Previous events

All previous events

Further Covid-19 Webinar- 5pm-6pm Monday 23rd March

  • Mon 23 Mar 5:00 pm – 5:30 pm

Due to demand, a further webinar has been arranged. These have restricted numbers as the intention is to be interactive with a Q & A session.

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Covid-19 A Webinar with Alan Chandler

  • Mon 23 Mar 11:00 am – 12:00 pm
    • Alan Chandler

Alan Chandler, who is well known to our members having delivered a number of well received presentations, will be presenting a thirty minute simple to understand presentation on what so many policyholders are asking, which is 'Does my Business Interruption policy cover Covid -19 ?'. Once registered you will be sent a link, click on this and at the allotted time Alan will start speaking and you will see his slides, you can type in questions you have after the presentation. You can view it from anywhere so it will not matter if you are working from home or office.

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Nominations for David Grimley Memorial Award 2020

  • Fri 20 Mar. 8:00 pm

Nominate now for the David Grimley Memorial Award for Young Professional of the Year 2020, sponsored by DWF. The award is to recognise the professional development and achievement of young people in our area.

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Annual General Meeting 2020

  • Wed 18 Mar 12:00 pm – 1:00 pm
  • Exeter Golf & Country Club

Notice of Annual General Meeting 2020.

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CPD Event - Blockchain & Cryptocurrencies

  • Wed 18 Mar 10:00 am – 12:00 pm
  • Exeter Golf & Country Club
    • Gary Nuttall

Blockchain, Distributed Ledger Technology, Bitcoin and cryptocurrencies in general keep appearing in the news. Whether it’s about ransomware, the dark web, money laundering or fraud, it tends to have only bad stories written about it. However the technology does offer some radical alternatives to how businesses operate and could have a transformative effect – particularly in the insurance sector. The session is intended for those who wish to gain an understanding of blockchain core concepts, use cases and relevance to insurance. It is designed to be business, rather than technical, focused and no prior knowledge of Blockchain is required.

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The 98th Annual Dinner

  • Fri 06 Mar 6:30 pm – 1:00 am
  • Somerset County Cricket Club Ltd

The Insurance Institute of Exeter are delighted to announce that our 2020 98th Annual Dinner will take place on Friday 6 March 2020. Our annual black tie/dinner dress event will be held at Somerset County Cricket Ground and promises to be another fantastic, memorable evening with good food, fine wine and fantastic entertainment. Book now to avoid disappointment as places are limited.

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PFS CPD Event - AF1 Revision Day

  • Tue 03 Mar 9:45 am – 4:00 pm
  • Exeter Golf & Country Club

By the end of this session delegates will be able to identify: An overview of the key areas in the AF1 syllabus Understanding how best to answer exam questions

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PFS CPD Event - Taxation, Trusts and Death Benefits

  • Wed 26 Feb 8:15 am – 10:15 am
  • Exeter Golf & Country Club
    • Andy Nash
    • Martin Green

Martin Green & Andy Nash will be presenting and considering Taxation, Trusts and Death Benefits.

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YPG Awards Night

  • Fri 07 Feb 6:30 pm – 12:01 am
  • Somerset County Cricket Club Ltd
    • Anthony C. Gruppo, Marsh Commercial

Please come and join us at Somerset Country Cricket Club for the YPG Awards Night. A celebration of the success of young professionals in the local area.

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CPD Event - Public, Products & Employers Liability

  • Tue 21 Jan 12:00 pm – 2:00 pm
  • Cornish Mutual, Uffculme
    • Alan Chandler
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PFS CPD Event - Pension Planning Opportunities

  • Wed 15 Jan 8:00 am – 9:45 am
  • The Exeter Court Hotel
    • Gareth Davies, Scottish Widows

The session will be covering all pension planning opportunities for clients in accumulation and those in decumulation.

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A Day of Business Interruption - Session 3

  • Thu 14 Nov 1:15 pm – 3:15 pm
  • Cornish Mutual, Uffculme
    • Alan Chandler
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A Day of Business Interruption - Session 2

  • Thu 14 Nov 11:15 am – 12:45 pm
  • Cornish Mutual, Uffculme
    • Alan Chandler
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A Day of Business Interruption - Session 1

  • Thu 14 Nov 8:30 am – 11:00 am
  • Cornish Mutual, Uffculme
    • Alan Chandler
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CPD Event - GDPR a year on

  • Thu 31 Oct 12:00 pm – 2:00 pm
  • Cornish Mutual, Uffculme
    • Alan Chandler

At the end of this event, delegates will be able to: • Understand the background to GDPR. • Understand how the ICO and other EU regulators have been interpreting the GDPR since its launch last year • Explain what the impact is on customers and firms and the risks associated with the GDPR. • Understand how to successfully contact customers whilst still keeping within GDPR requirements

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Business Development using LinkedIn - YPG CPD event

  • Tue 22 Oct 8:45 am – 12:00 pm
  • Cornish Mutual, Uffculme
    • Vic Williams, The Audacious Training Company
    • Sophie Chedzoy, Elite Staffing Solutions

This will be an interactive session with Sophie Chedzoy and Vic Williams (LinkedIn Expert) focused on business development using LinkedIn for YPG members that are new or looking to develop in their Sales / Relationship management positions. The event will cover off; getting a deeper understanding of LinkedIn with helpful hints and tips, how to utilise this platform effectively, converting leads to clients and gaining client referrals and lastly, the importance of sharing your businesses content on your page.

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PFS CPD Event - Ethical Investing

  • Wed 02 Oct 8:00 am – 9:45 am
  • The Exeter Court Hotel
    • Craig Hart, King & Shaxson Ethical Investing

Craig will be sharing with delegates how King and Shaxson can support adviser firms in the construction of ethical investment portfolios for their clients, providing an insight into the due diligence they conduct on funds in the SRI space, and demystifying the misconception surrounding the performance of ethical portfolios.

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CII & PFS CPD Event - Recruitment, Do's & Don'ts

  • Wed 18 Sep 12:00 pm – 2:15 pm
  • The Exeter Court Hotel
    • Emma Warren, Elite Staffing Solutions

Insurance and Financial Services Hirers are operating in the most competitive recruiting environment ever. Not only does the profession find it challenging to find qualified individuals, the South West region has record and national lows in unemployment which compounds our problems. This session will help those hiring in this sector to uncover some of the essential elements in attracting the candidates they want and enable them to develop an effective interview and vetting process ensuring that they are successful in recruiting quality talent and securing the people that will assist in growing their businesses.

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PFS CPD Event - Lasting Powers of Attorney PFS session

  • Wed 18 Sep 8:00 am – 10:15 am
  • The Exeter Court Hotel

Part 1. Lasting Powers of Attorney – the “Why” “What” and “How” • Exploring both “Property & Finance” and “Health & Welfare” Lasting Powers of Attorney; • The importance of ensuring that that you and your family prepare these documents emphasising the potential difficulties if they are not; • Comparing the documents to the older Enduring Power of Attorney and the circumstances when they may no longer work as intended. Part 2. Wills & Intestacy – the Pitfalls and Practicalities • Exploring the dangers of homemade Wills, contested Wills and the risks of Intestacy; • Practical Exercise – looking in detail at the taking of Will Instructions and ensuring that we ask the right questions of our clients.

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PFS AF7 Revision Day - Sept 19

  • Tue 10 Sep 9:30 am – 4:00 pm
  • Cornish Mutual, Uffculme
    • Julia Holyoake, FCII, APFS, Cert Ed, Chartered Insurer

An overview of the key areas in the AF7 syllabus and how best to answer exam questions.

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