Previous events

All previous events

Webinar - LiveBig - Action

  • Tue 09 Jan 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. 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.

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Webinar - LiveBig - Focus

  • Tue 12 Dec 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. 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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Zoom PFS CPD session - Helping to keep you and your clients financially resilient

  • Wed 29 Nov 9:00 am – 10:00 am
    • Paul Dewick, LV

Note, now online via Zoom - Thanks to Paul Dewick of LV

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Webinar - Introduction to Engineering insurance

  • Wed 15 Nov 1:00 pm – 2:00 pm
    • Diane Jenkins, Nick Thomas Associates

Introduction to Engineering Insurance Engineering insurance can be a difficult area for brokers and insurers to understand. This introduction to engineering insurance session looks at the main covers and helps brokers and insurers identify key risk areas Content & Learning: • Engineering inspection o why is a separate cover needed? o legislation o cover • Engineering Breakdown o types of equipment that can be covered o cover • Engineering business interruption and deterioration of stock o Identify the need for cover

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Face to face, PFS breakfast session - The Evolution of With Profits

  • Wed 15 Nov 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • John Steele, Wesleyan

Live, face to face training session with John Steele 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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Webinar - LiveBig - Energy

  • Wed 08 Nov 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. Energy • Power: Understanding how our mental, physical and emotional Energy is generated. • Tool: Fully learn the Stories tool. • Practical: Get rid of limiting beliefs, choose new mindsets, create plans for increased physical and emotional health.

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Boom Battle Bar Networking Event

  • Fri 13 Oct 6:00 pm – 9:00 pm
  • Boom Battle Bar

Join us for a night of activities including Crazier Golf, Shuffleboard & Axe Throwing!

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Webinar - LiveBig - Optimism

  • Wed 11 Oct 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. Optimism • Power: Exploring how to develop, maintain and apply an optimistic mindset. • Tool: Learning the Shift tool. • Practical – Choosing a new constructive mindset for your current personal, work and team situations.

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Face to face, breakfast session - Business Property Relief and the benefits using a BPR product for your clients

  • Wed 11 Oct 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Martin McDermott, Octopus

Live, face to face training session suitable forPFS members with Martin McDermott at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.

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Webinar - Emerging Risks ESG

  • Wed 04 Oct 12:30 pm – 1:30 pm
    • Kerris Earle, Zing 365

Environmental, Social & Governance (ESG) regulation is on the rise globally, with many new requirements for companies to report on how they are managing ESG risks, and what actions they are taking to prevent adverse impacts on the climate and other factors, such as Human Rights. This session is tailored to help employees better understand the fundamentals of ESG.

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PFS Exeter and North Devon Autumn Conference

  • Wed 04 Oct 8:45 am – 3:25 pm
  • Sandy Park Conference & Banqueting Centre
    • Elliott Date, Fidelity
    • Andy Woollon, Zurich
    • Phil Griffin, Quilter
    • Karl Steadman, JUST
    • Dean Swindell, Portfolio Metrix
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Face to face, breakfast session - The Five Key Habits of a Trusted Adviser

  • Wed 20 Sep 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Jeff Heasman, Insurance Upskill

Live, face to face training session suitable for all members with Jeff Heasman at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.

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Webinar - Contract Conditions

  • Fri 15 Sep 1:00 pm – 2:00 pm
    • Alan Chandler

How contract conditions can change the liability of an insured and why brokers must advise clients on this. Many policyholders sign contracts without realising they are potentially exposing themselves to liabilities that are not covered by their insurances. Often these contracts are signed in order to either win business or obtain key supplies, either way they are extending their liability beyond the potential protection provided by the liability insurer. Alan Chandler, one of the most popular presenters in the UK, will explore what Public and Products liability policies normally cover and what the position is at law when the policyholder extends their liability beyond this by signing certain contracts. The webinar will include exploring the consequences of the Insurance Act 2015 for failing to make a fair presentation of risk with regards to contract conditions, and how failure to guide policyholders around this matter could lead to a claim being turned down and all cover cancelled.

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PFS Breakfast Session - Retirement Flexibility-The Freedom to Choose

  • Wed 13 Sep 8:30 am – 10:30 am
  • The Exeter Court Hotel
    • John Chew

Live, face to face training session with John Chew, at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.

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Webinar - EL,PL and Products Liability

  • Thu 07 Sep 12:00 pm – 1:00 pm
    • Alan Chandler

This webinar looks at providing an overview of the essential insurance covers of employers liability, public liability and products liability, what these policies cover and how a client could become legally liable. The presentation will be provided by Alan Chandler, one of the most popular presenters in the UK, and Alan will in his usual plain English style look to enable delegates to gain a full understanding of liability insurance and why current limits of indemnity may no longer be enough.

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Face to face, breakfast session - Behavioural Biases in the Customer Journey: how to identify and handle them to avoid customer harm

  • Wed 06 Sep 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Jeff Heasman, Insurance Upskill

Live, face to face training session with Jeff Heasman at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.

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Webinar - Bi in plain English *Rebooked*

  • Wed 12 Jul 12:00 pm – 1:00 pm
    • Alan Chandler

Presented by Alan Chandler, one of the UK's most popular insurance presenters. Alan will take this opportunity to run through how business interruption insurance should be correctly set up. Alan will lift the myths away from Bi and show how, in his easy to understand style, you can get this cover on a correct footing going forward.

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Webinar - Bi in plain English *Rebook*

  • Wed 12 Jul 12:00 pm – 1:00 pm
    • Alan Chandler

Presented by Alan Chandler, one of the UK's most popular insurance presenters. Alan will take this opportunity to run through how business interruption insurance should be correctly set up. Alan will lift the myths away from Bi and show how, in his easy to understand style, you can get this cover on a correct footing going forward.

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Face to face, PFS breakfast session - One Size May Not Fit All

  • Wed 12 Jul 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Wayne Bishop, King & Shaxson Asset Management
    • Craig Hart, King & Shaxson Asset Management

Live, face to face training session with Wayne Bishop & Craig Hart of King & Shaxson Asset Management, at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.

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Webinar - CII - The Cost of Living Crisis And it’s Effects on Insurance

  • Thu 06 Jul 12:30 pm – 1:30 pm
    • Matt Owen-James, Zing 365

The cost of living has affected us all in one way or another, along with forecasted market trends to consider. Whether that is the price of food or the price of energy But what’s the cause? And most importantly, how are businesses affected? This course will explore the key areas that brokers and insurers need to take into account when understanding the insured’s needs. It will also explore the importance of ensuring that the right levels of cover are in place.

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