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This month

WEBINAR - The beginnings of Fire Insurance: the 17th and early 18th century fire insurance companies , 11th July '24 at 10am

  • Thu 11 Jul 10:00 am – 11:00 am
    • Howard Benge, Insurance Museum

Fire insurance was introduced by a property developer, just after the Great Fire of London. Dr Nicolas Barbon set up a scheme to cover his own business to protect it from fire, but soon extended the idea to extend it to anyone who owned a building. It was an immediate success. Join Howard Benge, Director of the Insurance Museum, to find out why was it so successful, what were his innovations and what happened in the years that followed. Presented by Howard Benge. Howard Benge is the Director of the Insurance Museum. He is a museum and heritage professional who specialises in public engagement, and over the past 25 years has worked at the City of London Corporation, National Trust and Imperial War Museum. He is Chairman of the Old Talbot House Foundation.

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WEBINAR - A quick history of insurance - 27th June '24 at 10am

  • Thu 27 Jun 10:00 am – 11:00 am
    • Howard Benge, The Insurance Museum

The history of insurance is very wide and very deep. You can trace it back into prehistory, but it was developed into something we would recognise as insurance, by the merchants of medieval Italy. Join Howard Benge, Director of the Insurance Museum, for an introduction to the history of insurance and discover how the Insurance Museum intends to engage with the public, schools and young people. Presented by Howard Benge. Howard Benge is the Director of the Insurance Museum. He is a museum and heritage professional who specialises in public engagement, and over the past 25 years has worked at the City of London Corporation, National Trust and Imperial War Museum. He is Chairman of the Old Talbot House Foundation.

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Equity, Diversity and Inclusion includes everyone - Part 1

  • Wed 26 Jun 10:30 am – 11:30 am
  • Webinar
    • Holly Edwards, Belong HR

In this 1 hour session, you will learn about the language of EDI and its importance in the workplace, a review of the Equality Act and its protected characteristics, Equality vs Equity along with the differences in inclusion and diversity.

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Annual Awards 2024

  • Thu 06 Jun – Sun 21 Jul

Our annual award ceremony is coming up and we would invite you to nominate someone who you feel deserves to be recognised

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Annual General Meeting

  • Thu 18 Apr 5:00 pm – 6:30 pm

To all members of The Insurance Institute of Plymouth & Cornwall. Notice is hereby given that the Annual General Meeting of The Insurance Institute of Plymouth & Cornwall will be held on 18th April at 5pm

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WEBINAR: Professional Indemnity Session - 2:30pm 20th March

  • Wed 20 Mar 2:30 pm – 3:30 pm
    • Diane Jenkins BA(Hons), ACII, Chartered Insurance Broker, Nick Thomas and Associates

This session will provide an outline of professional indemnity insurance cover and market issues. • How professional liability arises • Professional indemnity policy o claims made considerations o specialist policies • Market issues

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Joint Professions’ Networking Group - Face to Face Event March 2024 - Booking details below

  • Tue 19 Mar 6:00 pm – 8:00 pm
  • Courtyard by Marriot Sandy Park
    • Don Armand, Sampson Armand Ltd

The Joint Professions’ Networking Group (JPNG) is a group of professional organisations, drawn from around the region, offering an opportunity to meet and forge genuine connections with fellow professionals in a social environment. The group was formed in 2009, with 14 professional member organisations, with a mix of lawyers, accountants, surveyors, property professionals, members of insurance, banking and investment sectors, and directors. This is a networking and CPD event arranged by JPNG and suitable for all PFS and CII professionals to attend. See ticket prices and event details.

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Management success: how to add real value and move beyond being busy

  • Tue 23 Jan 10:30 am – 11:30 am
  • Webinar
    • Michael Quigley, Kataholos
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Joint Professions’ Networking Group - Face to Face Event November 2023 - Booking details below

  • Tue 21 Nov 6:00 pm – 8:00 pm
  • Courtyard by Marriot Sandy Park
    • Malindi Myers, Bank of England

The Joint Professions’ Networking Group (JPNG) is a group of professional organisations, drawn from around the region, offering an opportunity to meet and forge genuine connections with fellow professionals in a social environment. The group was formed in 2009, with 14 professional member organisations, with a mix of lawyers, accountants, surveyors, directors and property professionals, as well as members of the banking, insurance and investment sectors. This is a networking and CPD event arranged by JPNG and suitable for all PFS and CII professionals to attend. See ticket prices and event details.

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CPD & Wine Tasting Event 9th November 2023

  • Thu 09 Nov 5:00 pm – 7:00 pm
  • Cornish Mutual

Speaker: Jeff Heasman The Insurance Institute of Plymouth & Cornwall will be hosting a free CPD event with the opportunity for you to sample some Spanish and Portuguese wines. The seminar will be presented by the popular Jeff Heasman, who, as well as running an insurance training business, is the owner of a wine business in Spain and a professional member of the Society of Wine Educators. About the session: There are lots of parallels between the world of wine and the past year in insurance and financial services. There are also some lessons that we can take from the world of wine in terms of how we can harness potential for the year to come, based on predicted trends. In this fun and engaging session, Jeff will combine his knowledge and experience operating a wine business in Spain, together with his knowledge and experience of providing training to insurance and financial services firms across the world, to provide a review of the last year and discuss likely trends for the year ahead. 5 wines will be used for tasting to illustrate and bring to life the review of 2023 and predicted trends for 2024. We will then follow the event with a quiz! If you would like to attend, please RSVP to adrown@cornishmutual.co.uk Spaces are limited to 30 so it will be based on a first come, first served basis.

