Previous events
All previous events
Face to Face - PFS - How to navigate intergenerational planning conversations with your clients
Live, PFS face to face training with Simon Housden & Gareth Perry of TIME Investments
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Insurance Institute of Exeter 101st Annual Dinner 24 March 2023
The Insurance Institute of Exeter are delighted to announce that our 101st Annual Dinner 2023 will take place on Friday 24 March 2023.
View event detailsFace to Face - PFS - The Consumer Duty Skills Toolkit Workshop
Live, PFS face to face training workshop with Jeff Heasman at the Kennford Suite, Exeter Court Hotel
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Pre dinner networking event..... your chance to sample the wines selected for the dinner
We are pleased to announce that we will have the opportunity to sample the wines selected by Jeff Heasman for our annual dinner. Interested in joining the council? This is also an opportunity to meet council members and find out more about who we are and what we do.
View event detailsFace to Face - PFS - Know Your Limits
Live, PFS face to face training with Gareth Davies at the Kennford Suite.
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Nominations for David Grimley Memorial Award 2023
Nominate now for the David Grimley Memorial Award for Young Professional of the Year 2023, sponsored by Mark Fowles of DWF Law. The award is to recognise the professional development and achievement of young people in our area.
View event detailsPFS Webinar - AF5 Financial Planning Study Half Day
PFS Webinar - AF5 Financial Planning Study Half Day with Julia Holyoake
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Webinar - The Importance of Emotional Intelligence at work
Lunchtime webinar with Nick Thomas of Nick Thomas Associates. This session delivered by Jacqui Turner and Nick Thomas explains an Emotional Intelligence Model as developed by Peter Salovey and John Mayer. The session will explore the importance of Emotional intelligence by outlining the many benefits to employees, prospects, customers, and organisations. During the session we will explore common workplace situations that can trigger negative emotions and share effective techniques for effectively managing a variety of emotions such as frustration, disappointment, and nervousness. Finally, we will look at the importance of empathy, as a key EI skill and explain how to be empathetic, in a sincere way, with colleagues and customers.
View event detailsFace to Face - PFS - An overview of the Inheritance Tax Market & providing solutions on how families in the UK could avoid paying Inheritance Tax
Live, PFS face to face training with Ollie Wilde at the Exeter Court Hotel, please note in the Exminster Room, not our usual Kennford Suite.
View event detailsFace to Face - PFS - Trust Planning Ideas – Which Trust for Which Client
Live, PFS face to face training with Matthew Britton-Quilter at the Kennford Suite, Exeter Court Hotel
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Webinar - Negotiations and the Relationship Paradox
Lunchtime webinar with Jess Heasman
View event detailsFace to Face - PFS - What’s in your CRP? Why a risk-targeted approach could be right for your clients
Live, PFS face to face training with Stuart Price, Bordier at the Kennford Suite.
View event detailsWebinar - Consumer Duty and the impact on claims handling
Lunchtime webinar with Nick Thomas of Nick Thomas Associates. Consumer Duty and the impact on claims handling The FCA is determined to establish a consistent level for customer experiences and create better customer outcomes. The new rules come into force on the 31 July 2022 and will be fully implemented by the 30 April 2023. This session is delivered by Nick Thomas with specialist claims consultant James Tye.
View event detailsPFS Webinar - AF1 Personal Tax and Trust Planning Study Half Day (1)
PFS Webinar - AF1 Personal Tax and Trust Planning Study Half Day with Julia Holyoake
View event detailsFace to Face - New Date - Inclusion, Diversity and Communication
Live, face to face training with Jeff Heasman at the Kennford Suite, Exeter Court Hotel
View event detailsPFS Webinar - AF1 Personal Tax and Trust Planning Study Half Day
PFS Webinar - AF1 Personal Tax and Trust Planning Study Half Day with Julia Holyoake
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Webinar - PFS - Value of Added Value Benefits to a Life Plan
Webinar, PFS training with Lisa Aggett of Scottish Widows.
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PFS Webinar - Making it simple but comprehensive
The Exeter CII have arranged 2 protection sessions by Scottish Widows for PFS members prior to the year end.
View event detailsFace to Face - PFS - Investing for life in retirement
Live, PFS face to face training with Ed Walker & Zoe Howard from Investec at the Kennford Suite, Exeter Court Hotel
View event detailsFace to Face - PFS - Pension Hot Topics
Live, PFS face to face training with Gareth Davies of Scottish Widows at the Kennford Suite, Exeter Court Hotel
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