Previous events
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PFS Webinar - AF5 Financial Planning Study Half Day
PFS Webinar - AF5 Financial Planning Study Half Day with Julia Holyoake
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Webinar - The Importance of Emotional Intelligence at work
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.
View event detailsFace to Face - PFS - An overview of the Inheritance Tax Market & providing solutions on how families in the UK could avoid paying Inheritance Tax
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.
View event detailsFace to Face - PFS - Trust Planning Ideas – Which Trust for Which Client
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
Lunchtime webinar with Jess Heasman
View event detailsFace to Face - PFS - What’s in your CRP? Why a risk-targeted approach could be right for your clients
Live, PFS face to face training with Stuart Price, Bordier at the Kennford Suite.
View event detailsWebinar - Consumer Duty and the impact on claims handling
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.
View event detailsPFS Webinar - AF1 Personal Tax and Trust Planning Study Half Day (1)
PFS Webinar - AF1 Personal Tax and Trust Planning Study Half Day with Julia Holyoake
View event detailsFace to Face - New Date - Inclusion, Diversity and Communication
Live, face to face training with Jeff Heasman at the Kennford Suite, Exeter Court Hotel
View event detailsPFS Webinar - AF1 Personal Tax and Trust Planning Study Half Day
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
Webinar, PFS training with Lisa Aggett of Scottish Widows.
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PFS Webinar - Making it simple but comprehensive
The Exeter CII have arranged 2 protection sessions by Scottish Widows for PFS members prior to the year end.
View event detailsFace to Face - PFS - Investing for life in retirement
Live, PFS face to face training with Ed Walker & Zoe Howard from Investec at the Kennford Suite, Exeter Court Hotel
View event detailsFace to Face - PFS - Pension Hot Topics
Live, PFS face to face training with Gareth Davies of Scottish Widows at the Kennford Suite, Exeter Court Hotel
View event detailsWebinar - Everyday Movement Sequence for optimal posture, core strength and stress management
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.
View event detailsFace to Face - Communicating with Vulnerable Customers
Live, face to face training with Jeff Heasman at the Kennford Suite, Exeter Court Hotel
View event detailsFace to Face - The Purpose of Duty
Live, face to face training with Jeff Heasman at the Kennford Suite, Exeter Court Hotel
View event detailsWebinar - Finding the right movement for you
Lunchtime webinar with Nick Thomas of Nick Thomas Associates.
View event detailsFace to Face - SURE: A new technique to ensure clients have understood your advice
Live, Cii and PFS face to face training with Jeff Heasman at the Kennford Suite, Exeter Court Hotel
View event detailsWebinar - Directors and Officers Liability in a hard market
Lunchtime webinar with Nick Thomas of Nick Thomas Associates.
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