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Annual Black Tie Dinner

  • Fri 03 Nov – Fri 03 Nov
  • Duke of Cornwall Hotel

Annual Black Tie Dinner.

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Financial Stress & Mental Health

  • Thu 07 Sep 10:30 am – 11:30 am
  • Webinar
    • Jay Unwin, Mental Health in Business

Financial strain is recognised as being one of the key stress factors for adults, and it can be a major risk factor for poor mental health. It is not uncommon for people to neglect their mental health, specifically when they are experiencing financial stress. This can lead to significant problems in the long term and even worsen the existing financial stress. In this session, we will explore the relationship between financial stress and health - and attendees will leave with practical tools to help them combat financial stress, and stay well.

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Plymouth Fireworks Championship Boat Cruise 2023

  • Wed 16 Aug 7:30 pm – 10:30 pm

Join us on the Plymouth Venturer for a great night of unrivalled views of the first displays! This event is open to friends and family of PFS Members and the Insurance Institute too. The boat is fully equipped with a licensed bar and toilet facilities, heated saloon area and comfortable seating. There is also plenty of room to stroll around the open front, rear and large upper deck. Prices; Adult: £16 Child 5 - 15: £10 Child under 5: Free Please note that this event is non refundable. If you are unable to attend on the day, tickets are transferrable upon prior agreement with us. Children must be accompanied by an adult. Snacks and refreshments will be available to be purchased from the onboard bar.

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A Masterclass in Stress Management

  • Wed 09 Aug 10:30 am – 11:30 am
  • Webinar
    • Steve Heath, Mental Health in Business

Stress is a major contributor to mental and physical ill health. Not only is it important that individuals know how to identify and manage the negative effects of stress - there is also great value in all of us investing in proactively developing stress management tools as a great protective measure for long-term good mental health. This 1-hour mental health session introduces some new stress management tools and serves as a great reminder of the relationship between stress and ill-health.

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2023 CII & PFS AWARDS – Nominations

  • Thu 03 Aug – Wed 02 Aug

2023 CII & PFS AWARDS – Nominations

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R02 Full Day Exam Revision Workshop

  • Thu 13 Jul 9:30 am – 4:30 pm
  • Webinar
    • Jane Alford, Redmill Advance

This one day session aims to bring together all your learning from R02 into a live event focussing on key areas and where maximum marks can be gained in the exam. The session assumes the learner has studied R02 and is not new to these units and the aim is for the delegate to have increased confidence when taking the exam and a vastly increased chance of passing the exam.

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R01 Full Day Exam Revision Workshop

  • Wed 05 Jul 9:30 am – 4:30 pm
  • Webinar
    • Jeremy Hackett, Redmill Advance

This one day session aims to bring together all your learning from R01 into a live event focussing on key areas and where maximum marks can be gained in the exam. The session assumes the learner has studied R01 and is not new to these units and the aim is for the delegate to have increased confidence when taking the exam and a vastly increased chance of passing the exam.

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Consumer Duty and Protection Webinar (PFS - Exeter)

  • Wed 05 Jul 9:30 am – 10:30 am
    • Lisa Aggett, Scottish Widows

CPD event for PFS members arranged by Exeter Insurance Institute, all at Plymouth & Cornwall Insurance Institute welcome One-hour webinar provided by Lisa Aggett of Scottish Widows Learning objectives: • How customers are buying protection • How will consumer duty impact distribution • Why it matters • Benefits from creating a protection culture https://www.localinstitutes.cii.co.uk/exeter/home/events/2023/webinar-pfs-consumer-duty-and-protection/ If any issues or questions, please contact Exeter Insurance Institute. This is a CPD event arranged by Exeter Insurance Institute (not your local institute) and suitable for all PFS members

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Remaining Resilient

  • Thu 08 Jun 10:30 am – 11:30 am
  • Webinar
    • Steve Heath, Mental Health in Business

Experts in positive psychology have long recognised that resilience is fundamental to good mental health and wellbeing and research consistently confirms that resilience is a capacity that is open to all to learn. Resilience is like a muscle – we need to use it to keep it strong, to prevent its power from diminishing. There is significant value in everyone investing time and energy into consciously developing resilience – as a strong protective factor for future mental and emotional health and wellbeing. In this session, we will explore how we can all make a commitment to safeguarding and nurturing our resilience skills in order to protect our future mental and emotional mental health and wellbeing.

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Face to Face (Exeter) - PFS - Drawdown Best Practise Workshop

  • Wed 07 Jun 8:30 am – 10:30 am
  • The Exeter Court Hotel
    • Colin Simmons, Prudential

CPD event for PFS members at Exeter Court Hotel arranged by Exeter Insurance Institute, all at Plymouth & Cornwall Insurance Institute welcome Session Overview: Live, PFS face to face training workshop with Colin Simmonds at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10:30am. PLEASE COPY AND PASTE LINK IN ORDER TO BOOK: https://www.localinstitutes.cii.co.uk/exeter/home/events/2023/face-to-face-pfs-drawdown-best-practise-workshop/ If any issues or questions, please contact Exeter Insurance Institute. This is a CPD event arranged by Exeter Insurance Institute (not your local institute) and suitable for all PFS members

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