Events
Forthcoming events
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
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)
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
Free Cert CII, Dip CII and ACII 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, Dip CII and ACII qualifications.
The cost of this training will be fully funded by the Insurance Institute of Exeter.
Thu 05 Dec.
Adrian Toomey - ACII, Intuition Training
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
Annual General Meeting 2024
We need you! To attend our AGM...
If you feel that you can contribute to the future success of the Institute, by bringing your knowledge and enthusiasm to Council, please consider joining.
Being a Council member brings with it an array of benefits including the opportunity to network with prominent figures from the industry, develop your own personal skills and raise your profile within the local market.
We would be pleased to welcome any new member(s) wishing to join Council.
Wed 19 Mar 12:00 pm – 1:00 pm
Previous events
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
Embracing Neurodiversity in the Workplace
As part of the Insurance Institute of Exeter's Equality , Diversity & Inclusion Month, this webinar explores the significance of understanding and embracing neurodiversity within the workplace.
Fri 08 Nov 12:30 pm – 1:30 pm
Kerris Earle, Zing365
Face to Face, PFS Breakfast Session : “If you can’t endure the short- & medium-term pain..
Live, face to face training session with Andy Brown at The Exminster Room, Exeter Court Hotel.
Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
Wed 23 Oct 8:30 am – 10:00 am
Andy Brown, Phoenix Asset Management
PFS Teams Session - Greenwashing and Sustainable Labels
Thanks to Wayne & Craig for this online session for our PFS members.
Wed 02 Oct 9:00 am – 10:00 am
Wayne Bishop, King & Shaxson Asset Management
PFS Teams Session - Are you prepared for the Great Wealth Transfer?
Thanks to Callum for this online session for our PFS members.
Wed 18 Sep 9:30 am – 10:30 am
Callum Gallacher, Octopus Investments