Previous events

All previous events

Insurance Distribution Directive - CPD Event

  • Thu 04 Oct 8:45 am – 10:00 am
  • Cornish Mutual, Uffculme
    • Alan Chandler, Chartered Insurer

Alan Chandler presents on The Insurance Distribution Directive. This will be the first of three different CPD Sessions happening on this day.

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PFS CPD Event - Business Relief for Estate Planning

  • Wed 19 Sep 8:00 am – 9:30 am
  • Cornish Mutual, Uffculme
    • Chris Horsford

Chris Horsford, local PFS member and also local point of contact for TIME Investments will be hosting a round table discussion on the application of Business Relief for estate planning.

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The Educated Vehicle Thief - CPD Event

  • Wed 05 Sep 12:30 pm – 2:00 pm
  • Cornish Mutual, Uffculme
    • Tony Powell, Trade Vehicle Locks UK Ltd

Auto crime is on the increase why? Modern technology, and the unregulated information available to would be criminals.

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Fire Safety in Commercial Premises - CPD Event ** EVENT CANCELLED**

  • Tue 26 Jun 12:00 pm – 2:15 pm
  • Exeter Golf & Country Club

***EVENT CANCELLED*** Mike Burroughs presents an informative seminar on Fire Safety in Commercial Premises.

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Invesco Perpetual - Market Update (PFS CPD Event)

  • Tue 19 Jun 8:15 am – 9:30 am
  • Exeter Golf & Country Club
    • Neil Dobson, Invesco

Neil Dobson returns to provide valuable insights into the recent performance and key drivers of domestic and international financial markets.

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GDPR - CPD Event

  • Mon 30 Apr 12:15 pm – 1:30 pm
  • Exeter Golf & Country Club

The General Data Protection Regulation (GDPR) will be replacing the Data Protection Act in May and will have wide ramifications for all firms within the insurance sector and society as a whole.

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PFS CPD Event - Asset Classes

  • Wed 25 Apr 8:00 am – 9:30 am
  • Exeter Golf & Country Club
    • Chris Warren, Cornelian Asset Managers Limited

Chris Warren, Intermediary Relationship Manager, Cornelian Asset Managers Limited discusses Asset Classes.

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Annual General Meeting 2018

  • Tue 20 Mar. 1:00 pm
  • Exeter Golf & Country Club

Notice of Annual General Meeting 2018.

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Drone Insurance CPD event

  • Tue 20 Mar 12:30 pm – 2:30 pm
  • Exeter Golf & Country Club
    • Simon Ritterband, Moonrock Insurance Solutions

Overview of Drone Insurance and a brief overview of The Insurance Charities, ( we will also include an update on activities at the Exeter Institute over lunch).

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96th Annual Dinner

  • Fri 16 Mar 6:30 pm – 1:00 am
  • Sandy Park Conference & Banqueting Centre
    • Grant Scott ACII

Guest speaker: Grant Scott ACII, CII Vice President of Local Institutes plus various after dinner entertainment

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Young Professional of the Year 2017

  • Fri 02 Mar – Fri 02 Mar

Nominate now for the David Grimley Memorial Award for Young Professional of the Year 2017, sponsored by DWF. The award is to recognise the professional development and achievement of young people in our area.

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Invesco Intelligence Seminar - Can Goldilocks continue?

  • Wed 21 Feb 8:00 am – 9:30 am
  • Exeter Golf & Country Club
    • Neil Dobson, Invesco

Can Goldilocks continue? Neil Dobson, Invesco

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Exeter Institute Quiz Night

  • Fri 24 Nov 6:00 pm – 9:00 pm
  • Sandy Park Conference & Banqueting Centre
    • Graham Land

The Institute Quiz Night is back again for another year! Will it be a fourth year in a row for Milne Friend & Partners? Former winners 2016 - Milne Friend & Partners 2015 - Milne Friend & Partners 2014 - Milne Friend & Partners 2013 - LV= Broker 2012 - The Councillors 2011- Milne Friend & Partners 2010 - Foster Leighton 2009 - Milne Friend & Partners 2008 - NIG 2007 - The Councillors 2006 - R K Shipman

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Secrets of Sucessful Business Networking

