Previous events

All previous events

Pre dinner networking event..... your chance to sample the wines selected for the dinner

  • Wed 08 Mar 6:00 pm – 8:00 pm
  • Mecure Rougemount Hotel, Exeter

We are pleased to announce that we will have the opportunity to sample the wines selected by Jeff Heasman for our annual dinner. Interested in joining the council? This is also an opportunity to meet council members and find out more about who we are and what we do.

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Face to Face - PFS - Know Your Limits

  • Wed 01 Mar 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Gareth Davies, Scottish Widows

Live, PFS face to face training with Gareth Davies at the Kennford Suite.

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Nominations for David Grimley Memorial Award 2023

  • Tue 21 Feb – Fri 24 Mar

Nominate now for the David Grimley Memorial Award for Young Professional of the Year 2023, sponsored by Mark Fowles of DWF Law. The award is to recognise the professional development and achievement of young people in our area.

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PFS Webinar - AF5 Financial Planning Study Half Day

  • Thu 16 Feb 9:00 am – 12:00 pm
    • Julia Holyoake

PFS Webinar - AF5 Financial Planning Study Half Day with Julia Holyoake

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Webinar - The Importance of Emotional Intelligence at work

  • Wed 15 Feb 1:00 pm – 2:00 pm
    • Nick Thomas, Nick Thomas & Associates

Lunchtime webinar with Nick Thomas of Nick Thomas Associates. This session delivered by Jacqui Turner and Nick Thomas explains an Emotional Intelligence Model as developed by Peter Salovey and John Mayer. The session will explore the importance of Emotional intelligence by outlining the many benefits to employees, prospects, customers, and organisations. During the session we will explore common workplace situations that can trigger negative emotions and share effective techniques for effectively managing a variety of emotions such as frustration, disappointment, and nervousness. Finally, we will look at the importance of empathy, as a key EI skill and explain how to be empathetic, in a sincere way, with colleagues and customers.

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Face to Face - PFS - An overview of the Inheritance Tax Market & providing solutions on how families in the UK could avoid paying Inheritance Tax

  • Wed 08 Feb 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Ollie Wilde, Foresight

Live, PFS face to face training with Ollie Wilde at the Exeter Court Hotel, please note in the Exminster Room, not our usual Kennford Suite.

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Face to Face - PFS - Trust Planning Ideas – Which Trust for Which Client

  • Wed 25 Jan 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Matthew Britton-Quilter, Quilter UK

Live, PFS face to face training with Matthew Britton-Quilter at the Kennford Suite, Exeter Court Hotel

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Webinar - Negotiations and the Relationship Paradox

  • Tue 17 Jan 1:00 pm – 2:00 pm
    • Jeff Heasman, Insurance Upskill

Lunchtime webinar with Jess Heasman

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Face to Face - PFS - What’s in your CRP? Why a risk-targeted approach could be right for your clients

  • Wed 11 Jan 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Stuart Price, Bordier

Live, PFS face to face training with Stuart Price, Bordier at the Kennford Suite.

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Webinar - Consumer Duty and the impact on claims handling

  • Tue 10 Jan 1:00 pm – 2:00 pm
    • Nick Thomas, Nick Thomas & Associates

Lunchtime webinar with Nick Thomas of Nick Thomas Associates. Consumer Duty and the impact on claims handling The FCA is determined to establish a consistent level for customer experiences and create better customer outcomes. The new rules come into force on the 31 July 2022 and will be fully implemented by the 30 April 2023. This session is delivered by Nick Thomas with specialist claims consultant James Tye.

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PFS Webinar - AF1 Personal Tax and Trust Planning Study Half Day (1)

  • Wed 14 Dec 9:30 am – 12:30 pm
    • Julia Holyoake

PFS Webinar - AF1 Personal Tax and Trust Planning Study Half Day with Julia Holyoake

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Face to Face - New Date - Inclusion, Diversity and Communication

  • Wed 07 Dec 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Jeff Heasman, Insurance Upskill

Live, face to face training with Jeff Heasman at the Kennford Suite, Exeter Court Hotel

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PFS Webinar - AF1 Personal Tax and Trust Planning Study Half Day

  • Mon 05 Dec 9:30 am – 12:30 pm
    • Julia Holyoake

PFS Webinar - AF1 Personal Tax and Trust Planning Study Half Day with Julia Holyoake

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Webinar - PFS - Value of Added Value Benefits to a Life Plan

  • Wed 30 Nov 9:30 am – 10:30 am
    • Lisa Aggett, Scottish Widows

Webinar, PFS training with Lisa Aggett of Scottish Widows.

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PFS Webinar - Making it simple but comprehensive

  • Wed 23 Nov 9:30 am – 10:30 am
    • Lisa Aggett, Scottish Widows

The Exeter CII have arranged 2 protection sessions by Scottish Widows for PFS members prior to the year end.

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Face to Face - PFS - Investing for life in retirement

  • Wed 26 Oct 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Ed Walker, Investec
    • Zoe Howard, Investec

Live, PFS face to face training with Ed Walker & Zoe Howard from Investec at the Kennford Suite, Exeter Court Hotel

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Face to Face - PFS - Pension Hot Topics

  • Wed 12 Oct 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Gareth Davies, Scottish Widows

Live, PFS face to face training with Gareth Davies of Scottish Widows at the Kennford Suite, Exeter Court Hotel

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Webinar - Everyday Movement Sequence for optimal posture, core strength and stress management

  • Mon 10 Oct 1:00 pm – 2:00 pm
    • Nick Thomas, Nick Thomas & Associates

Lunchtime webinar with Nick Thomas of Nick Thomas Associates. Everyday Movement Sequence (EHS) for optimal posture, core strength and stress management Developed by Ollie Martin over 20 years this time-efficient, simple but effective routine will transform your wellbeing. It is a fusion of disciplines including Yoga, Tai Chi, mindfulness, stretching and mobility, core stability, bodyweight strength and primal rest postures. A simple to follow sequence that takes just 10 or 20 minutes a day.

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Face to Face - Communicating with Vulnerable Customers

  • Wed 21 Sep 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Jeff Heasman, Insurance Upskill

Live, face to face training with Jeff Heasman at the Kennford Suite, Exeter Court Hotel

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Face to Face - The Purpose of Duty

  • Wed 14 Sep 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Jeff Heasman, Insurance Upskill

Live, face to face training with Jeff Heasman at the Kennford Suite, Exeter Court Hotel

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