Previous events

This month

Webinar - A Guide to Understanding Policy Wordings

  • Tue 19 Oct 12:30 pm – 1:30 pm
    • Nick Thomas, Nick Thomas & Associates
    • Diane Jenkins, Nick Thomas Associates

Recent litigation has demonstrated the importance of understanding the policy contract wording. This webinar explains how policy wordings are constructed and may be interpreted.

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Webinar - PFS - Decumulation-strategies for investing/sustainable income in retirement

  • Wed 13 Oct 9:30 am – 10:30 am
    • Craig Metcalf, Canada Life Asset Management

Unlike at accumulation, decumulation includes added risks. Since pension freedoms there has been a significant rise in the use of income drawdown with an equal rise in the need to manage decumulation risks.

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Webinar - Sales Prospecting Skills - building a quality pipeline

  • Tue 12 Oct 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

This session looks at how we build a pipeline of quality target prospects using an effective referral process, and a best practice prospect contact strategy in the modern virtual and hybrid world.

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All previous events

InsurED & Financial Planning Day 2021

  • Wed 29 Sep 8:45 am – 5:00 pm

InsurED 2021

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PFS CPD Event - The Investing for Drawdown Challenge

  • Wed 08 Sep 9:30 am – 11:00 am
  • The Exeter Court Hotel
    • Gavin Jobson-Wood , Scottish Widows
    • Lisa Aggett, Scottish Widows

Since Pension Freedoms opened up six years ago, we’ve seen a significant shift in consumer behaviour and the solutions they use to create retirement income.

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Webinar - An Introduction to Parametric Insurance

  • Wed 30 Jun 1:30 pm – 2:30 pm
    • Diane Jenkins BA (Hons)
    • Nick Thomas, Nick Thomas & Associates

This introduction to parametric insurance is an excellent opportunity for delegates to develop their understanding of this type of insurance.

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Webinar - Taxation of Bonds – Offshore and Onshore

  • Wed 30 Jun 9:30 am – 10:30 am
    • Francesca Gandolfi

Learn when a chargeable event occurs and how the gain is calculated.

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Webinar - CPD Event - Order Of Gifting

  • Wed 09 Jun 9:30 am – 10:30 am
    • Kim Jarvis, Canada Life

From an IHT point of view, the order of gifting has always been important.

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Webinar - Retirement Planning & Developing a Centralised Retirement Proposition

  • Wed 19 May 9:30 am – 10:30 am
    • Gavin Jobson-Wood and Janice Holt, Scottish Widows

Since Pension Freedoms opened up six years ago, we’ve seen a significant shift in consumer behaviour and the solutions they use to create retirement income.

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Webinar - Black belt negotiation

  • Thu 13 May 12:30 pm – 1:30 pm
    • Tom Flatau, Neuroscience for business, training that transforms

The second session with Tom. Black belt negotiation: how much are you leaving on the table? Imagine bringing in an extra £27,000 every month. These are the results of hundreds of professionals trained by the presenter.

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Webinar - PFS - LPA training

  • Wed 05 May 9:30 am – 11:00 am
    • Stephen Oliver, The Will Company

Lasting Power of Attorney, the importance for you and your clients.

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Webinar - Cognitive biases that undermine performance

  • Thu 22 Apr 12:30 pm – 1:30 pm
    • Tom Flatau, Neuroscience for business, training that transforms

Neuroscience explains why so much of our behaviour is based on emotion and why despite our best endeavours we often fall short of the results we want. We provide insight into how the brain works and inspire the motivation to change.

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Webinar - Sustainable Finance

  • Wed 14 Apr 9:30 am – 10:30 am
    • Helen Austin, Novia

On 3 February 2021, the UK Government announced that it had signed up to the International Platform on Sustainable Finance.

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Webinar - Personal Injury Claims - Where Next?

  • Wed 07 Apr 1:00 pm – 2:00 pm
    • Bernard Thornton FCII , Formally Active Claims Solutions

Over the last 30 years, few areas of the insurance market have seen such frequent and significant changes than that of personal injury claims. Various reforms have been introduced in attempts to tackle sensitive issues such as access to justice, fraud, legal fees and their effect on premium levels. Unsurprisingly these have generated strong feelings on all sides of the argument. The Civil Liability Act, now scheduled to take effect in May 2021, will introduce what are likely to be the most sweeping changes yet.

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Annual General Meeting 2021

  • Wed 31 Mar 1:00 pm – 2:00 pm

Notice of Annual General Meeting 2021

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Webinar for Exeter PFS members - Value of Added benefits - Scottish Widows Care Protection CPD

  • Wed 17 Mar 9:30 am – 10:30 am
    • Lisa Aggett

As protection providers we all have some form of benefit attached to a policy. But turn this around to help you overcome objectives and close the sale. If we use Car Insurance as a great example as consumers we all check our annual renewal via a comparison site and in the main all tick for ‘legal services’ or ‘no claims protection’ but we are happy to pay for such additional benefits. Upsell the benefits attached to your Protection Policy whereby there is no additional charge. Use examples to demonstrate how this can help your client and their immediate family. Mr Client you have a back exclusion on your policy but you can still use the services of Scottish Widows Care. Mental Health is big talking point currently with Covid-19. Scottish Widows can provide you with specialist nurses who can assist you. Nurses must have a minimum of ten years training whether NHS or private sector to work within Scottish Widows Care.

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Webinar for Exeter PFS members - Underwrite Me-Scottish Widows Protection CPD

  • Wed 03 Mar 9:30 am – 10:30 am
    • Lisa Aggett

An insight into Underwrite Me and why we made the decision to be on board. Benefits of Underwrite Me to you and your business. Potentially one application form and underwriting questions that will be delivered to multiple providers and compare decisions and prices in turn a faster decision with real time to purchase and be on cover. Will this give you more efficient pipeline process and free your time to see more clients and write more business? Can the tool help in IDD – due diligence to ensure best terms for your client. Some items to note Underwrite Me is only available for personal protection and not business protection. Likewise Family Income benefit only covers Life Cover only.

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Webinar - Generate your own Positive Vibes - Guided Meditation to promote positive feelings

  • Thu 25 Feb 5:00 pm – 5:30 pm
    • Madeline Blackburn, The Soul Spa

Webinar - with The Soul Spa, the last of six guided mental relaxation sessions in February with the aim of helping you to stay mentally calm and strong during these extraordinary times.

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Webinar - Discover the Treasures of your Unconscious Mind - Guided Meditation for Focus and Flow

  • Mon 22 Feb 1:00 pm – 1:30 pm
    • Madeline Blackburn, The Soul Spa

The Soul Spa will be running six guided mental relaxation sessions in February with the aim of helping you to stay mentally calm and strong during these extraordinary times.

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Webinar - A Gentle Journey to Inner-Peace - Guided meditation to let go of the stresses of the day

  • Thu 18 Feb 5:00 pm – 5:30 pm
    • Madeline Blackburn, The Soul Spa

Webinar - with The Soul Spa, the fourth of six guided mental relaxation sessions in February with the aim of helping you to stay mentally calm and strong during these extraordinary times.

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