Previous events
All previous events
Webinar - Setting correct Bi indemnity periods
How to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies. Brokers increasingly face Pi claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods, and with all the unfortunate events occurring in the world at the moment, making rebuild materials very scare, never has there been a better opportunity to engage your policyholders on this subject. Recently a broker was successfully sued for failing to give any guidance around indemnity periods to a manufacturer who had a twelve-month indemnity period. Nothing was ever recorded by the broker about the fact that twelve months was almost certainly inadequate, in fact it was the Loss adjuster after the fire took place that educated the client on setting correct indemnity periods, unfortunately too late for all concerned. This webinar looks to make sure this does not happen to you or your staff. This one-hour webinar provided by Alan Chandler, one of the most popular presenters in the UK, will examine all the different factors a client needs to take into account when setting an indemnity period. The presentation will include guiding clients who are on a Gross Profit Bi basis, a Gross Revenue or Fees basis and will also include how an Increased Cost of working only policy should deal with prospective losses over 12 months.
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Face to Face - PFS - Drawdown Best Practise Workshop
Live, PFS face to face training workshop with Colin Simmonds at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10:30am.
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Face to Face - PFS - Communicating With Customers in Difficult and Uncertain Times
Live, PFS face to face training workshop with Jeff Heasman at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsWebinar - Commercial property rate increases and setting correct sums insured
Commercial property rate increases and how to set correct property, stock and contents sums insured in a high inflation world.
View event detailsExeter CII breakfast session for PFS - The Art of Disagreement
Live, PFS face to face training session with Jeff Heasman at the Kennford Suite, Exeter Court Hotel. Join us at 8:30am for coffee and a bacon roll, session starts at 9am.
View event detailsPFS breakfast session - The 5 characteristics of investment trusts
Live, PFS face to face training session with Adrian & Lisa-Marie, Evelyn Partners, The Exminster Room, Exeter Court Hotel. Join us at 8:30am for coffee and a bacon roll, session starts at 9am.
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Annual General Meeting 2023
We need you! To attend our AGM... If you feel that you can contribute to the future success of the Institute, by bringing your knowledge and enthusiasm to Council, please consider joining. Being a Council member brings with it an array of benefits including the opportunity to network with senior figures from the industry, develop your own personal skills and raise your profile within the local market. We would be pleased to welcome any new member(s) wishing to join Council.
View event detailsFace to Face - PFS - How to navigate intergenerational planning conversations with your clients
Live, PFS face to face training with Simon Housden & Gareth Perry of TIME Investments
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Insurance Institute of Exeter 101st Annual Dinner 24 March 2023
The Insurance Institute of Exeter are delighted to announce that our 101st Annual Dinner 2023 will take place on Friday 24 March 2023.
View event detailsFace to Face - PFS - The Consumer Duty Skills Toolkit Workshop
Live, PFS face to face training workshop with Jeff Heasman at the Kennford Suite, Exeter Court Hotel
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Pre dinner networking event..... your chance to sample the wines selected for the dinner
We are pleased to announce that we will have the opportunity to sample the wines selected by Jeff Heasman for our annual dinner. Interested in joining the council? This is also an opportunity to meet council members and find out more about who we are and what we do.
View event detailsFace to Face - PFS - Know Your Limits
Live, PFS face to face training with Gareth Davies at the Kennford Suite.
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Nominations for David Grimley Memorial Award 2023
Nominate now for the David Grimley Memorial Award for Young Professional of the Year 2023, sponsored by Mark Fowles of DWF Law. The award is to recognise the professional development and achievement of young people in our area.
View event detailsPFS Webinar - AF5 Financial Planning Study Half Day
PFS Webinar - AF5 Financial Planning Study Half Day with Julia Holyoake
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Webinar - The Importance of Emotional Intelligence at work
Lunchtime webinar with Nick Thomas of Nick Thomas Associates. This session delivered by Jacqui Turner and Nick Thomas explains an Emotional Intelligence Model as developed by Peter Salovey and John Mayer. The session will explore the importance of Emotional intelligence by outlining the many benefits to employees, prospects, customers, and organisations. During the session we will explore common workplace situations that can trigger negative emotions and share effective techniques for effectively managing a variety of emotions such as frustration, disappointment, and nervousness. Finally, we will look at the importance of empathy, as a key EI skill and explain how to be empathetic, in a sincere way, with colleagues and customers.
View event detailsFace to Face - PFS - An overview of the Inheritance Tax Market & providing solutions on how families in the UK could avoid paying Inheritance Tax
Live, PFS face to face training with Ollie Wilde at the Exeter Court Hotel, please note in the Exminster Room, not our usual Kennford Suite.
View event detailsFace to Face - PFS - Trust Planning Ideas – Which Trust for Which Client
Live, PFS face to face training with Matthew Britton-Quilter at the Kennford Suite, Exeter Court Hotel
View event detailsWebinar - Negotiations and the Relationship Paradox
Lunchtime webinar with Jess Heasman
View event detailsFace to Face - PFS - What’s in your CRP? Why a risk-targeted approach could be right for your clients
Live, PFS face to face training with Stuart Price, Bordier at the Kennford Suite.
View event detailsWebinar - Consumer Duty and the impact on claims handling
Lunchtime webinar with Nick Thomas of Nick Thomas Associates. Consumer Duty and the impact on claims handling The FCA is determined to establish a consistent level for customer experiences and create better customer outcomes. The new rules come into force on the 31 July 2022 and will be fully implemented by the 30 April 2023. This session is delivered by Nick Thomas with specialist claims consultant James Tye.
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