Previous events
All previous events
Free Wine Tasting & CPD Event - To Pair Or Not To Pair - CII & PFS - Perth & Dundee Social Event
A good pairing of wine and food is likely to result in a more enjoyable experience and whilst it is down to the choice of each individual, there are some fundamental principles that can be used to ensure that the food and wine pair well. Likewise, there are some fundamental principles that can be applied to our relationships that will enable us to form connections and networks that align with our values and so make us, and those around us, happier and more successful. Through tasting 5 different wines from Spain and Portugal, we will link the fundamental principles of wine and food pairing to the fundamental principles of forming high quality connections in our social and professional lives.
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Annual 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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WEBINAR: 5 Habits of Highly Effective Claims Handlers in Insurance
Using his vast experience as a former litigation executive acting on behalf of claimants, as a senior liability adjuster acting on behalf of insurers, and now training claims handlers across the world, Jeff Heasman delivers this session in which he highlights what he has identified as the top 5 habits of highly effective claims handlers. The session looks at how these habits impact the performance of individual claims handlers, their teams, companies and also the experience of the customer. This session is valuable not only for claims handlers but everyone within the insurance industry.
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Face to Face - CII/PFS - The Consumer Duty Skills Toolkit Workshop
Two key pillars of the new Consumer Duty are consumer understanding and consumer support. With a move towards outcomes-based regulation, the need for a skills toolkit to stay on the right side of the regulation is critically important.
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Online CPD - Business Interruption Insurance - Setting Correct Sums Assured
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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How prioritising your health will make you a better leader
Revised date of 7th December 2022 (12:30 - 14:00) How prioritising your mental and physical health will make you a better leader Perth & Dundee Insurance Institute is delighted to announce that our next training event will be held in-person at Aviva's offices in Perth. Ian Ferguson and his son, Rory, will explain how to lead others well, leaders must be able to calm and control their emotions, make time to lead and to maintain a healthy balance in their lives.
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Humbug! Cost of Living & Weathering the Storm
A cost-of-living crisis, a major and growing cost-of-borrowing problem, and now the longest predicted recession since records began. It’s fair to say that the outlook is anything but festive as we approach the end of 2022. Steve Herbert, Wellbeing & Benefits Director at Partners&, will lift the lid on some of the less discussed issues in the national media, and consider what employers and employees can do to weather the storm in 2023 and beyond.
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Fireworks - Spectacular to watch but if it goes wrong.....
Firework season will soon arrive. Fireworks excite and enthrall, however, there are real risks of property damage and personal injury if fireworks are not correctly handled, or if they are poorly manufactured. Learn more about how things can go horribly wrong.
View event detailsFree Wine Tasting & CPD Event - Through the Grapevine - CII & PFS - Perth & Dundee Social Event
The characteristics of a good wine can teach us a lot about the characteristics of a good communicator. Each wine is unique in its character and so too is each person. However, there are common ingredients and methods that go in to producing the finished article, whether it be a good wine or a good communicator. Through tasting five different Spanish and Portuguese wines, each with a unique character, this session will relate these characteristics to the five essential characteristics of a good communicator, from preparation through to the execution of a message.
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Market Life Cycles and the Challenges of a Hard Market
People often talk about market cycles but what are they, how are they caused and why do they come and go? What impact do these cycles have on insurance buying patterns and on claims and how do we explain to a customer that an event on the other side of the world might impact them?
View event detailsOnline CPD - Financial Awareness
Financial awareness – a plain English overview for all insurance staff on how to understand clients’ accounts Recent global events mean understanding clients’ accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives, account handlers and underwriters will need to understand the main terminology. This presentation, provided by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English understanding of what is in a balance sheet and Profit and Loss account and how these can be read easily by non-accountants. The webinar will also explore the difference between what an accountant records and what an insurer needs, this information can aid brokers and underwriters in helping policyholders avoid the under insurance trap.
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Diversity in Communication: how to communicate with a wider and more diverse audience
About The Session Diversity is rightly high on the agenda for many organisations. However, an area that is often overlooked as part of a diversity strategy is the role of internal and external communications. This webinar will teach key communication strategies to ensure that, whether it be internal or external communications, you communicate with a wider and more diverse audience and avoid miscommunication or misunderstanding with people who are different to you.
