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This month
Enabling Personal Success Workshop with Caroline Martin
Join us for the 'Enabling Personal Success' workshop, aimed at providing key personal development elements to set you up for success. The workshop is delivered by No. 1 Best Selling Co-Author of Determined to Rise and Leadership Coach & NLP Trainer at Enabling Wings, Caroline Martin. This session has been delivered several times for local institutes with fantastic feedback as below and the Aberdeen institute are delighted to be able to provide this at a subsidised cost to members. This session is suitable for all levels of development and suitable for both PFS and Insurance CII Members.
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Commercial Property Inflation and Setting Correct Sums Insured
How to set correct property, stock and contents sums insured in a high inflation world. It is estimated that at least 60% of policies have incorrect sums insured! This presentation looks at the major issue of under insurance in the UK property market and how to help your clients avoid the under-insurance trap. Under insurance has been made considerably worse now that we are seeing UK inflation go into double digits, and this is something all insurance staff need to be aware of. The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients actually need to take into account when settling Buildings, Contents and Stock sums insured. Alan will explore why under insurance is so common, the effects of under insurance for the client, and why the current environment of high inflation, leading to significant under insurance, is an increasing cause of Professional Indemnity claims against brokers. Unfortunately, high inflation is likely to be with us through most of 2024 due to continuing challenging global events, and clients need to make sure they get their sums insured right because they will get checked by loss adjusters in the event of a claim. One of the problems is that the figures on the client’s balance sheet are not the same as those required for insurance purposes and Alan will point out the differences so that clients can be warned.
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Annual General Meeting 2024
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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WEBINAR: Leading sales conversations – uncovering client needs
This insightful webinar looks at the key factors required to be effective and impactful in our conversations with both prospects and clients, how we can uncover their needs, whilst balancing this with building the case for action, and establishing ourselves as a solution provider. Finally, we examine the challenges of having these conversations in a virtual environment, and how we need to adapt to succeed.
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WEBINAR: The Five key Habits of a Trusted Advisor
Trust is at the centre of the client/advisor relationship in financial services. But how is trust built and maintained? What are the different levels of trust? What are the 5 key habits you need to practise to ensure someone views you as a trusted advisor? In this session, relying on parts of his doctoral research into the concept of trust in financial services, Jeff Heasman will explore the building blocks of trust in client/advisor relationships and explore 5 key areas that is important to focus on in our relationships to ensure that our clients see us not just as any other advisor but rather as a trusted advisor.
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WEBINAR: Behavioural Biases in the Insurance Customer Journey
This FCA stated in the Final Guidance to the new Consumer Duty that firms need to take account of how customers “transact in the real world”. Therefore, being able to identify and handle customer´s behavioural biases, as well as our own behavioural biases and biases embedded in product design and marketing, is key to avoiding potential customer harm. The FCA has also placed group think bias at the heart of their consultation on diversity and inclusion. But what is this and can it impact how financial advisers provide services to their clients? This 1 hour webinar will introduce you to the most common, though often difficult to spot, behavioural biases that can be encountered throughout the customer journey in insurance, from product design to claims settlement, as well as tips on how to handle them to avoid customer harm.
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WEBINAR: Behavioural Biases in the Customer Journey (Financial Advice)
This FCA stated in the Final Guidance to the new Consumer Duty that firms need to take account of how customers “transact in the real world”. Therefore, being able to identify and handle customer´s behavioural biases, as well as our own behavioural biases and biases embedded in product design and marketing, is key to avoiding potential customer harm. The FCA has also placed group think bias at the heart of their consultation on diversity and inclusion. But what is this and can it impact how financial advisers provide services to their clients? This 1 hour webinar will introduce you to the most common, though often difficult to spot, behavioural biases that can be encountered throughout the customer journey from product design to advice, as well as tips on how to handle them to avoid customer harm.
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I've All Risks; I'm Covered for Everything! (Virtual CPD Event)
The identification of the cause of loss or damage is an essential aspect of claim investigation. Establishing the proximate cause is not always straightforward. Our workshop will help clarify and explain the principle of proximate cause.
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Broker trading skills in a hard market
This second in our hard market webinar series builds on the learnings of session one but also stands alone in its own right. Informed by the experience of working in multiple hard markets over many decades of experience, allied to an up to the minute appreciation of insurance market developments, this session provides proven broker strategies [in working with both clients and the market] to optimise hard market outcomes. This session will include: • Overview challenges to brokers and clients in a hard market • Understanding the client position • Controlling client dialogue and expectations • Maximising available spend • Demonstrating innovation • Differentiating the risk • Engaging and managing the market • Managing broker time • How to exploit new business opportunities
View event detailsWEBINAR: The Sales Mindset - How Anyone Can Succeed in Sales
This session challenges the negative myths that surround sales and that limit individual and organisational sales performance. We focus particularly on the myth of the ‘natural salesperson,’ revealing the real skills required to be successful, how you may already possess many of the skills you need, and how the rest can be developed through purposeful practice. We look at why people develop limiting beliefs around sales and explore how to overcome them. The empowering session draws on developing research from neuroscience and psychology.
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Annual Dinner 2023 - Radisson Blu
The Insurance Institute of Perth & Dundee are happy to announce that their annual dinner will be taking place on Friday 15th September at our new dinner venue of The Radisson Blu, Perth. The evening will commence at 6.45pm for 7.30pm. We look forward to seeing you on the 15th September 2023.
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The Latest Intelligence on Tech, Investing, and Tax Planning.
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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CII New Generation Programme – What you need to know hosted by 2023 Broking Group
Are you thinking of applying this year for the CII New Generation Programme?.... Here's your chance to hear from the current CII New Gen Broking Group. They will walk you through the acceptance criteria and talk you though what you can do to help your application stand out. In addition they will talk about what their current experience has been like on the programme and answer any burning questions you may have.
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Webinar: Food for Mood
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
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!
View event detailsWEBINAR: Customer Decision Making
Behavioural economics is an interdisciplinary science that helps us to understand human behaviour and decision-making patterns. It has played an increasingly important role in projects undertaken by the FCA. Behavioural economics gives us invaluable insights into how we can adapt the way we provide information, understand customer decision-making processes, shape the sales process (including the concept of nudging) and engage more effectively with potential or existing clients.
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Webinar: Building barriers to burnout and bridges to brilliance
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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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.
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Basements - What Can Go Wrong? A Face to Face Workshop
Basements are a great additional space to a property but failures are all too common. We discuss what can go wrong. Please note this is a face to face event only, location is at Aviva, Perth. CII members are invited to join us at 12:30 for buffet lunch and networking.
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WEBINAR: From Chaos to Calm: techniques for taming the inner voices
We all have voices in our mind. We all have conversations with ourselves. It´s normal. However, there is a fine line between negative thoughts related to these inner voices and conversations on the one hand, and being able to harness these voices and conversations to think clearly and positively on the other hand. This session will help you to recognise the value of the voices and conversations in our own minds and how we can harness them, but at the same time know how to recognise when our inner voices and conversations are entering into a negative spiral. You will learn techniques to ensure that when there is chaos in your mind, you are able to tame your inner voices and remain calm.
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