Previous events

This month

Face to face, breakfast session - PFS session - LPA's All You Need To Know

  • Wed 22 May 9:00 am – 10:30 am
  • Barton Law Offices
    • Peter Barton, Barton Law Offices

Live, face to face training session suitable for PFS members at Barton Law Offices. Meet for tea/coffee and bacon rolls at 8.30am, session starts 9.00am for 90 minutes, finishes at 10:30am.

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Face to Face, PFS Breakfast Session : How Exchange Traded Funds ETF's Work

  • Wed 08 May 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Alan Kinnaird Chartered FCSI, Walker Crips

Live, face to face training session with Alan Kinnaird 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 : "The biggest change in Pension rules since simplification” ripping up and replacing nearly 20 years of Pension Legislation.

  • Wed 17 Apr 8:30 am – 10:30 am
  • The Exeter Court Hotel
    • Phil Griffin, Quilter

Live, face to face training session with Phil Griffin of Quilter at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1.5 hours, finishes at 10:30am.

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Exeter Institute - Lloyds of London Tour

  • Wed 27 Mar 12:30 pm – 1:30 pm
    • Tim Gould
    • Peter Fletcher

Lloyds of London: An Overview Lloyd's of London, often simply known as Lloyd's, is a British insurance and reinsurance market located in London's financial district. Unlike most of its industry counterparts, Lloyd's is not a single insurance company; rather, it is a corporate body governed by the Lloyd's Act of 1871 and subsequent Acts of Parliament. It operates as a partially mutualised marketplace within which multiple financial backers, grouped into syndicates, come together to pool and spread risk. These underwriters, or "members", are a mix of both corporate entities and private individuals. The origins of Lloyd's can be traced back to the coffee houses of London in the late 17th century, particularly Edward Lloyd's coffee house, which became a popular spot for sailors, merchants, and ship owners to discuss insurance deals. Over time, Lloyd's evolved from a coffee house to the world's leading insurance market, pioneering many modern insurance practices and covering a wide range of complex risks, from natural catastrophes to cyber attacks.

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Webinar - Professional indemnity insurance

  • Wed 27 Mar 12:00 pm – 1:00 pm
    • Alan Chandler

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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Insurance Institute of Exeter Annual Dinner 2024

  • Fri 22 Mar – Sat 23 Mar
  • Winslade Manor

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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Face to face, Joint Professions' Networking Group

  • Tue 19 Mar 6:00 pm – 8:00 pm
  • Courtyard Marriott
    • Don Armand, Sampson Armand Ltd

Live, face to face joint professionals networking group meeting, with guest speaker Don Armand - Director, Sampson Armand Ltd

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Webinar - LiveBig - Purpose

  • Wed 13 Mar 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. 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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Annual General Meeting 2024

  • Wed 13 Mar 11:45 am – 12:45 pm
  • The Exeter Court Hotel

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.

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Face to face, breakfast session - PFS session-Investing for Life in Retirement - Investec

  • Wed 13 Mar 9:30 am – 11:00 am
  • The Exeter Court Hotel
    • Ed Walker, Investec
    • Zoë Howard, Investec
    • Adam Brewer, Investec

Live, face to face training session suitable for PFS members with Martin McDermott at the Kennford Suite, Exeter Court Hotel. Meet for tea/coffee at 9.30am, session starts 10.00am for 1 hour, finishes at 11am.

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Bowling Night with the Exeter Chartered Institute of Insurance

  • Fri 08 Mar 6:30 pm – 9:00 pm
  • Hollywood Bowl Taunton

The Chartered Institute of Insurance invites you to a night of networking, camaraderie, and friendly competition! Unwind and connect with fellow members in a relaxed setting while enjoying the thrill of bowling.

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Face to face, PFS breakfast session - An update on the Equity Release market and opportunities for Equity Release Advisers

  • Wed 06 Mar 8:30 am – 10:00 am
  • Barton Law Offices
    • Peter Barton, Barton Law

Live, face to face training session with Peter Barton - Managing Director of Barton Law at Barton Law Offices, Leeward House, Fitzroy Rd, Exeter EX1 3LJ Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.

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Nominations for David Grimley Memorial Award 2024

  • Fri 01 Mar – Fri 22 Mar

Nominate now for the David Grimley Memorial Award for Young Professional of the Year 2024, sponsored by Mark Fowles of DWF Law. The award is to recognise the professional development and achievement of young people in our area.

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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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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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