Previous events

This month

Embracing Neurodiversity in the Workplace (Equality, Diversity & Inclusion Month)

  • Fri 08 Nov 12:30 pm – 1:30 pm
  • Online
    • Kerris Earle, Zing365

As part of the Insurance Institute of Exeter's Equality , Diversity & Inclusion Month, this webinar explores the significance of understanding and embracing neurodiversity within the workplace.

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Free Cert CII, Dip CII and ACII Training for Exeter Members

  • Thu 31 Oct.
    • Adrian Toomey - ACII, Intuition Training

In partnership with Intuition Training, we are pleased to be able to offer a flexible, unit-by-unit remote training initiative for our members who want to make progress to achieve their Cert CII, Dip CII and ACII qualifications. The cost of this training will be fully funded by the Insurance Institute of Exeter.

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Face to Face, PFS Breakfast Session : “If you can’t endure the short- & medium-term pain, you won’t achieve the long-term gain”

  • Wed 23 Oct 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Andy Brown, Phoenix Asset Management

Live, face to face training session with Andy Brown at The Exminster Room, 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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PFS Teams Session - Greenwashing and Sustainable Labels (1)

  • Wed 02 Oct 9:00 am – 10:00 am
    • Wayne Bishop, King & Shaxson Asset Management
    • Craig Hart, King & Shaxson Asset Management

Thanks to Wayne & Craig for this online session for our PFS members.

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PFS Teams Session - Are you prepared for the Great Wealth Transfer?

  • Wed 18 Sep 9:30 am – 10:30 am
    • Callum Gallacher, Octopus Investments

Thanks to Callum for this online session for our PFS members.

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GI Webinar - Contents underinsurance and how to address it

  • Fri 13 Sep 12:30 pm – 1:30 pm
    • Rachel Doerr, Doerr Dallas Valuations

Thank you to Rachel for this online training session which takes place over lunchtime.

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Online Session - FREE DIP CII TRAINING – take the next step in your insurance career!

  • Tue 02 Jul 12:00 pm – 1:00 pm
    • Adrian Toomey ACII, Intuition Training

From September 2024, the Insurance Institute of Exeter will be funding Diploma training support for local members, delivered by Adrian Toomey (Chartered Insurance Practitioner, ACII).

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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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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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