Review of activity during the year April 2016 - April 2017

The Exeter Institute presented the following CPD activity

31^st May. Analysing equity market valuations by Neil Dobson

1^st June. PI Issues of 2016 by Anna Murley, Katherine Cusac

21^st June. Trusts and their use in estate planning by Kings Court Trust

13^th September. Estate administration – What is involved and the opportunity for financial advisers by Kings Court Trust.

28^th September. Auto enrolment; an introduction by Jeremy Leslie-Smith,The Pensions Regulator.

25^th October. Introduction of Negotiation Skills for Insurance Professionals by Jeff Heasman

27^th October. Financial markets after Brexit by Neil Dobson, Invesco.

11^th January. Legal Expenses - ticking the box, Lesley Attu, DAS.

1^st February. Getting your Act together: essential skills to keep

on the right side of the Insurance Act 2015.

15^th February. Directors' and Officers' Liability Insurance by

Phil Duffy of Ecclesiastical – Underwriting Consultant, Ecclesiastical

24^th March. Financial markets after Brexit by Neil Dobson

4^th April. Renewable technologies and insurance by Frank McCreesh, FCII, Chartered Insurer; HSB Engineering Insurance Ltd.

The Exeter Institute organised the following social events

14^th June. Joint Professions Networking Group

18^th October. Joint Professions Networking Group

10^th November. Quiz night. 10 teams took part. Thanks to QM Steve Meredith

7^th March. Joint Professions Networking Group

10^th March. 95^th Annual Dinner. 272 dined. Sian Fisher, CEO of CII attended. Guest speaker was Monty Halls.

24^th February. The inaugural meeting of the Young Professionals’ Group was held. The president addressed the 20 attendees.

The future running of the Exeter Institute

Throughout the year, the institute prepared for spreading the work currently undertaken by the consultant to the institute who would be finishing his duties at the 2017 annual general meeting. Messrs. Fowles and Pyke have studied the necessary tasks and have identified members of Council who will take over the various duties, and have sought to bring new and younger members of the Exeter institute onto the Council.