Free Wine Tasting and CPD Event

Perth Civil Service Club
Friday, 20 February 2026
5:30 pm – 8:00 pm (UK time)

Pairing ESG with Trust: Insights from Wine and Chocolate

Wine and chocolate pairings offer powerful metaphors and practical lessons for understanding trust in ESG (Environmental, Social, and Governance) and building closer customer relationships. Through tasting 5 wines and pairing them with chocolates, we will examine how trust, authenticity, and shared values are central to building stronger customer relationships through ESG principles in insurance and financial services.

LEARNING OBJECTIVES

By the end of this session, participants will be able to:

  • identify how proactive ESG policies help build trust and closer relationships with customers.
  • recognise what lessons the world of wine and chocolate making can teach us about trust in ESG.
  • implement a strategy to put trust, authenticity and shared values at the heart of customer relationships.

ABOUT THE PRESENTER

Jeff Heasman is a well-known and highly experienced international trainer who specialises in law and communication within the insurance and financial services industry. In addition, Jeff has a passion for Spanish and Portuguese wines. Jeff has a tasting shop inside the fortress walls of Valenca do Minho in Portugal and through his businesses based in Spain and Portugal (Saboromas) he offers cultural and wine tasting events and vineyard tours, with a particular focus on the culture, food and wines of Galicia, Spain and the Vinho Verde region of Portugal. Jeff has a bachelors and masters degree in law, he holds a postgraduate English language teaching qualification and has obtained a certificate in wines from the prestigious Wine & Spirit Education Trust (WSET) as well as being a member of the Society of Wine Educators. Jeff´s knowledge of the insurance and financial services industry combined with a passion for both effective communication and wine makes this a fun and entertaining CPD session with a difference.

Venue
  • Civil Service Social Club
  • 11, St Leonards Bank
  • Perth
  • PH2 8EB
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.