Previous events
All previous events
R02 Full Day Exam Revision Workshop
This one day session aims to bring together all your learning from R02 into a live event focussing on key areas and where maximum marks can be gained in the exam. The session assumes the learner has studied R02 and is not new to these units and the aim is for the delegate to have increased confidence when taking the exam and a vastly increased chance of passing the exam.
View event detailsR01 Full Day Exam Revision Workshop
This one day session aims to bring together all your learning from R01 into a live event focussing on key areas and where maximum marks can be gained in the exam. The session assumes the learner has studied R01 and is not new to these units and the aim is for the delegate to have increased confidence when taking the exam and a vastly increased chance of passing the exam.
View event detailsConsumer Duty and Protection Webinar (PFS - Exeter)
CPD event for PFS members arranged by Exeter Insurance Institute, all at Plymouth & Cornwall Insurance Institute welcome One-hour webinar provided by Lisa Aggett of Scottish Widows Learning objectives: • How customers are buying protection • How will consumer duty impact distribution • Why it matters • Benefits from creating a protection culture https://www.localinstitutes.cii.co.uk/exeter/home/events/2023/webinar-pfs-consumer-duty-and-protection/ If any issues or questions, please contact Exeter Insurance Institute. This is a CPD event arranged by Exeter Insurance Institute (not your local institute) and suitable for all PFS members
View event detailsRemaining Resilient
Experts in positive psychology have long recognised that resilience is fundamental to good mental health and wellbeing and research consistently confirms that resilience is a capacity that is open to all to learn. Resilience is like a muscle – we need to use it to keep it strong, to prevent its power from diminishing. There is significant value in everyone investing time and energy into consciously developing resilience – as a strong protective factor for future mental and emotional health and wellbeing. In this session, we will explore how we can all make a commitment to safeguarding and nurturing our resilience skills in order to protect our future mental and emotional mental health and wellbeing.
View event detailsFace to Face (Exeter) - PFS - Drawdown Best Practise Workshop
CPD event for PFS members at Exeter Court Hotel arranged by Exeter Insurance Institute, all at Plymouth & Cornwall Insurance Institute welcome Session Overview: Live, PFS face to face training workshop with Colin Simmonds at the Kennford Suite, Exeter Court Hotel. Meet for bacon roll at 8.30am, session starts 9.00am for 1 hour, finishes at 10:30am. PLEASE COPY AND PASTE LINK IN ORDER TO BOOK: https://www.localinstitutes.cii.co.uk/exeter/home/events/2023/face-to-face-pfs-drawdown-best-practise-workshop/ If any issues or questions, please contact Exeter Insurance Institute. This is a CPD event arranged by Exeter Insurance Institute (not your local institute) and suitable for all PFS members
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WEBINAR: Proximate Cause and Exclusions: the Court of Appeal provides further guidance
In January 2023 the Court of Appeal delivered its judgment in the case of Brian Leighton (Garages) Ltd v Allianz Insurance Plc. The case provides further guidance as to what should be taken into account when considering scope of cover and especially proximate cause and exclusions. In this session, Jeff Heasman will examine the key aspects of the judgment and its impact on insureds and insurers.
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Outcomes-Based Regulation: understanding how to work in the new regulatory environment
With the introduction of the new Consumer Duty, the FCA signalled a move towards an outcomesbased regulatory system. This session will address the following questions - What does this mean for firms? What differences will we see? How do we need to adapt the way we work to evidence compliance in this new regime?
View event detailsWEBINAR - FCA GI Consumer Duty and update, 30th March, 10am
The FCA has made it clear that "some firms may be further behind in their thinking and planning for the Duty. This brings a risk that they may not be ready in time, or they may struggle to embed the Duty effectively throughout their business." A recent review highlighted three key areas where firms should particularly focus their attention during the second half of the implementation period (to 31 July 2023):- 1) Effective prioritisation; 2) Embedding the substantive requirements; 3) Working with other firms (many firms need to work and share information with other firms in the distribution chain but some plans gave little focus to this area). A 13 page letter on 13 February 2023 makes things even clearer! This General Insurance focused session will also include an update on Product Value Assessments (note the FCA criticised insurers for their lack of progress with this). Both brokers and insurers have an important role to play and this session will ensure you understand what it is you have to do and what changes need to happen in year two of the process to ensure it all gets done. We will also cover the current position on multi-occupancy insurances following intervention by the government.
View event detailsWEBINAR: 5 Habits of Highly Effective Claims Handlers in Insurance
Using his vast experience as a former litigation executive acting on behalf of claimants, as a senior liability adjuster acting on behalf of insurers, and now training claims handlers across the world, Jeff Heasman delivers this session in which he highlights what he has identified as the top 5 habits of highly effective claims handlers. The session looks at how these habits impact the performance of individual claims handlers, their teams, companies and also the experience of the customer. This session is valuable not only for claims handlers but everyone within the insurance industry.
