Previous events

This month

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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All previous events

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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Webinar-Supreme Court Judgments in FCA's business interruption insurance test case

  • Wed 17 Feb 1:00 pm – 2:00 pm
    • Barney Burton, DWF Law LLP

An overview of last months Supreme Court Judgments regarding business interruption following the FCA insurance test case

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Webinar - Resilience and looking after yourself in challenging times by Susan Heaton-Wright

  • Mon 15 Feb 1:00 pm – 2:00 pm
    • Susan Heaton-Wright, Super Star Communicator

Many of us are used to working with others in an office or visiting clients face to face. Having a daily routine and being able to live fulfilling lives meeting others and participating in hobbies. As our working and home lives are being changed drastically, we need to look after our physical wellbeing even more – and that of our families. This is focused on your physical, emotional and mental wellbeing. This is an interactive workshop with a workbook and a chance to ask questions and share good practice.

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Webinar - Breathing for Creativity – Learn how breathing can open your mind

  • Mon 15 Feb 1:00 pm – 1:30 pm
    • Madeline Blackburn, The Soul Spa

Webinar - with The Soul Spa, the third 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 - Teach yourself to Sleep - Guided meditation for relaxation and better sleep

  • Thu 11 Feb 5:00 pm – 5:30 pm
    • Madeline Blackburn, The Soul Spa

Webinar - with The Soul Spa, the second 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 - Your Mind is as Vast as the Ocean - Guided meditation to calm your mind and release stress

  • Mon 08 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 on the insurance implications of Brexit

  • Wed 03 Feb 1:00 pm – 2:00 pm
    • Alan Chandler

Despite dominating much of press coverage for many years, due to the occurrence of Covid-19 around the globe Brexit is now getting far less press coverage, and there is a danger the insurance industry could slip into 2021 without fully considering the impact of Brexit. The UK are due to leave the EU at the end of the year and there will be implications for insurance contracts. Whilst there is a chance of something being negotiated the FCA are preparing for all eventualities. This webinar, presented by Alan Chandler, one of the most popular presenters in the UK will run through a brief history of how the EU has changed insurance, before exploring how the insurance industry could change from January. There will be Implications for nearly all classes of business including motor insurance, travel insurance, commercial insurance and marine insurance which will be explored as well as exploring what will be the position on insurers who passport into the UK. Learning Outcomes Delegates will be able to: · Understand the history of how the EU has changed the insurance industry · Understand the potential implications of Brexit on insurance policies · Understand the potential implications of future passporting

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An overview of Professional Indemnity Insurance

  • Thu 21 Jan 3:30 pm – 4:30 pm
    • Alan Chandler, http://www.alanchandler.co.uk/

Exeter institute - An overview of professional indemnity insurance Thursday 21st Jan, 2021 15.30 – 17.00 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. It 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. Learning Objectives Understand the main purpose of professional indemnity cover Understand the case law that supports the pi market Understand why demand for pi is increasing but capacity decreasing Understand the issues surrounding a claims made wording Understand why limits of indemnity are often inadequate

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