Previous events

All previous events

Webinar - Setting Correct BI Indemnity Periods

  • Mon 07 Feb 12:00 pm – 1:00 pm
    • Alan Chandler, Insurance Training & Consultancy

This one-hour webinar provided by Alan Chandler, one of the most popular presenters in the UK, will examine all the different factors a client needs to take into account when setting an indemnity period.

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Webinar - Financial Resilience for Women

  • Thu 27 Jan 12:00 pm – 1:30 pm
    • Alison Cooper FCII Dip PFS, ACT One Training Services Ltd

Exeter CII is pleased to be able to offer a webinar on Money & Women’s quest for financial independence presented by Alison Cooper-ACT One Training Services Ltd

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Webinar - Commercial Property 2022 Rate Increases

  • Wed 26 Jan 1:00 pm – 2:00 pm
    • Alan Chandler, Insurance Training & Consultancy

The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients need to take into when settling Buildings sums insured.

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PFS Webinar - How to protect yourself from potential future claims

  • Wed 26 Jan 9:30 am – 10:30 am
    • Stephen Searle, Clarke Wilmott

This one-hour webinar provided by Stephen Searle, partner in Financial Services Litigation at Clarke Willmott.

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Webinar - Ecopsychology: the impact of your surroundings on well being and productivity

  • Wed 19 Jan 1:00 pm – 2:00 pm
    • Jeff Heasman, Insurance Upskill

We welcome Jeff Heasman from Insurance Upskill back to Exeter for his latest session.

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Webinar PFS CPD Event - Understanding Business Relief (BR), VCT's, Protection and Inheritance Tax Solutions

  • Wed 12 Jan 9:30 am – 11:00 am
    • Oliver Wilde, Foresight

Update - now a webinar

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Webinar - The role of guarantees within a Centralised Retirement Proposition

  • Wed 15 Dec 9:30 am – 10:30 am
    • Jan Holt, Scottish Widow’s

The introduction of pension freedoms brought an increase in flexibility and choice, leading to drawdown being the default choice for retirees taking benefits.

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Webinar - An Introduction to Engineering Insurance

  • Thu 09 Dec – Tue 16 Nov
    • Nick Thomas, Nick Thomas & Associates
    • Diane Jenkins, Nick Thomas Associates

Engineering insurance can be a difficult area for brokers and insurers to understand. This introduction to engineering insurance session looks at the main covers and helps brokers and insurers identify key risk areas.

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Through The Grapevine - What wine can teach us about being a better communicator

  • Fri 26 Nov 6:00 pm – 7:00 pm
  • Sandy Park Conference & Banqueting Centre
    • Jeff Heasman, Insurance Upskill

We welcome Jeff Heasman, Insurance Upskill to Sandy Park, Exeter

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PFS CPD Event - ESG Accord

  • Wed 17 Nov 9:30 am – 11:00 am
  • The Exeter Court Hotel
    • Lee Coates OBE, ESG Accord
    • Elly Dowding, ESG Accord

ESG Accord launched at the end of 2020 to address the compliance gap created from dramatic changes in the investment universe over the last couple of years as a result of the increasing inclusion of ESG and Sustainability metrics.

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Webinar - Closing the Deal – Objection handling and closing

  • Tue 16 Nov 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

In the same way that many salespeople experience ‘call reluctance’, many others fail to ask for the business, or to have appropriate strategies to deal with objections when they do.

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Webinar - A Guide to Understanding Policy Wordings

  • Tue 19 Oct 12:30 pm – 1:30 pm
    • Nick Thomas, Nick Thomas & Associates
    • Diane Jenkins, Nick Thomas Associates

Recent litigation has demonstrated the importance of understanding the policy contract wording. This webinar explains how policy wordings are constructed and may be interpreted.

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Webinar - PFS - Decumulation-strategies for investing/sustainable income in retirement

  • Wed 13 Oct 9:30 am – 10:30 am
    • Craig Metcalf, Canada Life Asset Management

Unlike at accumulation, decumulation includes added risks. Since pension freedoms there has been a significant rise in the use of income drawdown with an equal rise in the need to manage decumulation risks.

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Webinar - Sales Prospecting Skills - building a quality pipeline

  • Tue 12 Oct 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

This session looks at how we build a pipeline of quality target prospects using an effective referral process, and a best practice prospect contact strategy in the modern virtual and hybrid world.

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InsurED & Financial Planning Day 2021

  • Wed 29 Sep 8:45 am – 5:00 pm

InsurED 2021

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PFS CPD Event - The Investing for Drawdown Challenge

  • Wed 08 Sep 9:30 am – 11:00 am
  • The Exeter Court Hotel
    • Gavin Jobson-Wood, Scottish Widows
    • Lisa Aggett, Scottish Widows

Since Pension Freedoms opened up six years ago, we’ve seen a significant shift in consumer behaviour and the solutions they use to create retirement income.

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Webinar - An Introduction to Parametric Insurance

  • Wed 30 Jun 1:30 pm – 2:30 pm
    • Diane Jenkins BA (Hons)
    • Nick Thomas, Nick Thomas & Associates

This introduction to parametric insurance is an excellent opportunity for delegates to develop their understanding of this type of insurance.

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Webinar - Taxation of Bonds – Offshore and Onshore

  • Wed 30 Jun 9:30 am – 10:30 am
    • Francesca Gandolfi

Learn when a chargeable event occurs and how the gain is calculated.

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Webinar - CPD Event - Order Of Gifting

  • Wed 09 Jun 9:30 am – 10:30 am
    • Kim Jarvis, Canada Life

From an IHT point of view, the order of gifting has always been important.

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Webinar - Retirement Planning & Developing a Centralised Retirement Proposition

  • Wed 19 May 9:30 am – 10:30 am
    • Gavin Jobson-Wood and Janice Holt, Scottish Widows

Since Pension Freedoms opened up six years ago, we’ve seen a significant shift in consumer behaviour and the solutions they use to create retirement income.

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