Previous events
All previous events
Drone Insurance CPD event
Overview of Drone Insurance and a brief overview of The Insurance Charities, ( we will also include an update on activities at the Exeter Institute over lunch).
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96th Annual Dinner
Guest speaker: Grant Scott ACII, CII Vice President of Local Institutes plus various after dinner entertainment
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Young Professional of the Year 2017
Nominate now for the David Grimley Memorial Award for Young Professional of the Year 2017, sponsored by DWF. The award is to recognise the professional development and achievement of young people in our area.
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Invesco Intelligence Seminar - Can Goldilocks continue?
Can Goldilocks continue? Neil Dobson, Invesco
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Exeter Institute Quiz Night
The Institute Quiz Night is back again for another year! Will it be a fourth year in a row for Milne Friend & Partners? Former winners 2016 - Milne Friend & Partners 2015 - Milne Friend & Partners 2014 - Milne Friend & Partners 2013 - LV= Broker 2012 - The Councillors 2011- Milne Friend & Partners 2010 - Foster Leighton 2009 - Milne Friend & Partners 2008 - NIG 2007 - The Councillors 2006 - R K Shipman
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Secrets of Sucessful Business Networking
Why this? In today’s demanding times, the strength of our network has never been more important. But while networking events may be a key route to market, many young professionals find them difficult, frustrating and awkward. Who is this for? It’s ideal for reluctant networkers who want to become more confident and effective in raising their profile and meeting new contacts. It’s very suitable for those in general insurance and those in personal finance roles. What will it cover? The highly interactive and practical one hour session will be structured around what to do before, during and after a typical event to help delegates maximise the opportunities. You will learn how to:- • Prepare so that they’re networking with a purpose – using a checklist • Get started in busy room when they don’t know anybody • Get in and out of conversations easily • Have the effective 5-step networking conversation • Demonstrate their credibility through using conversational stories • Follow up professionally without being a pest • Avoid making the one mistake that will ruin their chances of being successful. Who is leading the session? Melissa Kidd runs Motem Ltd – which specialises in helping professionals to communicate so that they can sell more. Once a reluctant networker herself, Melissa has picked up many tips, devised new strategies and learnt new skills to improve her effectiveness and confidence. Melissa has a wealth of experience in the financial services sector – built up largely through working with the Chartered Insurance Institute since 2012. As well as working with accountancy and pension firms, Melissa has spoken at a number of HSBC conferences on the subject of networking.
View event detailsInvesco Perpetual Breakfast Seminar
“We will begin this round with the usual update on global financial markets, looking at the fundamental drivers of their performance and prospects going forwards. With a backdrop of increased political instability and uncertainty around Brexit negotiations, there will be a particular focus on the UK economy. As the economic cycle matures and the need for loose monetary policy diminishes, we will also discuss how interest rate policy and QE could evolve in major economies, as well as the method and implications of unwinding QE in the US, which has been signalled by the Federal Reserve.”
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M05 Insurance Law Revision Day
• Have an overview of the main areas of the syllabus , looking at the main examiner focus points in each chapter • Understanding how best to answer the coursework questions • Looking at the case law and statute law most likely to come up • Undertaking a mock multiple choice exam to prepare for this element of the course
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IHT & Business Relief Compliance
Many advisers are now familiar with the use of Business Relief as part of IHT Planning. Over recent years the number of providers with such investments has grown considerably, offering a greater range of options for advisers but making the decision making process more complex.
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Accidental Damage to Underground Services
Learning Objectives: - a general understanding of Accidental Damage to Underground Services claims and be able to apply this when considering policy cover. - an overview of ownership and common causes of damage. - a working knowledge of general market approach and accepted philosophies in relation to AD to US claims. - an appreciation of wider issues affecting the industry and how these can impact on the claim.
View event detailsWhere do I begin? (Researching, structuring and writing coursework assignments)
By the end of the session participants will be able to: • Properly plan and research coursework assignments. • Structure assignments and use appropriate language throughout. • Include evidence in an assignment in a structured and easy to read format. • Properly reference sources and avoid plagiarism.
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Fireworks on the Water
The world famous British Firework Championships is set to return to Plymouth's Waterfront on 9/10 August 2017. Hosted by Plymouth Boat Trips, Plymouth and Cornwall Insurance Institute and Finance Society are delighted to announce that Weston Maid has been booked for the Thursday evening so members can enjoy the fireworks from an unrivalled view on Plymouth Sound. There is no bar facility on board but you are welcome to bring your own refreshments (soft drinks will be provided) and snacks. There is no toilet on board but the vessel will stop at the Barbican or Cawsand at regular intervals for comfort breaks. Please visit the Plymouth Institutes website for booking information: http://www.localinstitutes.cii.co.uk/plymouth-cornwall/home/events/2017/fireworks-on-the-water/
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A Day of Liability Event - Session 3 (2.30pm to 5pm)
The final session of 'A Day of Liability Event' - Directors & Officers.
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A Day of Liability Event - Session 2 (11.30am to 2pm)
The second session of 'A Day of Liability Event' - How liability can arise.
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A Day of Liability Event
Exeter Institute is pleased to offer 3 separate CPD events in one day! You can choose to attend anything from 1 to all 3.
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A Day of Liability Event - Session 1 (9am to 11am)
The first session of 'A Day of Liability Event' - The change in the discount rate.
View event detailsInvesco Intelligence Seminar - Fiscal stimulus to the rescue?
Fiscal stimulus to the rescue? Neil Dobson, Invesco
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Cyber Fraud CPD event
Sian Mills (a partner in LG Williams & Prichard solicitor’s firm in Cardiff) will be presenting on Cyber Fraud from a solicitors viewpoint.
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Threats to pension clients and opportunities for advice as a result of the Budgets 2016 and 2017
The presentation covers changes in legislation announced in the Budget 2016 that come into force on the 6th April 2017. We will also cover the changes announced in the Budget 2017 which impact on savers. These will affect both savers and advisers alike and it’s important to understand their potential impact.
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Annual General Meeting 2017
If you have a little time and a lot of energy to give to your local institute, this may be for you.
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