Previous events
All previous events
The Centenary Annual Dinner
The Insurance Institute of Exeter are delighted to announce that our Centenary Annual Dinner 2022 will take place on Friday 25 March 2022.
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Webinar - Introduction to Financial Crime
This webinar lunch and learn session will be delivered by Sally-Ann Higgins.
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PFS Webinar - Guide to Trusts
This one-hour webinar provided by Neil MacGillivray, is a guide to trusts.
View event detailsPFS Webinar - Pension and Divorce
It’s not uncommon for pension rights to represent a significant proportion of the matrimonial assets. John Dunn presents this topical webinar for us.
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Webinar - The negative Ogden rate update - Why existing limits of indemnity on EL/PL and Products can no longer remain the same
This presentation will be delivered by Alan Chandler, Chartered Insurer, one of the most popular presenters in the UK, and he will outline why failure to talk through Ogden with you clients could lead to E&O exposures for brokers.
View event detailsWebinar - Cyber Insurance
This webinar lunch and learn session will be delivered by Sally-Ann Higgins.
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Nominations for David Grimley Memorial Award 2022
Nominate now for the David Grimley Memorial Award for Young Professional of the Year 2022, sponsored by DWF. The award is to recognise the professional development and achievement of young people in our area.
View event detailsPFS Webinar - Tax planning for married couples and civil partners
This one-hour webinar provided by Neil MacGillivray, looks at the tax planning opportunities available to married couples and civil partners,
View event detailsWebinar - Setting Correct BI Indemnity Periods
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.
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Webinar - Financial Resilience for Women
Exeter CII is pleased to be able to offer a webinar on Money & Women’s quest for financial independence presented by Alison Cooper-ACT One Training Services Ltd
View event detailsWebinar - Commercial Property 2022 Rate Increases
The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients need to take into when settling Buildings sums insured.
View event detailsPFS Webinar - How to protect yourself from potential future claims
This one-hour webinar provided by Stephen Searle, partner in Financial Services Litigation at Clarke Willmott.
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Webinar - Ecopsychology: the impact of your surroundings on well being and productivity
We welcome Jeff Heasman from Insurance Upskill back to Exeter for his latest session.
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Webinar - The role of guarantees within a Centralised Retirement Proposition
The introduction of pension freedoms brought an increase in flexibility and choice, leading to drawdown being the default choice for retirees taking benefits.
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Webinar - An Introduction to Engineering Insurance
Engineering insurance can be a difficult area for brokers and insurers to understand. This introduction to engineering insurance session looks at the main covers and helps brokers and insurers identify key risk areas.
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Through The Grapevine - What wine can teach us about being a better communicator
We welcome Jeff Heasman, Insurance Upskill to Sandy Park, Exeter
View event detailsPFS CPD Event - ESG Accord
ESG Accord launched at the end of 2020 to address the compliance gap created from dramatic changes in the investment universe over the last couple of years as a result of the increasing inclusion of ESG and Sustainability metrics.
View event detailsWebinar - Closing the Deal – Objection handling and closing
In the same way that many salespeople experience ‘call reluctance’, many others fail to ask for the business, or to have appropriate strategies to deal with objections when they do.
View event detailsWebinar - A Guide to Understanding Policy Wordings
Recent litigation has demonstrated the importance of understanding the policy contract wording. This webinar explains how policy wordings are constructed and may be interpreted.
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