Previous events
This month
Face to Face, PFS Breakfast Session : "The biggest change in Pension rules since simplification” ripping up and replacing nearly 20 years of Pension Legislation.
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
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
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
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
Live, face to face joint professionals networking group meeting, with guest speaker Don Armand - Director, Sampson Armand Ltd
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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Annual General Meeting 2024
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
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
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
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
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
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
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 - 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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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
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.
View event detailsFace to face, PFS breakfast session - Generation Z and Beyond, how to achieve optimal client outcomes whilst protecting the future of your business
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.
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.
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Face to face - The rise of errors and omissions claims against brokers
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.
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 detailsWebinar - 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.
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