Events
Forthcoming events
Face to Face, PFS Breakfast Session : How Exchange Traded Funds ETF's Work
Live, face to face training session with Alan Kinnaird at the Kennford Suite, Exeter Court Hotel.
Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
Wed 08 May 8:30 am – 10:00 am
Alan Kinnaird Chartered FCSI, Walker Crips
Face to face, breakfast session - PFS session - LPA's All You Need To Know
Live, face to face training session suitable for PFS members at Barton Law Offices.
Meet for tea/coffee and bacon rolls at 8.30am, session starts 9.00am for 90 minutes, finishes at 10:30am.
Wed 22 May 9:00 am – 10:30 am
Peter Barton, Barton Law Offices
Insurance Institute of Exeter Annual Dinner 2025
The Insurance Institute of Exeter are delighted to announce that our 2025 Annual Dinner will take place on Friday 7th March 2025.
Fri 07 Mar – Fri 07 Mar
Winslade Manor
Annual General Meeting 2024
We need you! To attend our AGM...
If you feel that you can contribute to the future success of the Institute, by bringing your knowledge and enthusiasm to Council, please consider joining.
Being a Council member brings with it an array of benefits including the opportunity to network with prominent figures from the industry, develop your own personal skills and raise your profile within the local market.
We would be pleased to welcome any new member(s) wishing to join Council.
Wed 19 Mar 12:00 pm – 1:00 pm
Previous events
Face to Face, PFS Breakfast Session : The biggest change in Pension rules
Live, face to face training session with Phil Griffin of Quilter at the Kennford Suite, Exeter Court Hotel.
Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1.5 hours, finishes at 10:30am.
Wed 17 Apr 8:30 am – 10:30 am
Phil Griffin, Quilter
Exeter Institute - Lloyds of London Tour
Lloyds of London: An Overview
Lloyd's of London, often simply known as Lloyd's, is a British insurance and reinsurance market located in London's financial district. Unlike most of its industry counterparts, Lloyd's is not a single insurance company; rather, it is a corporate body governed by the Lloyd's Act of 1871 and subsequent Acts of Parliament. It operates as a partially mutualised marketplace within which multiple financial backers, grouped into syndicates, come together to pool and spread risk. These underwriters, or "members", are a mix of both corporate entities and private individuals.
The origins of Lloyd's can be traced back to the coffee houses of London in the late 17th century, particularly Edward Lloyd's coffee house, which became a popular spot for sailors, merchants, and ship owners to discuss insurance deals. Over time, Lloyd's evolved from a coffee house to the world's leading insurance market, pioneering many modern insurance practices and covering a wide range of complex risks, from natural catastrophes to cyber attacks.
Wed 27 Mar 12:30 pm – 1:30 pm
Tim Gould,
Webinar - Professional Indemnity insurance – How claims can arise
Professional Indemnity insurance – How claims can arise
This presentation provides an overview of professional indemnity insurance. It looks at the main case law underpinning the PI market, why the PI market is expanding in terms of number of policyholders needing the cover yet at the same time the capacity is decreasing.
The webinar, presented by Alan Chandler, one of the most popular presenters in the UK, explores the problems posed by a claims made wording and the difficulty clients have going into retirement without adequate run off cover. The presentation also looks at ensuring the correct limits of indemnity are set.
Wed 27 Mar 12:00 pm – 1:00 pm
Alan Chandler,
Insurance Institute of Exeter Annual Dinner 2024
The Insurance Institute of Exeter are delighted to announce that our 2024 Annual Dinner will take place on Friday 22nd March 2024 at Winslade Manor, Exeter Winslade Park Avenue, Manor Drive, Clyst St Mary, Exeter, EX5 1FY
Fri 22 Mar – Sat 23 Mar
Winslade Manor
Face to face, Joint Professions' Networking Group
Live, face to face joint professionals networking group meeting, with guest speaker Don Armand - Director, Sampson Armand Ltd
Tue 19 Mar 6:00 pm – 8:00 pm
Don Armand, Sampson Armand Ltd
Webinar - LiveBig - Purpose
Live BIG® training encompasses a blend of strategy and mindset skills that enables you to do more, go further and realise your full potential.
A six-session workshop that develops the way we Think, Feel and Act.
We introduce you to 6 Powers and Tools of Live BIG®. A profound and
a transformative experience for both companies and individuals.
Sessions are suitable and beneficial for all professionals at all levels.
Purpose
• Power: Exploring how to create intrinsic motivation and the value of a true and inspiring North Star
• Tool: Fully learn the North Star tool.
• Practical: Build your personal and team North Stars
Wed 13 Mar 12:30 pm – 1:30 pm
Jackson Thompson, Founder & Coach at Shift Key