View event detailsUnconscious Bias
An unconscious or cognitive bias is a systematic thinking error that causes us to make poor decisions and judgments, often taking the form of social stereotypes. To make sense of the infinite complexity of the world, our brain has to take short-cuts, like categorising people into groups with expected traits. The downside is the potential for prejudice which can ultimately lead to institutionalised racism and gender bias.
View event detailsWEBINAR: All Change: 2 years in which the Supreme Court transformed the way we and our clients do business
From the FCA Test Case on business interruption to the Uber Test Case, the decisions on vicarious liability to the judgments on professional negligence, the Supreme Court has certainly had a busy and productive couple of years. The Supreme Court has handed down a series of judgments that not only significantly impact the way we work as an insurance industry but also the risk management advice we should always be considering when interacting with our clients. This webinar will provide an overview of the key judgments of the Supreme Court over the past two years and how they impact our industry and our clients.
View event detailsNew Year Energy Booster Training Session
In this unique cpd training session with the ever-energetic and enthusiastic Michael you will learn:
View event detailsWEBINAR - Understanding the basics of regulation in the insurance industry
This webinar looks to provide an overview of the history of regulation within the UK insurance industry, who are the main regulators, how do they regulate and why regulation is so essential. The presentation will examine the principle-based approach to regulation put in place by the UK regulators and how this differs from rules based regulation in many other countries. it will also look at the main aspects of regulation including fair treatment for customer, ICOBS, training and competence requirements and solvency margins. All staff need to have an overview of how regulation applies to the insurance industry within which they work, and this presentation will provide this overview.
View event detailsWEBINAR - Understanding how insurers calculate a motor fleet rate
This presentation will look at how Insurers compile a motor fleet history and why brokers need to be aware of the cut-off date used. The webinar will explore the way in which underwriters look at fleet claims trends, and how they go about adding in expenses to obtain the quotation they offer your client. Very importantly, the presentation also looks at fleet risk management improvements that could be put in place by a client, and why it is so essential that a broker proactively brings these to the attention of an insurer.
View event detailsWebinar - The legal principles of insurance - 12-1pm Friday 9 December
The Legal Principles of Insurance This webinar will provide a plain English overview of the main legal principles of insurance, which are: 1. Insurable interest 2. Proximate cause 3. Indemnity 4. Subrogation 5. Contribution 6. The duty not to misrepresent/ Fair presentation of risk All staff working in the insurance industry should have a practical working knowledge of these principles and this one-hour webinar delivered by Alan Chandler, one of the most popular insurance presenters in the UK, will provide the practical knowledge of these very important pillars that underpin our industry. This one-hour webinar will be useful for all brokers, underwriters, and claims staff and as they form the main basis of the Cii exams very useful for anyone studying subjects such as IF1 and MO5.
View event detailsWebinar - PFS - Value of Added Value Benefits to a Life Plan
The Exeter Council are pleased to welcome Lisa Aggett of Scottish Widows for this PFS webinar training session. Session Overview: The second in a series of protection sessions provided by Scottish Widows for PFS members available online. The event joining link will be sent out by Theresa Atal the day before the webinar. PLEASE COPY AND PASTE LINK IN ORDER TO BOOK: https://www.localinstitutes.cii.co.uk/exeter/home/events/2022/webinar-pfs-value-of-added-value-benefits-to-a-life-plan/ If any issues or questions, please contact Exeter Insurance Institute. This is a CPD event arranged by Exeter Insurance Institute (not your local institute) and suitable for all PFS members
View event detailsWebinar - Inflation and the insurance considerations - Nov 30, 2022 09:15 AM
This session on inflation considers what affect increasing inflation has on business insurance – what clauses and cover issues brokers and insurers need to consider for various classes of cover
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Critical Illness Insurance - PFS Webinar - Making it simple but comprehensive - Booking details below
The Exeter CII have arranged 2 protection sessions by Scottish Widows for PFS members prior to the year end. • Learning Objectives: o Clarification around the structure of a Scottish Widows Protect Critical Illness Cover Plan; o Demonstrate how we simplified our cover but also widened the scope of our conditions covered at the same time; o Discussion around our strategy and how we are helping to shape the critical illness protection market focusing on what matters and offering comprehensive cover; o A look at how our approach is performing against the wider market. This is a CPD event arranged by Exeter Insurance Institute (not your local institute) and suitable for all PFS and CII professionals who advise on and sell critical illness cover to attend.
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