Previous events
All previous events
PFS CPD Event - Professional Indemnity Breakfast ***POSTPONED***
***POSTPONED DUE TO RECENT CIRCUMSTANCES*** Professional indemnity insurance (PII) is liability insurance that covers firms when a third party claims to have suffered a loss, usually due to professional negligence. It is your firms’ responsibility to take out adequate cover, as set out in the FCA rules, and to think about the effect that the PII policy's terms and conditions might have on your firms’ business.
View event details2nd Webinar with Jeff Heasman - Communicating with customers in difficult and uncertain times.
What to say and how to say it: communicating with customers in difficult and uncertain times. This webinar will provide a strategy on how to communicate with customers in the current climate in a way that will reduce anxiety, provide clarity and keep the customer onboard.
View event detailsWebinar with Jeff Heasman - Communicating with customers in difficult and uncertain times.
What to say and how to say it: communicating with customers in difficult and uncertain times. This webinar will provide a strategy on how to communicate with customers in the current climate in a way that will reduce anxiety, provide clarity and keep the customer onboard.
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PFS CPD Event - AF7 Revision Day **POSTPONED***
***POSTPONED*** By the end of this session delegates will be able to identify: An overview of the key areas in the AF7 syllabus Understanding how best to answer exam questions
View event detailsFurther Covid-19 Webinar- 5pm-6pm Monday 23rd March
Due to demand, a further webinar has been arranged. These have restricted numbers as the intention is to be interactive with a Q & A session.
View event detailsCovid-19 A Webinar with Alan Chandler
Alan Chandler, who is well known to our members having delivered a number of well received presentations, will be presenting a thirty minute simple to understand presentation on what so many policyholders are asking, which is 'Does my Business Interruption policy cover Covid -19 ?'. Once registered you will be sent a link, click on this and at the allotted time Alan will start speaking and you will see his slides, you can type in questions you have after the presentation. You can view it from anywhere so it will not matter if you are working from home or office.
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Nominations for David Grimley Memorial Award 2020
Nominate now for the David Grimley Memorial Award for Young Professional of the Year 2020, sponsored by DWF. The award is to recognise the professional development and achievement of young people in our area.
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CPD Event - Blockchain & Cryptocurrencies
Blockchain, Distributed Ledger Technology, Bitcoin and cryptocurrencies in general keep appearing in the news. Whether it’s about ransomware, the dark web, money laundering or fraud, it tends to have only bad stories written about it. However the technology does offer some radical alternatives to how businesses operate and could have a transformative effect – particularly in the insurance sector. The session is intended for those who wish to gain an understanding of blockchain core concepts, use cases and relevance to insurance. It is designed to be business, rather than technical, focused and no prior knowledge of Blockchain is required.
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The 98th Annual Dinner
The Insurance Institute of Exeter are delighted to announce that our 2020 98th Annual Dinner will take place on Friday 6 March 2020. Our annual black tie/dinner dress event will be held at Somerset County Cricket Ground and promises to be another fantastic, memorable evening with good food, fine wine and fantastic entertainment. Book now to avoid disappointment as places are limited.
View event detailsPFS CPD Event - AF1 Revision Day
By the end of this session delegates will be able to identify: An overview of the key areas in the AF1 syllabus Understanding how best to answer exam questions
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PFS CPD Event - Taxation, Trusts and Death Benefits
Martin Green & Andy Nash will be presenting and considering Taxation, Trusts and Death Benefits.
View event detailsYPG Awards Night
Please come and join us at Somerset Country Cricket Club for the YPG Awards Night. A celebration of the success of young professionals in the local area.
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PFS CPD Event - Pension Planning Opportunities
The session will be covering all pension planning opportunities for clients in accumulation and those in decumulation.
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CPD Event - GDPR a year on
At the end of this event, delegates will be able to: • Understand the background to GDPR. • Understand how the ICO and other EU regulators have been interpreting the GDPR since its launch last year • Explain what the impact is on customers and firms and the risks associated with the GDPR. • Understand how to successfully contact customers whilst still keeping within GDPR requirements
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Business Development using LinkedIn - YPG CPD event
This will be an interactive session with Sophie Chedzoy and Vic Williams (LinkedIn Expert) focused on business development using LinkedIn for YPG members that are new or looking to develop in their Sales / Relationship management positions. The event will cover off; getting a deeper understanding of LinkedIn with helpful hints and tips, how to utilise this platform effectively, converting leads to clients and gaining client referrals and lastly, the importance of sharing your businesses content on your page.
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