Previous events

All previous events

Webinar - Directors and Officers Liability in a hard market

  • Wed 06 Jul 1:00 pm – 2:00 pm
    • Nick Thomas, Nick Thomas & Associates

Lunchtime webinar with Nick Thomas of Nick Thomas Associates.

View event details

PFS - Face to Face Session - Time for a different approach

  • Wed 06 Jul 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Daniel Lockyer, Hawksmoor

We are pleased to offer face to face training for PFS at Exeter Court Hotel with Daniel Lockyer.

View event details

Face to face session - Consumer Duty

  • Wed 29 Jun 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Jeff Heasman, Insurance Upskill

Live, face to face training with Jeff Heasman at Exeter Court Hotel

View event details

PFS Face to Face Session - Long Term Care

  • Wed 15 Jun 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Basil Anderson, Legal & General

We are pleased to offer face to face training for PFS at Exeter Court Hotel.

View event details

Webinar - Assertiveness Skills

  • Tue 14 Jun 1:00 pm – 2:00 pm
    • Susan Heaton-Wright, Superstar Communicator™

Say what you want, say what you mean, assertiveness skills. Lunchtime webinar with Susan Heaton-Wright

View event details

Webinar - Mergers and acquisitions – key insurance issues session

  • Tue 07 Jun 1:00 pm – 2:00 pm
    • Diane Jenkins, Nick Thomas & Associates

Lunchtime webinar with Diane Jenkins of Nick Thomas Associates.

View event details

Webinar - Stepping into Business Protection

  • Wed 01 Jun 9:30 am – 10:30 am
    • Paul Dewick, LV

A Look at the importance of Business Protection, target market and setting plans up.

View event details

Webinar - Wake up to selling IP

  • Wed 25 May 9:30 am – 10:30 am
    • Paul Dewick, LV

A Look at the importance of IP, talking to clients about IP and closing the sale.

View event details

Cert CII Fast Track Remote Learning Programme

  • Fri 29 Apr – Wed 10 Aug
    • Alan Chandler

The Insurance Institutes of the South West, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 14 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

View event details

Webinar - Contract Conditions

  • Thu 28 Apr 2:00 pm – 3:00 pm
    • Alan Chandler, Insurance Training & Consultancy

The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at how contract conditions can change the liability of an insured and why brokers must advise clients on this.

View event details

Diploma in Insurance Online Training Programme

  • Tue 26 Apr – Fri 21 Jul
    • Alan Chandler

The Insurance Institutes of the South West, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 15 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

View event details

Webinar - LV Moments of Truth

  • Wed 20 Apr 9:30 am – 10:30 am
    • Paul Dewick, LV

Run through some scenarios of where personal protection can play a part in life events, looking at budget and skiing downhill.

View event details

The Trust Registration Service - afternoon

  • Wed 13 Apr 12:30 pm – 2:00 pm
  • St. James’s Place Wealth Management
    • Simon Martin

Since 2017, trusts paying tax have needed to be registered with HMRC through their trust registration service. Recent changes have mean the majority of new and existing trusts, even those with no immediate tax liability, will need to be registered with HMRC.

View event details

The Trust Registration Service - morning

  • Wed 13 Apr 9:00 am – 10:30 am
  • St. James’s Place Wealth Management
    • Simon Martin

Since 2017, trusts paying tax have needed to be registered with HMRC through their trust registration service. Recent changes have mean the majority of new and existing trusts, even those with no immediate tax liability, will need to be registered with HMRC.

View event details

Webinar - Commercial Package Insurance

  • Mon 04 Apr 12:00 pm – 1:00 pm
    • Alan Chandler, Insurance Training & Consultancy

The presentation will be provided by Alan Chandler, one of the most popular speakers within the UK, and Alan in his usual plain English style will outline the main areas of cover, the history of package insurance and how sums insured should be correctly set.

View event details

Annual General Meeting 2022

  • Wed 30 Mar 1:00 pm – 2:00 pm
  • Exeter Golf & Country Club

For those not able to attend the meeting in person there will also be a Zoom link published. 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 senior 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.

View event details

The “Purpose of Duty” and a major new approach to professional negligence claims

  • Wed 30 Mar 10:30 am – 12:00 pm
  • Exeter Golf & Country Club
    • Jeff Heasman, Insurance Upskill

Live, face to face training with Jeff Heasman ahead of the Exeter CII AGM

View event details

Webinar - Cii Examination Techniques

  • Tue 29 Mar 9:30 am – 12:30 pm
  • Online
    • Alan Chandler ACII, Insurance Training & Consultancy

The second of two sessions given by Alan Chandler, the first hosted by Plymouth & Cornwall CII. This three hour workshop (which will include a break) will aid all those who are taking CII or PFS examinations. It is a generic overview delivered by Alan Chandler, who is one of the most popular insurance presenters in the UK, and who has been both tutor and examiner for many different CII subjects.

View event details

The Centenary Annual Dinner

  • Fri 25 Mar 6:30 pm – 1:00 am
  • Sandy Park Conference & Banqueting Centre

The Insurance Institute of Exeter are delighted to announce that our Centenary Annual Dinner 2022 will take place on Friday 25 March 2022.

View event details

Webinar - Introduction to Financial Crime

  • Tue 22 Mar 1:00 pm – 2:00 pm
    • Sally-Ann Higgins FCII, Zing 365

This webinar lunch and learn session will be delivered by Sally-Ann Higgins.

View event details