Previous events
All previous events
Changing Employment Trends in the UK - CPD Event
Alan Chandler presents on Changing Employment Trends in the UK. This will be the third of three different CPD Sessions happening on this day.
View event detailsThe Ogden Table change/Solvency II – The Perfect Storm - CPD Event
Alan Chandler presents on The Ogden Table change/Solvency II. This will be the second of three different CPD Sessions happening on this day.
View event detailsInsurance Distribution Directive - CPD Event
Alan Chandler presents on The Insurance Distribution Directive. This will be the first of three different CPD Sessions happening on this day.
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PFS CPD Event - Business Relief for Estate Planning
Chris Horsford, local PFS member and also local point of contact for TIME Investments will be hosting a round table discussion on the application of Business Relief for estate planning.
View event detailsThe Educated Vehicle Thief - CPD Event
Auto crime is on the increase why? Modern technology, and the unregulated information available to would be criminals.
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Fire Safety in Commercial Premises - CPD Event ** EVENT CANCELLED**
***EVENT CANCELLED*** Mike Burroughs presents an informative seminar on Fire Safety in Commercial Premises.
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Invesco Perpetual - Market Update (PFS CPD Event)
Neil Dobson returns to provide valuable insights into the recent performance and key drivers of domestic and international financial markets.
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GDPR - CPD Event
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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PFS CPD Event - Asset Classes
Chris Warren, Intermediary Relationship Manager, Cornelian Asset Managers Limited discusses Asset Classes.
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Drone Insurance CPD event
Overview of Drone Insurance and a brief overview of The Insurance Charities, ( we will also include an update on activities at the Exeter Institute over lunch).
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96th Annual Dinner
Guest speaker: Grant Scott ACII, CII Vice President of Local Institutes plus various after dinner entertainment
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Young Professional of the Year 2017
Nominate now for the David Grimley Memorial Award for Young Professional of the Year 2017, sponsored by DWF. The award is to recognise the professional development and achievement of young people in our area.
View event detailsInvesco Intelligence Seminar - Can Goldilocks continue?
Can Goldilocks continue? Neil Dobson, Invesco
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Exeter Institute Quiz Night
The Institute Quiz Night is back again for another year! Will it be a fourth year in a row for Milne Friend & Partners? Former winners 2016 - Milne Friend & Partners 2015 - Milne Friend & Partners 2014 - Milne Friend & Partners 2013 - LV= Broker 2012 - The Councillors 2011- Milne Friend & Partners 2010 - Foster Leighton 2009 - Milne Friend & Partners 2008 - NIG 2007 - The Councillors 2006 - R K Shipman
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Secrets of Sucessful Business Networking
Why this? In today’s demanding times, the strength of our network has never been more important. But while networking events may be a key route to market, many young professionals find them difficult, frustrating and awkward. Who is this for? It’s ideal for reluctant networkers who want to become more confident and effective in raising their profile and meeting new contacts. It’s very suitable for those in general insurance and those in personal finance roles. What will it cover? The highly interactive and practical one hour session will be structured around what to do before, during and after a typical event to help delegates maximise the opportunities. You will learn how to:- • Prepare so that they’re networking with a purpose – using a checklist • Get started in busy room when they don’t know anybody • Get in and out of conversations easily • Have the effective 5-step networking conversation • Demonstrate their credibility through using conversational stories • Follow up professionally without being a pest • Avoid making the one mistake that will ruin their chances of being successful. Who is leading the session? Melissa Kidd runs Motem Ltd – which specialises in helping professionals to communicate so that they can sell more. Once a reluctant networker herself, Melissa has picked up many tips, devised new strategies and learnt new skills to improve her effectiveness and confidence. Melissa has a wealth of experience in the financial services sector – built up largely through working with the Chartered Insurance Institute since 2012. As well as working with accountancy and pension firms, Melissa has spoken at a number of HSBC conferences on the subject of networking.
View event detailsInvesco Perpetual Breakfast Seminar
“We will begin this round with the usual update on global financial markets, looking at the fundamental drivers of their performance and prospects going forwards. With a backdrop of increased political instability and uncertainty around Brexit negotiations, there will be a particular focus on the UK economy. As the economic cycle matures and the need for loose monetary policy diminishes, we will also discuss how interest rate policy and QE could evolve in major economies, as well as the method and implications of unwinding QE in the US, which has been signalled by the Federal Reserve.”
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M05 Insurance Law Revision Day
• Have an overview of the main areas of the syllabus , looking at the main examiner focus points in each chapter • Understanding how best to answer the coursework questions • Looking at the case law and statute law most likely to come up • Undertaking a mock multiple choice exam to prepare for this element of the course
View event detailsIHT & Business Relief Compliance
Many advisers are now familiar with the use of Business Relief as part of IHT Planning. Over recent years the number of providers with such investments has grown considerably, offering a greater range of options for advisers but making the decision making process more complex.
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Accidental Damage to Underground Services
Learning Objectives: - a general understanding of Accidental Damage to Underground Services claims and be able to apply this when considering policy cover. - an overview of ownership and common causes of damage. - a working knowledge of general market approach and accepted philosophies in relation to AD to US claims. - an appreciation of wider issues affecting the industry and how these can impact on the claim.
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