Previous events
All previous events
![](/media/2113/t2-speech-240-x-260-px.jpg?autorotate=true&width=250&height=189&scale=both&mode=crop&anchor=center)
![](/media/2092/g9-keyboard-240-x-260-px.jpg?autorotate=true&width=250&height=189&scale=both&mode=crop&anchor=center)
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.
View event details![](/media/1518/dinner-wineglasses_144cmyk_images_240x260.jpg?autorotate=true&width=250&height=189&scale=both&mode=crop&anchor=center)
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 details![](/media/1466/3-person-meeting-graph_144cmyk_images_240x260.jpg?autorotate=true&width=250&height=189&scale=both&mode=crop&anchor=center)
PFS 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
View event details![](/media/2105/g29-mouse-240-x-260-px.jpg?autorotate=true&width=250&height=189&scale=canvas&mode=pad&anchor=center&bgcolor=white)
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.
View event details![](/media/1458/2-people-writing-notes_144cmyk_images_240x260.jpg?autorotate=true&width=250&height=189&scale=both&mode=crop&anchor=center)
PFS CPD Event - Pension Planning Opportunities
The session will be covering all pension planning opportunities for clients in accumulation and those in decumulation.
View event details![](/media/1498/people-listening-meeting_144cmyk_images_240x260.jpg?autorotate=true&width=250&height=189&scale=canvas&mode=pad&anchor=center&bgcolor=white)
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
View event details![](/media/1478/lady-meeting_144cmyk_images_240x260.jpg?autorotate=true&width=250&height=189&scale=both&mode=crop&anchor=center)
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.
View event details![](/media/2110/t34-presentation-240-x-260-px.jpg?autorotate=true&width=250&height=189&scale=both&mode=crop&anchor=center)
PFS CPD Event - Ethical Investing
Craig will be sharing with delegates how King and Shaxson can support adviser firms in the construction of ethical investment portfolios for their clients, providing an insight into the due diligence they conduct on funds in the SRI space, and demystifying the misconception surrounding the performance of ethical portfolios.
View event details![](/media/1496/people-clappping_144cmyk_images_240x260.jpg?autorotate=true&width=250&height=189&scale=both&mode=crop&anchor=center)
CII & PFS CPD Event - Recruitment, Do's & Don'ts
Insurance and Financial Services Hirers are operating in the most competitive recruiting environment ever. Not only does the profession find it challenging to find qualified individuals, the South West region has record and national lows in unemployment which compounds our problems. This session will help those hiring in this sector to uncover some of the essential elements in attracting the candidates they want and enable them to develop an effective interview and vetting process ensuring that they are successful in recruiting quality talent and securing the people that will assist in growing their businesses.
View event details![](/media/1498/people-listening-meeting_144cmyk_images_240x260.jpg?autorotate=true&width=250&height=189&scale=canvas&mode=pad&anchor=center&bgcolor=white)
PFS CPD Event - Lasting Powers of Attorney PFS session
Part 1. Lasting Powers of Attorney – the “Why” “What” and “How” • Exploring both “Property & Finance” and “Health & Welfare” Lasting Powers of Attorney; • The importance of ensuring that that you and your family prepare these documents emphasising the potential difficulties if they are not; • Comparing the documents to the older Enduring Power of Attorney and the circumstances when they may no longer work as intended. Part 2. Wills & Intestacy – the Pitfalls and Practicalities • Exploring the dangers of homemade Wills, contested Wills and the risks of Intestacy; • Practical Exercise – looking in detail at the taking of Will Instructions and ensuring that we ask the right questions of our clients.
View event details![](/media/1458/2-people-writing-notes_144cmyk_images_240x260.jpg?autorotate=true&width=250&height=189&scale=both&mode=crop&anchor=center)
PFS AF7 Revision Day - Sept 19
An overview of the key areas in the AF7 syllabus and how best to answer exam questions.
View event details![](/media/1490/men-handshake_144cmyk_images_240x260.jpg?autorotate=true&width=250&height=189&scale=both&mode=crop&anchor=center)
PFS CPD Event - Income Protection
This is a valuable Protection session for all advisers who are required to undertake 15 hours of protection CPD per year in line with the IDD. Income Protection as a product is massively undersold however there is a need for the vast majority of clients so why isn’t it taken up? The aim of this session is to explore the reasons and factors that prevent Income Protection becoming a more main stream product, assisting you as Advisers in understanding the Income Protection provider market and product proposition so you can enhance your client offering and service.
View event details![](/media/1498/people-listening-meeting_144cmyk_images_240x260.jpg?autorotate=true&width=250&height=189&scale=canvas&mode=pad&anchor=center&bgcolor=white)
YPG Mental Health CPD Event
Learning takes place through a mix of presentations, group discussions and workshop activities. We limit numbers to 25 people per course so that the instructor can keep people safe and supported while they learn. Everyone who completes the course gets a manual to refer to whenever you need it and a workbook including a helpful toolkit.
View event details![](/media/2110/t34-presentation-240-x-260-px.jpg?autorotate=true&width=250&height=189&scale=both&mode=crop&anchor=center)
PFS CPD Event - Professional Indemnity Insurance
**THIS EVENT HAS BEEN CANCELLED** 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 details