  • Thu 16 Nov 12:00 pm – 1:00 pm
  • Taunton Racecourse
    • Melissa Kidd, Motem

Why this? In today’s demanding times, the strength of our network has never been more important. But while networking events may be a key route to market, many young professionals find them difficult, frustrating and awkward. Who is this for? It’s ideal for reluctant networkers who want to become more confident and effective in raising their profile and meeting new contacts. It’s very suitable for those in general insurance and those in personal finance roles. What will it cover? The highly interactive and practical one hour session will be structured around what to do before, during and after a typical event to help delegates maximise the opportunities. You will learn how to:- • Prepare so that they’re networking with a purpose – using a checklist • Get started in busy room when they don’t know anybody • Get in and out of conversations easily • Have the effective 5-step networking conversation • Demonstrate their credibility through using conversational stories • Follow up professionally without being a pest • Avoid making the one mistake that will ruin their chances of being successful. Who is leading the session? Melissa Kidd runs Motem Ltd – which specialises in helping professionals to communicate so that they can sell more. Once a reluctant networker herself, Melissa has picked up many tips, devised new strategies and learnt new skills to improve her effectiveness and confidence. Melissa has a wealth of experience in the financial services sector – built up largely through working with the Chartered Insurance Institute since 2012. As well as working with accountancy and pension firms, Melissa has spoken at a number of HSBC conferences on the subject of networking.

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Invesco Perpetual Breakfast Seminar

  • Wed 25 Oct 8:00 am – 9:30 am
  • Cornish Mutual, Uffculme
    • Neil Dobson, Invesco

“We will begin this round with the usual update on global financial markets, looking at the fundamental drivers of their performance and prospects going forwards. With a backdrop of increased political instability and uncertainty around Brexit negotiations, there will be a particular focus on the UK economy. As the economic cycle matures and the need for loose monetary policy diminishes, we will also discuss how interest rate policy and QE could evolve in major economies, as well as the method and implications of unwinding QE in the US, which has been signalled by the Federal Reserve.”

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M05 Insurance Law Revision Day

  • Fri 13 Oct 9:30 am – 4:30 pm
  • Cornish Mutual, Uffculme
    • Alan Chandler

• Have an overview of the main areas of the syllabus , looking at the main examiner focus points in each chapter • Understanding how best to answer the coursework questions • Looking at the case law and statute law most likely to come up • Undertaking a mock multiple choice exam to prepare for this element of the course

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IHT & Business Relief Compliance

  • Tue 03 Oct 8:00 am – 9:30 am
  • Cornish Mutual, Uffculme
    • Justin Elmes, Puma Investments

Many advisers are now familiar with the use of Business Relief as part of IHT Planning. Over recent years the number of providers with such investments has grown considerably, offering a greater range of options for advisers but making the decision making process more complex.

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Accidental Damage to Underground Services

  • Wed 27 Sep 12:30 pm – 2:00 pm
  • Cornish Mutual, Uffculme
    • Rob Stewart, Property Consortium

Learning Objectives: - a general understanding of Accidental Damage to Underground Services claims and be able to apply this when considering policy cover. - an overview of ownership and common causes of damage. - a working knowledge of general market approach and accepted philosophies in relation to AD to US claims. - an appreciation of wider issues affecting the industry and how these can impact on the claim.

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Where do I begin? (Researching, structuring and writing coursework assignments)

  • Thu 14 Sep 9:00 am – 12:00 pm
  • Exeter Golf & Country Club
    • Jeff Heasman

By the end of the session participants will be able to: • Properly plan and research coursework assignments. • Structure assignments and use appropriate language throughout. • Include evidence in an assignment in a structured and easy to read format. • Properly reference sources and avoid plagiarism.

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Fireworks on the Water

  • Thu 10 Aug 7:30 pm – 10:00 pm

The world famous British Firework Championships is set to return to Plymouth's Waterfront on 9/10 August 2017. Hosted by Plymouth Boat Trips, Plymouth and Cornwall Insurance Institute and Finance Society are delighted to announce that Weston Maid has been booked for the Thursday evening so members can enjoy the fireworks from an unrivalled view on Plymouth Sound. There is no bar facility on board but you are welcome to bring your own refreshments (soft drinks will be provided) and snacks. There is no toilet on board but the vessel will stop at the Barbican or Cawsand at regular intervals for comfort breaks. Please visit the Plymouth Institutes website for booking information: http://www.localinstitutes.cii.co.uk/plymouth-cornwall/home/events/2017/fireworks-on-the-water/

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