Previous events
This month
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.
View event detailsFace to Face, PFS Breakfast Session : The New Retirement Reality with Andrew Lewis from Brooks Macdonald
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.
View event detailsEmbracing Neurodiversity in the Workplace (Equality, Diversity & Inclusion Month)
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.
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Face to Face, PFS Breakfast Session : “If you can’t endure the short- & medium-term pain, you won’t achieve the long-term gain”
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.
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PFS Teams Session - Greenwashing and Sustainable Labels (1)
Thanks to Wayne & Craig for this online session for our PFS members.
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PFS Teams Session - Are you prepared for the Great Wealth Transfer?
Thanks to Callum for this online session for our PFS members.
View event detailsGI Webinar - Contents underinsurance and how to address it
Thank you to Rachel for this online training session which takes place over lunchtime.
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Online Session - FREE DIP CII TRAINING – take the next step in your insurance career!
From September 2024, the Insurance Institute of Exeter will be funding Diploma training support for local members, delivered by Adrian Toomey (Chartered Insurance Practitioner, ACII).
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Face to face, breakfast session - PFS session - LPA's All You Need To Know
Live, face to face training session suitable for PFS members at Barton Law Offices. Meet for tea/coffee and bacon rolls at 8.30am, session starts 9.00am for 90 minutes, finishes at 10:30am.
View event detailsFace to Face, PFS Breakfast Session : How Exchange Traded Funds ETF's Work
Live, face to face training session with Alan Kinnaird at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
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Face to Face, PFS Breakfast Session : "The biggest change in Pension rules since simplification” ripping up and replacing nearly 20 years of Pension Legislation.
Live, face to face training session with Phil Griffin of Quilter at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1.5 hours, finishes at 10:30am.
View event detailsExeter Institute - Lloyds of London Tour
Lloyds of London: An Overview Lloyd's of London, often simply known as Lloyd's, is a British insurance and reinsurance market located in London's financial district. Unlike most of its industry counterparts, Lloyd's is not a single insurance company; rather, it is a corporate body governed by the Lloyd's Act of 1871 and subsequent Acts of Parliament. It operates as a partially mutualised marketplace within which multiple financial backers, grouped into syndicates, come together to pool and spread risk. These underwriters, or "members", are a mix of both corporate entities and private individuals. The origins of Lloyd's can be traced back to the coffee houses of London in the late 17th century, particularly Edward Lloyd's coffee house, which became a popular spot for sailors, merchants, and ship owners to discuss insurance deals. Over time, Lloyd's evolved from a coffee house to the world's leading insurance market, pioneering many modern insurance practices and covering a wide range of complex risks, from natural catastrophes to cyber attacks.
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Webinar - Professional indemnity insurance
Professional Indemnity insurance – How claims can arise This presentation provides an overview of professional indemnity insurance. It looks at the main case law underpinning the PI market, why the PI market is expanding in terms of number of policyholders needing the cover yet at the same time the capacity is decreasing. The webinar, presented by Alan Chandler, one of the most popular presenters in the UK, explores the problems posed by a claims made wording and the difficulty clients have going into retirement without adequate run off cover. The presentation also looks at ensuring the correct limits of indemnity are set.
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Insurance Institute of Exeter Annual Dinner 2024
The Insurance Institute of Exeter are delighted to announce that our 2024 Annual Dinner will take place on Friday 22nd March 2024 at Winslade Manor, Exeter Winslade Park Avenue, Manor Drive, Clyst St Mary, Exeter, EX5 1FY
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Face to face, Joint Professions' Networking Group
Live, face to face joint professionals networking group meeting, with guest speaker Don Armand - Director, Sampson Armand Ltd
View event detailsWebinar - LiveBig - Purpose
Live BIG® training encompasses a blend of strategy and mindset skills that enables you to do more, go further and realise your full potential. A six-session workshop that develops the way we Think, Feel and Act. We introduce you to 6 Powers and Tools of Live BIG®. A profound and a transformative experience for both companies and individuals. Sessions are suitable and beneficial for all professionals at all levels. Purpose • Power: Exploring how to create intrinsic motivation and the value of a true and inspiring North Star • Tool: Fully learn the North Star tool. • Practical: Build your personal and team North Stars
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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.
View event detailsFace to face, breakfast session - PFS session-Investing for Life in Retirement - Investec
Live, face to face training session suitable for PFS members with Martin McDermott at the Kennford Suite, Exeter Court Hotel. Meet for tea/coffee at 9.30am, session starts 10.00am for 1 hour, finishes at 11am.
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Bowling Night with the Exeter Chartered Institute of Insurance
The Chartered Institute of Insurance invites you to a night of networking, camaraderie, and friendly competition! Unwind and connect with fellow members in a relaxed setting while enjoying the thrill of bowling.
View event detailsFace to face, PFS breakfast session - An update on the Equity Release market and opportunities for Equity Release Advisers
Live, face to face training session with Peter Barton - Managing Director of Barton Law at Barton Law Offices, Leeward House, Fitzroy Rd, Exeter EX1 3LJ Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
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