Previous events
All previous events
Renewable technologies. Considering the risk and dealing with claims.
Renewable technologies and insurance by Frank McCreesh, FCII, Chartered Insurer; HSB Engineering Insurance Ltd. Who should attend? Anyone involved in the placing or underwriting of commercial business or in the handling or management of commercial insurance claims. Anyone with a general interest renewable energies.
View event detailsInvesco Intelligence Seminar
We will reflect on what has been a challenging year for investors, including the impact of Britain’s decision to leave the EU, wider concerns over a slowdown in the Chinese economy and, of course, the landmark US election. We will also take the opportunity to look ahead to 2017, considering factors that we believe are likely to influence the global economy and drive asset class performance.
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95th Annual Dinner
The 95th annual dinner of the Exeter, Devon and Somerset institute will take place at Sandy Park conference and banqueting centre; home of the Exeter Chiefs. We are delighted to announce that our guest speaker will be Monty Halls. The event is being sponsored by DWF. Described by market commentators as “blazing a trail”, DWF is one of the UK’s largest legal businesses and has an award-winning reputation for client service excellence and effective operational management.
View event detailsJoint Professions Networking Group
The social event attended by members of many local professions. Venue: The Mercure Rougemont Hotel, Queen Street, Exeter EX4 3SP
View event detailsDirectors' and Officers' Liability Insurance
Directors’ and officers’ liability insurance covers the cost of compensation claims made against a business’s directors and the key managers (officers) for alleged wrongful acts. As a D & O underwriting consultant, Phil will provide an overview of the product, its place in the insurance market and discuss where claims may arise from as an introduction to this topical subject
View event detailsGetting your act together
Essential skills to keep on the right side of the Insurance Act 2015
View event detailsYoung Professional of the Year Deadline
Nominate now for the David Grimley Memorial Award for Young Professional of the Year 2016, sponsored by DWF. The award is to recognise the professional development and achievement of young people in our area.
View event detailsLegal Expenses 'Ticking the box'
Speaker: Lesley Attu, ARAG plc Lesley has presented to the All Party Parliamentary Group on Legal Education. She assisted the FCA with their Thematic Review of Motor LEI and Market Study of Add-on insurance products; contributed to the Law Society’s Handbook on Litigation funding and chaired a cross industry working group which was set up to dispel myths about LEI and to promote the benefits of LEI as a means to provide access to justice.
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Quiz night
The ever popular institute quiz night is back! Steve Meredith's last time as quiz inquisitor.
View event detailsInvesco Intelligence Seminar
The latest of Neil Dobson's intelligence presentations.
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Introduction of Negotiation Skills for Insurance Professionals
Jeff Heasman presents a course designed to enhance negotiation skills for insurers and brokers - skills which are crucial to many different roles within the insurance industry.
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Joint Professions Networking Group
We are delighted to be part of the JPNG, and our next event will provide the Bank of England's latest update on the outlook for the economy. Why not join us.
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The Pensions Regulator
A presentation by the Pension Regulator. Details will be published nearer to the event. One for the diary!
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Estate administration – What’s involved and the opportunity for financial advisers
Estate administration can be a complex legal process, particularly for clients with a portfolio of assets and investments. This hour long seminar will explain the various stages of the estate administration process, the legal and tax work involved and the typical timescales. The session will also explore the commercial opportunities that estate administration poses for financial advisers from a business development and asset retention perspective.
View event detailsTrusts and their use in estate planning
This hour long seminar will explain the key role that trusts can play in the estate planning process. It will outline the risks and benefits of using them and will explore the different types available, how they work and the impact of them being used incorrectly. We will also consider their impact on the estate administration process after death.
View event detailsPI Issues of 2016
Exeter Institute is delighted to offer an important CPD opportunity. Anna Murley, Katherine Cusack, of RPC Law Firm of the Year 2015 - The British Legal Awards
View event detailsInvestment intelligence seminar: Analysing equity market valuations
Another presentation by popular speaker Neil Dobson, Invesco Perpetual. Duckworth Suite, Exeter Golf and Country Club, Topsham Road, Exeter EX2 7AE www.exetergcc.co.uk
View event detailsManaging volatility. A breakfast seminar.
A free breakfast presentation for PFS members
View event detailsAnnual General Meeting 2016
If you have a little time and a lot of energy to give to your local institute, this may be for you.
View event detailsThe Reform of Consumer Law in the UK
A quality presentation to precede the annual general meeting
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