Previous events

This month

Face to Face, PFS Breakfast Session : Active Investing in Multi Asset Portfolios – HSBC Asset Management

  • Wed 21 Feb 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Hugo Thompson, HSBC Asset Management

Live, face to face training session with Hugo Thompson 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.

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Face to Face - Directors and Officers Insurance

  • Tue 20 Feb 9:00 am – 10:00 am
  • Cornish Mutual, Uffculme
    • Alan Chandler

Directors and Officers insurance overview The live session with Alan will briefly explain the history of D&O and how the D&O marketplace is changing dramatically due to the economy. Tea & coffee on arrival from 8:45, session starts at 9am

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Webinar - CII - Environmental Insurance & Risk Management

  • Wed 14 Feb 12:30 pm – 1:30 pm
    • Zing 365, Zing 365

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.

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Webinar - LiveBig - Creativity

  • Tue 13 Feb 12:30 pm – 1:30 pm
    • Jackson Thompson, Founder & Coach at Shift Key

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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Face to face, PFS breakfast session - Title-Business Relief within Inheritance Tax planning - its importance, its future and how it can effectively be used for different clients

  • Wed 07 Feb 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • James Tullock, Close Brothers Asset Management (CBAM)

Live, face to face training session with James Tulloch of Close Brothers Asset Management (CBAM). 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.

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All previous events

Face to face, PFS breakfast session - Generation Z and Beyond, how to achieve optimal client outcomes whilst protecting the future of your business

  • Wed 31 Jan 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Gareth Perry, TIME Investments

Live, face to face training session with Gareth Perry of TIME Investments 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.

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Face to face, PFS breakfast session - Catering for sustainable clients in the age of Consumer Duty-EQ Investors

  • Wed 17 Jan 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Louisiana Salge, EQ

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.

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Face to face - The rise of errors and omissions claims against brokers

  • Fri 12 Jan 8:30 am – 10:00 am
  • Cornish Mutual, Uffculme
    • Alan Chandler, Alan Chandler Training

Live, face to face training session with Alan Chandler at Cornish Mutual Offices, Willand Tea & coffee available at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.

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Webinar - LiveBig - Action

  • Tue 09 Jan 12:30 pm – 1:30 pm
    • Jackson Thompson, Founder & Coach at Shift Key

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.

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Webinar - LiveBig - Focus

  • Tue 12 Dec 12:30 pm – 1:30 pm
    • Jackson Thompson, Founder & Coach at Shift Key

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.

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Zoom PFS CPD session - Helping to keep you and your clients financially resilient

  • Wed 29 Nov 9:00 am – 10:00 am
    • Paul Dewick, LV

Note, now online via Zoom - Thanks to Paul Dewick of LV

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Webinar - Introduction to Engineering insurance

  • Wed 15 Nov 1:00 pm – 2:00 pm
    • Diane Jenkins, Nick Thomas Associates

Introduction to Engineering Insurance Engineering insurance can be a difficult area for brokers and insurers to understand. This introduction to engineering insurance session looks at the main covers and helps brokers and insurers identify key risk areas Content & Learning: • Engineering inspection o why is a separate cover needed? o legislation o cover • Engineering Breakdown o types of equipment that can be covered o cover • Engineering business interruption and deterioration of stock o Identify the need for cover

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Face to face, PFS breakfast session - The Evolution of With Profits

  • Wed 15 Nov 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • John Steele, Wesleyan

Live, face to face training session with John Steele 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.

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Webinar - LiveBig - Energy

  • Wed 08 Nov 12:30 pm – 1:30 pm
    • Jackson Thompson, Founder & Coach at Shift Key

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. Energy • Power: Understanding how our mental, physical and emotional Energy is generated. • Tool: Fully learn the Stories tool. • Practical: Get rid of limiting beliefs, choose new mindsets, create plans for increased physical and emotional health.

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Boom Battle Bar Networking Event

  • Fri 13 Oct 6:00 pm – 9:00 pm
  • Boom Battle Bar

Join us for a night of activities including Crazier Golf, Shuffleboard & Axe Throwing!

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Webinar - LiveBig - Optimism

  • Wed 11 Oct 12:30 pm – 1:30 pm
    • Jackson Thompson, Founder & Coach at Shift Key

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. Optimism • Power: Exploring how to develop, maintain and apply an optimistic mindset. • Tool: Learning the Shift tool. • Practical – Choosing a new constructive mindset for your current personal, work and team situations.

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Face to face, breakfast session - Business Property Relief and the benefits using a BPR product for your clients

  • Wed 11 Oct 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Martin McDermott, Octopus

Live, face to face training session suitable forPFS members with Martin McDermott at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.

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Webinar - Emerging Risks ESG

  • Wed 04 Oct 12:30 pm – 1:30 pm
    • Kerris Earle, Zing 365

Environmental, Social & Governance (ESG) regulation is on the rise globally, with many new requirements for companies to report on how they are managing ESG risks, and what actions they are taking to prevent adverse impacts on the climate and other factors, such as Human Rights. This session is tailored to help employees better understand the fundamentals of ESG.

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PFS Exeter and North Devon Autumn Conference

  • Wed 04 Oct 8:45 am – 3:25 pm
  • Sandy Park Conference & Banqueting Centre
    • Elliott Date, Fidelity
    • Andy Woollon, Zurich
    • Phil Griffin, Quilter
    • Karl Steadman, JUST
    • Dean Swindell, Portfolio Metrix
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Face to face, breakfast session - The Five Key Habits of a Trusted Adviser

  • Wed 20 Sep 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Jeff Heasman, Insurance Upskill

Live, face to face training session suitable for all members 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.

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