Events
Forthcoming events
Webinar - Memorabilia Valuations Training
Memorabilia: passing phase or appreciating asset?
Collecting things is something humans have always done – from interesting pebbles to glamorous diamonds! It’s a natural urge that many of us experience. Collecting memorabilia has become very fashionable, and can be very lucrative. But what is valuable, and what advice and guidance should a client be offered?
This webinar explores a range of different types of memorabilia, why it is collectible, and offers insight on what clients should be thinking about.
Fri 28 Mar 12:30 pm – 1:30 pm
Free Cert CII and Dip CII Training for Exeter Members
In partnership with Intuition Training, we are pleased to be able to offer a flexible, unit-by-unit remote training initiative for our members who want to make progress to achieve their Cert CII and Dip CII qualifications.
The cost of this training will be fully funded by the Insurance Institute of Exeter.
Tue 01 Apr.
Adrian Toomey - ACII, Intuition Training
A plain English overview of understanding an insurance policy wording
This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English walk through what makes up an insurance policy wording.
One of the learnings of the Bi and Covid-19 court battles is the fact that you ignore the construction of policy wordings at your peril.
All brokers, underwriters and claims staff should have a good grasp of the component parts of an insurance policy wording and this presentation will provide this understanding.
Fri 04 Apr 12:30 pm – 1:30 pm

Exeter Summer Roadshow
Precision planning & protection perfection
How well are your clients able to articulate their financial goals?
When did you last go back to basics and consider how protection features in your clients’ plans?
Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.
Thu 05 Jun 8:30 am – 4:00 pm
Sandy Park Conference & Banqueting Centre
Previous events
PFS Live CPD - Creating Sustainable Income During Uncertain Times
Thanks to Basil Anderson from L & G for this in person 1 hour CPD session for our PFS members at Barton Law Offices, Leeward House, Fitzroy Road, Exeter, EX1 3LJ
Meet for bacon roll, tea & coffee at 8.30am, session starts 09.00am for 1 hour. Finishes at 10am.
Wed 26 Mar 9:00 am – 10:00 am
Basil Anderson, L & G

Annual General Meeting 2025
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 prominent 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.
Wed 19 Mar 12:00 pm – 1:00 pm
Barton Law Offices
PFS Live CPD - An update on the impending Stamp Duty changes, recent Land Registry changes
Thanks to Peter Barton for this in person 1 hour CPD session for our PFS members at Barton Law Offices, Leeward House, Fitzroy Road, Exeter, EX1 3LJ
Meet for tea & coffee at 9.45am, session starts 10.00am for 1 hour. Finishes at 11am. ASnyone staying for the Exeter CIi AGM will be entitled to a light lunch after this session.
Wed 19 Mar 10:00 am – 11:00 am
Peter Barton, Barton Law
CPD Webinar - The Power of Listening
In this session Nick Thomas brings together his expertise from the worlds of sales and coaching to help improve awareness of the importance of effective listening, and some key skills and tools to improve performance in multiple different environments.
Fri 14 Mar 12:30 pm – 1:30 pm
Nick Thomas, Nick Thomas & Associates

Insurance Institute of Exeter Annual Dinner 7 March 2025
The Insurance Institute of Exeter are delighted to announce that our 2025 Annual Dinner will take place on Friday 7th March 2025.
Fri 07 Mar 6:30 pm – 1:00 am
Winslade Manor
PFS Live CPD - Re-wrapping client wealth, fiscal changes post the budget.
Thanks to John & Ash for this in person 3 hour CPD workshop for our PFS members at The Kennford Room, Exeter Court Hotel.
Meet for bacon roll, tea & coffee at 8.30am, session starts 9.00am for 3 hours, finishes at 12 midday. Light lunch afterwards.
Wed 05 Mar 9:00 am – 12:00 pm
John Corbyn, Quilter