Previous events
All previous events
Webinar - Emerging Risks ESG
Environmental, Social & Governance (ESG) regulation is on the rise globally, with many new requirements for companies to report on how they are managing ESG risks, and what actions they are taking to prevent adverse impacts on the climate and other factors, such as Human Rights. This session is tailored to help employees better understand the fundamentals of ESG.
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Face to face, breakfast session - The Five Key Habits of a Trusted Adviser
Live, face to face training session suitable for all members with Jeff Heasman at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsWebinar - Contract Conditions
How contract conditions can change the liability of an insured and why brokers must advise clients on this. Many policyholders sign contracts without realising they are potentially exposing themselves to liabilities that are not covered by their insurances. Often these contracts are signed in order to either win business or obtain key supplies, either way they are extending their liability beyond the potential protection provided by the liability insurer. Alan Chandler, one of the most popular presenters in the UK, will explore what Public and Products liability policies normally cover and what the position is at law when the policyholder extends their liability beyond this by signing certain contracts. The webinar will include exploring the consequences of the Insurance Act 2015 for failing to make a fair presentation of risk with regards to contract conditions, and how failure to guide policyholders around this matter could lead to a claim being turned down and all cover cancelled.
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PFS Breakfast Session - Retirement Flexibility-The Freedom to Choose
Live, face to face training session with John Chew, at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsWebinar - EL,PL and Products Liability
This webinar looks at providing an overview of the essential insurance covers of employers liability, public liability and products liability, what these policies cover and how a client could become legally liable. The presentation will be provided by Alan Chandler, one of the most popular presenters in the UK, and Alan will in his usual plain English style look to enable delegates to gain a full understanding of liability insurance and why current limits of indemnity may no longer be enough.
View event detailsFace to face, breakfast session - Behavioural Biases in the Customer Journey: how to identify and handle them to avoid customer harm
Live, face to face training session with Jeff Heasman at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
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Webinar - Bi in plain English *Rebooked*
Presented by Alan Chandler, one of the UK's most popular insurance presenters. Alan will take this opportunity to run through how business interruption insurance should be correctly set up. Alan will lift the myths away from Bi and show how, in his easy to understand style, you can get this cover on a correct footing going forward.
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Webinar - Bi in plain English *Rebook*
Presented by Alan Chandler, one of the UK's most popular insurance presenters. Alan will take this opportunity to run through how business interruption insurance should be correctly set up. Alan will lift the myths away from Bi and show how, in his easy to understand style, you can get this cover on a correct footing going forward.
View event detailsFace to face, PFS breakfast session - One Size May Not Fit All
Live, face to face training session with Wayne Bishop & Craig Hart of King & Shaxson Asset Management, at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
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Webinar - CII - The Cost of Living Crisis And it’s Effects on Insurance
The cost of living has affected us all in one way or another, along with forecasted market trends to consider. Whether that is the price of food or the price of energy But what’s the cause? And most importantly, how are businesses affected? This course will explore the key areas that brokers and insurers need to take into account when understanding the insured’s needs. It will also explore the importance of ensuring that the right levels of cover are in place.
View event detailsWebinar - PFS - Consumer Duty and Protection
This one-hour webinar provided by Lisa Aggett of Scottish Widows
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Face to face, breakfast session - The art of listening to what people DON'T say
Live, face to face training session with Jeff Heasman at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
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Webinar - Setting correct Bi indemnity periods
How to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies. Brokers increasingly face Pi claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods, and with all the unfortunate events occurring in the world at the moment, making rebuild materials very scare, never has there been a better opportunity to engage your policyholders on this subject. Recently a broker was successfully sued for failing to give any guidance around indemnity periods to a manufacturer who had a twelve-month indemnity period. Nothing was ever recorded by the broker about the fact that twelve months was almost certainly inadequate, in fact it was the Loss adjuster after the fire took place that educated the client on setting correct indemnity periods, unfortunately too late for all concerned. This webinar looks to make sure this does not happen to you or your staff. This one-hour webinar provided by Alan Chandler, one of the most popular presenters in the UK, will examine all the different factors a client needs to take into account when setting an indemnity period. The presentation will include guiding clients who are on a Gross Profit Bi basis, a Gross Revenue or Fees basis and will also include how an Increased Cost of working only policy should deal with prospective losses over 12 months.
View event detailsFace to Face - PFS - Drawdown Best Practise Workshop
Live, PFS face to face training workshop with Colin Simmonds at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10:30am.
View event detailsFace to Face - PFS - Communicating With Customers in Difficult and Uncertain Times
Live, PFS face to face training workshop with Jeff Heasman at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsWebinar - Commercial property rate increases and setting correct sums insured
Commercial property rate increases and how to set correct property, stock and contents sums insured in a high inflation world.
View event detailsExeter CII breakfast session for PFS - The Art of Disagreement
Live, PFS face to face training session with Jeff Heasman at the Kennford Suite, Exeter Court Hotel. Join us at 8:30am for coffee and a bacon roll, session starts at 9am.
View event detailsPFS breakfast session - The 5 characteristics of investment trusts
Live, PFS face to face training session with Adrian & Lisa-Marie, Evelyn Partners, The Exminster Room, Exeter Court Hotel. Join us at 8:30am for coffee and a bacon roll, session starts at 9am.
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Annual General Meeting 2023
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 senior 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.
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