Previous events

All previous events

Webinar - Everyday Movement Sequence for optimal posture, core strength and stress management

  • Mon 10 Oct 1:00 pm – 2:00 pm
    • Nick Thomas, Nick Thomas & Associates

Lunchtime webinar with Nick Thomas of Nick Thomas Associates. Everyday Movement Sequence (EHS) for optimal posture, core strength and stress management Developed by Ollie Martin over 20 years this time-efficient, simple but effective routine will transform your wellbeing. It is a fusion of disciplines including Yoga, Tai Chi, mindfulness, stretching and mobility, core stability, bodyweight strength and primal rest postures. A simple to follow sequence that takes just 10 or 20 minutes a day.

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Face to Face - Communicating with Vulnerable Customers

  • Wed 21 Sep 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Jeff Heasman, Insurance Upskill

Live, face to face training with Jeff Heasman at the Kennford Suite, Exeter Court Hotel

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Face to Face - The Purpose of Duty

  • Wed 14 Sep 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Jeff Heasman, Insurance Upskill

Live, face to face training with Jeff Heasman at the Kennford Suite, Exeter Court Hotel

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Webinar - Finding the right movement for you

  • Mon 12 Sep 1:00 pm – 2:00 pm
    • Nick Thomas, Nick Thomas & Associates

Lunchtime webinar with Nick Thomas of Nick Thomas Associates.

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Face to Face - SURE: A new technique to ensure clients have understood your advice

  • Wed 07 Sep 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Jeff Heasman, Insurance Upskill

Live, Cii and PFS face to face training with Jeff Heasman at the Kennford Suite, Exeter Court Hotel

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Webinar - Directors and Officers Liability in a hard market

  • Wed 06 Jul 1:00 pm – 2:00 pm
    • Nick Thomas, Nick Thomas & Associates

Lunchtime webinar with Nick Thomas of Nick Thomas Associates.

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PFS - Face to Face Session - Time for a different approach

  • Wed 06 Jul 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Daniel Lockyer, Hawksmoor

We are pleased to offer face to face training for PFS at Exeter Court Hotel with Daniel Lockyer.

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Face to face session - Consumer Duty

  • Wed 29 Jun 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Jeff Heasman, Insurance Upskill

Live, face to face training with Jeff Heasman at Exeter Court Hotel

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PFS Face to Face Session - Long Term Care

  • Wed 15 Jun 8:30 am – 10:00 am
  • The Exeter Court Hotel
    • Basil Anderson, Legal & General

We are pleased to offer face to face training for PFS at Exeter Court Hotel.

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Webinar - Assertiveness Skills

  • Tue 14 Jun 1:00 pm – 2:00 pm
    • Susan Heaton-Wright, Superstar Communicator™

Say what you want, say what you mean, assertiveness skills. Lunchtime webinar with Susan Heaton-Wright

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Webinar - Mergers and acquisitions – key insurance issues session

  • Tue 07 Jun 1:00 pm – 2:00 pm
    • Diane Jenkins, Nick Thomas & Associates

Lunchtime webinar with Diane Jenkins of Nick Thomas Associates.

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Webinar - Stepping into Business Protection

  • Wed 01 Jun 9:30 am – 10:30 am
    • Paul Dewick, LV

A Look at the importance of Business Protection, target market and setting plans up.

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Webinar - Wake up to selling IP

  • Wed 25 May 9:30 am – 10:30 am
    • Paul Dewick, LV

A Look at the importance of IP, talking to clients about IP and closing the sale.

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Cert CII Fast Track Remote Learning Programme

  • Fri 29 Apr – Wed 10 Aug
    • Alan Chandler

The Insurance Institutes of the South West, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 14 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Webinar - Contract Conditions

  • Thu 28 Apr 2:00 pm – 3:00 pm
    • Alan Chandler, Insurance Training & Consultancy

The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at how contract conditions can change the liability of an insured and why brokers must advise clients on this.

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Diploma in Insurance Online Training Programme

  • Tue 26 Apr – Fri 21 Jul
    • Alan Chandler

The Insurance Institutes of the South West, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 15 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.

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Webinar - LV Moments of Truth

  • Wed 20 Apr 9:30 am – 10:30 am
    • Paul Dewick, LV

Run through some scenarios of where personal protection can play a part in life events, looking at budget and skiing downhill.

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The Trust Registration Service - afternoon

  • Wed 13 Apr 12:30 pm – 2:00 pm
  • St. James’s Place Wealth Management
    • Simon Martin

Since 2017, trusts paying tax have needed to be registered with HMRC through their trust registration service. Recent changes have mean the majority of new and existing trusts, even those with no immediate tax liability, will need to be registered with HMRC.

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The Trust Registration Service - morning

  • Wed 13 Apr 9:00 am – 10:30 am
  • St. James’s Place Wealth Management
    • Simon Martin

Since 2017, trusts paying tax have needed to be registered with HMRC through their trust registration service. Recent changes have mean the majority of new and existing trusts, even those with no immediate tax liability, will need to be registered with HMRC.

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Webinar - Commercial Package Insurance

  • Mon 04 Apr 12:00 pm – 1:00 pm
    • Alan Chandler, Insurance Training & Consultancy

The presentation will be provided by Alan Chandler, one of the most popular speakers within the UK, and Alan in his usual plain English style will outline the main areas of cover, the history of package insurance and how sums insured should be correctly set.

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