Previous events

All previous events

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 www.exetergcc.co.uk

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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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Fire!

  • 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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