Events
Forthcoming events
CPD Webinar - Resilience for Good Mental Wellbeing
This webinar explores how we can all develop resilience in ourselves and in our teams.
This will include practical advice and tools to help you to build yours and your teams resilience.
Fri 24 Jan 12:30 pm – 1:30 pm
PFS Live CPD - Utilising Business Relief for IHT planning and navigating the new ....
Thanks to Oliver for this in person breakfast CPD session for our PFS members at The Board Room, Exeter Court Hotel.
Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
Wed 05 Feb 9:00 am – 10:00 am
Oliver Wilde, Foresight
Free Cert CII and Dip CII Training for Exeter Members
In partnership with Intuition Training, we are pleased to be able to offer a flexible, unit-by-unit remote training initiative for our members who want to make progress to achieve their Cert CII and Dip CII qualifications.
The cost of this training will be fully funded by the Insurance Institute of Exeter.
Tue 11 Feb.
Adrian Toomey - ACII, Intuition Training
Graham Brown Professionalism Award
We are pleased to announce that we are accepting nominations for this year's Graham Brown Professionalism Award which has been kindly sponsored by his family.
Fri 14 Feb – Fri 07 Mar
Winslade Manor
PFS Teams Session - Putting Protection back at the heart of IHT planning
Thanks to Dave for this online session for our PFS members.
Wed 26 Feb 9:30 am – 10:30 am
Dave Butler, Legal and General
Insurance Institute of Exeter Annual Dinner 7 March 2025
The Insurance Institute of Exeter are delighted to announce that our 2025 Annual Dinner will take place on Friday 7th March 2025.
Fri 07 Mar 6:30 pm – 1:00 am
Winslade Manor
Previous events
PFS Teams Session - Sustainability-all you need to know
Thanks to Christian for this online session for our PFS members.
Wed 15 Jan 9:30 am – 10:30 am
Christian Markwick, The Verve Group
Menopause; What Everyone Needs to Know (Equality, Diversity & Inclusion Month)
Menopause is a reality for every biological woman and it is vital to understand how menopause can affect psychological, emotional and physical health. This empowering session is for women, and anyone that lives with or works with women. The aim of the session is to raise awareness on menopause, to empower women and those that love them, and to share practical guidance on supporting someone (or yourself) through menopause.
Fri 29 Nov 12:30 pm – 1:30 pm
Claire Russell, Mental Health in Business
PFS Teams Session - One year on from Consumer Duty – what’s changed and what’s next ....
Thanks to Samantha for this online session for our PFS members.
Wed 27 Nov 9:30 am – 10:30 am
Samantha Kay, Hymans Robertson Investment Services (HRIS)
Social mobility and being an inclusive leader (Equality , Diversity & Inclusion Month)
This session will explore the challenges relating to socio-economic backgrounds, and why this is important to consider in a work context. We will then look at the concept of Inclusive Leadership and the importance of creating inclusive environments. You will have the opportunity to explore and discuss how you can apply these principles to your own workplace.
Fri 22 Nov 12:30 pm – 1:30 pm
Jess Woodsford, Inclusive Futures
Dementia Awareness (Equality, Diversity & Inclusion Month)
The Alzheimer’s Society’s Dementia Friends programme is the biggest ever initiative to change people’s perceptions of dementia. It aims to transform the way the nation thinks, acts and talks about the condition.
Dementia Friends is about learning more about dementia and the small ways you can help. From telling friends about the Dementia Friends programme to visiting someone you know living with dementia, every action counts.
Wed 13 Nov 12:30 pm – 1:30 pm
Claire Lashbrook,
Face to Face, PFS Breakfast Session : The New Retirement Reality with Andrew Lewis
Live, face to face training session with Andrew Lewis from Brooks Macdonald at The Board Room, Exeter Court Hotel.
Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
Wed 13 Nov 8:30 am – 10:00 am
Andrew Lewis, Brooks Macdonald