Previous events
All previous events
Invesco Intelligence Seminar
The latest of Neil Dobson's intelligence presentations.
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Introduction of Negotiation Skills for Insurance Professionals
Jeff Heasman presents a course designed to enhance negotiation skills for insurers and brokers - skills which are crucial to many different roles within the insurance industry.
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Joint Professions Networking Group
We are delighted to be part of the JPNG, and our next event will provide the Bank of England's latest update on the outlook for the economy. Why not join us.
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The Pensions Regulator
A presentation by the Pension Regulator. Details will be published nearer to the event. One for the diary!
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Estate administration – What’s involved and the opportunity for financial advisers
Estate administration can be a complex legal process, particularly for clients with a portfolio of assets and investments. This hour long seminar will explain the various stages of the estate administration process, the legal and tax work involved and the typical timescales. The session will also explore the commercial opportunities that estate administration poses for financial advisers from a business development and asset retention perspective.
View event detailsTrusts and their use in estate planning
This hour long seminar will explain the key role that trusts can play in the estate planning process. It will outline the risks and benefits of using them and will explore the different types available, how they work and the impact of them being used incorrectly. We will also consider their impact on the estate administration process after death.
View event detailsPI Issues of 2016
Exeter Institute is delighted to offer an important CPD opportunity. Anna Murley, Katherine Cusack, of RPC Law Firm of the Year 2015 - The British Legal Awards
View event detailsInvestment intelligence seminar: Analysing equity market valuations
Another presentation by popular speaker Neil Dobson, Invesco Perpetual. Duckworth Suite, Exeter Golf and Country Club, Topsham Road, Exeter EX2 7AE www.exetergcc.co.uk
View event detailsManaging volatility. A breakfast seminar.
A free breakfast presentation for PFS members
View event detailsAnnual General Meeting 2016
If you have a little time and a lot of energy to give to your local institute, this may be for you.
View event detailsThe Reform of Consumer Law in the UK
A quality presentation to precede the annual general meeting
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94th Annual Dinner
Kindly sponsored by Browne Jacobson. Principal guest The Rt Worshipful The Lord Mayor of Exeter, Councillor Olwen Foggin. Guest speaker is Gerry Loughney Your opportunity to entertain your clients and colleagues at the social event of the year for the Insurance and Financial Services industry, at the world famous Sandy Park.
View event detailsBreakfast CPD meeting.. Invesco
Another of the popular seminars presented by Neil Dobson of Invesco. At the Duckworth Suite, Exeter Golf and Country Club, Topsham Road, Exeter EX2 7AE.
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2016 – A better year for financial markets?
The outlook for the global economy by Neil Dobson Invesco Perpetual
View event detailsFire!
A presentation by Brian Harvey. Grad I FireE Fire Safety School Manager (Commercial), Devon & Somerset Fire & Rescue Service Training Academy.
View event detailsUpdate: Utilising EIS for Clients
by Justin Elmes and Matt Dickens Investment Managers Ingenious Group
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