Previous events

All previous events

A Day of Liability Event - Session 3 (2.30pm to 5pm)

  • Tue 04 Jul 2:30 pm – 5:00 pm
  • Cornish Mutual, Uffculme
    • Alan Chandler

The final session of 'A Day of Liability Event' - Directors & Officers.

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A Day of Liability Event - Session 2 (11.30am to 2pm)

  • Tue 04 Jul 11:30 am – 2:00 pm
  • Cornish Mutual, Uffculme
    • Alan Chandler

The second session of 'A Day of Liability Event' - How liability can arise.

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A Day of Liability Event

  • Tue 04 Jul 9:00 am – 5:00 pm
  • Cornish Mutual, Uffculme
    • Alan Chandler

Exeter Institute is pleased to offer 3 separate CPD events in one day! You can choose to attend anything from 1 to all 3.

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A Day of Liability Event - Session 1 (9am to 11am)

  • Tue 04 Jul 9:00 am – 11:00 am
  • Cornish Mutual, Uffculme
    • Alan Chandler

The first session of 'A Day of Liability Event' - The change in the discount rate.

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Invesco Intelligence Seminar - Fiscal stimulus to the rescue?

  • Fri 09 Jun 8:00 am – 9:30 am
  • Exeter Golf & Country Club
    • Neil Dobson, Invesco

Fiscal stimulus to the rescue? Neil Dobson, Invesco

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Cyber Fraud CPD event

  • Wed 26 Apr 8:00 am – 9:30 am
  • Cornish Mutual, Uffculme
    • Sian Mills, LG Williams & Prichard Solicitors

Sian Mills (a partner in LG Williams & Prichard solicitor’s firm in Cardiff) will be presenting on Cyber Fraud from a solicitors viewpoint.

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Threats to pension clients and opportunities for advice as a result of the Budgets 2016 and 2017

  • Wed 12 Apr – Tue 11 Apr

The presentation covers changes in legislation announced in the Budget 2016 that come into force on the 6th April 2017. We will also cover the changes announced in the Budget 2017 which impact on savers. These will affect both savers and advisers alike and it’s important to understand their potential impact.

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Annual General Meeting 2017

  • Tue 04 Apr 2:15 pm – 3:00 pm
  • Exeter Golf & Country Club

If you have a little time and a lot of energy to give to your local institute, this may be for you.

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Renewable technologies. Considering the risk and dealing with claims.

  • Tue 04 Apr – Mon 03 Apr
  • Exeter Golf & Country Club

Renewable technologies and insurance by Frank McCreesh, FCII, Chartered Insurer; HSB Engineering Insurance Ltd. Who should attend? Anyone involved in the placing or underwriting of commercial business or in the handling or management of commercial insurance claims. Anyone with a general interest renewable energies.

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Invesco Intelligence Seminar

  • Fri 24 Mar 8:00 am – 9:15 am
  • Exeter Golf & Country Club

We will reflect on what has been a challenging year for investors, including the impact of Britain’s decision to leave the EU, wider concerns over a slowdown in the Chinese economy and, of course, the landmark US election. We will also take the opportunity to look ahead to 2017, considering factors that we believe are likely to influence the global economy and drive asset class performance.

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95th Annual Dinner

  • Fri 10 Mar 6:30 pm – 1:00 am

The 95th annual dinner of the Exeter, Devon and Somerset institute will take place at Sandy Park conference and banqueting centre; home of the Exeter Chiefs. We are delighted to announce that our guest speaker will be Monty Halls. The event is being sponsored by DWF. Described by market commentators as “blazing a trail”, DWF is one of the UK’s largest legal businesses and has an award-winning reputation for client service excellence and effective operational management.

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Joint Professions Networking Group

  • Tue 07 Mar 6:00 pm – 8:00 pm

The social event attended by members of many local professions. Venue: The Mercure Rougemont Hotel, Queen Street, Exeter EX4 3SP

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Directors' and Officers' Liability Insurance

  • Wed 15 Feb 12:30 pm – 2:00 pm
  • Exeter Golf & Country Club

Directors’ and officers’ liability insurance covers the cost of compensation claims made against a business’s directors and the key managers (officers) for alleged wrongful acts. As a D & O underwriting consultant, Phil will provide an overview of the product, its place in the insurance market and discuss where claims may arise from as an introduction to this topical subject

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Getting your act together

  • Wed 01 Feb 12:15 pm – 2:15 pm
  • Exeter Golf & Country Club

Essential skills to keep on the right side of the Insurance Act 2015

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Young Professional of the Year Deadline

  • Wed 25 Jan. 5:00 pm

Nominate now for the David Grimley Memorial Award for Young Professional of the Year 2016, sponsored by DWF. The award is to recognise the professional development and achievement of young people in our area.

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Legal Expenses 'Ticking the box'

  • Wed 11 Jan 12:30 pm – 2:00 pm
  • Exeter Golf & Country Club

Speaker: Lesley Attu, ARAG plc Lesley has presented to the All Party Parliamentary Group on Legal Education. She assisted the FCA with their Thematic Review of Motor LEI and Market Study of Add-on insurance products; contributed to the Law Society’s Handbook on Litigation funding and chaired a cross industry working group which was set up to dispel myths about LEI and to promote the benefits of LEI as a means to provide access to justice.

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Quiz night

  • Thu 10 Nov 6:00 pm – 10:00 pm

The ever popular institute quiz night is back! Steve Meredith's last time as quiz inquisitor.

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Invesco Intelligence Seminar

  • Thu 27 Oct 8:00 am – 9:30 am

The latest of Neil Dobson's intelligence presentations.

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Introduction of Negotiation Skills for Insurance Professionals

  • Tue 25 Oct 12:00 pm – 2:00 pm
  • Exeter Golf & Country Club

Jeff Heasman presents a course designed to enhance negotiation skills for insurers and brokers - skills which are crucial to many different roles within the insurance industry.

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Joint Professions Networking Group

  • Tue 18 Oct – Mon 17 Oct
  • St. James’s Place Wealth Management

We are delighted to be part of the JPNG, and our next event will provide the Bank of England's latest update on the outlook for the economy. Why not join us.

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