at Murrayshall Country Estate and Golf Club, Scone.
View event details
CII Golf Day
After the success of last year’s event Liberton Golf Club have kindly offered to host this year’s Golf Day Texas Scramble, which will be held Friday 6th September from 8.30am Thanks to our sponsor this year, Downing, we are happy to announce that we are going to be offering you Morning Rolls on arrival, followed by a short CPD session from Partner Tony Sime focusing on Estate Planning using Business Relief. After the Scramble we will be providing a 2-Course meal and there will be a prize-giving for the best teams, with spot prizes from across the course. All of this for the princely sum of £20 per golfer/£80 per team. There are limited numbers available, so get your team in quickly!
View event details