Previous events

All previous events

Annual General Meeting

  • Wed 03 Apr 6:00 pm – 7:30 pm
  • T H March & Co. Limited
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RO1 Revision Day

  • Mon 11 Feb 9:30 am – 4:30 pm
  • Cornish Mutual

Giles Hewitt is a highly experienced F.S professional who combined his knowledge gained in previous careers as both a Banker and then Financial Adviser and coupled this with a professional teaching qualification to establish my own highly successful training company for the last 15 years. As the course is in just 1 day, you will understand we cannot cover all the RO1 syllabus and as such we will focus on the key areas where the most marks are coming from - and that is chapters 4-8 which centres on the topic Regulation.

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Plymouth Gin Distillery Tour

  • Sat 01 Dec 3:30 pm – 4:30 pm

Join your colleagues for a 40 minute tour involving a fascinating overview of the history of the Distillery as well as an introduction to the Plymouth Gin distillation process and the botanicals which are used.

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IDD Presentation Cornwall

  • Fri 09 Nov 9:00 am – 10:00 am
  • Cornish Mutual

The Insurance Distribution Directive will have a great impact on all those working in insurance. This will be suitable for anyone on the general insurance side involved in insurance distribution. Brokers, underwriters, claims staff and loss adjusters, all need to understand these key changes. This also includes any IFA's involved in 'protection products'.

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CII & PFS Annual Dinner

  • Fri 02 Nov 6:45 pm – 11:59 pm
  • Duke of Cornwall Hotel

As ever, your support for this highly popular event is greatly appreciated. This year we will again entertain our guests with Live Music and we will be holding a Charity Prize Draw and an Achievement Award Presentation.

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CPD - A chore or an essential part of what you do

  • Wed 31 Oct 10:30 am – 11:30 am
  • The Future Inn Hotel

Why do CPD and what is it?!

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Senior Managers & Certification Regime (The SM&CR)

  • Wed 31 Oct 8:30 am – 10:00 am
  • The Future Inn Hotel

The presentation will be on the Senior Managers & Certification Regime (the SMCR) and will focus solely on how the new regime will apply to insurance brokers from 9 December 2019. Note that the SMCR applies in a different way to insurers, which will not be covered as part of the training session.

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IDD Presentation

  • Wed 10 Oct 3:30 pm – 4:30 pm
  • The Future Inn Hotel

The Insurance Distribution Directive will have a great impact on all those working in insurance. This will be suitable for anyone on the general insurance side involved in insurance distribution. Brokers, underwriters, claims staff and loss adjusters, all need to understand these key changes. This also includes any IFA's involved in 'protection products'.

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Beach Clean

  • Sun 07 Oct 9:30 am – 12:00 pm
  • Perranporth Beach

Family and Friends are invited to join us where you will be given the necessary equipment (courtesy of Cornish Mutual) to clean the beach from the Dunes to the rock-pools and across the golden sands. The aim to find micro plastic and debris and remove it from this beautiful site. Families and dogs welcome but please remember to wear suitable clothing for the weather conditions of the day.

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IF1 Training - Afternoon Session

  • Mon 01 Oct 2:00 pm – 5:00 pm
  • The Future Inn Hotel

Alan Chandler one of the leading insurance trainers in the UK, who has taken more than a thousand people to ACII, will provide an overview of IF1. Alan will use his experience as a past CII examiner and someone who delivers the CII examination techniques training nationally to ensure all delegates are aware of how best to answer the IF1 questions and where to focus you revision time.

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IF1 Training - Morning Session

  • Mon 01 Oct 9:00 am – 12:00 pm
  • The Future Inn Hotel

Alan Chandler one of the leading insurance trainers in the UK, who has taken more than a thousand people to ACII, will provide an overview of IF1. Alan will use his experience as a past CII examiner and someone who delivers the CII examination techniques training nationally to ensure all delegates are aware of how best to answer the IF1 questions and where to focus you revision time.

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Vulnerable Clients - Devon

  • Wed 12 Sep 2:45 pm – 3:45 pm
  • The Future Inn Hotel
    • Alan Chandler

The FCA have found following a thematic review that Vulnerable Customers are often not treated fairly. In fact, many insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurers has loaded rates at renewal. Some of the UK’s largest institutions have been guilty of proactively targeting these individuals and the regulator has had enough of insurers and brokers balancing their books on the most vulnerable in society.

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Vulnerable Clients - Cornwall

  • Wed 12 Sep 10:30 am – 11:30 am
  • Cornish Mutual
    • Alan Chandler

The FCA have found following a thematic review that Vulnerable Customers are often not treated fairly. In fact, many insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurers has loaded rates at renewal. Some of the UK’s largest institutions have been guilty of proactively targeting these individuals and the regulator has had enough of insurers and brokers balancing their books on the most vulnerable in society.

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Plymouth Fireworks Championships

  • Wed 08 Aug 7:00 pm – 10:30 pm

Join us for the 1st night of the annual Fireworks Championships held on Plymouth Hoe. Plymouth Venturer, Plymouth Boat Hire's newest and largest vessel, will be taking group bookings for the evening. With plenty of covered seating, toilet facilities and a licensed bar, it is set to be a great night with unrivalled views of the best fireworks display the UK has to offer. Tickets; Adult - £15 Child 5- 15 - £10 Under 5's - Free

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1 on 1 Training - Exam Specific

  • Mon 16 Apr 12:30 pm – 4:00 pm
  • Devonport Guild Hall

An opportunity to have a one to one with a CII examiner who will guide you on how to best pass your next CII examination

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GDPR Presentation

  • Mon 16 Apr 11:00 am – 12:00 pm
  • Devonport Guild Hall

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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MO5 Training Day

  • Fri 16 Mar 9:45 am – 4:30 pm
  • Devonport Guild Hall

The day will be run by Alan Chandler, Chartered Insurer Alan was previously an operations and project manager in three large global companies before setting up his own Training Company 10 years ago (www.alanchandler.co.uk). In that time he has taken more than 1000 people to ACII, trained national prize winners in most CII subjects including MO5 and has been a CII examiner. Topics covered in the day will include; •Civil and criminal law and the UK court system •Legal personality •The main torts and how they occur •The main principles underpinning the law of contract and agency •Making sure there is a clear understanding of insurable interest, misrepresentation /fair presentation of risk , proximate cause, indemnity, contribution, subrogation and looking at policy terms and conditions. •We will discuss the main statutes and case law that are likely to arise •We will look at how best to do the coursework •Finally we will do a mock Multiple choice exam to prepare all candidates for this part of the exam

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Joint Professions' Networking Goup - 13th March 2018

  • Tue 13 Mar 6:00 pm – 8:00 pm
  • The Mercure Rougemont Hotel

The JPNG is a networking group exclusively for members of the local professions. Speaker: Donna Kehoe Bank of England Agent for the South West 'Outlook for the UK Economy - 2018' £15 per person Includes welcome drink and canapes.

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CII and PFS Annual Dinner - SOLD OUT!

  • Fri 03 Nov 6:45 pm – 11:00 pm
  • Duke of Cornwall Hotel

*SOLD OUT* Plymouth and Cornwall Insurance Institute and Personal Finance Society are pleased to announce that the annual black tie dinner has been booked for Friday 3rd November 2017.

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