Forthcoming events
This month
Zoom PFS CPD session - Helping to keep you and your clients financially resilient
Note, now online via Zoom - Thanks to Paul Dewick of LV
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Webinar - LiveBig - Focus
Live BIG® training encompasses a blend of strategy and mindset skills that enables you to do more, go further and realise your full potential. A six-session workshop that develops the way we Think, Feel and Act. We introduce you to 6 Powers and Tools of Live BIG®. A profound and a transformative experience for both companies and individuals. Sessions are suitable and beneficial for all professionals at all levels. Focus • Power: Exploring the value of simplicity and the psychology of Focus. • Tool: Learning the Big 3 and Rhythms tools. • Practical: Setting short and medium term, team and individual goals. Committing to the 121 and team conversations you want.
View event detailsWebinar - LiveBig - Action
Live BIG® training encompasses a blend of strategy and mindset skills that enables you to do more, go further and realise your full potential. A six-session workshop that develops the way we Think, Feel and Act. We introduce you to 6 Powers and Tools of Live BIG®. A profound and a transformative experience for both companies and individuals. Sessions are suitable and beneficial for all professionals at all levels. Action • Power: Understanding the science and psychology of coaching and empowerment. • Tool: Learning the 4 Questions tool fully and exploring its four supporting tools: ‘Great at Grow at’, ‘Big 3’, ‘Explore’ and ‘Inches’. • Practical: Making personal and team plans you are inspired to act on.
View event detailsFace to face, PFS breakfast session - Catering for sustainable clients in the age of Consumer Duty-EQ Investors
Live, face to face training session with Louisiana Salge at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsWebinar - LiveBig - Creativity
Live BIG® training encompasses a blend of strategy and mindset skills that enables you to do more, go further and realise your full potential. A six-session workshop that develops the way we Think, Feel and Act. We introduce you to 6 Powers and Tools of Live BIG®. A profound and a transformative experience for both companies and individuals. Sessions are suitable and beneficial for all professionals at all levels. Creativity • Power: Exploring how to see possibility unrestricted by fear. • Tool: Fully learn the Explore tool. • Practical: Innovating new ideas for your team, product or business.
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Webinar - CII - Environmental Insurance & Risk Management
This live-online webinar aims to Introduce the delegate to environmental liability insurance. Supported by case studies, we will look at the type of business that could benefit from this cover together with the extent of cover available, conditions and exclusions that an underwriter may apply. We will also take a quick look at the legislation relating to environmental risks together with some tips on disaster recovery planning.
View event detailsWebinar - LiveBig - Purpose
Live BIG® training encompasses a blend of strategy and mindset skills that enables you to do more, go further and realise your full potential. A six-session workshop that develops the way we Think, Feel and Act. We introduce you to 6 Powers and Tools of Live BIG®. A profound and a transformative experience for both companies and individuals. Sessions are suitable and beneficial for all professionals at all levels. Purpose • Power: Exploring how to create intrinsic motivation and the value of a true and inspiring North Star • Tool: Fully learn the North Star tool. • Practical: Build your personal and team North Stars
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Save the date - our annual dinner.....
The Insurance Institute of Exeter are delighted to announce that our 2024 Annual Dinner will take place on Friday 22nd March 2024
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Insurance Institute of Exeter Annual Dinner 2024
The Insurance Institute of Exeter are delighted to announce that our 2024 Annual Dinner will take place on Friday 22nd March 2024 at Winslade Manor, Exeter Winslade Park Avenue, Manor Drive, Clyst St Mary, Exeter, EX5 1FY
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Webinar - Professional indemnity insurance
Professional Indemnity insurance – How claims can arise This presentation provides an overview of professional indemnity insurance. It looks at the main case law underpinning the PI market, why the PI market is expanding in terms of number of policyholders needing the cover yet at the same time the capacity is decreasing. The webinar, presented by Alan Chandler, one of the most popular presenters in the UK, explores the problems posed by a claims made wording and the difficulty clients have going into retirement without adequate run off cover. The presentation also looks at ensuring the correct limits of indemnity are set.
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