Previous events

All previous events

Introduction of Negotiation Skills for Insurance Professionals

  • Tue 25 Oct 12:00 pm – 2:00 pm
  • Exeter Golf & Country Club

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

  • Tue 18 Oct – Mon 17 Oct
  • St. James’s Place Wealth Management

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

  • Wed 28 Sep 8:00 am – 9:45 am

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

  • Tue 13 Sep 8:00 am – 9:30 am
  • Exeter Golf & Country Club

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.

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Trusts and their use in estate planning

  • Tue 21 Jun 8:00 am – 9:30 am
  • Exeter Golf & Country Club

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.

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PI Issues of 2016

  • Wed 01 Jun – Tue 31 May

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

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Investment intelligence seminar: Analysing equity market valuations

  • Tue 31 May 8:00 am – 9:45 am

Another presentation by popular speaker Neil Dobson, Invesco Perpetual. Duckworth Suite, Exeter Golf and Country Club, Topsham Road, Exeter EX2 7AE

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Managing volatility. A breakfast seminar.

  • Wed 13 Apr 8:00 am – 9:30 am

A free breakfast presentation for PFS members

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Annual General Meeting 2016

  • Tue 05 Apr 1:00 pm – 2:30 pm

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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The Reform of Consumer Law in the UK

  • Tue 05 Apr 12:30 pm – 2:00 pm

A quality presentation to precede the annual general meeting

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94th Annual Dinner

  • Fri 26 Feb 6:30 pm – 1:00 am
  • Sandy Park Conference & Banqueting Centre

Kindly sponsored by Browne Jacobson. Principal guest The Rt Worshipful The Lord Mayor of Exeter, Councillor Olwen Foggin. Guest speaker is Gerry Loughney Your opportunity to entertain your clients and colleagues at the social event of the year for the Insurance and Financial Services industry, at the world famous Sandy Park.

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Breakfast CPD meeting.. Invesco

  • Tue 02 Feb 8:00 am – 9:30 am

Another of the popular seminars presented by Neil Dobson of Invesco. At the Duckworth Suite, Exeter Golf and Country Club, Topsham Road, Exeter EX2 7AE.

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2016 – A better year for financial markets?

  • Tue 02 Feb 8:00 am – 9:30 am

The outlook for the global economy by Neil Dobson Invesco Perpetual

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  • Wed 27 Jan 1:00 pm – 2:00 pm

A presentation by Brian Harvey. Grad I FireE Fire Safety School Manager (Commercial), Devon & Somerset Fire & Rescue Service Training Academy.

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Update: Utilising EIS for Clients

  • Thu 14 Jan 8:00 am – 8:30 am

by Justin Elmes and Matt Dickens Investment Managers Ingenious Group

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