Previous events
All previous events
CPD - Dealing with Vulnerable Clients
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
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
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.
View event detailsAnnual General Meeting 2023
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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