Previous events

All previous events

D&O and EPL- Why you need to be talking to your clients now. A Webinar with Alan Chandler.

  • Thu 18 Jun 10:00 am – 11:00 am

This Session will briefly explain the history of D&O and how the D&O market place is changing dramatically due to the Covid-19 lockdown and its effect on the economy.

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PFS AF7 Revision Session Webinar- Part 1

  • Tue 16 Jun 9:00 am – 12:00 pm
    • Julia Holyoake

A webinar with Julia Holyoake AF7 Revision Sessions (2 Part) Date: Tuesday 16th June-09.00-12.00. Webinar link will be sent with your confirmation of booking e-mail. This is Part 1 of 2. Once Signed on, Part 2 is compulsory. Only 12 Spaces available.

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PFS CPD Webinar- Drawdown Masterclass and Pension Hot Topics

  • Tue 02 Jun 9:00 am – 10:30 am
    • Gareth Davies, Scottish Widows

A webinar with Gareth Davies Drawdown Masterclass and Pension Hot Topics Date: Tuesday 2nd June-9.00-10.30. Duration-1.5 hr CPD Webinar link will be sent with your confirmation of booking e-mail.

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YPG - CPD Event - Optimism

  • Tue 26 May 10:30 am – 11:30 am
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PFS CPD Webinar- The Business Relief advice journey

  • Wed 13 May 9:30 am – 10:30 am
    • Chris Horsford, TIME Investment

A webinar with Chris Horsford: The Business Relief advice journey Date: Wednesday 13th May 09:30 Duration-1 hr CPD-45 minutes plus 15 minutes at the end for questions. Chris has fund managers lined up to take any questions. Webinar link will be sent with your confirmation of booking e-mail.

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YPG CPD Event - Purpose

  • Tue 12 May 10:30 am – 11:30 am
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PFS CPD Webinar- Redefining Structured Products

  • Tue 05 May 9:30 am – 10:30 am
    • Chris Horsford, TIME Investment

A webinar with Chris Horsford: Structured Products Masterclass Date: Tuesday 5th May 09:30 Duration-1 hr CPD-45 minutes plus 15 minutes at the end for questions. Chris has fund managers lined up to take any questions. Webinar link will be sent with your confirmation of booking e-mail.

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Policy Coverage gaps - A webinar with Alan Chandler-

  • Mon 04 May 10:00 am – 11:00 am

A webinar with Alan Chandler- How to correctly advise policyholders on the Policy coverage gaps caused by the Covid-19 lockdown.

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PFS CPD Webinar- Infrastructure Income fund

  • Wed 29 Apr 2:00 pm – 3:00 pm
    • Chris Horsford, TIME Investment

A webinar with Chris Horsford: Where to find income in the capital markets post COVID-19 Duration-1 hr CPD- 45 minutes plus 15 minutes at the end for questions. Chris Horsford has fund managers lined up to take any questions. Webinar link will be sent with your confirmation of booking e-mail.

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PFS CPD Event - Professional Indemnity Breakfast ***POSTPONED***

  • Wed 08 Apr 8:00 am – 10:00 am
  • The Exeter Court Hotel
    • Lee Chapman, PIB Insurance Brokers

***POSTPONED DUE TO RECENT CIRCUMSTANCES*** Professional indemnity insurance (PII) is liability insurance that covers firms when a third party claims to have suffered a loss, usually due to professional negligence. It is your firms’ responsibility to take out adequate cover, as set out in the FCA rules, and to think about the effect that the PII policy's terms and conditions might have on your firms’ business.

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2nd Webinar with Jeff Heasman - Communicating with customers in difficult and uncertain times.

  • Thu 02 Apr 12:30 pm – 1:30 pm
    • Jeff Heasman, Jeff Heasman Training & Consulting.

What to say and how to say it: communicating with customers in difficult and uncertain times. This webinar will provide a strategy on how to communicate with customers in the current climate in a way that will reduce anxiety, provide clarity and keep the customer onboard.

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Webinar with Jeff Heasman - Communicating with customers in difficult and uncertain times.

  • Wed 01 Apr 4:30 pm – 5:30 pm
    • Jeff Heasman, Jeff Heasman Training & Consulting.

What to say and how to say it: communicating with customers in difficult and uncertain times. This webinar will provide a strategy on how to communicate with customers in the current climate in a way that will reduce anxiety, provide clarity and keep the customer onboard.

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PFS CPD Event - AF7 Revision Day **POSTPONED***

  • Tue 24 Mar 9:45 am – 4:00 pm
  • The Exeter Court Hotel

***POSTPONED*** By the end of this session delegates will be able to identify: An overview of the key areas in the AF7 syllabus Understanding how best to answer exam questions

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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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