The “Purpose of Duty” and a major new approach to professional negligence claims

Exeter Golf & Country Club
Wednesday, 30 March 2022
10:30 am – 12:00 pm (UK time)
    • Jeff Heasman, Founder, Insurance Upskill

The Exeter Council are delighted to welcome Jeff in this face to face session.

Venue: Exeter Golf & Country Club, Topsham Road, Exeter, Devon EX2 7AE.

Timing: Tea/coffee and registration- 10.30-am

Face to face CPD session ends: 12.00pm

Lunch will be provided for those who are staying for the AGM which begins at 1pm

Learning objectives:

At the end of the session attendees will:

  • Identify the key elements of the two recent decisions in the Supreme Court
  • Recognise the legal principles as they now stand in professional negligence claims
  • Implement a strategy to mitigate the risk of claims being made against you as a professional advisor and deal with any claims that may arise.

Presenter: Jeff Heasman, Founder, Insurance Upskill

Jeff Heasman worked as a litigation executive and senior liability adjuster before branching out into language and psychology.

Jeff holds both a bachelors and a masters of law degree, is a qualified language instructor and also a certified practitioner member of the Academy of Modern Applied Psychology as well as a member of the Association of Business Psychology.

He delivers courses across the globe, either face-to-face or online.

Jeff maintains a close connection to the industry by regularly providing consultancy in areas such as law and communication and he provides consultations with individuals and teams regarding cognitive skills, such as decision-making and problem-solving.

In 2020, Jeff graduated top of the class from the Yale School of Management Executive Education programme in negotiation strategies with a score of 100% across all modules and he is recognised as an expert in the field of negotiations within the insurance industry.

Other areas of specialist expertise include insurance fraud, claims handling and the synergy between product design, brand promises, marketing messages and customer expectations.

  • Topsham Road
  • Exeter
  • EX2 7AE
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at