View event detailsAnnual Dinner 2022
The Insurance Institute of Perth & Dundee are happy to announce that their annual dinner will be taking place on Friday 23rd September at The Salutation Hotel, South Street, Perth PH2 8PH, the evening will commence at 6.45pm for 7.30pm. As always, this event promises to be entertaining, inspiring and provides a fantastic opportunity for you to meet your peers and colleagues from the industry whilst celebrating our profession. This year's key speakers will be announced in due course. Tickets are now selling very quickly, so book now to avoid disappointment. Tickets are priced at £50 per head. On receipt of your order form an invoice confirming your ticket order and payment details will then be issued. The Insurance Institute of Perth & Dundee appreciates your ongoing support of this key industry event and we look forward to seeing you on the 23rd of September 2022.
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FCA Consumer Duty and Product Governance for General Insurance
The FCA want to see a higher level of consumer protection in retail financial markets, where firms compete vigorously in the interests of consumers and they wish to drive a healthy and successful financial services system in which firms can thrive and consumers can make informed choices about financial products and services. They consider that firms are not consistently and sufficiently prioritising good consumer outcomes and this causes consumer harm and erodes consumer trust. With final rules published on 27 July 2022 this talk will update you as to what now will be needed. This General Insurance focused session will also include an update on Product Value Assessments that have to be completed by 30 September (note the FCA have criticised insurers for their lack of progress with this) and have given brokers an extension of 90 days so as to prevent customer harm. Both brokers and insurers have an important role to play and this session will ensure you understand what it is you have to do. We will also cover the current position on multi-occupancy insurances following intervention by the government (very much part of the product governance and value assessments work).
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Online CPD: Adapting Portfolios for Inflation
Inflation is on the rise, and it's distorting both equity and bond performance. Advisers relying on traditional "long-run" models need to rethink portfolios to ensure inflation resilience. Within equities, value-investing is making a comeback. Traditional bonds are under pressure as they can't keep pace with inflation, so are failing to offer either capital protection or diversification. Alternatives require careful risk budgeting and focus on liquidity. In this workshop, we look at ways advisers can build-in inflation resilience to portfolios, based on lessons from the past.
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Investigation of Escape of Water Claims
The Insurance Institute of Perth & Dundee is delighted to announce that your next CPD talk will be a face to face event at Aviva’s office in Perth. John Holland from Hawkins Forensic Scientists will discuss the investigation of escape of water claims. By the end of the session you will understand that forensics is not just for working out who or what “dunnit” but it can play an important part in successful claims handling. Is the claim genuine? What is the cause? Who is to blame and is there a recovery against a manufacturer or contractor?
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Negotiation Skills
The Insurance Institute of Perth and Dundee is delighted to announce that their next online CPD event will focus on negotiation skills. Negotiations can be difficult to navigate and manage with the result that the desired outcome is not always achieved. This interactive workshop will assist in understanding the negotiation process and how to manage objections and hurdles you encounter, resulting in you achieving the outcome you wanted and with relationships in tact. This workshop will benefit our general insurance members involved in underwriting, broking, claims handling and loss adjusting.
View event detailsAnnual General Meeting 2022
We need you! (To get down to our AGM, that is...) Your council invites you to attend the 2022 Annual General Meeting of Perth and Dundee]. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. If you feel you could make a positive contribution, it is an ideal first step to becoming involved.
View event detailsProfessional Indemnity
Professional Indemnity Insurance has been a particularly challenging product line in recent times as the market has contracted and hardened significantly. Robert Morris ACII leads Marsh Commercial's Professions Team in Scotland and the North of England and will summarise the current state of the Professional Indemnity market, what led us here and what he expects to see next.
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Consumer Duty: The New Principle
The Insurance Institute of Perth and Dundee is delighted to announce that their next online CPD event will be a return to the FCA’s proposal for a new Consumer Duty to explain what the second Consultation Paper means for the industry. This event is likely to be of interest to both our PFS and general insurance members who are involved with product design, pricing and selling or servicing of retail consumers.
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