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Forthcoming events

Wed 8 Jul, 8:30 am - 10:00 am
The Exeter Court Hotel
Tom Morey, Investment Specialist in the UK Multi-Asset team, HSBC Asset Management
CPD
Thu 23 Jul, 6:00 pm - 9:00 pm
Networking
Wed 2 Sep, 9:30 am - 10:45 am
Alan Gow, Founder & Director, Argonaut Paraplanning
CPD
Fri 4 Sep, 7:00 pm - 12:00 am
The Hall, Exeter
Annual event

Latest news

16.07.26
24 June 2026
The Chartered Insurance Institute (CII) has today announced that its flagship Shaping the Future of Insurance Conference will return for its sixth year in 2026 under the theme Navigating Future Risk, bringing together professionals from across the insurance sector for a day of insight, connection and shared learning.
Media
12 June 2026
The Chartered Insurance Institute (CII) Group recognised outstanding contributions made by volunteers across its network today, in an award ceremony that took place during the organisation’s annual Network Conference in St Albans.
TIC Awareness Week Logo 2026 RGB RED
8 June 2026
Life is challenging for many at the moment, and people working in insurance are no exception. The Insurance Charity wants to ensure no current or former insurance people who are struggling due to challenging circumstances miss out on the support it can offer.

President's Message

Theresa Atal - V1.jpg

Welcome to the Insurance Institute of Exeter which was founded in 1920. I am honoured and privileged to be elected to serve as the latest President of the Insurance Institute of Exeter. This will be my third and last year. I believe I am the first PFS member of the Institute to be elected President. 

I would like to thank Claire Lashbrook for her leadership and dedication during the very challenging years throughout Covid 19 and beyond which further strengthened and enhanced what we can do for you, our members, even when traditional ways of meeting were not available. I am motivated to continue to arrange relevant Face to Face and online CPD sessions for both sides of the Institute.

I became involved in the Insurance Institute of Exeter over 8 years ago as I felt a PFS presence was needed on the Council to ensure all members of the Insurance Institute of Exeter benefited from the activities and events that we arrange.  As the Professional Qualifications Officer on the PFS Exeter & North Devon Regional Committee I am very keen that all our members can get the best experience from their CII membership and I am hoping to continue to build bridges with the PFS members in our region.

During the coming year, we will:

Theresa Atal